Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,896 $296K <0.01% -1,345 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,882 $296K 0.04% -1,620 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,871 $295K 0.01% -382 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 9,000 $294K 0.06% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,813 $294K 0.09% -229 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 9,768 $292K 0.08% -82 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,949 $292K 0.02% new 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 9,762 $292K 0.06% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,665 $289K 0.03% +125 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,611 $288K 0.02% -3,197 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,573 $287K <0.01% +114 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,568 $286K 0.01% -603 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,568 $286K 0.07% +51 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 9,554 $286K 0.01% +5,362 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,549 $286K 0.01% -1,011 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,548 $286K 0.07% -77 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,513 $285K 0.05% +294 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,445 $283K 0.04% -153 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,434 $282K 0.17% +50 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 9,378 $281K 0.07% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,327 $279K 0.05% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9,292 $278K 0.04% -1,016 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,266 $277K 0.23% -648 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,237 $276K 0.04% +415 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,224 $276K 0.01% -210 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 9,200 $275K 0.28% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 9,199 $275K <0.01% +1,433 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 9,199 $275K 0.05% -3,500 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,183 $275K 0.02% +518 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,139 $274K <0.01% -2,043 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 9,127 $273K 0.02% +1,500 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,117 $273K 0.05% -54 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,104 $272K <0.01% -354 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,097 $272K 0.02% +299 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,049 $271K <0.01% +415 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,041 $271K <0.01% -2 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,034 $270K 0.02% +1,345 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,000 $269K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,970 $268K 0.02% -1,491 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,970 $268K 0.04% +1,000 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 8,946 $268K 0.1% +21 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,881 $266K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,865 $265K 0.02% -908 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,840 $265K 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,711 $261K <0.01% +698 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,671 $260K 0.01% +1,555 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,663 $259K 0.06% +36 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,661 $259K 0.03% -2,751 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,630 $258K <0.01% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,571 $257K 0.11% +403 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,566 $256K 0.02% -9,176 13F-HR/A Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 8,558 $256K 0.11% +779 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,535 $255K 0.02% +20 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,499 $254K 0.02% -1,092 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,462 $253K 0.01% +1,846 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,452 $253K 0.01% +732 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,438 $253K 0.04% -709 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,431 $252K 0.01% -32 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,390 $251K 0.19% -500 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,400 $251K 0.12% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,274 $248K 0.02% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,273 $248K 0.01% -400 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,272 $248K 0.01% -208 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,257 $247K 0.02% -478 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,251 $247K 0.02% -1 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,229 $246K 0.01% -105 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,203 $246K 0.07% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,196 $245K 0.02% -9,187 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,168 $244K 0.02% -12,387 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 8,136 $244K 0.13% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 8,135 $243K 0.07% +116 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,134 $243K 0.02% +3,072 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 8,083 $242K 0.2% -22,131 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,076 $242K 0.01% -1,887 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,037 $241K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,031 $240K 0.01% -645 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 8,025 $240K 0.06% -1,166 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,010 $240K 0.02% +1,312 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,003 $240K <0.01% -13,838 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 7,989 $239K 0.02% -364 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 8,002 $239K <0.01% -5,816 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,944 $238K 0.04% +783 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,937 $238K 0.07% -100 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,926 $237K 0.01% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,905 $237K 0.09% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,861 $235K 0.05% +105 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,856 $235K 0.19% -99 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,518 $235K 0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,797 $233K 0.02% -426 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,764 $232K 0.1% +74 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,654 $229K 0.01% +12 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $227K 0.02% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,567 $226K 0.14% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,301 $226K 0.16% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,530 $225K 0.03% -53 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,516 $225K 0.02% -2,338 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,490 $224K <0.01% -1,423 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,484 $224K 0.03% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,475 $224K 0.01% -2,164 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,435 $223K 0.01% +705 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,426 $222K 0.06% +210 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,388 $221K <0.01% -400 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,385 $221K 0.06% +4 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,356 $220K 0.01% -2,145 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,084 $219K 0.08% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,266 $217K 0.03% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,263 $217K 0.03% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,237 $217K 0.08% +23 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,210 $216K 0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,200 $215K 0.06% -29,870 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,191 $215K 0.2% +502 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,189 $215K <0.01% -307 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,186 $215K <0.01% +1,187 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,349 $215K 0.04% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 7,139 $214K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,130 $213K 0.02% 0 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 7,110 $213K 0.14% -4,631 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,051 $211K 0.02% -244 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,267 $211K 0.18% -400 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,045 $211K 0.02% -172 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,030 $210K 0.01% -297 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,999 $209K 0.17% 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,998 $209K 0.05% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,980 $209K 0.07% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 6,957 $208K 0.04% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 6,940 $208K 0.05% -379 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,911 $207K 0.11% -2,083 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,881 $206K 0.02% +172 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,878 $206K 0.11% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,835 $205K 0.11% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,826 $204K 0.01% +125 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,818 $204K 0.01% -1,740 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,816 $204K 0.02% -426 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,014 $204K 0.02% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,761 $202K <0.01% -1,750 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,718 $201K 0.02% +12 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,583 $197K 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,562 $196K 0.01% -1,180 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,451 $194K 0.08% +161 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,480 $194K 0.04% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,223 $186K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,182 $180K 0.01% -1,942 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,014 $180K <0.01% 0 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,910 $177K 0.13% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,451 $163K 0.06% +451 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,364 $161K <0.01% +401 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,249 $160K <0.01% +785 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,327 $159K 0.02% -3,855 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,302 $159K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,249 $157K 0.08% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,088 $152K 0.01% -324 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,066 $152K 0.01% -60 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,029 $151K 0.01% +40 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,988 $149K 0.01% -3,668 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 4,972 $149K 0.08% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,972 $149K 0.08% 0 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4,937 $148K 0.03% 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,900 $147K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,853 $145K 0.09% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,751 $142K 0.01% -1,393 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,448 $133K -4,754 Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,442 $133K <0.01% -199 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,388 $131K 0.05% +49 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,342 $130K 0.03% -3,519 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,323 $129K 0.02% -622 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,264 $128K 0.01% -1,140 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,176 $125K 0.02% +10 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,140 $124K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,068 $122K 0.01% -58 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,020 $120K 0.01% -300 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,000 $120K 0.54% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,000 $120K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,888 $116K 0.01% -34 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,872 $116K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,848 $115K <0.01% +150 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,782 $113K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,739 $112K <0.01% -505 13F-HR/A Timeline City State Bank More: the full row for City State Bank 3,543 $106K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,566 $106K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,520 $105K 0.02% -6,098 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,454 $103K 0.01% +40 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,450 $103K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,133 $93.8K 0.07% -58 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,000 $90.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,029 $90.7K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,010 $90.1K 0.06% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,995 $89.6K 0.06% +34 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,911 $87.1K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,900 $86.8K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,898 $86.7K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,891 $86.5K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,888 $86.4K 0.05% +14 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,881 $86.2K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,869 $85.9K 0.01% -1,137 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,820 $84.4K 0.01% -223 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,792 $83.6K 0.03% +100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,786 $83.4K 0.06% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,772 $82K 0.02% +15 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,738 $81.9K 0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,682 $80.3K 0.03% 0 13F-HR Timeline