Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,805 $466K 0.02% +1,250 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,790 $465K 0.02% +1,220 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,773 $464K 0.13% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 7,841 $464K <0.01% -8,668 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,739 $462K 0.05% -277 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 7,637 $456K 0.26% +26 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,634 $456K 0.02% -138 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,632 $456K 0.03% -50 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,607 $454K 0.03% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 7,445 $444K 0.05% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,435 $444K 0.33% -131 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,379 $440K 0.34% -81 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,376 $440K 0.01% -87,911 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,360 $439K 0.03% +800 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,656 $437K <0.01% -428 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,322 $437K 0.07% 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,281 $434K 0.12% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,267 $434K 0.03% -3,559 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,239 $433K 0.01% +97 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,179 $429K 0.04% +21 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 7,169 $428K 0.02% -67 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 7,167 $428K 0.02% +356 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,148 $427K 0.01% -253 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,136 $426K 0.01% -76 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,115 $425K 0.01% +497 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,104 $424K 0.02% +2,471 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,100 $424K 0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,081 $423K 0.04% -580 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,063 $422K 0.01% -141 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,058 $421K 0.05% +4,416 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 7,030 $420K <0.01% -194,227 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,976 $416K 0.02% +690 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,948 $415K 0.15% +400 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,910 $413K 0.06% +468 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,904 $412K 0.06% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,901 $412K 0.08% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,888 $411K <0.01% -22,908 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,845 $409K <0.01% +1,516 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,573 $408K 0.02% +1,949 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,808 $406K 0.13% +2,247 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,802 $406K 0.07% -23 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,800 $406K 0.03% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,783 $405K 0.01% -16 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,779 $405K 0.22% -33 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,756 $403K 0.01% +516 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 6,745 $403K <0.01% -842 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,713 $401K 0.07% +63 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,701 $400K 0.04% -585 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,700 $400K 0.09% -90 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,664 $398K 0.21% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $398K 0.01% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,655 $397K 0.13% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,637 $396K 0.01% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,623 $395K 0.07% +84 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,611 $395K 0.01% -80 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,607 $394K 0.04% -136 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,598 $394K 0.28% +505 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,588 $393K 0.01% +55 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $393K 0.22% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,560 $392K 0.04% +1,000 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,540 $390K <0.01% -7 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,518 $389K 0.01% +396 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,500 $388K 0.01% 0 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,463 $385K 0.05% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,525 $383K 0.06% 0 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 6,414 $383K 0.07% -36,997 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,406 $382K 0.01% -172 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,393 $382K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 6,371 $380K 0.02% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,349 $379K 0.27% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 6,330 $378K 0.06% -800 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,410 $376K 0.01% -504 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,298 $376K 0.02% +18 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,264 $374K 0.02% +6 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,256 $373K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,212 $371K 0.01% +648 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,190 $370K 0.05% -118 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,174 $369K <0.01% -72 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,168 $368K 0.02% -894 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,165 $368K 0.22% -100 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,155 $367K 0.03% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,131 $366K 0.01% -12 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,128 $366K 0.01% -78 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,123 $366K 0.02% +712 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,119 $365K 0.02% -268 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,114 $365K 0.03% -1,562 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,109 $365K 0.08% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,100 $364K 0.07% -4,700 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,094 $364K 0.17% -5 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,053 $361K 0.03% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,033 $360K 0.18% -150 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 6,030 $360K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,013 $359K 0.13% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $358K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $358K 0.04% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 6,000 $358K 0.07% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,986 $357K 0.1% +900 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,983 $357K 0.16% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,962 $356K 0.02% -2,506 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,962 $356K 0.07% -60 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,954 $355K 0.09% -140 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,935 $354K 0.04% -18 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,922 $354K 0.07% -16 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,911 $353K 0.14% +850 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,900 $352K 0.14% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,846 $349K 0.13% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,843 $349K 0.03% +264 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $349K 0.04% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,832 $348K 0.02% -79 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,826 $348K 0.06% +1,308 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,823 $348K 0.05% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,807 $347K 0.21% +259 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,790 $346K 0.03% -123 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,863 $345K 0.01% +10 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,785 $345K 0.02% -100 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,779 $345K 0.16% -525 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,770 $344K 0.01% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,730 $342K 0.08% +5 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,698 $340K 0.22% -750 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,678 $339K 0.01% -860 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 5,634 $336K 0.01% -6 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,629 $336K 0.01% -300 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,612 $335K 0.06% +2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $334K 0.15% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,570 $333K 0.04% +700 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,567 $332K 0.05% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,554 $332K 0.1% -300 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,539 $331K 0.02% -317 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,526 $330K 0.02% -1,044 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,514 $329K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,479 $327K 0.01% -1,707 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,469 $326K 0.02% -65 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,455 $326K 0.01% -276 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,446 $325K 0.01% +777 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,439 $325K 0.17% -1,362 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,421 $324K 0.08% +303 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,418 $323K 0.01% +237 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,401 $322K 0.03% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,397 $322K <0.01% -3,242 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,391 $322K 0.01% 0 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,380 $321K 0.01% +1,780 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,360 $320K 0.05% -97 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,331 $318K 0.02% -2 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,329 $318K 0.12% -3,945 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,328 $318K 0.01% +336 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,313 $317K 0.08% -26 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,308 $317K 0.06% -8 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,298 $316K <0.01% +1,356 13F-HR/A Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,346 $316K <0.01% +35 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,194 $310K 0.01% -1,329 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,194 $310K 0.17% -7,982 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,188 $310K <0.01% -1,080 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,180 $309K 0.01% -1,006 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,175 $309K <0.01% -172 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,168 $309K 0.05% -826 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $308K 0.23% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,164 $308K 0.02% -6,569 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,160 $308K 0.07% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,160 $308K 0.02% -20 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,144 $307K <0.01% +156 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,107 $305K 0.06% +9 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,100 $304K 0.06% -400 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,086 $304K 0.04% -2,261 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,076 $303K 0.02% -780 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,070 $303K 0.12% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,068 $303K 0.02% +579 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,050 $301K 0.05% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 5,027 $300K 0.09% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $299K 0.06% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,007 $299K 0.01% +8 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,981 $297K <0.01% -9,935 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,981 $297K <0.01% -276 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,000 $297K <0.01% 0 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,975 $297K 0.03% -211 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,973 $297K 0.12% -63 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,973 $297K <0.01% +270 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,950 $296K 0.01% -857 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,899 $292K <0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 4,877 $291K 0.04% +856 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,875 $291K 0.04% -88 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,855 $290K 0.07% -27 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,187 $290K 0.02% -150 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,849 $290K 0.02% +820 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,849 $289K 0.01% -156 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,843 $289K <0.01% -425 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,840 $289K 0.01% -441 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,837 $289K <0.01% +90 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,059 $287K 0.2% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,805 $287K 0.01% new 13F-HR/A Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,785 $286K 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,769 $285K 0.01% +4 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,755 $284K 0.03% +754 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,751 $284K 0.12% -225 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,746 $283K 0.01% -250 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,724 $282K 0.12% +925 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,706 $281K 0.55% +333 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,700 $281K 0.06% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,695 $280K 0.02% 0 13F-HR/A Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,692 $280K 0.16% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,682 $280K 0.13% -80 13F-HR Timeline