KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 10,431 $362K 0.02% -477 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,681 $362K 0.3% +960 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,392 $361K 0.01% new 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10,362 $360K <0.01% -759 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 10,352 $360K 0.1% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,432 $359K 0.02% +1,391 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 10,297 $358K 0.07% -34 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 10,250 $356K 0.08% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,240 $356K 0.01% +3,205 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,918 $355K 0.04% -2,529 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,202 $354K 0.07% -372 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,132 $352K 0.15% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,113 $351K 0.04% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,107 $351K 0.03% +4,148 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,070 $350K 0.08% -8 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,035 $349K 0.06% -1,197 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,882 $343K 0.05% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,856 $342K 0.16% +30 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 9,821 $341K 0.08% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,820 $341K 0.14% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,744 $338K 0.11% -261 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 9,612 $334K 0.07% -582 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,598 $333K 0.07% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,568 $332K 0.07% 0 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 9,562 $332K 0.06% -200 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,543 $331K 0.04% +43 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 9,531 $331K 0.08% -53 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,501 $330K 0.02% -337 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,500 $330K 0.13% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,469 $329K 0.02% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,466 $329K <0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,452 $328K 0.01% +1,592 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,422 $327K <0.01% +834 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,327 $324K 0.05% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,315 $324K 0.01% +1,250 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,425 $323K 0.16% +46 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,270 $322K <0.01% +251 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,266 $322K 0.07% -282 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,255 $321K 0.05% +9 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,245 $321K 0.01% -872 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,226 $320K 0.01% new 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 9,200 $320K 0.25% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 9,200 $320K 0.01% new 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 9,173 $319K <0.01% new 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 9,139 $317K 0.05% +930 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,124 $317K 0.01% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,123 $317K 0.01% -84 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,104 $316K <0.01% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 9,102 $316K 0.11% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,097 $316K <0.01% -576 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,089 $316K 0.04% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,017 $313K 0.02% +321 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,000 $313K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,961 $311K 0.01% +560 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,886 $309K 0.01% -1,330 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,885 $309K 0.06% -3,382 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,881 $308K 0.01% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 8,872 $308K 0.06% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,834 $307K 0.02% -6,813 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,828 $307K 0.02% -122 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,797 $306K 0.01% -294 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,763 $304K 0.02% +2,030 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,744 $304K 0.02% -411 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 8,706 $302K 0.04% -739 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,674 $301K 0.02% -199 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,656 $301K <0.01% +1,491 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,609 $299K 0.12% +46 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,560 $297K 0.2% +170 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 8,558 $297K 0.13% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,545 $297K 0.05% -225 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,811 $297K 0.01% +796 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,542 $297K 0.01% +5 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,538 $297K 0.03% -109 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,511 $296K 0.06% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,500 $295K 0.02% +119 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,496 $295K 0.11% +2,581 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,491 $295K <0.01% -570 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,489 $295K 0.03% -952 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,470 $294K 0.06% +240 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,982 $293K 0.01% -2,449 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,400 $292K 0.12% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,387 $291K 0.01% +1,460 13F-HR Timeline Group 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 8,354 $290K 0.01% -1,232 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 8,350 $290K 0.07% +108 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,331 $289K 0.01% -2,501 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,326 $289K 0.02% -139 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,323 $289K 0.01% +50 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,275 $287K 0.01% -16,799 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 8,251 $287K 0.03% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,229 $286K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,182 $284K 0.02% -90 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,171 $284K 0.02% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,161 $283K 0.08% -1,479 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 8,139 $283K 0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 8,131 $282K 0.01% -937 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 8,127 $282K 0.2% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 8,116 $282K 0.18% +305 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,098 $281K 0.02% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 8,092 $281K 0.06% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,074 $280K 0.02% -129 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,037 $279K <0.01% 0 13F-HR/A Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 8,000 $278K 0.02% +4,000 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,942 $276K <0.01% -1,535 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,937 $276K 0.06% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,892 $274K 0.06% +1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,815 $271K 0.04% +1,666 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 7,800 $271K 0.24% 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 7,796 $271K 0.1% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,751 $269K 0.1% +69 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,730 $268K 0.05% -136 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,717 $268K 0.17% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,712 $268K 0.04% 0 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 7,682 $267K 0.43% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,634 $265K 0.03% +150 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,619 $265K 0.01% -137 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $264K 0.02% +1,600 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,582 $263K 0.18% -65 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,528 $261K 0.07% +704 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,419 $258K 0.03% -21 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,369 $256K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,266 $252K 0.03% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,261 $252K 0.11% -109 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,233 $251K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,229 $251K 0.01% -3,552 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,228 $251K 0.07% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,202 $250K 0.03% +512 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,201 $250K 0.05% +165 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,200 $250K 0.07% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,187 $250K 0.03% +2 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,168 $249K 0.04% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 7,150 $248K 0.11% -200 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,133 $248K 0.02% -1,151 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,130 $248K 0.02% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,100 $247K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,096 $246K 0.01% -148 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,090 $246K 0.02% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,074 $246K 0.01% +415 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,051 $245K 0.02% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,045 $245K 0.01% +651 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,022 $244K 0.06% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 7,000 $243K 0.03% -5,000 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,999 $243K 0.18% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,998 $243K 0.05% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 6,957 $242K 0.04% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,943 $241K 0.02% -418 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 6,900 $240K 0.01% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,880 $239K 0.02% +151 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,878 $239K 0.07% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 6,858 $238K 0.23% 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,851 $238K 0.05% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,835 $237K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,777 $235K 0.03% +567 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,713 $233K <0.01% +49 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,690 $232K <0.01% +4,454 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,686 $232K 0.05% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,644 $231K 0.02% +500 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,629 $230K 0.01% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,625 $230K 0.05% -112 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,600 $229K 0.01% -1,488 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,597 $229K 0.01% +324 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,594 $229K <0.01% +396 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,594 $229K <0.01% -497 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,555 $228K <0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,550 $227K 0.02% +4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,549 $227K <0.01% +811 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 6,500 $226K <0.01% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,480 $225K 0.03% +9 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,480 $225K 0.04% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,480 $225K 0.07% -500 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,469 $225K <0.01% -195 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 6,459 $224K 0.02% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,736 $224K 0.16% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,422 $223K 0.01% +500 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,401 $222K 0.01% +255 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,382 $222K 0.01% +134 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,023 $221K 0.01% -518 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,363 $221K 0.28% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,353 $221K 0.01% -200 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,350 $221K 0.01% -62 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,341 $220K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,325 $220K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,314 $219K 0.01% -1,396 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,264 $218K 0.05% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,254 $217K 0.01% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,418 $216K 0.07% +97 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,222 $216K 0.1% +103 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,181 $215K 0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,167 $214K <0.01% -221 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 6,148 $214K 0.15% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,120 $213K 0.12% +1 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,562 $211K 0.03% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,055 $210K 0.07% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,054 $210K 0.01% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,052 $210K 0.09% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,027 $209K 0.03% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,990 $208K 0.08% +30 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,965 $207K 0.06% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,957 $207K 0.01% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,946 $207K 0.03% +2 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,943 $206K 0.03% 0 13F-HR Timeline