Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 15,452 $4.19M 0.32% +5 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 15,308 $4.15M 0.28% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,235 $4.13M 0.54% -302 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,067 $4.09M 0.07% +1,224 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 14,808 $4.07M 0.04% -108,766 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 15,000 $4.07M 0.04% -8,856 13F-HR Timeline Group BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 14,888 $4.04M 0.98% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,882 $4.04M 0.09% +1,232 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,716 $3.99M 1.13% -112 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 14,697 $3.99M 0.5% -32 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 14,595 $3.96M 1.16% -95 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 14,541 $3.94M 1.44% +2,422 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,493 $3.93M 0.07% +13,533 13F-HR/A Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 14,393 $3.9M -388 Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 14,367 $3.9M 2.18% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,206 $3.85M 0.44% -253 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 14,129 $3.83M 0.18% 13F-HR Timeline Eliot Finkel Investment Counsel, LLC More: the full row for Eliot Finkel Investment Counsel, LLC 14,115 $3.83M 2.34% -340 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 14,111 $3.83M 0.76% +355 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,993 $3.79M 0.07% +543 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,979 $3.79M 0.2% -271 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,963 $3.79M 0.07% -935 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 13,363 $3.78M +1,498 Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,939 $3.78M 0.05% +308 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,876 $3.76M 0.07% +608 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 13,875 $3.76M 0.87% -16 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 13,863 $3.76M 0.61% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,834 $3.75M 0.12% -441 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,724 $3.72M 0.16% +468 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,859 $3.72M 0.04% +678 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 13,686 $3.71M 1.72% +675 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,616 $3.69M 0.38% -230 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,461 $3.65M 1.01% +40 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 13,459 $3.65M 0.45% -897 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 13,408 $3.64M 1.08% +255 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 13,377 $3.63M 0.14% -10,585 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,944 $3.59M 1.55% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,187 $3.58M 0.18% +852 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 13,064 $3.54M 0.47% -508 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 13,056 $3.54M 1.04% -598 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,053 $3.54M 0.03% +984 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 13,052 $3.54M 1.19% -47 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,010 $3.53M 0.02% 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,893 $3.5M 0.22% -1,749 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,862 $3.49M 0.02% +2,537 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,821 $3.48M 0.13% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,810 $3.47M 0.1% +522 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 12,744 $3.46M 2.76% +81 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 12,674 $3.44M 1.99% -102 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,655 $3.43M 0.05% +1,139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,642 $3.43M 0.16% -109 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 12,569 $3.41M 0.03% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 12,544 $3.4M 0.37% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 12,533 $3.4M 1.16% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,452 $3.38M 0.05% -28 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 12,374 $3.36M 0.33% -225 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 12,311 $3.34M 3.25% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 12,258 $3.32M 0.04% -276 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,235 $3.32M 0.06% -2,879 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 12,185 $3.3M 1.1% -90 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,178 $3.3M 0.23% -25 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,090 $3.28M 0.16% -9,637 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 12,060 $3.27M 1.3% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,028 $3.26M 0.16% +9,768 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,011 $3.26M 0.06% +1,246 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 12,000 $3.25M 0.26% +2,000 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 12,000 $3.25M 0.34% +65 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 11,959 $3.24M 0.3% +336 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 11,957 $3.24M 0.93% -396 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 11,953 $3.24M 0.22% -376 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 11,927 $3.23M 1.79% 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,902 $3.23M 0.35% -1,658 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,897 $3.23M -714 Timeline Fruth Investment Management More: the full row for Fruth Investment Management 11,895 $3.23M 0.87% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,847 $3.21M 0.33% +335 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,746 $3.19M 0.03% -30 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 11,741 $3.18M 1.33% +463 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 11,695 $3.17M 1.07% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,584 $3.14M 0.21% -1,424 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 11,374 $3.08M 0.23% -130 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 11,357 $3.08M 0.5% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 11,280 $3.06M 2.29% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,213 $3.04M 0.08% +303 13F-HR/A Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,203 $3.04M 0.1% +2,192 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,197 $3.04M 0.05% +217 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 11,106 $3.01M 0.92% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,040 $2.99M 0.04% -68 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,013 $2.99M 0.08% +7,696 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,999 $2.98M 0.17% +233 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 10,899 $2.96M 0.06% -1,060 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,872 $2.95M 1.13% -80 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,830 $2.94M 0.05% +4,295 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,797 $2.93M 0.06% +3,402 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,707 $2.9M 0.11% -129 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,680 $2.9M 0.81% -38 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,679 $2.9M 0.03% +4,197 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,654 $2.89M 1.05% +233 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 10,631 $2.88M 0.59% new 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 10,551 $2.86M 1.86% -976 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 10,535 $2.85M 0.01% -69 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,474 $2.84M 0.02% -790 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,465 $2.84M 1.37% -173 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 10,286 $2.79M 1.18% +260 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 10,250 $2.78M 0.77% -223 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 10,152 $2.75M 0.42% +3,384 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 11,466 $2.75M 0.22% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,127 $2.75M 0.09% -591 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,031 $2.72M 0.38% -58 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 10,000 $2.71M 0.17% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,848 $2.71M 0.03% -3,137 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 9,888 $2.68M 0.49% -192 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 9,846 $2.67M 0.5% +147 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 9,841 $2.67M 0.12% -24 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,816 $2.66M 0.32% +1,516 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,722 $2.64M 0.17% -55 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,706 $2.63M 0.01% +38 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 9,687 $2.63M 0.7% +3,840 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,676 $2.62M 0.07% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 9,607 $2.61M 0.16% -127 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,548 $2.59M 0.6% -212 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 9,513 $2.58M 0.05% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 9,492 $2.57M 1.03% +62 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,356 $2.57M 0.1% +548 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 9,463 $2.57M 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,443 $2.56M 0.02% +606 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,407 $2.55M 0.54% -197 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 9,349 $2.54M 0.1% -3,000 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,348 $2.54M 0.49% -29 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 9,288 $2.52M 0.62% +2,172 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 9,280 $2.52M 0.72% +1 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,279 $2.52M 0.12% -2,554 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 9,224 $2.5M 0.04% +315 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 9,218 $2.5M 0.48% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,207 $2.5M 0.08% +146 13F-HR Timeline Group Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 9,200 $2.5M 1.31% +1,500 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 9,140 $2.48M 0.36% -360 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 9,139 $2.48M 0.63% -85,468 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,103 $2.47M 0.54% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,059 $2.46M 0.06% +2,896 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,049 $2.45M 0.78% +388 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,036 $2.45M 0.58% -196 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,006 $2.44M 0.04% -272 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,001 $2.44M +169 Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 8,964 $2.43M 1.2% -144 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 8,954 $2.43M 0.54% +1,194 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,776 $2.42M 0.11% +3,623 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 8,900 $2.41M 0.07% -1,900 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,899 $2.41M 0.09% -108 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,892 $2.41M 0.55% -126 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 8,722 $2.37M 0.31% -223 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,720 $2.36M 0.73% -694 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,552 $2.32M 0.39% -7,577 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 8,500 $2.31M 0.86% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,480 $2.3M 0.04% -1,025 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,446 $2.29M 0.16% -122 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,420 $2.28M 0.11% -90 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 8,405 $2.28M 0.12% +899 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,384 $2.27M 0.56% +207 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,373 $2.27M 0.13% -498 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,369 $2.27M 0.76% +38 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,282 $2.25M 0.78% +5,374 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,282 $2.25M 0.07% -7,959 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 8,244 $2.24M 0.24% -26,925 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,126 $2.2M 0.21% -50 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 8,108 $2.2M 0.34% +1,380 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,066 $2.19M 0.03% +2,940 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 7,980 $2.16M 1.17% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,973 $2.16M 1.01% -46 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,929 $2.15M 0.84% -69 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,876 $2.14M 0.02% new 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 7,858 $2.13M 0.25% +303 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,839 $2.13M 1.25% -280 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,825 $2.12M 0.1% +6,257 13F-HR/A Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 7,750 $2.1M 0.95% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,736 $2.1M 0.21% +133 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,733 $2.1M 0.05% +757 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,686 $2.08M 0.03% -8,104 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 7,634 $2.07M 0.52% -267 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,633 $2.07M 0.16% -20 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,492 $2.03M 0.03% +104 13F-HR Timeline United Bank More: the full row for United Bank 7,486 $2.03M 0.69% +1,055 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,479 $2.03M 0.8% +2,211 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,438 $2.02M 0.04% +812 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,426 $2.01M 0.02% -212 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,386 $2M 0.11% +743 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,372 $2M 0.07% +1,133 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 7,289 $1.98M 0.06% +810 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,259 $1.97M 0.21% +4,638 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,230 $1.96M 0.22% +17 13F-HR Timeline Legal Advantage Investments, Inc. 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