Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 13,840 $4.19M 0.7% +323 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 13,833 $4.18M 0.98% -2,270 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 13,818 $4.18M 2.15% -158 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,797 $4.17M 0.07% -612 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,797 $4.17M 0.15% +1,791 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,784 $4.17M 0.08% +209 13F-HR/A Timeline Kidder Stephen W More: the full row for Kidder Stephen W 13,730 $4.15M 1.22% +2,612 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 13,705 $4.15M 0.09% -6,207 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 13,704 $4.15M 0.54% +124 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 13,675 $4.14M 2.07% +400 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,639 $4.13M 0.34% +12,521 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 13,636 $4.12M 1.15% -616 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 13,624 $4.12M 2.14% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,613 $4.12M 0.08% +523 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,572 $4.11M +7,970 Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 13,386 $4.05M 0.23% +100 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,377 $4.05M 0.04% -608 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,369 $4.04M 0.1% -236 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,277 $4.02M 0.07% -990 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 13,239 $4M 0.19% -355 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,223 $4M 0.51% -66 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 13,217 $4M 0.94% +122 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 13,127 $3.97M 0.11% -572 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,124 $3.97M 0.09% -500 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,087 $3.96M 0.89% -1,947 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 13,054 $3.95M 1.49% -236 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,049 $3.95M 0.27% -101 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 12,947 $3.92M 0.2% -1 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 12,047 $3.89M 0.21% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 12,815 $3.88M 1.65% -27 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 12,801 $3.87M 1.06% -43 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,764 $3.86M 0.07% -455 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 12,172 $3.85M 0.12% -123 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,652 $3.83M 0.06% -1,229 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 12,650 $3.83M 1.61% -625 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 12,571 $3.8M 1.32% -350 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 12,442 $3.76M 0.84% +739 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 12,415 $3.76M 1.19% -181 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 12,501 $3.72M 3.06% -9,517 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 12,242 $3.7M 0.49% +268 13F-HR Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 12,224 $3.7M 0.01% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 12,191 $3.69M 1.05% +3,271 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 11,181 $3.68M 2.05% -38 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 12,093 $3.66M 3.2% +214 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 12,086 $3.66M 0.49% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,029 $3.64M 0.1% +1,419 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 12,000 $3.63M 0.72% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 11,958 $3.62M 2.1% -125 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 11,942 $3.61M 1.1% +3,292 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 11,861 $3.59M 0.89% -702 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,794 $3.57M 0.68% -64 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 11,789 $3.57M 1.95% -75 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,776 $3.56M 0.06% -70 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,800 $3.55M 0.21% -2,474 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,727 $3.55M 0.06% -12,516 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 11,713 $3.54M 1.08% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 11,625 $3.52M 0.23% -134 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,596 $3.51M 1.23% -44 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 11,580 $3.5M 0.65% +1,677 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 11,545 $3.49M 0.31% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 11,534 $3.49M 0.36% -268 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 11,530 $3.49M 0.01% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,526 $3.49M 0.11% +276 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,500 $3.48M 0.22% +10,667 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 11,382 $3.44M 1.55% -10 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 11,360 $3.44M 0.94% +4,110 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 11,347 $3.43M 0.73% +644 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 11,340 $3.43M 0.17% -57 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,320 $3.42M 0.06% -857 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 11,318 $3.42M 1.24% -4 13F-HR/A Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 11,291 $3.42M 0.11% new 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 11,286 $3.41M 0.15% +8,148 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,241 $3.4M 0.07% -5,525 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,221 $3.39M 0.19% -67 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,204 $3.39M 0.07% -92 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,142 $3.37M 0.15% +128 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,121 $3.36M 0.09% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,093 $3.36M 0.26% +1,479 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 11,021 $3.33M 1.4% +508 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,015 $3.33M 0.09% -799 13F-HR Timeline SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 10,953 $3.31M 0.53% -2,779 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,944 $3.31M 0.33% -820 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,428 $3.3M 0.07% +307 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 10,870 $3.29M 0.82% -110 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,798 $3.27M 0.07% +306 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,765 $3.26M 0.34% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,758 $3.25M 1.15% +580 13F-HR Timeline 2Xideas AG in group 2Xideas AG More: the full row for 2Xideas AG 10,745 $3.25M 1.27% -716 13F-HR Timeline Group Elefante Mark B More: the full row for Elefante Mark B 10,730 $3.25M 1.79% +4,088 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,726 $3.24M 0.02% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,720 $3.24M 0.03% -907 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,710 $3.24M 1.88% -85 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 10,700 $3.24M 1.39% -1,551 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,694 $3.23M 0.25% -10 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,674 $3.23M 0.1% +832 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,673 $3.23M 1.6% -155 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 10,670 $3.23M 0.43% +3 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,640 $3.22M 0.07% -946 13F-HR/A Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,625 $3.21M 0.39% -47 