JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,974 $1.36M 0.15% -371 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,054 $1.36M 0.06% +369 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 12,019 $1.35M 0.58% +126 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,987 $1.35M 0.53% +304 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,980 $1.35M 0.08% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,949 $1.34M 0.82% +1,006 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 11,898 $1.34M 0.41% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,883 $1.34M 0.04% +1,818 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,857 $1.33M 0.02% +2,349 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,422 $1.33M 0.03% +722 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,770 $1.32M 0.02% +500 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,757 $1.32M 0.67% -534 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,143 $1.32M 0.18% +1,292 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,707 $1.32M -451 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 11,680 $1.31M 0.01% -305 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,629 $1.31M 0.04% -749 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 11,530 $1.3M 0.12% +1,501 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 11,495 $1.29M 0.46% +254 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,488 $1.29M 0.13% -389 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,456 $1.29M 0.03% -486 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 11,350 $1.28M 0.29% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,309 $1.27M 0.13% +328 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 11,300 $1.27M 0.08% -451 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,856 $1.27M 0.2% +4,277 13F-HR/A Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 11,296 $1.27M 0.22% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,241 $1.26M 0.14% +101 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,192 $1.26M 0.03% +31 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,185 $1.26M 0.11% -352 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,168 $1.26M 0.01% -1,317 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,137 $1.25M 0.02% +1,714 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,555 $1.25M 0.03% +628 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,117 $1.25M 0.27% -409 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 11,047 $1.24M 0.47% -74 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,982 $1.24M 0.12% -782 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,971 $1.23M 0.08% +3,048 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,860 $1.22M 0.15% +2,489 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,809 $1.22M 0.04% -3,972 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 10,752 $1.21M 0.3% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 10,662 $1.2M 0.17% -422 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,656 $1.2M 0.04% -1,117 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,654 $1.2M 0.02% +344 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,632 $1.2M 0.23% +508 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,627 $1.2M 0.01% +439 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,618 $1.19M <0.01% -1,152 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 10,599 $1.19M 0.11% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,598 $1.19M 0.02% +559 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 10,595 $1.19M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,539 $1.19M 0.04% +1,644 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,506 $1.18M 0.27% +30 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,346 $1.16M 0.02% +839 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 10,319 $1.16M 0.16% -2,303 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,303 $1.16M 0.31% +42 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,298 $1.16M 0.05% +292 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 10,270 $1.16M 0.39% -4,228 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 10,236 $1.15M 0.03% +8,665 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,187 $1.15M 0.17% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 10,107 $1.14M 0.61% +815 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,074 $1.13M 0.13% +4,230 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,058 $1.13M 0.01% +1,862 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,056 $1.13M 0.1% -114 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $1.12M 0.24% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,000 $1.12M 0.3% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 9,990 $1.12M 0.69% +1,261 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,989 $1.12M 0.06% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,966 $1.12M 0.2% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,919 $1.12M 0.02% +192 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,889 $1.11M 0.09% +189 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,883 $1.11M 0.01% +842 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,859 $1.11M 0.26% +81 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 9,794 $1.1M 0.21% +293 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,768 $1.1M 0.01% +231 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 9,575 $1.08M 0.52% +250 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,529 $1.07M 0.14% +7,333 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 9,515 $1.07M 0.34% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 9,500 $1.07M 0.99% -555 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 9,447 $1.06M 0.6% +694 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,394 $1.06M 0.02% +29 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,392 $1.06M 0.25% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 9,618 $1.06M 0.05% +1,800 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,385 $1.06M 0.13% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 9,355 $1.05M 0.49% -3,105 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,250 $1.04M 0.06% +1,486 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,218 $1.04M 0.02% +43 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,153 $1.03M 0.01% -173,853 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,130 $1.03M 0.62% +3,491 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,093 $1.02M 0.49% +813 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 9,316 $1.02M 0.02% +1,087 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,086 $1.02M <0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,063 $1.02M <0.01% -2,336 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,039 $1.02M 0.02% -520 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,991 $1.01M 0.02% -132 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,959 $1.01M 0.31% -11,071 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,954 $1.01M <0.01% +5,923 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,882 $999K 0.14% +536 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,352 $987K 0.04% +968 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,766 $986K 0.13% +3,787 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 8,701 $979K 0.15% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,661 $974K 0.06% +2 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,649 $973K 0.1% +70 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,648 $973K 0.13% +52 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,631 $971K 0.02% +360 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 8,616 $969K 0.64% +573 13F-HR/A Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 8,582 $966K 0.55% +370 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,553 $962K 0.1% +175 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 8,542 $961K 0.66% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 8,494 $956K 0.16% -62 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,483 $954K 0.04% +26 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,469 $953K 0.27% +205 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,455 $951K 0.02% -1,757 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,423 $948K 0.03% +389 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,397 $945K 0.07% -89 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,350 $939K 0.07% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,348 $939K 0.05% +9 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,342 $938K 0.01% +456 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,314 $935K 0.33% +80 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,235 $926K 0.06% +18 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,223 $925K 0.04% +2,085 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 8,213 $924K 0.1% +1,519 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,951 $922K 0.07% +2,274 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,194 $922K 0.04% +6 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,099 $911K 0.13% -810 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,053 $906K 0.04% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,043 $905K 0.01% +3,773 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,031 $903K 0.04% +658 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,021 $902K 0.25% -435 13F-HR Timeline STF Management LP More: the full row for STF Management LP 7,994 $899K 0.33% -214 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,982 $898K 0.22% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,981 $898K 0.02% +17 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,956 $895K 0.02% +1,388 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,944 $894K 0.21% -12 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,940 $893K 0.06% +1,751 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,905 $889K 0.11% +125 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,856 $884K 0.12% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,837 $882K 0.36% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,815 $879K 0.07% +183 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,763 $873K 0.02% -2,994 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,728 $869K <0.01% -4,300 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,719 $868K 0.28% +3,298 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,686 $865K 0.22% +654 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,685 $865K 0.26% -321 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,636 $859K 0.03% -296 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,631 $858K 0.02% +3,518 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 7,630 $858K 0.27% +35 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,630 $858K 0.05% +3,886 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,626 $858K 0.05% +292 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,616 $857K 0.19% -2,275 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,607 $856K 0.04% +4,318 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,582 $853K 0.02% +2,096 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,576 $852K 0.21% +3,877 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,560 $850K 0.04% -197 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,502 $844K 0.05% +1,200 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,475 $841K 0.19% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,466 $840K 0.12% +14 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 7,432 $836K 0.06% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,373 $829K 0.09% +585 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 7,365 $829K 0.13% +103 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,365 $829K 0.02% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,358 $828K 0.16% +272 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 7,274 $818K 0.06% +2,150 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,267 $818K 0.04% -43 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,204 $813K 0.02% 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,175 $807K 0.64% 0 13F-HR/A Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,169 $807K 0.08% +1,776 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,168 $806K 0.2% -1,011 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,097 $798K 0.07% -414 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,751 $794K 0.11% -48 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,058 $794K <0.01% +553 13F-HR/A Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 7,027 $791K 0.63% +3,005 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,020 $790K 0.04% -1,513 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 7,066 $786K 0.01% new 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,936 $780K <0.01% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,925 $779K 0.17% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,910 $777K 0.04% +1,212 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,904 $777K 0.19% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,886 $775K 0.06% +150 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,874 $773K 0.14% +776 13F-HR/A Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,870 $773K 0.09% +99 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,846 $770K 0.3% +116 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,796 $765K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,772 $762K 0.06% +3,912 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 6,757 $760K 0.35% +2,087 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 6,760 $760K 0.52% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,700 $755K 0.12% -555 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,713 $755K 0.48% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,709 $755K 0.26% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,279 $750K 0.05% +139 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,650 $748K 0.35% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,644 $747K 0.05% +1,999 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,631 $746K <0.01% +1,586 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,301 $745K 0.08% -884 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,611 $744K 0.18% +142 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,600 $742K 0.26% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,558 $738K 0.58% -10 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,556 $738K 0.02% +169 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,542 $736K -200 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,541 $736K 0.04% -645 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,533 $735K 0.21% +1,642 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 6,530 $735K 0.08% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,527 $734K <0.01% +289 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,482 $729K 0.03% -148 13F-HR Timeline Group