Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 9 $7.19M 3.48% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $7.19M 0.93% +8 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9 $7.19M 0.74% +3 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9 $7.19M 2.23% new 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 9 $7.19M 4.04% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9 $7.19M 2.21% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9 $7.11M 0.48% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9 $6.92M 0.08% +7 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 8 $6.39M 2.39% -1 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 8 $6.39M 0.13% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 8 $6.39M 0.07% 0 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8 $6.39M 0.22% -2 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8 $6.39M 0.35% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8 $6.39M <0.01% 0 13F-HR/A Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8 $6.39M 0.13% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8 $6.39M 0.55% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 8 $6.39M <0.01% +1 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8 $6.39M 0.11% 0 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 8 $6.39M 0.81% 0 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 8 $6.39M 1.12% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8 $6.39M 0.11% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 8 $6.39M 3.28% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 8 $6.39M 0.4% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8 $6.39M 0.04% +2 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8 $6.39M 0.06% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8 $6.39M 0.07% +7 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8 $6.39M 1.19% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8 $6.39M 0.53% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8 $6.39M 0.8% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8 $6.39M 3.69% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8 $6.39M 1.88% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8 $6.39M 2.73% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8 $6.39M 0.12% -6 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8 $6.39M 1.54% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 8 $6.39M 2.47% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 8 $6.39M 1.74% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8 $6.39M 0.69% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 8 $6.23M 2.7% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7 $5.59M 0.37% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7 $5.59M 0.99% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7 $5.59M 0.23% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7 $5.59M 0.14% +6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7 $5.59M 0.81% +4 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 7 $5.59M 2.73% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 7 $5.59M +1 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7 $5.59M 0.08% -1 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7 $5.59M 0.05% +4 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7 $5.59M 0.09% 0 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 7 $5.59M 4.06% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7 $5.59M 0.69% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7 $5.59M 0.03% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7 $5.59M 0.69% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7 $5.59M 0.24% -18 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 7 $5.59M 3.98% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 7 $5.59M 1.73% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7 $5.59M 0.37% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 7 $5.59M 1.19% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7 $5.59M 0.64% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7 $5.59M 0.91% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7 $5.59M 0.35% new 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7 $5.59M 4.7% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7 $5.59M 0.21% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7 $5.59M 0.13% -1 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7 $5.59M 0.18% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7 $5.59M 0.4% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7 $5.59M 0.69% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7 $5.59M 0.21% -2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $5.59M 1.17% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 7 $5.59M 2.92% +2 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7 $5.59M 0.07% -1 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7 $5.59M 0.9% 13F-HR Timeline Group Bradyco, Inc. More: the full row for Bradyco, Inc. 7 $5.59M 4.24% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0 $5.59M 0.15% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7 $5.59M 0.13% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7 $5.57M 0.05% +6 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 7 $5.53M 0.95% 0 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7 $5.38M 0.77% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6 $4.81M 0.28% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6 $4.8M 0.1% new 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 6 $4.79M 1.55% -3 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 6 $4.79M 0.39% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6 $4.79M 2.49% 0 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 6 $4.79M 1.11% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6 $4.79M 0.19% new 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 6 $4.79M 0.28% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6 $4.79M 1.46% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 6 $4.79M 0.5% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6 $4.79M 0.16% +1 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 6 $4.79M 0.05% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6 $4.79M 0.18% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6 $4.79M 0.2% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6 $4.79M 0.04% 0 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6 $4.79M 0.37% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6 $4.79M 0.19% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6 $4.79M 0.2% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6 $4.79M 0.47% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6 $4.79M 0.28% 0 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6 $4.79M 0.78% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6 $4.79M 0.41% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6 $4.79M 0.43% 0 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6 $4.79M 0.23% new 13F-HR Timeline Courant Investment Management LLC More: the full row for Courant Investment Management LLC 6 $4.79M 4.01% -4 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6 $4.79M 2.68% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6 $4.79M 3.02% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6 $4.79M 6.19% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6 $4.79M 0.36% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6 $4.79M 1.82% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6 $4.79M 0.35% -2 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6 $4.79M 0.46% 0 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 6 $4.79M 3.9% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6 $4.79M 0.36% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6 $4.79M 0.21% 0 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6 $4.79M 1.87% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6 $4.79M 0.88% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6 $4.79M 1.92% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6 $4.79M 0.6% 0 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 6 $4.79M 1.84% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6 $4.79M 1% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 6 $4.79M 0.02% 0 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6 $4.79M 0.09% +5 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 6 $4.79M 1.7% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 6 $4.79M 0.5% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6 $4.7M 0.24% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 6 $4.56M 0.48% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5 $4M 0.17% 0 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 5 $3.99M 0 Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5 $3.99M 0.01% 0 13F-HR/A Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5 $3.99M 0.29% 0 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5 $3.99M 1.42% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $3.99M 0.2% 0 13F-HR/A Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5 $3.99M 0.32% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5 $3.99M 0.39% -2 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5 $3.99M 0.09% new 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 5 $3.99M 0.64% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5 $3.99M 0.44% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5 $3.99M 0.28% 0 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5 $3.99M 0.28% -1 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 5 $3.99M 0.43% 0 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 5 $3.99M 0.06% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5 $3.99M 0.06% 0 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 5 $3.99M 0.36% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5 $3.99M 0.01% -1 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5 $3.99M 0.03% +1 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5 $3.99M 0.25% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5 $3.99M 0.01% 0 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5 $3.99M 0.69% -495 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5 $3.99M 0.05% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 5 $3.99M 0.35% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5 $3.99M 0.66% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5 $3.99M 0.15% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5 $3.99M 1.76% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5 $3.99M 0.06% +2 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5 $3.99M 0.76% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $3.99M 0.43% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5 $3.99M 0.58% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 5 $3.99M 0.95% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5 $3.99M 0.29% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 5 $3.99M 1.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5 $3.99M 0.22% -2 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5 $3.99M 0.81% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5 $3.99M 0.19% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5 $3.99M 0.27% +4 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5 $3.99M 0.95% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5 $3.99M 0.85% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5 $3.99M 0.46% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $3.99M 0.61% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5 $3.99M 1.45% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $3.99M 1.09% new 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5 $3.99M 0.34% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5 $3.99M 1.08% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5 $3.99M 0.35% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5 $3.99M 0.42% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5 $3.99M 2.18% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5 $3.99M 1.71% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 5 $3.99M 2.16% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5 $3.99M 0.33% new 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5 $3.99M 0.58% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5 $3.99M 0.36% 0 13F-HR/A Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 5 $3.99M 2.98% -1 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5 $3.99M 2.88% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5 $3.99M 0.94% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5 $3.99M 0.84% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5 $3.99M 0.97% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5 $3.99M 1.64% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5 $3.98M 0.01% +2 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5 $3.98M 0.52% -1 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5 $3.4M 1.11% 0 13F-HR Timeline SANTA MONICA PARTNERS LP More: the full row for SANTA MONICA PARTNERS LP 4 $3.19M 1.75% 0 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 4 $3.19M 2.95% 0 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 4 $3.19M 2.04% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4 $3.19M 2.67% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6 $3.19M 0.39% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4 $3.19M 0.11% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4 $3.19M 0.11% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4 $3.19M 0.61% new 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 4 $3.19M 0.08% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4 $3.19M 0.41% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4 $3.19M 0.04% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4 $3.19M 1.88% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4 $3.19M 0.53% new 13F-HR Timeline