Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,840 $1.49M 0.33% -69 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 6,773 $1.47M 0.06% -30 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,693 $1.46M 0.06% -3,120 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,693 $1.46M 0.07% +526 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,673 $1.45M 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,657 $1.45M 0.04% -1,266 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,650 $1.45M 0.11% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,609 $1.44M 0.05% -2,065 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6,593 $1.43M 0.31% +150 13F-HR/A Timeline Delta Global Management LP More: the full row for Delta Global Management LP 6,585 $1.43M 0.1% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,578 $1.43M 0.37% +498 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glenview Trust Co More: the full row for Glenview Trust Co 6,577 $1.43M 0.03% -479 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,553 $1.43M 0.24% -2,362 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,523 $1.42M 0.39% +171 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 6,513 $1.42M 0.13% +868 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,461 $1.41M 0.04% +76 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,436 $1.4M 0.06% +405 13F-HR Timeline ANB BANK More: the full row for ANB BANK 6,421 $1.4M 0.62% -381 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,393 $1.39M 0.05% +827 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,380 $1.39M 0.06% -226 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,334 $1.38M 0.46% -215 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,325 $1.38M 0.67% -65 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 6,314 $1.37M 0.16% +722 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,948 $1.37M 0.23% 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,002 $1.35M 0.53% +155 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,170 $1.34M 0.04% -161 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 6,138 $1.34M 0.26% -79 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 6,138 $1.34M 0.66% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,109 $1.33M 0.06% -1,069 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,104 $1.33M 1% +97 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,094 $1.33M 0.09% +2,015 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,074 $1.32M 0.17% +1,796 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,068 $1.32M 0.12% +306 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,049 $1.32M 0.15% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,031 $1.31M 0.51% -63 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,007 $1.31M 0.5% 0 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 6,000 $1.31M 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,991 $1.3M 0.08% -373 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,960 $1.3M 0.85% -94 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,955 $1.3M 0.3% -3 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 5,936 $1.29M 0.02% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,929 $1.29M 0.46% +603 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,928 $1.29M 0.13% -1,159 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,901 $1.28M 0.09% -269 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,879 $1.28M 0.04% -4,205 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,876 $1.28M 0.34% +388 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,862 $1.28M 0.15% +1,010 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,842 $1.27M 0.09% -14,673 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,793 $1.26M 0.02% +267 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,782 $1.26M 0.15% +3,037 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,760 $1.25M <0.01% -61 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,755 $1.25M 0.25% -85 13F-HR Timeline United Bank More: the full row for United Bank 5,755 $1.25M 0.52% +532 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 5,751 $1.25M 0.77% -29,304 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,751 $1.25M 1.42% +3,149 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,721 $1.24M 0.19% -717 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 5,711 $1.24M 0.77% +5 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,702 $1.24M 0.03% -9 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,570 $1.24M 0.76% -326 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,696 $1.24M 0.62% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,631 $1.23M 0.09% -2,910 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,629 $1.22M 0.64% +629 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 5,572 $1.21M <0.01% -167,028 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,556 $1.21M 0.01% +84 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,552 $1.21M 0.4% +458 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,518 $1.2M 0.1% +459 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,508 $1.2M 0.12% -35 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,459 $1.19M 0.21% +3,457 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,425 $1.18M 0.05% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,418 $1.18M 0.19% +87 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,415 $1.18M 0.03% -73 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,412 $1.18M 0.08% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,388 $1.17M <0.01% -414 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,388 $1.17M 0.65% +116 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,385 $1.17M 0.33% -1,537 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,364 $1.17M 0.09% +434 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,342 $1.16M 0.18% -1,382 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,336 $1.16M 0.7% +200 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,336 $1.16M 0.6% -12 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,320 $1.16M 1.06% -29 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,319 $1.16M 0.07% -219 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,305 $1.15M 1.19% -25 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,281 $1.15M 0.11% +331 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,240 $1.14M 0.12% +282 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 5,159 $1.12M 0.02% -2,482 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,147 $1.12M 0.52% -1,218 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,135 $1.12M 0.06% -47 13F-HR/A Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 5,131 $1.12M 0.09% -278 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,106 $1.11M 0.03% -372 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,107 $1.11M <0.01% +4,447 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,920 $1.11M 0.89% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,060 $1.1M 0.24% +256 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,058 $1.1M 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,054 $1.1M 0.03% +36 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,082 $1.1M 0.11% +202 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,031 $1.09M 0.27% -253 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,085 $1.09M 0.02% -2,689 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,008 $1.09M 0.01% -1,953 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $1.09M 