Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,377 $3.16M 0.66% -53 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,375 $3.16M 4.07% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,375 $3.16M 1.18% -4,845 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,515 $3.16M 0.35% +787 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,902 $3.15M 0.06% +132 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 4,360 $3.15M 0.31% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,321 $3.12M 0.03% +1,277 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 5,178 $3.12M 2.12% -1,105 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,294 $3.1M 0.2% -193 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,289 $3.1M 1.27% -550 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,287 $3.1M 0.16% -121 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,275 $3.09M 1.02% +100 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,266 $3.08M 2.16% 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,262 $3.08M 0.48% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 4,257 $3.08M 0.49% -235 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,254 $3.08M 0.69% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,250 $3.07M 1.79% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,238 $3.06M 0.3% -23,869 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,222 $3.05M 0.34% -151 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,221 $3.05M 0.21% +27 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 4,220 $3.05M 0.25% new 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,217 $3.05M 0.01% -453 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,210 $3.04M 0.08% -5,871 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,208 $3.04M 0.17% +3 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,191 $3.03M 0.48% -76 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,176 $3.02M 0.41% -183 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,173 $3.02M +228 Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,159 $3.01M 0.72% -3 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,308 $3.01M 0.22% +11 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,142 $2.99M 0.13% +331 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,135 $2.99M 0.25% +784 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,131 $2.99M 0.17% +1,511 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 19,099 $2.99M 0.4% -2,148 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,109 $2.97M 1.89% +929 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,929 $2.97M 1.75% -574 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,107 $2.97M 0.06% +3,391 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,102 $2.97M 0.27% +12 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,114 $2.96M 0.26% -154 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,092 $2.96M 0.54% -254 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,068 $2.94M 0.7% -103 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,050 $2.93M 0.26% +915 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,043 $2.92M 0.58% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,033 $2.92M 0.38% -60 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,033 $2.92M 0.79% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,029 $2.91M 0.14% +483 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,010 $2.9M 0.46% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,998 $2.89M 0.3% -998 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,996 $2.89M 0.14% -55 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,995 $2.89M 1.33% -89 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,995 $2.88M 0.07% -12,025 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,980 $2.88M 0.27% +92 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 3,979 $2.88M 1.33% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,970 $2.87M 0.73% -570 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,957 $2.86M 0.74% -731 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,111 $2.86M 1.67% -5,103 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,943 $2.85M 0.4% +214 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,942 $2.85M 0.27% -792 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,932 $2.84M 0.93% +22 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 3,930 $2.84M 0.11% -450 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,916 $2.83M 1.67% +3,314 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,903 $2.82M 0.41% +99 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $2.82M 0.76% +1,200 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,899 $2.82M 0.69% -122 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,896 $2.82M 0.28% +497 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,896 $2.82M 0.18% +424 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,871 $2.8M 0.08% +1,561 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,857 $2.79M 1.08% -215 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,855 $2.79M <0.01% -489 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,839 $2.78M 0.4% +34 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,839 $2.78M 0.08% +4 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,836 $2.77M 1.42% +74 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,832 $2.77M 0.17% +158 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,832 $2.77M 0.29% -1 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,831 $2.77M 0.15% +106 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,830 $2.77M 0.05% +31 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,827 $2.77M 0.13% -179 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 3,825 $2.77M 1.63% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,807 $2.75M 0.17% -34 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,806 $2.75M 0.1% +727 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,803 $2.75M 0.82% -185 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,803 $2.75M 0.64% +3,022 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,792 $2.75M 0.73% +182 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,793 $2.74M 0.73% -1,671 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,792 $2.74M 0.24% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,758 $2.72M 1.25% +658 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 3,750 $2.71M 2.43% -4,750 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,748 $2.71M 1.33% -43 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,222 $2.71M 0.16% +1,510 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,742 $2.71M 0.76% 0 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 3,740 $2.7M 0.3% +2,597 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,739 $2.7M 0.09% -265 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,728 $2.7M 0.04% -6 13F-HR Timeline City State Bank More: the full row for City State Bank 3,720 $2.69M 0.62% -47 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,710 $2.68M 0.42% -57 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,705 $2.68M 0.97% -250 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,689 $2.67M 0.49% 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,686 $2.66M 0.01% -13,579 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 3,677 $2.66M +706 Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,669 $2.65M 0.01% +2,214 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,657 $2.64M 