MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 11,591 $6.17M 0.68% -976 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,584 $6.17M 3.7% +63 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 11,550 $6.15M 1.65% -366 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 11,508 $6.13M 1.63% -380 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,486 $6.12M 3.03% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 11,479 $6.11M 4.39% -115 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,459 $6.1M 0.52% +267 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 11,448 $6.1M 1.36% -97 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 11,417 $6.08M 2.63% -712 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 11,389 $6.07M 1.85% -963 13F-HR/A Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,360 $6.05M 0.69% -350 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,349 $6.04M 3.37% -232 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,345 $6.04M 0.85% -14,248 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 11,341 $6.04M 2.67% -55 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 11,336 $6.04M 0.15% +900 13F-HR/A Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 11,336 $6.04M 2.04% -171 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,324 $6.03M 1.2% +74 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 11,320 $6.03M 1.92% +229 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 11,316 $6.03M 4.56% +77 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 11,310 $6.02M 0.8% +1,561 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,305 $6.02M 1.94% +280 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 11,298 $6.02M 3.75% +325 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 11,291 $6.01M 5.78% -10 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,281 $6.01M 0.82% +662 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 11,273 $6M 4.87% +388 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,269 $6M 0.71% -52 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,250 $5.99M 1.88% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 11,250 $5.99M 5.68% -1,000 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 11,241 $5.99M 0.6% +665 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 11,233 $5.98M 1.93% +133 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 11,198 $5.96M 0.73% +189 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,186 $5.96M 0.19% +730 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,183 $5.96M 1.16% +9,586 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 11,603 $5.96M 3.08% +178 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 11,120 $5.92M 2.89% -54 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 11,087 $5.92M 0.08% +687 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,099 $5.91M 0.6% -78 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 11,070 $5.9M 1.04% +865 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,067 $5.89M 0.65% -5 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,059 $5.89M 2.02% +3,528 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,041 $5.88M 2.56% +4,992 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 11,032 $5.88M 0.83% +453 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 11,026 $5.87M 0.56% -2,165 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 11,020 $5.87M 0.72% +1,080 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 11,016 $5.87M 0.02% -333 13F-HR Timeline Group BISLETT MANAGEMENT, LLC More: the full row for BISLETT MANAGEMENT, LLC 11,000 $5.86M 4.15% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,001 $5.86M 0.5% +10,991 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 11,125 $5.86M 0.77% -19,007 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 10,988 $5.85M 1.02% -65 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,986 $5.85M 1.2% +3,515 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 10,948 $5.83M 4.31% +3,091 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 10,943 $5.83M 0.35% +238 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,941 $5.83M 1% +210 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,927 $5.82M 2.72% -692 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,920 $5.82M 2.5% +262 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,920 $5.82M 2.28% +102 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,911 $5.81M 0.97% +176 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 10,911 $5.81M 1.71% -49 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 10,907 $5.81M 0.01% +900 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,896 $5.8M 0.8% -559 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,883 $5.8M 0.75% -7 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 10,867 $5.79M 0.33% -11,873 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,859 $5.78M 2.82% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 10,855 $5.78M 4.07% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 10,832 $5.77M 2.33% -539 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 10,804 $5.75M 4.5% -391 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,812 $5.75M 0.6% +76 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 10,793 $5.75M 2.01% -84 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,767 $5.73M 0.55% +41 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 10,758 $5.73M 3.24% +352 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 10,730 $5.71M 1.51% -343 13F-HR Timeline Trust Co More: the full row for Trust Co 10,723 $5.71M 0.68% +350 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 10,701 $5.7M 4.43% -339 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,696 $5.7M 2.28% +25 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 10,675 $5.69M 0.29% -77,198 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10,638 $5.67M 1.91% +5 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,636 $5.67M 2.36% -101 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,637 $5.66M 0.19% +533 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 10,635 $5.66M 2.13% +12 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 10,630 $5.66M 0.04% +9,061 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,627 $5.66M 0.9% +1,553 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 10,613 $5.65M 3.84% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10,612 $5.65M 1.61% +1,581 13F-HR/A Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,586 $5.64M 0.69% +203 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 10,585 $5.64M 2.79% -92 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 10,584 $5.64M 4.5% -100 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 10,575 $5.63M 1.17% +1,148 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,573 $5.63M 4.94% -430 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,526 $5.61M 0.58% +50 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 10,492 $5.59M 1.17% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,612 $5.59M 0.52% +533 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,465 $5.57M 0.72% -10 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 10,465 $5.57M 0.1% -1,728 13F-HR/A Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 10,449 $5.56M 1.64% +1,290 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 10,446 $5.56M 0.43% +245 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,432 $5.56M 0.5% -317 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 10,403 $5.54M 0.83% +162 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,400 $5.54M 0.39% +976 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,365 $5.52M 0.85% -458 