Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,727 $594K 0.03% 0 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,725 $594K 0.17% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,700 $592K 0.07% -8,900 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,695 $591K 0.1% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,782 $591K 0.08% 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,669 $589K 0.05% +3,782 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 7,655 $588K 0.47% -3 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 7,655 $588K 0.08% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 7,632 $586K <0.01% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,602 $584K 0.39% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,591 $583K 0.49% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,550 $580K 0.1% -89 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,454 $575K 0.05% +6,921 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 7,475 $574K 0.32% +167 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,409 $569K 0.08% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,370 $566K 0.04% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,350 $565K <0.01% -1,340 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,321 $563K <0.01% +22 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 7,280 $559K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,271 $559K 0.03% +247 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,257 $558K 0.04% +41 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,240 $556K 0 Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,200 $553K 0.03% 0 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,177 $551K 0.02% +4,065 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,140 $549K 0.03% -846 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,125 $547K 0.06% +295 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,100 $545K 0.05% -22 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,100 $545K 0.1% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 7,091 $545K 0.07% +231 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,084 $544K 0.09% +414 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,084 $544K 0.02% -391 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,073 $543K 0.04% -635 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,071 $543K 0.06% +866 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,034 $540K 0.01% +4,030 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,024 $540K 0.02% 0 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,014 $539K 0.19% -93 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,006 $538K 0.18% +211 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,910 $531K 0.1% +2,263 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,908 $531K 0.14% +41 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,903 $530K 0.05% -548 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,877 $528K 0.08% +57 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,829 $525K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,369 $524K 0.01% +431 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,800 $522K 0.13% -1,000 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,774 $520K 0.02% +942 13F-HR/A Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,717 $516K 0.11% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,704 $515K 0.11% +14 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,046 $515K 0.1% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,692 $514K 0.24% -300 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 6,680 $513K 0.06% -25,000 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,640 $510K 0.04% +2 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,639 $510K 0.03% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 6,589 $506K 0.36% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,559 $504K <0.01% +1,622 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,486 $498K 0.05% +1 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,455 $496K 0.25% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 6,452 $496K 0.2% 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 6,429 $494K 0.18% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,408 $492K 0.01% +985 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,382 $490K 0.01% -996 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,352 $488K 0.03% -197 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,328 $486K 0.1% -308 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 6,313 $485K <0.01% -1,239 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,305 $484K 0.01% -1,503 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,388 $482K 0.11% -366 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,229 $479K 0.17% -289 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,214 $477K 0.1% 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 6,198 $476K 0.07% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,183 $475K 0.01% -114 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,292 $475K 0.03% +568 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,165 $474K 0.19% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,167 $474K 0.01% -76 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,140 $472K 0.29% +537 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,440 $467K 0.02% -71 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 6,039 $464K 0.12% +1,256 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,032 $463K 0.09% -980 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,999 $461K 0.09% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 5,950 $457K 0.15% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,940 $456K 0.02% +1,488 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,917 $455K 0.16% +2,543 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,897 $453K 0.03% -316 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,893 $453K 0.14% -6,471 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,862 $450K 0.01% +392 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,859 $450K 0.01% +55 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,844 $449K 0.26% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,842 $449K 0.01% +55 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,770 $443K 0.07% -1,776 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,707 $438K <0.01% +1,025 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,663 $435K 0.02% +237 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,654 $434K 0.06% -191 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,648 $434K 0.03% -53 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,641 $433K 0.18% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,610 $431K 0.02% +382 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 5,605 $431K <0.01% -897 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,601 $430K 0.01% +307 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,584 $429K 0.02% -400 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,561 $427K 0.14% +1,081 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,522 $424K 0.09% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,500 $423K 0.03% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,480 $421K 0.17% 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,474 $421K 0.13% +4 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,468 $420K 0.06% +266 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,459 $419K 0.01% +938 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,445 $418K 0.34% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,432 $417K 0.04% +132 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,413 $416K 0.1% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,491 $414K 0.08% +393 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,389 $414K 0.02% +468 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,388 $414K 0.04% -30 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,368 $414K 0.04% +1,257 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,377 $413K 0.15% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,376 $413K 0.03% -48 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 5,374 $413K 0.01% -102,240 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,323 $409K 0.04% -177 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,300 $407K 0.04% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,300 $407K 0.03% -225 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,288 $406K 0.01% +113 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,280 $406K 0.24% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,270 $405K 0.04% +366 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,241 $403K 0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,252 $402K 0.01% +1,641 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,220 $401K 0.12% +47 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,196 $399K 0.01% +1,547 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,190 $399K 0.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,161 $397K 0.03% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,073 $390K 0.07% +99 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,058 $389K 0.02% +294 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,054 $388K 0.39% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,045 $388K 0.02% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,033 $387K 0.07% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,032 $387K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,026 $386K 0.02% +1,249 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,023 $386K 0.11% -1,422 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,023 $386K 0.02% +23 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,013 $385K 0.04% -436 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,008 $385K 0.02% -1,649 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,009 $385K 0.03% -3 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,001 $384K 0.08% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 5,000 $384K 0.14% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,000 $384K 0.05% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 5,000 $384K 0.13% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,654 $383K 0.01% -3 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,978 $382K 0.04% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,936 $379K 0.01% +252 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,934 $379K 0.02% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,916 $378K 0.01% 0 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,908 $377K 0.03% -110 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,888 $376K 0.01% new 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,848 $372K 0.55% 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,847 $372K 0.19% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,834 $371K 0.41% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,779 $367K 0.07% -82 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,780 $367K 0.02% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,756 $366K 0.01% 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,765 $366K 0.08% +50 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,762 $366K 0.03% -147 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 4,750 $365K 0.28% -9,577 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4,731 $365K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,746 $365K 0.01% -373 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,739 $364K 0.01% -107 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 4,734 $364K 0.15% -65 13F-HR Timeline TOBAM More: the full row for TOBAM 4,721 $363K 0.11% -2,115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,709 $362K 0.22% -70 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,700 $361K 0.15% +7 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,675 $359K 0.02% -57 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,666 $358K 0.11% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,662 $358K 0.17% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,661 $358K <0.01% +853 13F-HR Timeline Group AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 4,647 $357K 0.32% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,646 $357K 0.03% +162 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,632 $356K 0.02% +1 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,628 $356K 0.1% -65 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,625 $355K 0.04% -4,580 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,605 $354K 0.23% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,600 $353K 0.2% 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,591 $353K 0.26% -2,758 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 4,499 $346K 0.18% +87 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,495 $345K 0.06% -12,562 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,486 $345K 0.03% +700 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,465 $343K 0.24% -100 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,458 $343K 0.03% -124 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,454 $342K 0.19% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,446 $342K 0.15% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,451 $342K 0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,439 $341K 0.01% -26 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,439 $341K 0.09% +4,339 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,405 $338K 0.12% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,400 $338K 0.03% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,391 $337K 0.11% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,083 $335K 0.13% +298 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,320 $332K 0.28% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,278 $329K 0.27% +256 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,277 $329K 0.3% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,277 $329K 0.07% +757 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,267 $328K 0.03% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,260 $327K <0.01% +184 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,242 $326K 0.22% +52 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,199 $323K 0.02% +6 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,169 $320K 0.03% -1,442 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,167 $320K 0.04% +2 13F-HR Timeline