Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 12,729 $2.06M 0.76% +2,003 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,703 $2.06M 0.39% -6,146 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,676 $2.05M 0.86% +104 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 12,665 $2.05M 0.57% -352 13F-HR/A Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,609 $2.04M 0.2% 0 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 12,583 $2.04M 1.16% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,556 $2.03M 0.11% +82 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12,508 $2.02M 1.24% -1,228 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 12,500 $2.02M 0.62% new 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 12,495 $2.02M 0.11% -662 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,493 $2.02M 0.09% +2,415 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,488 $2.02M 0.14% +16 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,463 $2.02M 0.52% +766 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 12,464 $2.02M 0.05% +9,364 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 12,450 $2.01M 2.16% -15,550 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 12,363 $2M 0.57% +4,581 13F-HR Timeline Crestwood Capital Management, L.P. More: the full row for Crestwood Capital Management, L.P. 12,318 $1.99M 1.39% -15,000 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 12,315 $1.99M 0.93% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,313 $1.99M 0.03% +226 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 12,306 $1.99M 0.19% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 12,292 $1.99M 0.51% +2,385 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,286 $1.99M 0.12% new 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 12,215 $1.98M 0.92% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,211 $1.98M 0.09% +1,241 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 12,173 $1.97M 0.8% -164 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,139 $1.96M 0.06% -437 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,100 $1.96M 0.06% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,007 $1.94M 0.02% +1,775 13F-HR Timeline Group TT International Asset Management LTD More: the full row for TT International Asset Management LTD 12,000 $1.94M 0.38% -2,000 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 11,985 $1.94M 0.18% +115 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 11,971 $1.94M 0.25% -48 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 11,956 $1.93M 0.05% +262 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,948 $1.93M 0.15% +323 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 11,944 $1.93M 0.49% -1,265 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 11,903 $1.93M 0.02% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 11,810 $1.91M 0.75% -395 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,787 $1.91M 0.09% -144 13F-HR Timeline QVR LLC More: the full row for QVR LLC 11,751 $1.9M 2.3% +11,126 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 11,700 $1.89M 0.59% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,693 $1.89M 0.08% +189 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,742 $1.89M 0.39% -99 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 11,665 $1.89M 0.53% +2,605 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 11,654 $1.89M 0.84% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,611 $1.88M 0.14% -136 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,601 $1.88M 0.21% -955 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,578 $1.87M 0.13% -476 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,358 $1.87M 0.04% -93 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,560 $1.87M 0.25% +9,884 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,560 $1.87M 0.25% +4,224 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,455 $1.85M 0.11% -219 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,435 $1.85M 0.68% +147 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 11,413 $1.85M 0.26% +657 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,377 $1.84M 0.49% +25 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,365 $1.84M 1.05% -200 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,353 $1.84M 0.11% +602 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,366 $1.83M 0.19% +7,635 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 11,286 $1.83M 0.45% +733 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 11,272 $1.82M 0.44% +410 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,260 $1.82M 0.1% -726 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 11,253 $1.82M 0.26% +1,255 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 11,247 $1.82M 0.33% +55 13F-HR Timeline Group AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 11,200 $1.81M 1.89% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 7,574 $1.81M 1.33% -6,200 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,157 $1.81M 0.29% -1,345 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,152 $1.8M 0.02% -756 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,142 $1.8M 0.32% +89 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 11,132 $1.8M 0.67% -439 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,116 $1.8M 0.35% +921 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 11,117 $1.8M 0.1% +2,514 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,108 $1.8M 0.57% +1,606 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 11,100 $1.8M 0.08% +1,860 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,065 $1.79M 0.41% -145 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 11,058 $1.79M 0.03% +6,425 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 11,031 $1.78M 0.57% +206 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 11,028 $1.78M 1.1% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 11,025 $1.78M 0.69% -1,267 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 11,011 $1.78M 1.13% -156 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 10,945 $1.77M 0.08% -1,108 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,930 $1.77M 0.05% -4,162 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,895 $1.76M 0.84% -5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,873 $1.76M 0.03% +4,069 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,871 $1.76M 0.72% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,856 $1.76M 0.47% -2,527 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,840 $1.75M 0.15% +236 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 10,831 $1.75M 0.35% +335 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 10,707 $1.75M 0.1% +1,554 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 10,758 $1.74M 1.2% +162 