BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,623 $1.21M 0.02% +34 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,614 $1.2M 0.09% -9,031 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 4,600 $1.2M 0.1% +200 13F-HR/A Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,587 $1.2M 0.43% -218 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,581 $1.19M 0.06% +677 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,580 $1.19M 0.11% +10 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,564 $1.19M 0.89% -598 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,543 $1.18M 0.31% +497 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,539 $1.18M 0.26% -716 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 4,531 $1.18M 0.14% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,530 $1.18M 0.55% +263 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,522 $1.18M 1.04% -234 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,517 $1.18M 0.53% -20 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 4,500 $1.17M 0.2% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. 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LLC 4,437 $1.16M <0.01% +928 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,433 $1.16M 0.18% -47 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,432 $1.16M 0.04% -6 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,427 $1.15M 0.63% +239 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,421 $1.15M 0.09% +164 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,414 $1.15M 0.45% -495 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,398 $1.15M 0.79% -77 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,388 $1.14M 0.17% +660 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,385 $1.14M 0.42% +2,166 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,382 $1.14M 0.15% +67 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,273 $1.14M 0.16% 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,371 $1.14M 0.75% +102 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,364 $1.14M 0.32% -400 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,338 $1.13M 0.94% +206 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 4,324 $1.13M 0.13% -1,960 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,302 $1.12M 0.02% -442 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,301 $1.12M 0.34% +15 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,298 $1.12M 0.04% -358 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,292 $1.12M 0.17% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,289 $1.12M 0.06% +57 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,469 $1.12M 0.48% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,279 $1.12M 0.32% +591 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,278 $1.11M 0.9% -1,589 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,262 $1.11M 0.08% -446 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,253 $1.11M 0.42% -2,491 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 4,244 $1.11M 0.21% -7,138 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,238 $1.1M 0.34% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,229 $1.1M 0.42% +1,662 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,211 $1.1M 0.29% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,201 $1.09M 0.24% +195 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,186 $1.09M 0.15% -726 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,183 $1.09M 0.08% -318 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,172 $1.09M 0.4% +47 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,170 $1.09M 0.53% -65 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,154 $1.08M 0.08% +415 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,148 $1.08M 0.08% -1,282 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 4,145 $1.08M 0.35% -10 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,139 $1.08M 0.08% +1,282 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,124 $1.07M 0.12% -55 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,121 $1.07M 0.46% +85 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,110 $1.07M 0.15% +627 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,104 $1.07M 0.11% +2,218 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,087 $1.07M 0.48% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,085 $1.06M 0.28% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,066 $1.06M 0.13% -43 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 4,065 $1.06M 0.51% -10 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,065 $1.06M 0.3% -3 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,063 $1.06M 0.12% +168 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,062 $1.06M 0.04% -80 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,054 $1.06M 0.18% 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,044 $1.05M 0.97% -243 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,043 $1.05M 0.34% -2 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,034 $1.05M 0.02% new 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,028 $1.05M 1.03% -30 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,027 $1.05M 0.33% +13 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 4,015 $1.05M 0.51% +122 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,000 $1.04M 0.13% new 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 4,000 $1.04M 0.42% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,997 $1.04M 0.12% +1,031 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,996 $1.04M 0.39% +2,030 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 3,996 $1.04M 0.96% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,986 $1.04M 0.18% -806 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,979 $1.04M 0.13% -29 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,966 $1.03M 0.57% +160 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,964 $1.03M 0.06% +68 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,960 $1.03M 0.07% +1,775 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,948 $1.03M 0.14% -108 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,946 $1.03M 0.13% -1,392 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,829 $1.03M 0.25% -105 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,936 $1.03M 0.03% +104 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 3,931 $1.02M 0.02% -20,648 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,920 $1.02M 0.57% 0 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,892 $1.01M 0.05% +39 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,889 $1.01M 0.02% +145 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,881 $1.01M 0.33% +1,063 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 3,870 $1.01M 0.66% +400 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,866 $1.01M 0.15% -108 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,861 $1.01M 0.11% +7 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,843 $1M 0.15% -282 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,827 $997K 0.27% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 3,826 $997K 0.98% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,825 $997K 0.51% +246 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,824 $997K 0.58% -25 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,823 $996K 0.05% -106 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,817 $995K 0.44% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,811 $993K 0.11% -3 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,795 $989K 0.07% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,789 $988K 0.42% -579 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,784 $986K 0.14% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,775 $984K 0.44% -50 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,759 $980K 0.25% -97 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,758 $979K 0.19% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,755 $979K 0.06% +6 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for TAGStone Capital, Inc. 3,711 $967K 0.48% +30 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,705 $966K 0.48% -6 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,705 $966K 0.21% -3,130 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,704 $965K 0.02% +17 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 3,702 $965K 0.06% -387 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,690 $962K 0.17% +14 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,681 $959K 0.38% +177 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,674 $958K 0.64% -152 13F-HR Timeline FAIRFIELD, BUSH & CO. 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More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,633 $947K 0.53% -3 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,630 $946K 0.32% -69 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,630 $946K 0.07% +2,200 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,603 $939K 0.28% +4 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,601 $939K 0.17% +907 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,597 $938K 0.01% +141 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,591 $936K 0.17% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,581 $933K 0.15% +21 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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More: the full row for TCI Wealth Advisors, Inc. 3,536 $922K 0.08% -132 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,535 $921K 0.35% +26 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,534 $921K 0.02% -215 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,520 $917K 0.09% -58 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 3,518 $917K 0.01% +732 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,516 $916K 0.06% -5,337 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,503 $913K 0.02% +142 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,486 $909K 0.46% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,487 $909K 0.33% +812 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,298 $908K 0.28% -2,816 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,468 $904K 0.09% -275 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,467 $904K 0.52% +291 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,466 $903K 0.07% -185 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,463 $903K 0.47% +27 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,464 $903K 0.12% +2,956 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,460 $902K 0.13% +871 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. 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