GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 14,751 $665K 0.28% +745 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,746 $665K 0.01% +1,080 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 14,742 $665K 0.46% -200 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 14,715 $664K 0.04% +108 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,703 $663K 0.02% -46,282 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,459 $662K 0.11% +445 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 14,510 $654K 0.22% +3,700 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 14,457 $653K 0.01% -12,620 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 14,466 $652K 0.06% +7,282 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 14,461 $652K 0.18% -14,810 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 14,401 $649K 0.26% -1,445 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 14,400 $649K 0.15% -377 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 14,350 $647K 0.1% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,945 $646K 0.09% +133 13F-HR/A Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 14,309 $645K 0.19% -1,027 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,272 $644K 0.02% +2,578 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,235 $642K 0.15% +1,073 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,165 $641K 0.15% +4,399 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14,094 $639K 0.09% -3,142 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 14,050 $634K 0.41% +375 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 14,045 $633K 0.17% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14,041 $633K 0.09% +232 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 14,031 $633K 0.06% -4,600 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 14,025 $633K 0.11% -1,750 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,024 $632K 0.05% -1,020 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 13,919 $628K 0.21% +426 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 13,888 $626K 0.11% -452 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,813 $623K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 13,812 $623K 0.16% -4,221 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,795 $622K 0.06% +4,733 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,785 $622K 0.01% -221 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 13,777 $621K 0.25% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,751 $620K 0.13% -1,380 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,742 $620K 0.04% +730 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 13,722 $619K 0.03% -18,277 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 13,662 $616K 0.42% -360 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 13,653 $616K 0.08% +3,649 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,631 $615K 0.29% -970 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,630 $615K 0.04% +471 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 13,616 $614K 0.19% -4,462 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 12,941 $614K 0.21% -1,261 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,586 $613K 0.25% +1,150 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,548 $611K 0.09% +778 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 13,535 $610K 0.07% +812 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,668 $610K 0.02% -768 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 13,520 $610K 0.26% -532 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,304 $609K 0.16% +25 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 13,493 $609K 0.28% +3,471 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 13,416 $605K 0.07% -329,066 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 13,405 $605K 0.1% -76 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 13,383 $604K 0.02% -3,255 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,332 $601K 0.01% -2,302 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,287 $599K 0.04% -1,696 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,268 $598K 0.04% +138 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 13,251 $598K 0.06% +4,151 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,221 $596K 0.06% +6,826 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,110 $591K 0.07% +796 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,027 $588K 0.04% -2,397 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 13,000 $586K 0.18% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 12,985 $586K 0.21% +394 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,970 $585K 0.02% +63 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,916 $583K 0.02% -5,342 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,914 $582K 0.01% +640 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,906 $582K 0.16% -300 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 12,891 $581K 0.3% +2,974 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,828 $579K 0.02% -141 13F-HR Timeline Group DLD Asset Management, LP More: the full row for DLD Asset Management, LP 12,827 $578K 0.07% new 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 12,825 $578K 0.51% +5,490 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 12,774 $576K 0.06% -1,000 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,172 $574K 0.09% +8,462 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,860 $572K 0.06% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,631 $570K 0.11% -439 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 12,607 $569K 0.14% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 12,571 $567K -827 Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,565 $567K 0.09% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,537 $565K 0.03% -12,072 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 12,530 $565K 0.09% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,511 $564K 0.07% +610 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,527 $564K 0.03% -280 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,489 $563K 0.19% +42 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,435 $561K 0.04% -7,651 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,431 $561K 0.1% -147 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,431 $561K 0.02% -2,288 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,375 $558K 0.07% -209 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 12,354 $557K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 12,350 $557K 0.31% new 13F-HR/A Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,317 $555K 0.01% -120 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,304 $555K 0.16% -841 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 12,270 $553K 0.18% -1,095 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 12,248 $552K 0.06% +2 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 12,955 $552K 0.25% 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 12,178 $549K 0.03% +804 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,165 $549K 0.08% -6,857 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,093 $545K 0.14% -200 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,537 $545K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 12,085 $545K 0.17% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,026 $542K 0.24% -1,300 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,981 $540K 0.05% -17,177 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,943 $539K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,936 $538K 0.22% +2,340 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,888 $536K 0.06% -1,143 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 11,887 $536K 0.42% -1,416 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,885 $536K 0.03% -1,295 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,764 $531K 0.32% -2,017 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,748 $530K 0.03% +272 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 11,728 $529K 0.03% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 11,700 $528K 0.46% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,993 $526K 0.03% -627 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,642 $525K 0.07% +1,475 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,057 $524K 0.08% -1,983 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,628 $524K 0.22% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,575 $522K 0.21% +363 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,561 $521K 0.02% +3,869 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,500 $518K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 11,495 $518K 0.07% -774 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,479 $518K 0.03% +143 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 11,454 $517K 0.11% -875 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,411 $515K 0.03% -547 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 11,351 $512K 0.1% -2,635 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 11,336 $511K 0.14% -314 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 11,317 $510K 0.03% -7,627 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 14,144 $510K 0.01% +8,501 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,287 $509K 0.06% +4,077 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11,268 $508K 0.35% +3,462 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,238 $507K 0.03% -1,164 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 11,234 $507K 0.11% -680 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 11,234 $507K 0.1% -680 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 11,224 $506K 0.28% -19,190 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 11,212 $506K 0.05% -359 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,209 $506K 0.12% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 11,178 $504K 0.05% -868 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,165 $504K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,145 $503K 0.04% -1,690 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 11,140 $502K 0.05% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,083 $500K 0.12% -2,611 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 11,080 $500K 0.04% -411 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,397 $500K 0.04% -802 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 11,059 $499K 0.03% -782 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 11,058 $499K 0.39% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,991 $496K 0.02% +673 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 10,957 $495K 0.23% +1,317 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,408 $494K 0.13% +13 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,946 $494K 0.04% +2 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,931 $493K 0.02% +119 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,894 $491K 0.02% -931 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 10,881 $491K 0.1% -177 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,822 $488K 0.01% +426 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 10,800 $487K 0.3% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 10,762 $485K 0.12% +400 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 10,760 $485K 0.35% +548 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,738 $484K 0.14% -3,110 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,681 $482K 0.02% -1,660 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,652 $480K 0.01% -8,836 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,122 $480K 0.08% -67 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 10,622 $479K 0.13% +1,096 13F-HR/A Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 10,595 $478K 0.27% +1,419 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,583 $477K 0.02% -1,588 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,572 $477K 0.04% +4,278 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 10,569 $477K 0.19% 0 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,554 $476K 0.2% +1,206 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,504 $474K 0.19% +1 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,497 $473K 0.12% +291 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,480 $473K 0.02% -312 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,421 $470K 0.24% -316 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,404 $469K 0.08% +2,776 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 10,401 $469K 0.05% -1,505 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,393 $469K 0.02% -540 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 10,361 $467K 0.21% +2,510 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 10,356 $467K 0.04% -461 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,084 $467K 0.07% +224 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,299 $464K 0.2% +701 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,272 $463K 0.33% +687 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,261 $463K 0.12% +34 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,258 $463K 0.08% +3,076 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 10,240 $462K 0.05% +740 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 10,199 $460K 0.16% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,197 $460K 0.07% +5 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. 10,197 $460K 0.01% -22,745 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,150 $458K 0.14% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,148 $458K 0.05% -35 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,146 $458K 0.03% +4,658 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 10,145 $458K 0.03% -2,000 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,133 $457K 0.05% -905 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,128 $457K 0.15% -35 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 10,117 $456K 0.09% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 10,116 $456K 0.31% -26 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,082 $455K 0.02% -2,449 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 10,082 $455K 0.2% +10 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 10,079 $455K 0.06% -559 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,071 $454K 0.07% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 10,050 $453K 0.11% -5 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 10,028 $452K 0.45% +2,474 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 10,007 $451K 0.07% -1,172 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,000 $451K 0.04% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,998 $451K 0.02% -2,087 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,984 $450K 0.04% -20,260 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 9,957 $449K 0.09% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,887 $446K 0.08% +400 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,818 $443K 0.21% -60 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,802 $442K 0.26% 0 13F-HR Timeline