SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 37,631 $7.16M 3.12% -5,895 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 37,596 $7.15M 1.11% -13,143 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 37,585 $7.15M 0.97% -415 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 37,560 $7.15M 2.06% -788 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 37,473 $7.13M +1,011 Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 37,402 $7.12M 1.42% +3,168 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 37,379 $7.11M 1.91% -1,359 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 37,359 $7.11M 1.97% -479 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 37,243 $7.09M 0.56% +448 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 37,214 $7.08M 1.29% -8,705 13F-HR Timeline Group Palmer Knight Co More: the full row for Palmer Knight Co 37,075 $7.05M 3.43% -12,864 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 37,064 $7.05M 2.76% +334 13F-HR Timeline CIBC Capital Markets (Europe) S.A. More: the full row for CIBC Capital Markets (Europe) S.A. 37,000 $7.04M 10.77% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 36,963 $7.03M 2.84% -310 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 36,941 $7.03M 3.43% +1,974 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 36,936 $7.03M 1.69% -150 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 36,912 $7.02M 2.81% +244 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 36,838 $7.01M 3.61% +662 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 36,761 $6.99M 0.62% -6,404 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 36,697 $6.98M 1.22% -1,050 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 37,046 $6.97M 3.66% +387 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 36,638 $6.97M 3.76% +98 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 36,629 $6.97M 0.68% -3,905 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 36,627 $6.97M 2.28% -33 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 36,625 $6.97M 1.5% +318 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 36,619 $6.97M 0.22% -437 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 36,497 $6.94M 0.46% -2,167 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 36,491 $6.94M 4.11% 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 36,457 $6.94M 3.86% -370 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 36,407 $6.93M 2.74% -127 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 36,394 $6.92M 5.72% -2,599 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 36,387 $6.92M 6.41% -40 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 40,107 $6.92M 0.9% +7,122 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 36,220 $6.92M 0.24% +9,154 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 36,309 $6.91M 2.39% -242 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 36,270 $6.9M 1.87% +60 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 36,300 $6.9M 1.6% -16,200 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 36,200 $6.89M 2.71% +9,800 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 36,172 $6.88M 1.45% -88 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 36,166 $6.88M 1.67% -6,097 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 36,127 $6.87M 1.91% -2,244 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 46,523 $6.86M 3.43% +28,289 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 36,066 $6.86M 1.61% +5,211 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 36,058 $6.86M 2.87% +950 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 36,047 $6.86M 1.19% -1,130 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 36,771 $6.85M 0.18% -2,254 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 35,938 $6.84M 2.27% +1,375 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 35,815 $6.81M 0.55% -8,347 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 35,791 $6.81M 3.21% -383 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 35,749 $6.8M 1.23% +705 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 35,742 $6.8M 2.86% -118 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 35,687 $6.79M 3.53% -572 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 35,684 $6.79M 1.65% -1,738 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 35,678 $6.79M 3.69% -50 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 35,601 $6.77M 3.16% +788 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 35,570 $6.77M 2.26% +3,763 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 35,554 $6.76M 5.76% +347 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 35,422 $6.74M 4.69% -480 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 35,069 $6.74M 0.32% +2,028 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 35,382 $6.73M 1.25% -6,523 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 35,379 $6.73M 2.26% -7,050 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 35,352 $6.73M 2.73% +300 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 35,275 $6.71M 2.35% +15,482 13F-HR Timeline United Bank More: the full row for United Bank 35,254 $6.71M 2.77% +3,161 13F-HR Timeline Summerhill Capital Management lnc. 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More: the full row for WESTBOURNE INVESTMENTS, INC. 35,156 $6.69M 4.05% -1,054 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 35,136 $6.68M 1.12% +889 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 35,124 $6.68M 3.47% -300 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 35,101 $6.68M 0.65% +1,978 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 35,100 $6.68M 7.39% +650 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 35,082 $6.67M 2.42% -214 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 34,992 $6.66M 2.59% -112 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 34,946 $6.65M 4.99% +551 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 35,864 $6.64M 4.36% +5,375 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 34,868 $6.63M 6.82% +21,903 13F-HR Timeline Mountain Hill Investment Partners Corp. 