MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 20,823 $10.4M 6.8% -19 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 20,809 $10.4M 0.59% +4,704 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 20,799 $10.4M 0.05% +15,686 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 20,735 $10.4M 4.14% +405 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,726 $10.4M 0.86% -92 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 20,700 $10.4M 0.65% +22 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 20,695 $10.4M 0.59% +756 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 20,688 $10.4M 1.21% -314 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20,675 $10.3M 1.3% +751 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 20,609 $10.3M 0.96% +217 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 20,573 $10.3M 0.29% +7,348 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 20,554 $10.3M 4.82% +889 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 20,548 $10.3M 1.29% +1 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 20,533 $10.3M 5.62% +505 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 20,493 $10.3M 0.72% -925 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 20,466 $10.2M 1.93% +245 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 20,465 $10.2M 4.22% +700 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 20,440 $10.2M 0.21% -6,797 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,386 $10.2M 0.5% +820 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 20,379 $10.2M 1.8% +389 13F-HR Timeline Luma Capital S.A. - SPF More: the full row for Luma Capital S.A. - SPF 20,376 $10.2M 9.09% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 20,348 $10.2M 0.89% -2,384 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 20,344 $10.2M 0.63% 0 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 20,289 $10.2M 0.82% -603 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 20,280 $10.1M 5.37% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,249 $10.1M 0.75% -942 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 20,218 $10.1M 4.2% +199 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 20,163 $10.1M 1.24% -198 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,155 $10.1M 0.87% +2,494 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 20,147 $10.1M 0.97% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 20,119 $10.1M 0.31% +366 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,075 $10M 0.67% -504 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 20,036 $10M 0.76% -443 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 19,996 $10M 5.49% +11 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,992 $10M 0.81% -1,178 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 19,959 $9.99M 1.24% +876 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,918 $9.97M 0.28% -1,205 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 19,917 $9.97M 2.24% -677 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 19,907 $9.96M 1.52% -7,579 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 20,032 $9.92M 0.26% +2,907 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 19,793 $9.9M 0.96% +365 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 19,710 $9.86M 0.19% -928 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 19,665 $9.84M 0.3% -640 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 19,623 $9.82M 0.32% -8,821 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 19,623 $9.82M 0.8% +1,092 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 19,539 $9.78M 5.02% -2,650 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 19,511 $9.76M 1.14% -3,635 13F-HR Timeline MAGNOLIA GROUP, LLC More: the full row for MAGNOLIA GROUP, LLC 19,500 $9.76M 2.05% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 19,368 $9.69M 0.63% -2,839 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 19,366 $9.69M 0.87% +8,188 13F-HR Timeline Group DCM Advisors, LLC More: the full row for DCM Advisors, LLC 19,452 $9.67M 3.82% +2,133 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 19,319 $9.67M 0.98% -253 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 19,315 $9.67M 5.42% +600 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 19,263 $9.64M 1.61% +1,642 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,227 $9.62M 0.32% -3,122 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 19,207 $9.61M 3.13% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,684 $9.59M 0.52% +451 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 19,134 $9.57M 1.06% -4,193 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 19,111 $9.56M 4.26% -108 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19,068 $9.54M 0.47% -368 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 19,067 $9.54M 0.47% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 19,036 $9.53M 0.91% +550 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,053 $9.52M 0.57% +4,976 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 18,866 $9.44M 2.64% +3,739 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 18,834 $9.42M 3.15% -404 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 18,788 $9.4M 6.14% +40 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 18,787 $9.4M 0.27% +4,669 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 18,724 $9.37M 0.81% -382 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 18,686 $9.35M 3.76% -187 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 18,672 $9.34M 0.16% +682 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 18,625 $9.32M 2.25% +585 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18,560 $9.29M 0.5% +8 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 18,557 $9.29M 0.58% -277 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 18,552 $9.28M 1.09% +2,160 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 18,449 $9.23M 0.26% -14 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 18,436 $9.23M 0.43% -301 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 18,405 $9.21M 1.89% -266 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,341 $9.18M 0.95% -148 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 18,334 $9.17M 1.24% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 18,331 $9.17M 1.28% -17 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 18,325 $9.17M 0.22% +17,068 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 18,292 $9.15M 1.08% +1,627 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 18,217 $9.12M 1.88% -84 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18,159 $9.09M 0.68% +476 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 18,143 $9.08M 0.33% +6,881 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 18,141 $9.08M 2.04% +66 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 18,081 $9.05M 4.79% +28 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 18,024 $9.02M 3.22% -194 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,004 $9.01M 0.22% +904 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 18,001 $9.01M 0.23% +354 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 