SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 20,713 $6.83M 0.9% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 20,686 $6.82M 2.24% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 20,652 $6.81M 0.04% new 13F-HR Timeline Group Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 20,645 $6.81M 5.58% -13 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 20,513 $6.77M 1.32% +98 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 20,500 $6.76M 4.54% +172 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 20,414 $6.73M 0.59% -59 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 20,364 $6.72M 1.3% -1,290 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 20,347 $6.71M 0.29% +497 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 20,318 $6.7M 3.5% +1,059 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 20,250 $6.68M 2.34% -1,435 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 20,183 $6.66M 0.41% +854 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 20,153 $6.65M 1.07% +2,520 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,119 $6.64M 1.59% -315 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 20,074 $6.62M 0.94% -1,203 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 19,852 $6.62M 1.22% -136 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 20,024 $6.61M 2.43% -1,410 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 20,000 $6.6M 1.31% -21,000 13F-HR Timeline Group INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 20,000 $6.6M 1% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 23,610 $6.59M 1.44% -3,060 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 19,923 $6.57M 1.45% +207 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,911 $6.57M 0.54% -621 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 19,895 $6.56M 0.24% -613 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,835 $6.54M 1.46% +890 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,799 $6.52M 0.36% +800 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 19,720 $6.51M 0.35% +452 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 19,635 $6.48M 1.46% -739 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 19,616 $6.47M 1.73% -2,355 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 19,578 $6.47M 0.44% +64 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 19,591 $6.46M 1.12% -872 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,512 $6.44M 1.18% +2,891 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 19,504 $6.43M 1.1% +4,814 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 17,746 $6.43M 3.69% -603 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 19,500 $6.43M 0.14% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 19,401 $6.4M 2.19% -183 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 19,352 $6.38M 1.67% -166 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 19,338 $6.38M 1.05% +620 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 19,326 $6.38M 0.38% -9,479 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 19,234 $6.35M 3.11% +160 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 19,176 $6.33M 0.37% +156 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 19,172 $6.33M 0.5% +909 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 19,149 $6.32M 0.15% -1,752 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 19,130 $6.31M 1.43% +558 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 19,000 $6.27M 18.51% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 18,996 $6.27M 0.42% +2,184 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 18,991 $6.27M 0.33% +187 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 18,981 $6.26M 0.47% -1,912 13F-HR Timeline Bell Bank More: the full row for Bell Bank 18,922 $6.24M 0.27% -31 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 18,921 $6.24M 0.8% -290 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 18,910 $6.24M 2.09% -23,822 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 18,241 $6.23M 1.38% +82 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 18,866 $6.22M 0.88% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 18,843 $6.22M 0.1% +763 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 18,821 $6.21M 0.17% +430 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 18,739 $6.18M 2.22% +113 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 18,733 $6.18M 2.97% -5,952 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 18,654 $6.15M 4.19% -365 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 18,618 $6.14M +974 Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18,589 $6.13M 2.3% +13,063 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 18,585 $6.13M 2.05% -1,343 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 18,558 $6.12M 0.45% -219 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 18,538 $6.12M 2.79% -4,185 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 18,511 $6.11M 0.69% -970 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 18,456 $6.09M 1.14% -37 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 18,178 $6.08M +1,120 Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 18,412 $6.07M 2.91% +280 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 18,397 $6.07M 0.68% +1 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 18,394 $6.07M 2.83% -5,310 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18,380 $6.06M 0.5% -604 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 18,347 $6.05M 2.22% -230 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 16,993 $6.04M 0.42% -456 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 18,273 $6.03M 2.2% +966 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 18,236 $6.02M 3.33% +80 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,201 $6M 0.77% -2,585 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 18,171 $5.99M -46 Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 18,162 $5.99M 1.13% -409 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 18,133 $5.98M 2.29% -456 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 18,127 $5.98M 0.47% +401 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 18,126 $5.98M 1.05% -197 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 18,105 $5.97M 1.9% +89 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 18,085 $5.97M 0.71% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 18,001 $5.94M 5.63% +3,605 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 18,000 $5.94M 0.84% 0 13F-HR/A Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 18,000 $5.94M 1.9% +1,100 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 17,980 $5.93M 5.18% -1,006 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 17,968 $5.93M +1,697 Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 16,706 $5.92M 3.93% -1,040 13F-HR Timeline CNB Bank More: the full row for CNB Bank 17,822 $5.88M 2.45% +911 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 17,800 $5.87M 0.32% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 17,787 $5.87M 1.66% -3,136 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 17,784 $5.87M 1.06% -2,172 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 50,960 $5.86M 0.79% -1,457 13F-HR/A Timeline Lee Financial Co More: the full row for Lee Financial Co 17,734 $5.85M 0.73% -5,715 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 17,729 $5.85M 0.97% +2,205 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 17,633 $5.82M 0.52% -357 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 17,624 $5.81M 3.91% -1,803 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 17,615 $5.81M 1.47% -1,341 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 17,610 $5.81M 3.27% -2,819 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 17,587 $5.8M 4.06% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 