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10,723 $1.73M 0.07% +100 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,718 $1.73M 0.21% +92 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,717 $1.73M 0.1% +1,355 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 10,707 $1.73M 0.1% +775 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,754 $1.73M 0.09% +1,224 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 10,650 $1.72M 0.92% -1,550 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,620 $1.72M 0.39% -75 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 10,555 $1.71M 0.54% -31 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,535 $1.7M 0.1% +339 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 10,500 $1.7M 1.43% -2,650 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,489 $1.7M 0.38% -1,141 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,456 $1.69M 0.07% -94 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 10,438 $1.69M 0.81% -41 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,421 $1.69M 0.25% +1,465 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,419 $1.69M 0.34% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,409 $1.68M 0.04% +509 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,402 $1.68M 0.08% +7,205 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,364 $1.68M 0.08% -622 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 10,362 $1.68M 0.46% +1,559 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 10,361 $1.68M -4,463 Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,333 $1.67M 0.43% -132 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,329 $1.67M 0.32% -270 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 10,300 $1.67M 0.01% -5,249 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 10,291 $1.66M 0.86% -51 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,275 $1.66M 0.04% -331,733 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,258 $1.66M 0.12% -3,204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,216 $1.65M 0.34% 0 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 10,208 $1.65M 1.07% -42 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,190 $1.65M 0.12% +30 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 13,637 $1.65M 0.32% -3,166 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,181 $1.65M 0.68% -36 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,177 $1.65M 0.22% -793 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,968 $1.64M 0.73% -145 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 10,134 $1.64M 0.31% -50 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 10,135 $1.64M 0.63% -10 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,087 $1.63M 0.01% +689 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 10,050 $1.63M 0.51% -1,165 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,042 $1.62M 0.19% +86 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,030 $1.62M 0.29% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,000 $1.62M 0.09% -182 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 9,975 $1.61M 0.01% +4,096 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,194 $1.61M 0.67% +857 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,931 $1.61M 0.01% +2,041 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,915 $1.6M 0.06% -58 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,748 $1.6M 0.11% -355 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,903 $1.6M 0.02% +1,393 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9,886 $1.6M 0.48% +190 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,865 $1.6M 0.31% -100 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,854 $1.59M 0.05% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,170 $1.59M 0.26% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,793 $1.58M 0.13% -230 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,758 $1.58M 0.27% +447 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,753 $1.58M 0.25% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,735 $1.58M 0.15% +200 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,719 $1.57M +421 Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,619 $1.56M 0.42% -9,822 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,601 $1.55M 0.13% -4,216 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,583 $1.55M 0.29% -101 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 9,499 $1.54M 0.51% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,489 $1.54M 0.02% -187 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 9,477 $1.53M 0.89% +7,565 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,422 $1.52M 0.11% +3,419 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 9,411 $1.52M 0.08% -7,980 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,547 $1.52M 0.04% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 9,405 $1.52M 0.02% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 7,008 $1.52M 1.12% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,370 $1.52M <0.01% +231 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 9,354 $1.51M 0.64% +1,035 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,833 $1.51M 0.25% -381 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,309 $1.51M 0.07% -307 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,292 $1.5M 0.37% -433 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,274 $1.5M 0.5% -13,104 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,273 $1.5M 0.05% +246 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 9,268 $1.5M 0.39% +6,853 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,264 $1.5M 0.65% +600 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 9,245 $1.5M 0.4% -124 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,236 $1.49M 0.02% +3,786 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 9,231 $1.49M 0.77% -342 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,229 $1.49M 0.04% +1,794 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,202 $1.49M 0.02% -56 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 9,169 $1.48M 1.37% -26 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,167 $1.48M 0.13% +572 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,147 $1.48M 0.11% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,140 $1.48M 0.46% -285 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 9,134 $1.48M 0.77% -9,832 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,132 $1.48M 0.18% +51 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 9,124 $1.48M 0.91% -432 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,109 $1.47M 0.65% +100 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,099 $1.47M 0.12% +63 13F-HR Timeline Bowman & Co S.C. 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