0.75% -300 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,654 $2.64M 0.1% +11 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,639 $2.63M 0.43% -283 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,635 $2.63M 0.91% -1,517 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,351 $2.62M 0.17% +16 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,625 $2.62M 0.63% +248 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,615 $2.61M +1,947 Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,594 $2.6M 0.11% -474 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,587 $2.59M 0.36% -131 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,554 $2.57M 0.73% +1,387 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,548 $2.57M 0.36% +26 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,536 $2.56M 0.15% +1,029 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,528 $2.55M 0.22% -187 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,523 $2.55M 0.29% +215 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,515 $2.54M 0.7% -191 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,508 $2.54M 0.13% +1,769 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,498 $2.53M 0.13% +125 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,489 $2.52M 0.17% +238 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,480 $2.52M 1.09% -163 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,480 $2.52M 0.13% -244 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,480 $2.52M 0.06% -20 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,479 $2.52M 0.1% -253 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,476 $2.51M 0.16% -216 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,472 $2.51M 1.48% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,467 $2.51M 0.81% +5 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,378 $2.5M 0.27% -340 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,452 $2.5M 0.44% +96 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,440 $2.49M 0.13% +196 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,439 $2.49M 0.6% -7 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,438 $2.49M 0.38% -419 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,425 $2.48M 0.21% 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 3,423 $2.48M 0.43% +1,035 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,412 $2.47M 0.59% -316 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,410 $2.47M 0.26% -347 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,407 $2.46M 0.55% -182 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,400 $2.46M 0.05% 0 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 3,400 $2.46M 5.25% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,400 $2.46M 0.7% -419 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 3,392 $2.45M <0.01% new 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,392 $2.45M 0.08% +191 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,391 $2.45M 0.53% +10 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,367 $2.43M 0.15% -2,113 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,362 $2.43M 1.15% -73 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 3,356 $2.43M 2.36% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,355 $2.43M 0.69% -369 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,354 $2.42M 0.06% +27 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,341 $2.42M 0.08% -90 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,339 $2.41M 0.12% -491 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,338 $2.41M 0.06% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,423 $2.41M 0.11% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,330 $2.41M 0.25% +63 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,319 $2.4M 0.06% +305 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,312 $2.39M 0.3% +1,032 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,312 $2.39M 0.66% +1,351 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,299 $2.38M 0.14% +37 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,291 $2.38M 0.97% -98 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,288 $2.38M 0.19% -152 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,286 $2.38M 0.44% -2 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,285 $2.38M 0.53% +1,282 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,275 $2.37M 0.21% -163 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,272 $2.37M 0.74% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,268 $2.36M 0.25% +290 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,259 $2.36M 1.09% +3 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,258 $2.36M 1.17% -372 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,254 $2.35M 0.15% -400 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,251 $2.35M 0.24% +250 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,244 $2.35M 0.49% -714 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,236 $2.34M 0.53% 0 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,234 $2.34M 0.25% +692 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,232 $2.34M 0.82% -56 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,232 $2.34M 0.24% -489 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,228 $2.33M 0.39% +53 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,227 $2.33M 1.47% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,223 $2.33M 0.51% -2,592 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,221 $2.33M 0.21% -215 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,218 $2.33M 0.18% +159 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 4,387 $2.32M 2.15% -1,799 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,198 $2.31M 0.19% +45 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,170 $2.29M 0.47% +1,645 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,165 $2.29M 0.11% -288 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,160 $2.28M 0.06% -197 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,156 $2.28M 0.28% +87 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 3,150 $2.28M 0.74% +237 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,144 $2.27M 0.23% -604 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,121 $2.26M 1.52% -297 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,096 $2.24M +459 Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,077 $2.22M 0.18% +113 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,075 $2.22M 0.41% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,074 $2.22M 0.4% +82 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,064 $2.22M 0.99% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,043 $2.2M 0.38% +42 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,030 $2.19M 0.13% +798 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 3,028 $2.19M 1.09% -3,235 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,020 $2.18M 1.41% -10 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,018 $2.18M 0.4% -2,067 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,016 $2.18M 0.14% -25 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,015 $2.18M 0.1% +129 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,005 $2.17M 1.25% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3,002 $2.17M 1.13% -3 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,001 $2.17M 0.09% -47 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,000 $2.17M 0.91% 0 13F-HR Timeline