Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,580 $898K 0.01% +1,718 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 15,545 $896K 0.04% -3,018 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 15,525 $895K 0.07% 0 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 15,492 $893K 0.22% -1,113 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,440 $890K 0.05% +257 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 15,400 $887K 0.13% +2,273 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 15,381 $886K 0.27% +1,271 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 15,342 $884K 0.04% +494 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 15,300 $882K 0.41% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 15,270 $880K 0.2% +1,058 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 15,250 $879K 0.58% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 15,232 $878K 0.01% -3,210 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 15,200 $876K 0.21% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 15,198 $876K 0.36% -185 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 15,169 $874K <0.01% -3,674,669 13F-HR Timeline Group ASO GROUP Ltd More: the full row for ASO GROUP Ltd 15,116 $871K 0.37% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 15,089 $869K 0.07% +1,798 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,052 $867K 0.26% -386 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 15,052 $867K 0.56% +510 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 15,015 $865K 0.17% -783 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 14,980 $863K 0.26% +105 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,979 $863K 0.11% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,943 $861K 0.22% +1,396 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 14,865 $857K 0.35% -461 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 14,851 $856K 0.03% -422 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,740 $849K 0.09% +5,355 13F-HR Timeline Group VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 14,738 $849K 0.4% -912 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 14,711 $848K 0.4% -565 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 14,688 $846K 0.46% +43 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,664 $845K 0.02% -2,711 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 14,637 $843K 0.09% +1,246 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 14,631 $843K 0.13% -1,770 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 14,625 $842K 0.06% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,570 $839K 0.09% +657 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 14,424 $831K 0.2% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 14,408 $830K 0.12% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 14,400 $830K 0.57% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 14,381 $829K 0.34% +4,623 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 14,381 $829K 0.18% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 14,380 $829K 0.61% +1,045 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 14,351 $827K 0.47% -2,181 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 14,350 $827K 0.11% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 14,208 $819K 0.33% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,133 $814K 0.2% +8,737 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 14,109 $813K 0.36% +6,729 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,082 $811K 0.14% +3,108 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,065 $810K 0.16% +2,998 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14,061 $810K 0.09% -1,206 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 14,057 $810K 0.16% +309 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 14,037 $809K 0.18% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 14,034 $809K 0.12% +1,498 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,012 $807K 0.06% -17 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 13,912 $802K 0.07% +4,748 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,854 $798K 0.36% +85 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,850 $798K 0.16% +1,000 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,795 $795K 0.09% +1,753 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,775 $794K 0.21% -100 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 13,758 $793K 0.06% -44 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,687 $789K 0.01% +2,513 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 13,692 $789K 0.2% -150 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 13,692 $789K 0.2% +10,234 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,634 $786K 0.09% -2,387 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 13,561 $781K 0.06% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,556 $781K 0.26% -157 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 13,539 $780K 0.3% -176 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,538 $780K 0.06% +394 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 13,525 $779K 0.38% -3,190 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,451 $775K 0.21% -233 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 13,428 $774K 0.05% -350 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,420 $773K 0.01% +1,479 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,373 $771K 0.21% -100 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,335 $768K 0.06% -2,735 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 13,228 $762K 0.58% +463 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 13,167 $759K 0.03% +1,074 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,165 $759K 0.1% -49 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 13,162 $758K 0.18% -1,235 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,139 $757K 0.17% -8 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,116 $756K 0.12% -425 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,098 $755K 0.19% -686 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,041 $751K 0.19% -915 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 13,000 $749K 0.2% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 12,997 $749K 0.03% -1,000 13F-HR/A Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,990 $748K 0.1% -60 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 12,974 $748K 0.12% -597 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 12,969 $747K 0.04% -824 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 12,879 $742K 0.02% -25 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 12,792 $742K 0.01% -10 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 12,867 $741K 0.15% +3,742 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,833 $739K 0.14% +1 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 12,772 $736K 0.31% -2,174 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,766 $736K 0.02% +606 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 12,726 $733K 0.32% -3,631 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 12,694 $731K 0.06% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 12,655 $729K 0.07% -369 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,628 $728K 0.04% -100,037 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 12,607 $726K 0.05% +2,538 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 11,956 $726K 0.28% +5,687 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,596 $726K 0.11% +950 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,588 $725K 0.16% -55 