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More: the full row for Runnymede Capital Advisors, Inc. 34,697 $6.6M 6.33% -217 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 34,670 $6.6M 2.04% +2,713 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 34,638 $6.59M 5.11% -186 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 34,615 $6.59M 1.61% -525 13F-HR/A Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 34,610 $6.58M 2.01% +392 13F-HR/A Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 34,605 $6.58M 4.33% 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 34,586 $6.58M 1.36% +1,257 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 34,417 $6.55M 1.3% -1,537 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 34,409 $6.55M 1.43% +1,032 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 34,335 $6.53M 3.53% +1,910 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 34,309 $6.53M 1.54% +3,467 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 34,265 $6.52M 2.44% -755 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 34,246 $6.52M 0.36% -195 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 34,243 $6.52M 6.3% -6,308 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 34,227 $6.51M 0.89% +2,021 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 34,198 $6.51M 4.09% +1,577 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 34,180 $6.5M 5.28% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 34,176 $6.5M 1.4% +1,313 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 34,170 $6.5M 3.03% -49,338 13F-HR Timeline Group IMA Advisory Services, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 34,046 $6.48M 3.11% -648 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 34,004 $6.47M 1.94% +200 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 33,982 $6.47M 3.21% +1,033 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 33,972 $6.46M 5.66% +2,888 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 33,965 $6.46M 1.11% +9,590 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 33,943 $6.46M 0.98% +898 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 33,896 $6.45M 0.4% -2,159 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 33,894 $6.45M 5.32% -2,019 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 33,800 $6.43M 2.94% -206 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 33,795 $6.43M 1.3% +12,620 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 33,743 $6.42M 2.8% -3,097 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 33,697 $6.41M 0.34% +2,464 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 33,655 $6.4M 1.59% +22,967 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 33,611 $6.39M 0.92% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 33,510 $6.38M 0.76% +1,434 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 33,503 $6.37M 2.66% +208 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 33,475 $6.37M 1.18% +1,620 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 33,472 $6.37M 1.15% +262 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 33,350 $6.35M 3.41% +3,350 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 33,304 $6.34M 1.06% +279 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 33,282 $6.33M 2.03% -515 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 33,275 $6.33M 2.23% +43 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 33,214 $6.32M 0.58% -15,199 13F-HR Timeline Octahedron Capital Management L.P. 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More: the full row for Altman Advisors, Inc. 34,071 $6.28M 2.9% +152 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 33,008 $6.28M 0.95% +4,392 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 33,000 $6.28M 0.4% new 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 33,000 $6.28M 3.39% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 32,950 $6.27M 4.97% -112 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 32,931 $6.27M 3.49% -1,598 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 32,865 $6.25M 2.9% +139 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 32,848 $6.25M 0.77% -1,773 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 32,837 $6.25M 1.75% +31 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 32,826 $6.25M 2.92% -234 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 32,663 $6.21M 3.99% -72 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 32,647 $6.21M 2.13% +1,316 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 32,576 $6.2M 0.61% -411 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 32,530 $6.19M 0.13% -54 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 32,523 $6.19M 1.99% +253 13F-HR Timeline Griffith & Werner, Inc. 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More: the full row for ALEXANDER LABRUNERIE & CO., INC. 32,413 $6.17M 2.67% +169 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 32,392 $6.16M 3.7% -1,935 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 32,888 $6.16M 0.58% +15,285 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 32,367 $6.16M 3.27% -268 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 32,788 $6.15M 1.19% +4,304 13F-HR Timeline Absolute Gestao de Investimentos Ltda. 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More: the full row for Pacific Wealth Strategies Group, Inc. 32,107 $6.11M 4.54% -133 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 32,090 $6.11M 2.41% -696 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 32,082 $6.1M 2.36% -367 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 32,017 $6.09M 0.55% +2,310 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 32,003 $6.09M 1.14% -1,641 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 31,965 $6.08M 1.53% -21,857 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 31,961 $6.08M 0.6% +3,398 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 31,849 $6.06M 3.86% -1,966 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 31,829 $6.06M 4.42% -496 13F-HR Timeline Granger Management LLC More: the full row for Granger Management LLC 31,822 $6.05M 2.18% -2,016 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 31,892 $6.05M 1.73% +1,808 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 31,777 $6.05M 1.35% -467 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 31,771 $6.04M 2.74% +3,119 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 31,606 $6.04M 4.44% +1,221 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 31,726 $6.04M 1.32% 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 31,707 $6.03M 1.79% -1,055 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 31,698 $6.03M 1.79% -11,922 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 31,649 $6.02M 1.29% -10 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 31,625 $6.02M 2.29% +1,011 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 31,618 $6.02M 1.01% +1,057 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 31,610 $6.01M 3.93% -5,572 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 31,602 $6.01M 1.05% +338 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 31,585 $6.01M 1.13% -890 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 31,514 $6M 9.26% -18,383 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 31,488 $5.99M 7.32% -4,625 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BSW Wealth Partners More: the full row for BSW Wealth Partners 31,484 $5.99M 0.91% -1,270 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 31,451 $5.98M 3.2% +1,417 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 31,407 $5.98M 0.8% +1,233 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 31,353 $5.97M 3.79% -769 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 31,319 $5.96M 0.87% -291 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 31,280 $5.95M 3.3% +15,200 13F-HR Timeline