Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,000 $1.16M 0.04% 0 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 4,000 $1.16M 0.48% 0 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 4,000 $1.16M 0.57% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,999 $1.16M 0.04% -454 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,992 $1.16M 0.77% -231 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,956 $1.15M 0.03% -17 13F-HR Timeline Nixon Capital, LLC More: the full row for Nixon Capital, LLC 3,581 $1.14M 0.35% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,926 $1.14M 0.38% -10 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,926 $1.14M 0.04% +91 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,924 $1.14M 0.1% +455 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,924 $1.14M 0.18% +216 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,863 $1.12M 0.2% +10 13F-HR/A Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,861 $1.12M 0.24% -1,072 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,826 $1.11M 0.71% +44 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,822 $1.11M 0.64% -318 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,817 $1.11M 0.34% -24 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,804 $1.1M 0.05% -284 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,518 $1.1M 0.03% +145 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 3,759 $1.09M 0.04% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,738 $1.08M 0.42% -28 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,704 $1.07M 0.07% 0 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,703 $1.07M 0.63% -1,381 13F-HR Timeline Cruiser Capital Advisors, LLC More: the full row for Cruiser Capital Advisors, LLC 3,700 $1.07M 0.59% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,689 $1.07M 0.06% -70 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,685 $1.07M 0.08% -364 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,682 $1.07M 0.57% -48 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,678 $1.07M 0.55% -244 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,658 $1.06M 0.05% 0 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,646 $1.06M 0.17% -51 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,615 $1.05M 0.03% +153 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,612 $1.05M 0.09% +109 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,604 $1.05M 0.32% 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,599 $1.04M 0.23% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 3,597 $1.04M 0.2% +37 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,080 $1.04M 0.1% +975 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,583 $1.04M 0.08% new 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,580 $1.04M 0.11% -611 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,577 $1.04M 0.33% +67 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,572 $1.04M 0.5% -654 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,218 $1.03M 0.16% +106 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,539 $1.03M 0.17% -322 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,520 $1.02M 0.08% -39 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,495 $1.01M 0.1% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,495 $1.01M 0.24% +225 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,490 $1.01M 0.14% +40 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,465 $1M 0.02% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,465 $1M 0.01% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,453 $1M 0.07% +18 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,453 $1M 0.32% +99 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,427 $994K 0.07% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,425 $993K 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,425 $993K 0.09% +94 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,417 $991K 0.19% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,402 $987K 0.02% +183 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,361 $975K 0.05% -170 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,352 $972K 0.03% +17 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,341 $969K 0.08% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,337 $968K 0.62% +21 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,337 $968K 0.01% -256 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,317 $962K 0.36% +30 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,315 $961K 0.61% +98 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,310 $960K 0.09% -311 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,301 $957K 0.06% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,282 $952K 0.12% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,274 $950K 0.05% -110 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,266 $947K 0.24% -1,268 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,263 $946K 0.43% -50 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,260 $945K 0.03% +412 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,255 $944K 0.2% +294 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,232 $937K 0.48% -145 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,233 $937K 0.07% +176 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,209 $931K 0.3% +5 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,205 $930K 0.13% -300 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,193 $926K 0.11% -273 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,197 $926K 0.02% +344 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,181 $923K 0.36% -63 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,797 $921K 0.28% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,170 $919K 0.01% -1,657 13F-HR Timeline CROBAN More: the full row for CROBAN 3,170 $919K 0.9% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,155 $915K 0.01% +315 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,155 $915K 0.12% -1,000 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,153 $914K 0.1% +200 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,148 $913K 0.14% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,148 $913K 0.1% -200 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,141 $911K 0.03% +132 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,128 $907K 0.19% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,122 $906K 0.41% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,120 $905K 0.09% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,115 $903K 0.92% -1,024 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,112 $903K 0.05% +61 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,102 $900K 0.42% -238 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,094 $897K 0.57% +96 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,091 $897K 0.08% +20 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,079 $893K 0.2% -45 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,074 $888K 0.08% +32 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,050 $885K 0.05% -867 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,039 $881K 0.02% -33 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,032 $879K 0.29% +159 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,000 $870K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,990 $867K 0.03% -150 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,983 $865K 0.37% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,993 $865K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,978 $864K 0.01% -13 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,978 $864K 0.02% +14 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,975 $863K 0.02% -17 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,965 $860K 0.67% -191 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,957 $858K 0.06% +65 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 2,988 $857K 0.01% -43 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,941 $853K 0.09% -16 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,935 $851K 0.66% +220 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,929 $850K 0.09% -1,077 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,926 $849K 0.08% -4 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,911 $844K 0.01% -7,019 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,910 $844K 0.09% +103 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,900 $841K 0.56% -475 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,899 $841K 0.08% -10 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,893 $839K 0.29% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,886 $837K -120 Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,843 $825K 0.08% -1,081 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,833 $822K 0.15% -1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,831 $821K 0.03% +404 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,830 $821K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,822 $818K 0.44% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,821 $818K 0.29% 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,815 $816K 0.73% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,792 $810K 0.01% +228 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,790 $809K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,789 $809K 0.03% +184 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,788 $809K 0.17% +500 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,770 $803K 0.25% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,730 $792K 0.03% +25 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,726 $791K 1.16% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,704 $784K 0.39% +92 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,704 $784K 0.03% -194 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,703 $784K 0.23% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,698 $783K 0.22% -5 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,695 $782K 0.15% -240 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,687 $779K 0.11% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,685 $779K 0.09% -124 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,681 $778K 0.08% -116 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,670 $774K 0.02% 0 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,669 $774K 0.01% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,666 $773K 0.73% -231 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,643 $767K 0.13% +22 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,631 $763K 0.16% -250 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,623 $757K 0.08% +491 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,611 $757K -349 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,609 $757K 0.1% -480 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,606 $756K 0.35% -8 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,600 $754K 0.09% +8 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,597 $753K 0.23% +708 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,586 $750K 0.31% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,583 $749K 0.05% -11 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,574 $747K 0.02% +105 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,558 $742K 0.05% +89 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,556 $741K 0.11% -130 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,556 $741K 0.06% +130 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,552 $740K 0.44% -8 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,546 $738K 0.03% +25 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,546 $738K 0.11% -359 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,543 $737K 0.15% -114 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,541 $737K 0.3% -425 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,534 $735K 0.07% -247 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,532 $731K 0.02% +372 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,521 $731K 0.26% -241 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $725K 0.35% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,500 $725K 0.01% -1,000 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,498 $725K 0.12% +45 13F-HR/A Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,488 $722K 0.01% new 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,483 $720K 0.04% -69 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,478 $719K 0.02% +58 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,474 $718K 0.03% -172 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,470 $716K 0.02% new 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,466 $715K 0.77% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,466 $715K 0.53% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,459 $713K 0.01% +1,332 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,459 $713K 0.01% +4 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,453 $711K 0.04% -15 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,450 $711K 0.07% -143 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,435 $706K 0.53% -70 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,434 $706K 0.59% -560 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,426 $704K 0.56% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,416 $701K 0.63% -80 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,412 $700K 0.32% -364 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,412 $700K 0.05% -179 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,411 $699K 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,406 $698K 0.21% +205 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,405 $697K 0.68% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,400 $696K 0.05% +118 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,386 $692K 0.1% +121 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,381 $691K 0.03% +319 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,375 $689K 0.33% -75 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,373 $688K 0.37% +99 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,368 $687K 0.41% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,367 $687K 0.01% -82 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,352 $682K 0.03% -47 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,346 $680K 0.03% -18 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,346 $680K 0.3% 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,345 $680K 0.63% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,279 $678K 0.22% -4 13F-HR Timeline