18,000 $9.01M 0.36% +15,452 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 17,962 $8.99M 2.59% +9,958 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 18,153 $8.99M 0.13% +8,692 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,812 $8.91M 0.11% -637 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17,758 $8.89M 1.52% +160 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,746 $8.88M 0.59% +5,132 13F-HR/A Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 17,738 $8.88M 1.65% +2 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 17,680 $8.85M 1.46% -905 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 17,674 $8.84M 3.03% -1,689 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 17,662 $8.84M 1.93% -40 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 17,649 $8.83M 0.25% +2,192 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 17,628 $8.82M 0.24% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,620 $8.82M 0.57% -51 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 17,591 $8.8M 0.13% -135 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,571 $8.79M 0.54% +654 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 17,559 $8.79M 2.36% +834 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,553 $8.78M 1.65% +602 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 17,483 $8.75M 1.82% +751 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 17,472 $8.74M 0.85% +23 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 17,450 $8.73M 0.53% +521 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 17,445 $8.73M 1.67% -3,800 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 17,393 $8.7M 1.35% -30 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 17,366 $8.69M 1.92% -306 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,349 $8.68M 0.57% +89 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 19,843 $8.68M 9.45% +783 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,993 $8.68M 2.82% -304 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 17,099 $8.68M 2.62% -107 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 17,335 $8.67M 1.71% +1,494 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 17,301 $8.66M 0.58% +418 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,290 $8.65M 0.54% -407 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,259 $8.64M 0.59% +248 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 17,224 $8.62M 2.16% +603 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 17,211 $8.61M 1.37% +103 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 17,185 $8.6M 2.09% -656 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,175 $8.59M 0.7% +1,081 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 17,170 $8.59M 3.18% +206 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 17,149 $8.58M 1.89% -1,172 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 16,863 $8.58M 0.57% +6,491 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 17,140 $8.58M 2.34% +17,040 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 17,140 $8.58M 2.44% +153 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,128 $8.57M 0.37% +1,019 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,125 $8.57M 0.45% -1,491 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 17,123 $8.57M 1.58% -1,007 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 17,043 $8.53M 2.42% +1,741 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,001 $8.51M 0.57% -1,002 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,980 $8.5M 0.94% -1,821 13F-HR/A Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 16,941 $8.48M 0.4% +999 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,933 $8.47M 1.11% +15 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 17,326 $8.46M 1.39% +822 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 16,904 $8.46M 0.73% +568 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,888 $8.45M 0.55% -27 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,887 $8.45M 0.31% -555 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 16,864 $8.44M 1.62% -3,021 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 16,856 $8.43M 0.41% -380 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,810 $8.41M 0.39% -2,540 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 16,809 $8.41M 3.12% -234 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 16,806 $8.41M 0.52% +2,951 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 16,747 $8.38M 1.02% -139 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 16,734 $8.37M 2.26% +237 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,726 $8.37M 1.27% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 16,722 $8.37M 0.21% +2,425 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 16,710 $8.36M 1.46% -488 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,679 $8.35M 2.12% -1,764 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 16,672 $8.34M 0.53% -230 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 16,656 $8.33M 4.95% +1,500 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 16,619 $8.32M 4.11% -10,557 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 16,612 $8.31M 1.36% +201 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 16,598 $8.31M 0.19% +718 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 16,551 $8.28M 4.66% +140 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,545 $8.28M 0.28% +2,974 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 16,536 $8.27M 0.23% -441 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,526 $8.27M 0.4% +4,809 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 16,467 $8.24M 1.11% -46 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 16,442 $8.23M 0.85% -5,730 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 16,439 $8.23M 4.11% -787 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 16,439 $8.23M 0.36% -88 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,427 $8.22M 2.04% -363 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,404 $8.21M 0.71% +46 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 16,020 $8.19M 5.53% +3,165 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 16,326 $8.17M 2.85% -500 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 16,323 $8.17M 1.75% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,297 $8.15M 0.3% -114 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 16,278 $8.15M 2.44% +132 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 16,260 $8.14M 2.45% +2,864 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 16,206 $8.11M 1.39% -639 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 16,193 $8.1M 4.54% -597 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 16,182 $8.1M 0.92% -331 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 16,138 $8.08M 5.19% +1,108 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,092 $8.05M 0.31% -710 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 16,302 $8.04M 1.61% +1,107 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 16,057 $8.03M 0.4% +1,436 13F-HR Timeline SOA Wealth Advisors, LLC. 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