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 10,625 $3.21M 0.29% 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,622 $3.21M 0.45% +1,772 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,592 $3.2M 0.86% -55 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 10,588 $3.2M 1.13% -247 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,557 $3.19M 0.23% +804 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,550 $3.19M 0.47% +160 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,549 $3.19M 0.1% -1,343 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,547 $3.19M 0.3% -18 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 10,546 $3.19M 0.31% -30 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,491 $3.17M 0.11% +91 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,475 $3.17M 0.14% -14 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,458 $3.16M 0.07% -1,754 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,457 $3.16M 0.08% +774 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 10,456 $3.16M 1.79% -493 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 10,427 $3.15M 0.31% +7 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,241 $3.1M 1.16% -470 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 10,195 $3.08M 0.84% +53 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 10,144 $3.07M 0.01% -1,365 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,111 $3.06M 1.44% -103 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,052 $3.04M 0.98% +1,300 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,026 $3.03M 0.11% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,027 $3.03M 0.16% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,190 $3.03M 0.11% -114 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,014 $3.03M 0.03% -594 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 10,012 $3.03M 1.54% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9,993 $3.02M 1.67% +87 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 9,990 $3.02M 0.88% 0 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 9,974 $3.02M 1.56% 0 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 9,968 $3.02M 1.12% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,965 $3.01M 0.11% +323 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 9,950 $3.01M 0.91% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,892 $2.99M 0.11% +1,110 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 9,861 $2.98M 1.94% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 9,862 $2.98M 1.32% +319 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,834 $2.97M 0.13% +18 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 9,789 $2.96M 1.63% +1,778 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 9,772 $2.96M 1.14% -151 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 9,143 $2.95M 1.52% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,730 $2.94M 0.19% -4,159 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,714 $2.94M 0.66% -899 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,716 $2.94M 0.11% +1,287 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,715 $2.94M 0.06% -3,236 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,675 $2.93M 0.23% +1,073 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,614 $2.91M 0.04% +3,600 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 9,605 $2.9M 0.89% +500 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 9,580 $2.9M 0.97% +22 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 9,578 $2.9M 1.02% +21 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 9,548 $2.89M 2.16% +3,500 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 9,510 $2.88M 0.23% -210 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,481 $2.87M 0.15% -88 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,433 $2.85M 0.31% -165 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,388 $2.84M 0.63% +137 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,364 $2.83M 0.19% +42 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,302 $2.81M 0.36% +88 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,301 $2.81M 0.23% -2,592 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,291 $2.81M 0.23% +3,204 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,296 $2.81M 0.19% new 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 9,233 $2.79M 1.6% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 9,218 $2.79M 0.75% +179 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 8,473 $2.79M 0.82% +2,000 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,189 $2.78M 1.32% -385 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,177 $2.78M 0.12% +22 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 9,176 $2.78M 0.01% -1,459 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,144 $2.77M 0.11% +113 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,125 $2.76M 2.45% +80 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,099 $2.75M 0.4% +1,109 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 9,075 $2.75M 0.71% +6,201 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,068 $2.74M 2% -156 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,057 $2.74M 0.02% -72 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 9,055 $2.74M 0.28% +305 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,036 $2.73M 0.07% +132 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,006 $2.72M 0.14% +459 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 9,000 $2.72M 0.09% -800 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,995 $2.72M 0.39% -27 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,975 $2.71M 2.09% -318 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,944 $2.71M 1.35% -132 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 8,942 $2.7M 1.32% -330 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,915 $2.7M 0.69% -930 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,901 $2.69M 0.02% +403 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 8,895 $2.69M 0.12% +2,537 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,888 $2.69M 1.07% -308 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,868 $2.68M 0.1% -1,199 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,840 $2.67M 0.12% +1,058 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,830 $2.67M 1.09% +300 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,807 $2.66M 0.14% +1,932 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 8,779 $2.66M 1.32% +835 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,772 $2.65M 0.02% -11,176 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,765 $2.65M 0.03% -13,985 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 8,748 $2.65M 1.96% +30 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,734 $2.64M 0.1% +7,335 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,403 $2.64M 0.07% +721 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,658 $2.62M 0.11% +95 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 8,657 $2.62M 1.91% +3,573 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,654 $2.62M 0.15% -379 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,624 $2.61M 0.22% -141 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,599 $2.6M 0.12% -1,171 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,575 $2.59M 0.43% +227 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 8,573 $2.59M 0.11% -4,126 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,534 $2.58M +24 Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 8,532 $2.58M 1.21% -145 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 8,523 $2.58M 0.82% +629 13F-HR Timeline