17,554 $5.79M 1.29% -50 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 17,537 $5.79M 0.25% +855 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 17,502 $5.77M 4.73% -741 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 17,500 $5.77M 1.82% -2,100 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 17,467 $5.76M 0.81% -519 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 17,458 $5.76M 1.63% -650 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 17,444 $5.75M 1.78% +277 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,433 $5.75M 0.11% +1,704 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 17,397 $5.74M 1.13% -1,117 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 20,761 $5.72M 0.9% +1,298 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 17,335 $5.72M 0.79% +693 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 17,290 $5.7M 1.74% -168 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 17,286 $5.7M 11.22% +13,858 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 17,275 $5.7M 0.9% -6,848 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17,236 $5.69M 1.28% -548 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,234 $5.69M 1.9% new 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 17,221 $5.68M 1.05% -19,887 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 17,200 $5.67M 3.59% -6,900 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,196 $5.67M 1.28% -2,993 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 17,058 $5.63M 0.53% +829 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 17,055 $5.63M 1.37% -3,576 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,036 $5.62M 0.47% +915 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,001 $5.61M 0.31% +1,146 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 17,000 $5.61M 0.16% -12,800 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,982 $5.6M 0.62% +313 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 16,939 $5.59M 4.33% -666 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 16,808 $5.55M 0.33% +4,184 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 16,681 $5.5M 0.2% -818 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,646 $5.49M 0.96% +5,993 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 16,635 $5.49M 1.1% -235 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 16,628 $5.49M 0.62% +243 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 16,595 $5.47M 4.94% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,574 $5.47M 1.04% -1,698 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 16,556 $5.46M 1.63% -7,959 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 16,546 $5.46M 4.13% -233 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 16,472 $5.43M 2% -314 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,430 $5.42M 0.84% -5,201 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 16,413 $5.41M 0.4% -77 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 16,378 $5.4M 1.45% -32 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 16,356 $5.4M 3.63% +165 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 16,249 $5.36M 0.21% +5,415 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 16,210 $5.35M 1.03% +300 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 16,191 $5.34M 2.8% +311 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,176 $5.34M 0.91% +86 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 16,165 $5.33M 3.22% -110 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 16,155 $5.33M 1.45% -100 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 16,154 $5.33M 2.47% -639 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 16,111 $5.32M 3.63% -2,612 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,094 $5.31M 2.38% +3,292 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 16,084 $5.31M 1.85% +47 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 16,077 $5.3M 0.3% -847 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,048 $5.29M 0.71% +2,878 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 16,000 $5.28M 3.41% -250 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 15,992 $5.28M 0.37% -1,261 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 15,974 $5.27M 2.24% -266 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 15,955 $5.26M 0.95% -50 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 15,940 $5.26M 0.25% -4,056 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 15,916 $5.25M 1.42% -464 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15,845 $5.23M 0.44% +138 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 15,833 $5.22M 1.58% +665 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 15,832 $5.22M 1.74% -2,994 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,842 $5.21M 0.46% +1,493 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,786 $5.21M 2.35% +215 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,782 $5.21M 2.25% +49 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 15,695 $5.18M 1.46% -298 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 15,667 $5.17M 3.33% -953 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 15,657 $5.17M 0.01% +15,453 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 15,654 $5.16M 3.33% -378 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 15,638 $5.16M 0.32% +106 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 15,621 $5.15M 1.58% -1,680 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15,618 $5.15M 0.3% +1,443 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 15,574 $5.14M 1.41% -4,104 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,454 $5.13M 0.85% +50 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 15,548 $5.13M 0.72% +433 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 15,537 $5.13M 0.76% -621 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15,535 $5.13M 2.9% -208 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 15,480 $5.11M 1.57% -3,577 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,471 $5.1M 0.24% +1,285 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 15,451 $5.1M 0.23% +609 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 15,438 $5.09M 1.33% +105 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 15,438 $5.09M 0.73% +3,474 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 15,335 $5.06M 1.82% +5 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 15,325 $5.06M 1.27% +615 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,308 $5.05M 0.09% -364 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 15,306 $5.05M 0.14% +9,325 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 15,304 $5.05M 1.07% -170 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 15,302 $5.05M 2.03% -591 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 15,276 $5.04M 0.59% -5,667 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 15,274 $5.04M 1.65% +2,702 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 15,271 $5.04M 2.31% -1,123 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 15,162 $5M 0.61% +958 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 15,149 $5M 2.1% -1,088 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 15,142 $5M 0.35% +10,196 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,138 $4.99M 0.33% +686 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,127 $4.99M 0.82% +199 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 15,105 $4.98M 1% 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 15,102 $4.98M +13,948 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,099 $4.98M 0.84% -1,230 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 15,098 $4.98M 9.72% -2,377 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 15,055 $4.97M 0.49% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,042 $4.96M 0.43% +1,214 13F-HR Timeline