EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,971 $2.53M 0.06% +691 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,964 $2.53M -691 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,921 $2.52M 0.61% +10 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 8,915 $2.52M 0.39% -133 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,909 $2.51M 2.64% -42 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 8,891 $2.51M 0.12% -158 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 8,831 $2.49M 0.73% +24 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,807 $2.49M 0.15% -1,405 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,806 $2.49M 0.18% -435 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,802 $2.48M 0.84% +380 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 8,765 $2.47M 1.28% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8,753 $2.47M 0.24% +835 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,680 $2.45M 0.11% +325 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 8,596 $2.43M 1.2% -50 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 8,585 $2.42M 0.09% +10 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,582 $2.42M 0.03% -134 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 8,563 $2.42M 1.42% +1,061 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,542 $2.41M -99 Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 8,523 $2.41M 0.81% -352 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,493 $2.4M 0.13% -84 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 8,492 $2.4M 0.76% +85 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 8,490 $2.4M 1.94% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,487 $2.39M 0.64% -98 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,467 $2.39M 1.15% -70 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,452 $2.39M 0.08% -61 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,429 $2.38M 0.11% +2,046 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,411 $2.37M 0.04% -61 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,402 $2.37M 0.13% -16 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 8,400 $2.37M 0.77% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,385 $2.37M 0.87% +256 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 8,381 $2.37M 1.55% +549 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,354 $2.36M 0.04% -2,984 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 8,335 $2.35M 0.67% -270 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,950 $2.35M 0.09% -316 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 8,299 $2.34M 0.33% +85 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 8,275 $2.34M 0.27% -737 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 8,250 $2.33M 0.51% -265 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,180 $2.31M 0.19% -41 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,176 $2.31M 0.13% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 8,166 $2.3M 1.35% +338 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 7,708 $2.3M 0.3% -477 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,134 $2.3M 0.54% -82 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 8,128 $2.29M 0.01% -972 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,119 $2.29M 0.06% +725 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,098 $2.29M 0.25% -160 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,094 $2.28M 0.08% -2,867 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,091 $2.28M 0.14% -1,365 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,058 $2.27M 0.18% -3,475 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 8,029 $2.27M 0.84% -214 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,017 $2.26M 0.14% -2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,012 $2.26M 0.08% +357 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,998 $2.26M 0.08% +1,800 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,917 $2.23M 0.02% +468 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,875 $2.22M 0.64% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 7,824 $2.21M 0.22% -412 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,818 $2.21M 0.04% -6 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,809 $2.2M 0.44% +24 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,786 $2.2M 0.45% +169 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,746 $2.19M 0.08% +859 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,742 $2.18M 0.11% -28 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,721 $2.18M 1.04% +2 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,684 $2.17M 0.13% -884 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,672 $2.17M 0.22% +257 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 7,664 $2.16M 0.92% +132 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,663 $2.16M 0.45% +1,471 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,647 $2.16M 0.47% -408 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,603 $2.15M 0.1% -38,347 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,599 $2.14M 0.01% -617 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,596 $2.14M 0.12% -384 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,582 $2.14M 0.37% -459 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,569 $2.14M 0.47% +433 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,555 $2.13M 0.17% +2,904 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7,514 $2.12M 0.06% +4,421 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,466 $2.11M 0.58% -108 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 7,456 $2.1M 0.47% +162 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,445 $2.1M 0.32% -1,230 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,431 $2.1M 0.63% -179 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 7,423 $2.09M 0.52% +153 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,424 $2.09M 1.39% -65 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 7,402 $2.09M 0.25% -588,232 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 7,400 $2.09M 0.5% +597 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 7,400 $2.09M 0.57% 0 13F-HR Timeline Group Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 7,025 $2.08M 1.2% +525 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 7,375 $2.08M 0.02% -25 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,367 $2.08M 0.04% +2,525 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,346 $2.07M 0.76% -56 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 7,335 $2.07M 0.01% +1,135 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,276 $2.05M 0.75% +30 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 7,257 $2.05M 0.65% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,232 $2.04M 0.15% -1,142 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,224 $2.04M 0.07% +557 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,221 $2.04M 0.07% -235 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 7,212 $2.04M 1.42% 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,843 $2.03M 0.23% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,173 $2.02M 0.24% -85 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,168 $2.02M 1.1% +30 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 