SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 13,100 $2.26M 0.46% +1,350 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,097 $2.26M 0.14% -42 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 13,071 $2.25M 1.05% -810 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 13,064 $2.25M 0.37% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 13,055 $2.25M 0.35% 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 13,020 $2.24M 0.58% -260 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,998 $2.24M 0.67% +470 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 12,982 $2.24M 0.03% +780 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 12,954 $2.23M 0.59% +7,418 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,920 $2.23M 0.22% +1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 12,889 $2.22M 1.11% +31 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,845 $2.21M 0.04% -400 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,807 $2.21M 0.6% +338 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 12,708 $2.19M 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,694 $2.19M 0.18% +4,648 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 12,693 $2.19M 0.48% -46 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,635 $2.18M 0.2% -560 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,631 $2.18M 0.08% +116 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,576 $2.17M 0.16% +1,183 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,566 $2.17M 0.12% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12,563 $2.17M 0.09% +576 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,511 $2.16M 0.14% -146 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 12,502 $2.16M 0.78% -178 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 12,500 $2.16M 0.15% +2,500 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,587 $2.15M 0.06% +236 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,470 $2.15M 0.13% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,467 $2.15M 0.54% 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 12,426 $2.14M 0.24% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,419 $2.14M 0.68% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,247 $2.13M 0.18% +1,090 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 12,293 $2.12M 1.21% -486 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,293 $2.12M 0.59% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,277 $2.12M 0.11% +24 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,189 $2.1M 0.21% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,136 $2.09M 0.04% +194 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 12,092 $2.08M 0.7% -17 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,074 $2.08M 0.13% -1,821 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,019 $2.07M 0.16% -2,838 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 11,920 $2.06M 0.72% +437 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 11,871 $2.05M 0.04% -150 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 11,711 $2.02M 0.18% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 11,698 $2.02M 0.07% -302 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 11,695 $2.02M 0.14% +24 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,178 $2.01M 0.48% +282 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 11,631 $2.01M 0.67% +3,112 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 11,631 $2.01M 0.39% -731 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,629 $2.01M 0.03% +373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,615 $2M 0.42% -35 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,607 $2M 0.17% +2 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,601 $2M 0.08% -108 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 11,585 $2M 0.16% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,576 $2M 0.04% +449 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 11,552 $1.99M 0.78% -13 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 11,481 $1.98M 0.88% +50 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 11,426 $1.97M 0.07% +62 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,359 $1.96M 0.28% +100 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,343 $1.96M 0.14% -290 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,322 $1.95M 0.16% +7,919 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 11,320 $1.95M 0.18% +5,577 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,263 $1.94M 0.11% +5,676 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,202 $1.93M 0.07% +103 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,173 $1.93M 0.2% -560 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,101 $1.91M 0.15% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 11,096 $1.91M 0.09% -3,052 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,049 $1.91M 0.74% +264 13F-HR Timeline CTC LLC More: the full row for CTC LLC 11,037 $1.9M 0.19% -26,477 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,035 $1.9M 0.05% +63 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 11,055 $1.9M 0.13% +570 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,000 $1.9M 0.43% 0 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 11,000 $1.9M 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,275 $1.89M 0.65% +3,214 13F-HR Timeline United Bank More: the full row for United Bank 10,910 $1.88M 0.79% +1,378 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,908 $1.88M 0.92% -462 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,901 $1.88M 0.15% -506 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,849 $1.87M 0.87% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,800 $1.86M 0.45% -300 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,754 $1.85M 1.69% 0 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 10,748 $1.85M 1.18% -10,730 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 10,727 $1.85M 0.12% +4,973 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,702 $1.85M 0.18% +325 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 10,686 $1.84M 0.01% 0 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 10,658 $1.84M 0.23% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,602 $1.83M 0.02% -4,400 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,359 $1.79M 0.11% +8,078 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,340 $1.78M 1.24% -600 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,332 $1.78M 0.03% -44 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,326 $1.78M 0.54% -987 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,384 $1.78M 0.48% -100 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,324 $1.78M 0.19% -931 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,305 $1.78M 