AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 5,117 $1.7M 0.85% -664,798 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 5,113 $1.7M 0.75% +1 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 5,100 $1.69M 1.17% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,088 $1.69M 0.45% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,079 $1.69M 0.09% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,075 $1.69M 0.08% +829 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 5,074 $1.69M 1.91% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 5,071 $1.68M 0.22% -230 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,069 $1.68M 1.45% -55 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,059 $1.68M 0.07% +66 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,058 $1.68M 0.92% +1,599 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 5,050 $1.68M 0.54% -69 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,044 $1.68M 0.08% -1,971 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 5,044 $1.68M 1.15% -175 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,040 $1.67M 0.08% -319 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,038 $1.67M 0.62% -100 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,008 $1.66M 0.04% +100 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,004 $1.66M 0.29% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,000 $1.66M 0.33% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 5,000 $1.66M 0.39% +1,000 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,203 $1.66M 0.08% +3,026 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,996 $1.66M 0.04% -1,864 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,994 $1.66M 0.08% -345 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,982 $1.65M 0.07% -176 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,968 $1.65M 0.09% +1 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,946 $1.64M 0.16% +692 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,913 $1.63M 0.27% +90 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,884 $1.62M 0.82% +46 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,884 $1.62M 0.45% +97 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,836 $1.61M 0.06% +429 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,799 $1.59M 0.13% -245 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,793 $1.59M 0.63% +1 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,792 $1.59M 0.75% +121 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,779 $1.59M 1.18% +13 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,777 $1.59M 1.44% +35 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,774 $1.59M 0.09% -266 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,774 $1.59M 0.59% -99 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,777 $1.58M 0.62% +175 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,762 $1.58M 0.58% +102 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 4,765 $1.58M 1.27% -428 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,750 $1.58M 0.17% +342 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,738 $1.57M 0.1% -45 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,365 $1.57M 0.55% -49 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,391 $1.57M 0.71% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,731 $1.57M 0.09% +58 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 4,726 $1.57M <0.01% -9,427 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,712 $1.57M 0.35% -30 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,706 $1.56M 0.06% -152 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,688 $1.56M 0.1% +3 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,656 $1.55M 0.13% -170 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,655 $1.55M 0.53% 0 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 4,641 $1.54M 1.43% -42 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,636 $1.54M 0.73% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,633 $1.54M 0.25% +1,345 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,619 $1.53M 0.12% new 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,618 $1.53M 1.28% +20 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,598 $1.53M 0.12% +49 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,597 $1.53M 0.38% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 4,592 $1.53M 1.3% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,591 $1.52M 0.38% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,585 $1.52M +2,370 Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,580 $1.52M 0.3% +17 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,533 $1.51M 0.39% -33 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,529 $1.5M 0.5% +482 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,518 $1.5M 0.03% +37 13F-HR Timeline Group Tufton Capital Management More: the full row for Tufton Capital Management 4,513 $1.5M 0.27% +1,300 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,512 $1.5M 0.06% +2,721 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 4,508 $1.5M 0.96% +1,899 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 4,500 $1.49M 1.47% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,500 $1.49M 0.17% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,476 $1.49M 0.43% +21 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,474 $1.49M 0.14% -224 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,459 $1.48M 0.2% +389 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,442 $1.48M 0.36% +1,249 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,442 $1.48M 0.12% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,432 $1.47M 0.78% +5 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,419 $1.47M 0.39% +989 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,417 $1.47M 0.43% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,414 $1.47M 0.19% +2,270 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,392 $1.46M 0.01% -201 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,357 $1.45M 0.04% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 4,355 $1.45M 0.23% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,348 $1.44M 0.04% -62 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,344 $1.44M 0.18% +4 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,317 $1.43M 0.07% +2,718 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,300 $1.43M 0.61% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,294 $1.43M 0.05% +179 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,380 $1.42M 0.03% +333 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 4,258 $1.41M 0.89% -500 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,251 $1.41M 0.18% +193 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,245 $1.41M 0.09% +711 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,237 $1.41M 0.23% +4 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,220 $1.4M 0.18% +31 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,207 $1.4M 0.05% +63 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,205 $1.4M 0.1% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,204 $1.4M 0.41% -58 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,200 $1.4M 0.51% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,183 $1.39M 0.18% -55 