7,153 $2.02M 0.3% +822 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,117 $2.01M 0.12% +32 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,114 $2.01M 0.14% +410 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,097 $2M 0.13% +515 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,091 $2M 0.59% -32 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,044 $1.99M 0.12% +1,671 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,040 $1.99M 0.49% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,036 $1.99M +1,490 Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,808 $1.98M 0.39% +24 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,009 $1.98M 1.01% +76 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 6,999 $1.97M 0.84% -27 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,995 $1.97M 0.05% -1,535 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,988 $1.97M 0.41% +852 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,981 $1.97M 0.07% -1,414 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,977 $1.97M 0.29% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,964 $1.97M 0.6% +234 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,956 $1.96M 0.48% -74 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 6,923 $1.95M 0.11% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,921 $1.95M 0.13% +536 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 6,949 $1.95M 0.7% +3,199 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,895 $1.95M 0.25% +133 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,890 $1.94M 0.15% +128 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,882 $1.94M 0.68% -225 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,847 $1.93M 0.73% +363 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,846 $1.93M 0.15% -589 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,843 $1.93M 0.37% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,840 $1.93M 0.06% +529 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,833 $1.93M 0.09% +2,983 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 6,820 $1.92M 0.96% +2,643 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 6,793 $1.92M 0.13% -226 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,783 $1.91M 0.43% +1,123 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEARLE & CO. More: the full row for SEARLE & CO. 6,771 $1.91M 0.51% -175 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 6,762 $1.91M 0.14% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 6,746 $1.9M 0.1% +89 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,717 $1.9M 0.73% +347 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 6,715 $1.89M 1.11% +339 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,713 $1.89M 0.33% +814 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,711 $1.89M 0.19% +1 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 6,709 $1.89M 1.31% +74 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,690 $1.89M 0.3% +159 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,683 $1.89M 1.22% -175 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,861 $1.88M 0.12% +1,831 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,656 $1.88M 0.46% -169 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 6,655 $1.88M 0.79% +42 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 6,648 $1.88M 0.02% -2,225 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,645 $1.88M 0.16% -72 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,604 $1.86M 0.45% +177 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,584 $1.86M 0.02% -16,031 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 6,578 $1.86M 1.53% -5 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,561 $1.85M 0.07% -14,786 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,544 $1.85M 0.9% +18 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,523 $1.84M 1.28% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,515 $1.84M 0.33% -2,440 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,513 $1.84M 0.4% +16 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,507 $1.84M 0.06% -62 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,494 $1.83M 1.32% -70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,483 $1.83M 0.1% -3,855 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 6,457 $1.82M 0.96% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,457 $1.82M 0.2% -1 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,456 $1.82M 0.44% -122 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,451 $1.82M 1.1% +1,031 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,449 $1.82M 0.28% -420 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,446 $1.82M 0.14% -88 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,441 $1.82M 0.07% -279 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,408 $1.81M 0.66% +1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,391 $1.8M 0.07% -173 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,328 $1.79M 0.08% +8 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,326 $1.79M 0.18% +228 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,317 $1.78M 0.36% +9 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 6,304 $1.78M 0.05% -6,883 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,298 $1.78M 0.78% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,268 $1.77M 0.43% +277 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,265 $1.77M 0.12% -88 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,260 $1.77M 0.04% +44 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,317 $1.76M 0.28% -1,467 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,249 $1.76M 0.88% -269 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,242 $1.76M 0.4% +137 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,227 $1.76M 0.12% +5,370 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,224 $1.76M 0.1% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 6,224 $1.76M 0.27% -150 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,206 $1.75M 0.82% +10 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,201 $1.75M 0.48% +595 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,198 $1.75M 0.84% +76 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,188 $1.75M 1.68% -389 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,190 $1.75M 1.02% +272 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,183 $1.74M 0.2% -333 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,178 $1.74M 0.12% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,177 $1.74M 0.12% -187 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 6,155 $1.74M 0.29% -226 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,145 $1.73M 0.07% +325 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,142 $1.73M 0.04% -168 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,865 $1.72M 0.16% +793 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 6,123 $1.72M 1.62% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,102 $1.72M 0.15% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,891 $1.72M 0.05% +54 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,064 $1.71M 0.15% +401 13F-HR Timeline Mengis Capital Management, Inc. 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