Haverford Trust Co More: the full row for Haverford Trust Co 7,953 $504K 0.01% +250 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,932 $503K 0.03% -265 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,893 $500K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,861 $498K 0.09% +170 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,850 $498K 0.03% +344 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 7,845 $497K 0.18% +94 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,832 $497K 0.03% -986 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,812 $495K 0.07% +802 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,703 $488K 0.04% +614 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,682 $487K 0.01% +1,872 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 7,647 $485K 0.27% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,636 $484K 0.04% -1,061 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,616 $483K 0.04% +418 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,607 $482K 0.03% -100 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,606 $482K <0.01% new 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 7,600 $482K 0.02% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,550 $479K 0.25% -2,576 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,558 $479K 0.02% -350 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,556 $479K 0.42% +160 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,509 $476K 0.07% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,094 $474K <0.01% +708 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,405 $469K 0.02% -607 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,392 $469K 0.08% -66 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,341 $465K 0.03% +866 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,334 $465K 0.01% -2,185 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 7,333 $465K 0.04% +313 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,313 $464K 0.1% +466 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,294 $462K 0.02% +1,929 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,286 $462K 0.06% -63 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,281 $461K 0.13% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,189 $456K 0.01% -650 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,959 $455K 0.01% -10,828 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,154 $454K 0.05% -149 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,145 $453K 0.03% -95 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 7,130 $452K 0.03% -200 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,127 $452K 0.04% +346 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,086 $449K 0.01% -98 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,017 $445K 0.01% -437 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,280 $443K 0.02% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,948 $441K 0.19% -213 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,946 $440K 0.1% -50 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,921 $439K <0.01% +264 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,904 $438K 0.09% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,898 $437K 0.06% +273 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,871 $436K 0.01% -1,769 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,831 $433K 0.08% +30 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,826 $433K 0.02% +86 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,812 $432K 0.26% -2,725 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,800 $431K 0.03% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,790 $430K 0.12% -18 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,783 $430K 0.01% -21,883 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 6,757 $428K 0.37% +9 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,715 $426K 0.17% -1,186 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,710 $425K 0.01% -413 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,708 $425K 0.02% +227 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,691 $424K 0.01% -309 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,055 $424K 0.01% +168 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,672 $423K 0.25% -99 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 6,664 $422K 0.26% -50 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $422K 0.01% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,650 $422K 0.08% -822 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,619 $420K 0.01% +631 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,615 $419K 0.01% -1,087 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,601 $419K 0.02% -1,305 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,600 $418K 0.02% -90 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $417K 0.27% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,572 $417K 0.02% -124 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,530 $414K 0.01% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,505 $412K 0.03% -105 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,500 $412K 0.01% 0 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 6,448 $409K 0.3% +1 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,396 $406K 0.03% -2,648 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,349 $403K 0.34% 0 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,346 $402K 0.08% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,336 $402K 0.03% +22 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,306 $400K 0.02% -728 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,304 $400K 0.2% +50 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,283 $398K 0.04% -1,393 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,270 $398K 0.02% +240 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,268 $397K <0.01% +832 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,265 $397K 0.28% -500 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,262 $397K 0.14% +1 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,256 $397K 0.04% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,209 $394K 0.1% -475 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,198 $393K 0.01% -118 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,161 $391K 0.03% +890 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,144 $390K <0.01% new 13F-HR/A Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,123 $388K 0.16% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,099 $387K 0.23% -49 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,096 $386K 0.18% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,386 $386K 0.03% +244 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,083 $386K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,055 $384K 0.2% +21 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 6,036 $383K 0.54% -1,263 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 6,030 $382K 0.05% -4,286 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,011 $382K 0.12% +20 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,013 $382K 0.17% -272 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,002 $381K 0.03% 0 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 6,000 $380K 0.21% new 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $380K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $380K 0.06% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 6,000 $380K 0.1% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,994 $380K 0.05% -27 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,982 $379K 0.02% -300 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,958 $378K 0.3% -463 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,944 $377K 0.01% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,929 $376K 0.02% -800 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,913 $375K 0.09% -18 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,900 $374K 0.19% -631 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,892 $374K 0.01% -526 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,874 $372K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,870 $372K 0.02% -57 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,859 $371K 0.17% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,854 $371K 0.1% -150 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,852 $371K 0.03% +100 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $370K 0.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,825 $369K 0.01% -746 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,819 $369K 0.29% +15 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,804 $368K 0.01% -139 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,778 $366K 0.02% -74 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,778 $366K <0.01% +394 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,762 $365K 0.02% -717 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,756 $365K 0.04% +300 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,727 $363K 0.22% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,722 $363K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,695 $361K 0.01% -350 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,663 $359K 0.08% +2,052 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,650 $358K 0.1% +70 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,645 $358K 0.04% +682 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,568 $357K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,623 $356K 0.01% +1,979 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,609 $356K 0.08% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $354K 0.17% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,579 $354K 0.03% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,563 $353K 0.02% -202 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 5,537 $351K 0.13% +3 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,521 $350K 0.01% -7 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,516 $350K 0.01% +1,525 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,500 $349K 0.09% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,457 $346K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,448 $345K 0.01% -239 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,426 $344K 0.03% +123 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,411 $343K 0.03% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,400 $342K <0.01% +295 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5,390 $342K 0.01% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,375 $341K 0.04% 0 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,341 $339K 0.02% -6 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,339 $338K 0.09% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,284 $335K 0.05% -86 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,283 $335K 0.03% +1,926 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,264 $334K 0.03% -122 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,259 $333K 0.01% +1,761 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,246 $333K 0.07% +209 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,238 $332K 0.09% +45 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,225 $331K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,506 $331K 0.01% +298 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,208 $330K 0.04% +39 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $328K 0.29% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,160 $327K 0.08% -3 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,357 $326K 0.03% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,128 $325K 0.06% +335 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,100 $323K 0.01% -60 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,086 $322K 0.16% +55 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,086 $322K 0.07% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,081 $322K 0.01% -275 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,070 $321K 0.15% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,063 $321K 0.01% +11 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,060 $321K 0.35% -69 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,059 $321K 0.27% 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,050 $320K 0.06% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,036 $319K 0.15% -51 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,033 $319K 0.01% -602 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 5,027 $319K 0.12% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,009 $318K 0.04% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 5,000 $317K 0.39% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $317K 0.06% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,000 $317K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,996 $317K 0.02% -451 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,989 $316K 0.01% -1 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,973 $315K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,970 $315K 0.02% -961 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,966 $315K 0.16% -281 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,964 $315K 0.23% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,960 $314K 0.17% +634 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,946 $314K 0.11% -1,088 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,929 $312K 0.02% -109 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,925 $312K 0.09% +30 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,910 $311K 0.2% +113 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,901 $311K 0.01% 0 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,874 $309K 0.08% +47 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,868 $309K 0.01% +15 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,861 $308K 0.01% -18 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 4,853 $308K 0.05% +1,053 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,839 $307K 0.1% -267 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,801 $304K 0.06% -380 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,796 $304K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,793 $304K 0.01% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,785 $303K 0.07% -655 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,778 $303K 0.01% -256 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,725 $300K 0.02% -125 13F-HR Timeline