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,180 $1.39M 0.09% 0 13F-HR/A Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,171 $1.39M 0.97% -14 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,170 $1.39M 0.42% +46 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,161 $1.38M 0.19% -906 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,156 $1.38M 0.24% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,151 $1.38M 0.05% -1,010 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,147 $1.38M 0.26% -157 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 4,146 $1.38M 0.79% -120 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,146 $1.38M 0.35% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,132 $1.37M 0.47% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,131 $1.37M 0.5% -348 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,125 $1.37M 0.18% -275 13F-HR/A Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,123 $1.37M 0.69% +200 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,121 $1.37M 0.74% -21 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,106 $1.36M 0.17% -326 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,076 $1.35M 0.53% +65 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,058 $1.35M 0.13% -419 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,052 $1.35M 0.09% -456 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,051 $1.35M 0.23% -792 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 4,042 $1.34M +38 Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,041 $1.34M 0.08% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,040 $1.34M 0.08% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,037 $1.34M 0.96% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,036 $1.34M 0.31% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,034 $1.34M 0.15% -60 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,031 $1.34M 0.17% +997 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,032 $1.34M 0.39% +41 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,027 $1.34M 0.04% -14 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,022 $1.34M 0.05% -100 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,008 $1.33M 0.45% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,006 $1.33M 0.06% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,003 $1.33M 0.1% -2,671 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 4,000 $1.33M 0.23% -4 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,991 $1.33M 0.76% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,989 $1.33M 0.22% +494 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,974 $1.32M 0.16% +438 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,971 $1.32M 0.02% +107 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,965 $1.32M 0.2% -124 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 3,953 $1.31M 0.9% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,949 $1.31M 0.07% +326 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,929 $1.31M 0.02% +111 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,925 $1.3M 0.54% +2,536 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 3,916 $1.3M 0.24% -4 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,913 $1.3M 0.18% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,897 $1.29M 0.25% -543 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,882 $1.29M 0.11% +3,813 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,880 $1.29M 0.41% +58 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,872 $1.29M 0.18% -228 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,871 $1.29M 0.4% +30 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,860 $1.28M 0.05% +240 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,858 $1.28M 0.96% +350 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,857 $1.28M 0.49% +179 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,834 $1.27M 0.15% +3 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,815 $1.27M 0.35% +25 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,811 $1.27M 0.25% +15 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 3,800 $1.26M 0.08% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,800 $1.26M 0.33% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,797 $1.26M 0.13% +300 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,777 $1.25M 0.06% -15 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,773 $1.25M 0.54% +25 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,773 $1.25M 1% -1,698 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,760 $1.25M 0.77% -96 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,747 $1.24M 0.14% -32 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,742 $1.24M 0.59% -533 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 3,739 $1.24M 0.17% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,737 $1.24M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Whelan Financial More: the full row for Whelan Financial 3,736 $1.24M 0.39% -269 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,734 $1.24M 0.3% -123 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,734 $1.24M 0.1% -16 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,720 $1.24M 0.15% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,712 $1.23M 0.17% +28 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,711 $1.23M 0.2% +396 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,706 $1.23M 0.09% +45 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,694 $1.23M <0.01% -5,735 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,689 $1.23M 0.1% -108 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,683 $1.22M 0.16% -1,868 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,683 $1.22M 0.89% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,662 $1.22M 0.13% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,660 $1.22M 0.15% +192 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,646 $1.21M 0.55% +662 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,645 $1.21M 0.16% -53 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,641 $1.21M 0.37% +727 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,613 $1.2M 0.11% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 3,600 $1.2M 0.31% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,597 $1.19M 0.09% -62 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,595 $1.19M 0.08% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,591 $1.19M 0.18% +2,244 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,580 $1.19M 0.41% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,570 $1.19M 0.14% -563 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 3,557 $1.18M 1.18% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,555 $1.18M 0.56% +313 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,552 $1.18M 0.06% -287 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,584 $1.18M 0.34% +224 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,547 $1.18M 0.03% -205 13F-HR Timeline Group Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 3,541 $1.18M 1.48% -976 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,539 $1.18M 0.52% +103 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,531 $1.17M 0.15% new 13F-HR Timeline Texas Yale Capital Corp. 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