Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,486 $5.21M 2.47% -500 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 11,466 $5.2M 0.27% -220 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,455 $5.19M 0.68% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 11,440 $5.19M 1.48% -1,450 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 11,396 $5.17M 2.08% +68 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 11,374 $5.16M 1.05% -248 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 11,371 $5.15M 2.2% -12 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 11,356 $5.15M 0.01% +3,052 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 11,349 $5.14M 0.02% 0 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,321 $5.13M 0.61% +35 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 11,301 $5.12M 4.83% 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,264 $5.11M 1.8% +1,660 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 10,885 $5.1M 4.14% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,250 $5.1M 1.5% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,250 $5.1M 1.08% +23 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 11,239 $5.09M 3.62% +227 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,238 $5.09M 0.37% +602 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 11,196 $5.07M 2.5% +31 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 11,195 $5.07M 4.04% -279 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 11,193 $5.07M 1.38% -500 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 10,795 $5.07M 1.08% +112 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,192 $5.07M 0.42% +534 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,177 $5.07M 0.51% +766 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 11,174 $5.06M 2.38% 13F-HR/A Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 12,408 $5.05M 3.18% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 11,100 $5.03M 1.67% -263 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,097 $5.03M 0.48% -346 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 11,091 $5.03M 1.55% +47 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 11,074 $5.02M 1.71% 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 11,073 $5.02M 1.29% -3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,072 $5.02M 0.54% -66 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 11,053 $5.01M 0.64% -49 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 11,043 $5.01M 1.04% -67 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 11,040 $5M 3.65% -496 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 11,025 $5M 3.49% +20 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,025 $5M 1.57% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 11,009 $4.99M 0.59% -25 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,003 $4.99M 3.98% -1,313 13F-HR Timeline BISLETT MANAGEMENT, LLC More: the full row for BISLETT MANAGEMENT, LLC 11,000 $4.99M 3.53% 0 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 10,973 $4.97M 3.37% -223 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,799 $4.97M 0.44% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 10,960 $4.97M 1.31% -12 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,955 $4.97M 1.04% -3,095 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 10,937 $4.96M 1.94% -85 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,890 $4.94M 0.62% -42 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 10,877 $4.93M 1.71% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 10,866 $4.93M 0.93% +1,215 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,865 $4.92M 0.49% -9,274 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,859 $4.92M 2.44% -8 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 10,855 $4.92M 3.89% +71 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,852 $4.92M 0.41% -857 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,846 $4.92M 0.63% +39 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,843 $4.91M 0.16% -90 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,818 $4.9M 1.92% +2,638 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,749 $4.87M 0.45% +168 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,737 $4.87M 2.06% -107 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,736 $4.87M 0.53% +807 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,735 $4.87M 0.8% -85 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,731 $4.86M 0.83% -92 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,726 $4.86M 0.48% +94 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 10,705 $4.85M 0.29% +323 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,698 $4.85M 0.39% -927 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 10,696 $4.85M 1.15% -129 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,689 $4.85M 0.42% +2,006 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 10,684 $4.84M 3.68% 13F-HR/A Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 10,677 $4.84M 2.44% -40 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,671 $4.84M 1.87% -59 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,671 $4.84M 0.58% +4,619 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,659 $4.83M 0.39% +605 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,658 $4.83M 1.99% -33 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 10,648 $4.83M 0.55% -86 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10,633 $4.82M 1.58% +885 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 10,623 $4.82M 1.79% +30 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,619 $4.81M 0.99% +396 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 10,613 $4.81M 3.28% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,599 $4.8M 0.14% -752 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 10,590 $4.8M 0.85% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 10,579 $4.8M 0.67% -171 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 10,576 $4.79M 0.49% -200 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 10,569 $4.79M 0.53% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 10,554 $4.78M 0.03% -26,141 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,214 $4.78M 0.75% -1,723 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 10,586 $4.78M 1.03% -30 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 10,400 $4.76M 0.06% -1,269 13F-HR Timeline Group Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 10,492 $4.76M 0.85% +4,100 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 10,492 $4.76M 0.08% +2,034 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,476 $4.75M 0.49% +179 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,475 $4.75M 0.6% -201 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,456 $4.74M 0.15% +652 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,452 $4.74M 0.09% -243 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,446 $4.73M 3.15% +7,909 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,445 $4.73M 0.43% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 10,436 $4.73M 0.11% +837 13F-HR/A Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,421 $4.72M 1.5% +42 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 10,418 $4.72M 5.31% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 10,406 $4.72M 2.56% +32 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 10,467 $4.72M 0.16% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,384 $4.71M 3.21% -428 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,383 $4.71M 0.58% +89 13F-HR Timeline Trust Co More: the full row for Trust Co 10,373 $4.7M 0.54% +119 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 10,363 $4.7M 2.41% -95 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10,323 $4.68M 1.01% +795 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 10,311 $4.67M 0.25% -280 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,303 $4.67M 2.06% +110 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,302 $4.67M 0.63% -152 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,290 $4.66M 0.94% +291 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,302 $4.65M 1.59% -885 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 10,241 $4.64M 0.71% +350 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 10,167 $4.64M 1.81% 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,237 $4.64M 2.47% -3 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 10,232 $4.64M 2.1% -535 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,230 $4.64M 1.38% +456 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,230 $4.64M 0.24% +1,324 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 10,220 $4.63M 3.15% 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,209 $4.63M 3.08% +921 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 10,205 $4.63M 0.78% +206 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 10,201 $4.62M 0.36% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 10,194 $4.62M 1.04% +138 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,239 $4.62M 2.55% -187 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 10,185 $4.62M 0.36% +5 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 10,167 $4.61M 2.01% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,656 $4.61M 0.12% +24 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,152 $4.6M 1.16% +161 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,150 $4.6M 2.05% -288 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,139 $4.6M 1.02% +234 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 10,125 $4.59M 0.73% +690 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,104 $4.58M 0.16% -397 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,055 $4.56M 0.31% +5,292 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,079 $4.56M 0.42% +1,148 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 10,038 $4.55M 3.79% +190 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,037 $4.55M 0.16% +169 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 10,031 $4.55M 0.2% -40 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 10,029 $4.55M 1.99% -118 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,010 $4.54M 1.16% +148 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 10,007 $4.54M 0.01% -500 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,003 $4.53M 2.93% -150 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,986 $4.53M 0.35% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,979 $4.52M 1.59% -53 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 9,978 $4.52M 1.74% -248 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,974 $4.52M 0.91% +1,145 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,973 $4.52M 0.43% -207 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,966 $4.52M 0.89% +203 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,950 $4.51M 0.66% +325 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,940 $4.51M 0.53% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,921 $4.5M 3.11% -265 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 9,903 $4.49M 2.16% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 9,888 $4.48M 0.85% -12 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,877 $4.48M 1.47% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,871 $4.47M 0.39% +2,128 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,869 $4.47M 0.72% +303 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 13,085 $4.46M 2.16% 0 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 9,810 $4.45M 0.36% +386 13F-HR/A Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 9,808 $4.45M 0.12% -178 13F-HR Timeline Group J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 9,755 $4.42M 0.42% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 9,749 $4.42M 0.52% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,747 $4.42M 0.34% +509 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,735 $4.41M 1.01% +911 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 9,729 $4.41M 0.5% +195 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 9,728 $4.41M 2.59% -1,394 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 9,727 $4.41M 2.39% -899 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,720 $4.41M 1.17% +154 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,716 $4.4M 1.35% +115 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,700 $4.4M +280 Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 9,690 $4.39M 0.61% +64 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 9,684 $4.39M 1.07% +132 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 9,678 $4.39M 3.86% -604 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9,662 $4.38M 1.3% -170 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,655 $4.38M 0.89% -193 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,648 $4.37M 1.1% -123 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,632 $4.37M 1% +809 13F-HR Timeline XXEC, Inc. More: the full row for XXEC, Inc. 9,626 $4.36M 3.62% -1,874 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 9,621 $4.36M 1.67% +1,268 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 9,593 $4.35M 3.01% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 9,580 $4.34M 0.1% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,579 $4.34M 0.82% +188 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,574 $4.34M 4.67% -280 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,570 $4.34M 3.01% -240 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,135 $4.34M 1.38% +228 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 9,560 $4.33M 0.61% -253 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 9,550 $4.33M 2.89% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,541 $4.32M 2% +85 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,505 $4.31M 2.74% -99 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 9,482 $4.3M 1.15% -236 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 9,445 $4.28M 0.14% +8,888 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,443 $4.28M 1.34% -72 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,428 $4.27M 0.83% -176 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,427 $4.27M 0.9% -64 13F-HR Timeline OAKWORTH CAPITAL, INC. 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