1.15% -75 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,283 $1.77M 0.06% -380 13F-HR/A Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,133 $1.75M 0.01% -41,136 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,130 $1.75M 1.44% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,124 $1.75M 0.06% -1,061 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 10,100 $1.74M 0.11% -16,342 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 10,065 $1.74M 0.2% +16 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,024 $1.73M 0.5% -899 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 10,000 $1.72M 0.9% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 9,942 $1.71M 0.84% +69 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,866 $1.7M 0.67% +77 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,810 $1.69M 0.31% +2 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 9,793 $1.69M 1.05% +5 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,775 $1.69M 0.05% -464 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,765 $1.68M 1.08% +830 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 9,757 $1.68M 0.27% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,662 $1.67M 0.05% -4,506 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 9,655 $1.67M 0.67% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,657 $1.66M 0.13% +2 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,627 $1.66M 0.06% +940 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,622 $1.66M 0.04% 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 9,596 $1.65M 0.2% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,603 $1.65M 0.12% +491 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 9,574 $1.65M 0.73% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,567 $1.65M 0.09% +171 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,534 $1.64M 0.04% +730 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,490 $1.64M 1.25% -69 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,489 $1.64M 0.11% -3 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 9,488 $1.64M 0.36% +98 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,469 $1.63M 0.22% +8,082 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,445 $1.63M 0.08% +4,292 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,430 $1.63M 0.15% +430 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,422 $1.62M 0.02% +3,428 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,414 $1.62M 0.38% -1,526 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,344 $1.61M 0.24% -13 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,319 $1.61M 0.02% +140 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 9,287 $1.6M 0.34% +3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9,271 $1.6M 0.37% -164 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 9,260 $1.6M 0.6% -50 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,238 $1.59M 0.24% +11 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 9,227 $1.59M 0.73% +33 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 9,209 $1.59M 0.05% -315 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,195 $1.59M 0.7% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,189 $1.58M 0.06% -4 13F-HR Timeline Group Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 9,122 $1.57M 0.33% -1,159 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,540 $1.57M 0.66% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 9,091 $1.57M 0.03% -939 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,063 $1.56M 0.05% +224 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 9,063 $1.56M 1.07% +150 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,050 $1.56M 0.12% -82 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 9,000 $1.55M 0.19% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,992 $1.55M 0.13% +855 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,966 $1.55M 0.14% -207 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,901 $1.53M 0.16% -4,212 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 8,831 $1.52M 0.96% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,819 $1.52M 0.58% +7,475 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,800 $1.52M 0.14% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 8,780 $1.51M 0.36% +830 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,729 $1.51M 0.52% +14 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,718 $1.5M 0.2% +124 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 8,702 $1.5M 0.24% -34 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,658 $1.49M 0.1% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,628 $1.49M 0.01% -51,805 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,522 $1.47M 0.11% +74 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 8,508 $1.47M 0.09% +1 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 8,505 $1.47M 0.44% +1,341 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,504 $1.47M 0.09% +1,001 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,500 $1.47M 0.04% -105 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,485 $1.46M 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,544 $1.46M 0.48% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,466 $1.46M 0.02% +78 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,390 $1.45M 0.06% +7 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,387 $1.45M 0.55% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,351 $1.44M 0.01% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,319 $1.43M 0.2% -783 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,309 $1.43M 0.04% +1,094 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,305 $1.43M 0.11% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,257 $1.42M 0.43% -134 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 8,254 $1.42M 0.02% 0 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,237 $1.42M 1.11% -483 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 8,228 $1.42M 0.04% +505 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,224 $1.42M 0.09% +42 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,205 $1.41M 0.11% -205 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,167 $1.41M 0.02% -36 13F-HR/A Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,124 $1.4M 0.89% +373 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,110 $1.4M 0.11% +74 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 8,075 $1.39M 0.57% -247 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,061 $1.39M 0.09% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,050 $1.39M 0.77% +635 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,046 $1.39M 0.01% +1,127 13F-HR Timeline MIdWestOne Financial Group, Inc. 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