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,588 $725K 0.37% -278 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 12,578 $725K 0.08% -454 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,542 $723K 0.2% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 12,532 $722K 0.03% -3,021 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 12,497 $720K 0.23% +38 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 12,488 $720K 0.09% -650 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 12,468 $718K 0.04% +568 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,426 $716K 0.04% +71 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,387 $714K 0.06% -4,143 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 12,378 $713K 0.34% +906 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 12,372 $713K 0.28% -1,889 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,345 $711K 0.42% +4,688 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 12,332 $711K 0.05% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,325 $710K 0.01% -683 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,304 $709K 0.19% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 12,294 $708K 0.12% +52 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 12,246 $707K 0.3% -846 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,229 $705K 0.02% +725 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 12,212 $704K 0.1% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,206 $703K 0.27% +65 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,201 $703K 0.25% +573 13F-HR Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 12,175 $702K 0.17% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,088 $697K 0.16% +1,375 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,054 $695K 0.07% -930 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,051 $694K 0.06% +4,151 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 12,037 $694K 0.03% -575 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,000 $691K 0.01% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,000 $691K 0.13% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,994 $691K 0.24% +443 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,971 $690K 0.04% -17,042 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,961 $689K 0.1% -91 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 11,954 $689K 0.34% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,930 $688K 0.02% -308 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11,934 $688K 0.09% -4,875 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,913 $686K 0.28% -76 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,898 $686K 0.18% +84 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,876 $684K 0.15% +2,245 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,859 $683K 0.13% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,855 $683K 0.19% +1,186 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,852 $683K 0.04% -2,545 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 11,816 $681K 0.27% -622 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,814 $681K 0.02% -766 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,808 $680K 0.32% +4 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,769 $678K 0.19% -200 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 11,752 $677K 0.22% -2,216 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 11,732 $676K 0.34% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 11,728 $676K 0.04% -23 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 11,700 $674K 0.59% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,693 $674K 0.18% +93 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,646 $671K 0.04% +1,195 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 11,645 $671K 0.01% -1,104 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,624 $670K 0.05% -79 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 11,584 $667K 0.06% +2 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,575 $667K 0.13% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 11,556 $666K 0.08% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 11,553 $666K 0.43% +635 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 11,545 $665K 0.27% +1,744 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,409 $662K 0.05% +1,685 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 11,461 $660K 0.37% +1,633 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 11,437 $659K 0.03% +888 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 11,399 $657K 0.14% +1,390 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 11,312 $652K 0.46% +715 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,306 $651K 0.13% +119 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,291 $651K 0.04% +3,900 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 11,283 $650K 0.38% +15 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,261 $649K -559 Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,250 $648K 0.02% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 11,182 $644K 0.03% -1,250 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,064 $637K 0.02% -8,430 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,002 $634K 0.02% -9,235 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,000 $634K 0.03% -1,485 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 10,950 $631K 0.37% -4,165 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,907 $628K 0.05% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,883 $627K 0.23% -641 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 10,857 $626K 0.4% -274 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,844 $625K 0.07% -6,885 13F-HR/A Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 10,826 $624K 0.03% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,818 $623K 0.04% +55 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 10,798 $622K 0.13% -155 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 10,794 $622K 0.12% -9 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 10,778 $621K 0.82% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,753 $620K 0.04% -300 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 10,747 $619K 0.21% +486 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,745 $619K 0.03% +250 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 10,729 $618K 0.57% -171 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,634 $613K 0.02% +22 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 9,346 $610K 0.4% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,582 $610K 0.22% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 10,571 $609K 0.02% +1,040 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,467 $609K 0.07% -3,299 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,555 $608K 0.11% +6 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,798 $606K 0.04% -171,459 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,507 $605K 0.03% -205 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,505 $605K 0.02% +1,811 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 10,500 $605K 0.24% +3,500 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,464 $603K 0.17% +6,936 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,447 $602K 0.19% -1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,513 $599K 0.03% -133 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,355 $597K 0.13% -123 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,296 $593K 0.01% +97 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 10,279 $592K 0.09% -602 13F-HR Timeline