0.34% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,000 $1.09M 0.06% -12,322 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,981 $1.09M +1,449 Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,985 $1.08M 0.08% -30 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,963 $1.08M 0.03% +1,549 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,901 $1.08M 0.42% -530 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,906 $1.07M 0.08% -146 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,872 $1.06M 0.93% -191 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,859 $1.06M 0.08% -208 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,857 $1.06M 0.13% +948 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,837 $1.05M 0.37% +174 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 4,800 $1.04M 3.47% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,706 $1.04M -433 Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,767 $1.04M 0.18% +423 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,767 $1.04M 0.3% +78 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,764 $1.04M 0.12% -252 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,761 $1.04M 0.03% -4 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,750 $1.03M 0.01% +945 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 4,748 $1.03M 0.1% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,746 $1.03M 0.22% +764 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,746 $1.03M 0.17% -54 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,734 $1.03M 0.4% +1,815 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,706 $1.02M 0.03% -2,657 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,705 $1.02M 0.07% -1,303 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,689 $1.02M 0.04% -1,964 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,698 $1.02M 0.1% -24 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,837 $1.02M 0.42% -35 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,683 $1.02M 0.21% -150 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,683 $1.02M 0.1% +71 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,679 $1.02M 0.02% +949 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,674 $1.02M 0.06% +89 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,671 $1.02M 0.03% +88 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,670 $1.02M 0.14% +43 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,662 $1.01M 0.19% -123 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,660 $1.01M 0.06% -17,739 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,642 $1.01M 0.3% +426 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 4,640 $1.01M 0.12% -2,845 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,626 $1.01M 0.47% +69 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,625 $1.01M 0.81% +2,233 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,611 $1M <0.01% -30,860 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,585 $998K 0.08% +233 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,580 $997K 0.33% +768 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,580 $997K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,571 $995K 0.13% +40 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,441 $966K 0.09% -319 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,429 $964K 0.05% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,428 $964K 0.07% -1,340 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,291 $960K 0.34% +145 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,376 $952K 0.01% -24 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,364 $950K 0.21% +82 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,353 $947K 0.01% -1,861 13F-HR/A Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,347 $946K 0.18% -8 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,314 $939K 0.12% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,301 $936K 0.03% -4,249 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,287 $933K 0.12% +18 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,287 $933K <0.01% -2,300 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,278 $931K 0.02% +1,115 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,254 $926K 0.32% +91 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,251 $925K 0.09% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,239 $922K 0.03% -73,898 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,199 $914K 0.41% -120 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,196 $913K 0.79% +141 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,175 $908K 0.03% -32,690 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,160 $905K 0.32% -50 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,048 $901K 0.05% -117 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,133 $899K 0.04% +794 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,263 $899K 0.03% +57 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,123 $897K 0.07% -15,480 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,117 $896K 0.12% -4,125 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,108 $894K 0.02% -139 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,107 $894K 0.22% +1 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,098 $892K 0.61% -9,652 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,090 $890K 0.02% -1,683 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,089 $890K 0.21% +728 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,055 $882K 0.12% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,045 $880K 0.11% -1,785 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,043 $880K 0.15% +327 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,033 $878K 0.18% -22 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,014 $873K 0.16% 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,013 $873K 0.08% +737 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,008 $872K 0.03% -1,466 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,010 $871K 0.04% -190 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,990 $868K 0.47% +386 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,990 $868K 0.15% +435 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,988 $868K 0.64% -76 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,983 $867K 0.04% -96 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,980 $866K 0.78% +350 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,980 $866K 0.1% -2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,975 $865K 0.32% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,965 $863K -1,643 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,929 $855K 0.02% +1,272 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,920 $853K 0.31% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,915 $852K 0.09% -537 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,904 $850K 0.07% -280 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,901 $849K 0.17% -980 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,875 $843K 0.18% +682 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,871 $842K 0.24% -150 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,867 $841K 0.71% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 3,954 $836K 0.07% -2,182 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,816 $830K 0.08% +159 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,802 $827K 0.07% -14,926 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,795 $826K 0.02% +955 13F-HR Timeline