Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,154 $1.21M 0.03% -1,562 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 13,140 $1.2M +603 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,121 $1.2M 0.03% -31 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 13,094 $1.2M 0.01% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 13,083 $1.2M 0.12% -230 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13,009 $1.19M 0.04% -4,583 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 12,917 $1.18M 0.88% +292 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 12,866 $1.18M 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,855 $1.18M 0.08% +1,272 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 12,798 $1.17M 1.08% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,780 $1.17M 0.21% -38 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,703 $1.16M 0.01% +1,713 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,641 $1.16M 0.03% -675 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,618 $1.16M 0.78% +147 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,550 $1.15M 0.03% -66 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,509 $1.15M 0.02% -142 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 12,405 $1.14M -1,300 Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 12,350 $1.13M 0.17% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,319 $1.13M 0.05% +94 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 12,284 $1.13M 0.38% -238 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,771 $1.12M 0.01% +799 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 12,252 $1.12M 0.28% +5 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,790 $1.12M 0.07% -214 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,229 $1.12M 0.03% +573 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,214 $1.12M 0.02% -2,574 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,160 $1.11M 0.06% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 12,043 $1.1M 0.04% -109 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,010 $1.1M 0.01% +3,263 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 12,000 $1.1M 0.05% 0 13F-HR Timeline Group AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 12,000 $1.1M 0.2% 0 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 11,958 $1.1M 0.85% -98 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,898 $1.09M 0.05% +1,148 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,885 $1.09M 0.03% +2,749 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,861 $1.09M 0.16% +16 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,805 $1.08M 0.02% +1,104 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 11,785 $1.08M <0.01% -329,883 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 11,769 $1.08M 0.73% -810 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 11,748 $1.08M 0.06% +1,578 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,720 $1.07M 0.08% +200 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,709 $1.07M 0.1% -457 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 11,706 $1.07M 0.78% +2,076 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,603 $1.06M 0.09% +827 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,601 $1.06M 0.07% -952 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 11,581 $1.06M 0.05% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,543 $1.06M 0.17% +345 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 11,505 $1.06M 0.4% +4,356 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,300 $1.05M 0.02% +285 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 11,496 $1.05M 0.53% -831 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 11,453 $1.05M 0.02% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11,449 $1.05M 0.71% -401 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,385 $1.04M 0.03% -243 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 11,382 $1.04M 0.29% +1,039 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,332 $1.04M 0.02% -10,146 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,231 $1.03M 0.02% +1,696 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 10,974 $1.02M 0.6% +1,795 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,100 $1.02M 0.06% +7,323 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,070 $1.01M 0.01% +680 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,060 $1.01M 0.33% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,053 $1.01M 0.01% -61 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,013 $1.01M 0.02% -2,470 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,009 $1.01M 0.01% +24 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 10,882 $998K 0.52% -240 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,871 $997K 0.13% +73 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,867 $996K 0.03% +5,404 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,862 $996K 0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,848 $995K 0.33% -77 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 10,840 $994K 0.41% -70 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 10,809 $991K 0.05% -112 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 10,771 $987K 0.49% +1,867 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,770 $987K 0.12% +243 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,754 $986K 0.16% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,809 $984K 0.03% +7,309 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,675 $979K 0.07% -600 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,650 $976K 0.1% +1 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,650 $976K <0.01% +6,793 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,595 $971K 0.08% -261 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,575 $970K -419 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 10,566 $969K 0.02% -1,159 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 10,565 $969K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,527 $965K 0.06% -95 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,516 $964K 0.04% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,500 $963K 0.06% -145 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 10,462 $959K 0.78% -193 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,442 $957K 0.04% -250 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10,318 $957K 0.08% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 10,407 $954K 0.44% -6,286 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 10,390 $953K 0.13% -201 13F-HR/A Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 10,321 $946K 0.01% +7,914 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,308 $945K 0.05% +149 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,290 $943K 0.06% +2,259 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 10,267 $941K 0.31% -262 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,004 $941K 0.02% -7,275 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,244 $939K 0.16% -96 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,203 $935K 0.03% +727 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,144 $930K 0.26% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,136 $929K 0.01% +1,139 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,098 $926K 0.01% +90 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 10,052 $922K 0.61% -155 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,035 $920K 0.08% -11 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,000 $917K 0.05% -5 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 10,000 $917K 0.77% 0 13F-HR Timeline BAYPOINTE PARTNERS LLC More: the full row for BAYPOINTE PARTNERS LLC 10,000 $917K 2.2% -40,000 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,933 $911K 0.01% +2,538 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,915 $909K 0.27% -739 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,886 $906K 0.35% -414 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,867 $905K 0.01% -781 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,838 $902K 0.02% -834 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 9,829 $901K 0.59% +494 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 9,815 $900K 0.21% +5,105 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,791 $898K 0.01% +108 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 9,775 $896K 0.09% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,764 $895K 0.05% +428 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,717 $891K 0.04% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,714 $891K 0.06% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 9,700 $889K 0.04% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,674 $887K 0.06% +417 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,666 $886K 0.32% +369 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,586 $879K 0.13% +1,001 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,552 $876K 0.12% +117 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 9,523 $873K 0.04% +13 13F-HR/A Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 9,450 $866K 0.63% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,421 $864K 0.19% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,399 $862K 0.09% +2,128 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,338 $856K 0.09% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 9,333 $856K 0.72% +55 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,327 $855K 0.07% -344 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,308 $853K 0.11% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,287 $851K 0.06% -229 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,286 $851K 0.09% +824 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 9,246 $848K 0.53% -1,165 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,130 $837K 0.1% +2,697 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,107 $835K 0.02% -349 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 9,080 $832K 0.21% -2,235 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 9,072 $832K 0.37% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,046 $829K 0.01% -32 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 9,022 $827K 0.23% -10 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 9,018 $827K 0.37% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 9,005 $826K 0.08% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 8,995 $825K 0.58% -684 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,995 $825K 0.01% +545 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,992 $824K 0.1% -1,235 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 8,971 $822K 0.02% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,907 $817K 0.06% +66 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 8,875 $814K 0.21% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,860 $812K 0.21% +1,995 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 8,859 $812K 0.25% +42 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,810 $808K 0.35% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 8,800 $807K 0.08% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 8,794 $806K 0.09% -121 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,767 $804K 0.05% +119 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,751 $802K 0.22% +24 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 8,749 $802K 0.36% +3,600 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,735 $801K 0.09% -880 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 8,719 $799K 0.4% +1,173 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,643 $799K 0.04% +240 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,698 $797K 0.19% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,694 $797K 0.09% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 8,676 $795K 0.25% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,655 $795K 0.21% -109 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8,595 $788K <0.01% -1,116 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,564 $785K 0.03% -984 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 8,541 $783K 0.13% +48 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,539 $783K 0.08% -260 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 8,518 $781K 0.03% +190 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 8,506 $780K 0.1% -100 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8,506 $780K 0.23% -1,821 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,497 $779K 0.04% +2,977 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,446 $774K 0.02% +1,278 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,397 $770K 0.32% -55 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,298 $770K 0.15% -28 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 8,390 $769K 0.04% +906 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 8,372 $768K 0.24% -21 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,322 $763K 0.11% -59 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,314 $762K 0.03% +330 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,305 $761K 0.03% -1 13F-HR Timeline New England Research & Management, Inc. 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