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,354 $5.51M 1.97% +375 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 10,350 $5.51M 1.2% -236 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,331 $5.5M 1.22% +192 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 10,328 $5.5M 1.84% +2,873 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,319 $5.5M 1.59% +1,006 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 10,309 $5.49M 0.08% -47,531 13F-HR/A Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,308 $5.49M 3.61% +99 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,302 $5.49M 1.16% -1,681 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,301 $5.49M 3.66% -145 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,298 $5.48M 2.37% -5 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,293 $5.48M 0.2% -159 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,290 $5.48M 0.75% -12 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 10,257 $5.46M 0.55% +8,456 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,257 $5.46M 0.15% +1,601 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 10,249 $5.46M 0.31% -62 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,473 $5.45M 1.4% +321 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,235 $5.45M 3.3% +1,915 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,225 $5.45M 0.29% -5 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 10,225 $5.45M 1.29% +31 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,212 $5.44M 1.1% -78 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 10,284 $5.44M 0.1% +856 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,200 $5.43M 0.4% -652 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,193 $5.43M 1.1% +227 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 10,172 $5.42M 0.61% -397 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 10,167 $5.41M 2.29% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,163 $5.41M 1.37% +153 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,143 $5.4M 3.24% -94 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 10,111 $5.38M 0.7% -5,246 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 10,102 $5.38M 2.54% -130 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 10,064 $5.36M 0.42% +317 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,063 $5.36M 3.51% +60 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 10,022 $5.34M 3% +294 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,991 $5.32M 3.98% -47 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,991 $5.32M 3.62% +70 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 9,987 $5.32M 3.92% -233 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 9,986 $5.32M 1.87% +8 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,965 $5.31M 0.32% +590 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 9,938 $5.29M 2.82% -425 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 9,936 $5.29M 1.2% -1,257 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,903 $5.27M 1.77% +26 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 9,903 $5.27M 2.53% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,902 $5.27M +202 Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,888 $5.27M 2.81% -1,308 13F-HR/A Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 9,873 $5.26M 3.65% +968 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 9,858 $5.25M 1.04% -30 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,852 $5.25M 0.76% -98 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,845 $5.24M 0.39% +1,066 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,829 $5.23M 0.86% -40 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,818 $5.23M 0.79% +988 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,813 $5.23M 0.96% +234 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,808 $5.22M 0.67% +5,285 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 10,199 $5.22M 1.16% -596 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 9,795 $5.22M 1.38% +313 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,775 $5.21M 0.34% new 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 9,755 $5.2M 0.5% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,733 $5.18M 1.38% +85 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,733 $5.18M 1.42% +13 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,698 $5.16M 0.2% +1,633 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,709 $5.16M 1.65% -7 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 9,686 $5.16M 3.44% -698 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,685 $5.16M 1.08% +30 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9,673 $5.15M 1.59% +11 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,666 $5.15M 0.98% +516 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,654 $5.14M 6.27% +80 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,652 $5.14M 1.3% +20 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,637 $5.13M 1.68% +194 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 9,636 $5.13M 0.93% -2,515 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,635 $5.13M 2.33% -515 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 9,616 $5.12M 0.63% +7,641 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,614 $5.12M 0.41% -7,327 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 9,612 $5.12M 1.81% -9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,606 $5.12M 0.23% +1,110 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 9,599 $5.11M 0.62% -130 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,598 $5.11M 2.23% +696 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 9,593 $5.11M 3.55% 0 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 9,550 $5.09M 3.47% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 9,544 $5.08M 0.8% -581 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,535 $5.08M 2.56% -6 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,455 $5.04M 2.14% +3,400 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 9,453 $5.03M 2.24% +413 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 9,438 $5.03M 0.4% -372 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,445 $5.03M 0.65% +1,310 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,418 $5.02M 3.14% -87 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 9,391 $5M 1.67% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,460 $5M 1.94% +325 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,367 $4.99M 1.42% -22 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,352 $4.98M 0.5% +1,632 13F-HR/A Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,799 $4.97M 0.46% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,322 $4.96M 0.39% -1,633 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 9,321 $4.96M 3.49% +128 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,302 $4.95M 0.55% -5,157 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,300 $4.95M 0.44% +255 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,295 $4.95M 0.46% +2,084 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,284 $4.94M 0.39% -1,414 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 9,249 $4.93M 1.14% -1,794 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,245 $4.92M 0.7% +312 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 9,239 $4.92M 2.21% +160 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,211 $4.91M 0.49% -762 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,204 $4.9M 0.28% +80 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 9,200 $4.9M 1.58% +140 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,190 $4.89M 0.93% -1,400 13F-HR Timeline