Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,392 $1.07M 0.03% -190 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,225 $1.06M 0.03% -279 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,140 $1.05M 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,916 $1.03M 0.05% +14 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,878 $1.03M 0.09% -345 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,875 $1.03M 0.02% +5,666 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,780 $1.02M 0.23% -66 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 12,772 $1.02M 0.51% -50 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 12,743 $1.02M 0.13% -5,679 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12,731 $1.02M 0.8% +12,471 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 12,699 $1.02M 0.36% +1,043 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,697 $1.02M 0.02% -440 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 12,660 $1.01M 0.12% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,593 $1.01M 0.03% -475 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 12,586 $1.01M 0.18% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 12,580 $1.01M 0.4% -114 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 12,570 $1M 0.18% -2,034 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 12,553 $1M 0.29% -645 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,521 $1M 0.02% +26 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,494 $999K 0.02% -1,632 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 12,457 $996K 0.28% +3,382 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 12,346 $987K 0.01% -29 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 12,296 $983K 0.24% -48 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 12,258 $980K 0.33% -423 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 12,190 $974K 0.15% -69 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,172 $973K 0.11% +218 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,171 $973K 0.05% -7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,162 $972K 0.04% +826 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 12,103 $968K 0.17% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 12,077 $965K 0.17% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,061 $964K 0.06% -434 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,018 $961K 0.69% -11 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,009 $960K 0.07% -1,170 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 11,973 $957K 0.1% -425 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,943 $955K 0.01% -40,026 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,888 $950K 0.08% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 11,881 $950K 0.05% -80 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 11,878 $949K 0.74% -124 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 11,856 $948K 0.08% new 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 11,838 $946K 0.73% +6 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,785 $942K 0.07% -200 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,737 $938K 0.02% +8,699 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,732 $938K 0.02% -469 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,712 $936K 0.22% -129 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,702 $935K 0.03% -6,983 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,645 $931K 0.02% +1 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 11,538 $922K 0.08% -764 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,492 $919K 0.11% -5,239 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11,464 $916K 0.03% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 11,453 $916K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 11,382 $910K 0.14% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,372 $909K 0.04% -610 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,311 $904K 0.03% +4,525 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,269 $901K -2,263 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,262 $900K 0.02% +290 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,240 $899K 0.39% +7,445 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,222 $897K 0.01% +634 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 11,195 $895K 0.42% -1,526 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,149 $891K 0.07% -607 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,079 $886K 0.05% -3,692 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,017 $881K 0.15% -538 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 11,016 $881K 0.18% -1,957 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 11,010 $880K 0.43% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 9,610 $874K 0.33% +1,467 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 10,924 $873K 0.1% -203 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,924 $873K 0.09% -8,668 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,921 $873K 0.26% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,892 $871K 0.05% -3,545 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,855 $868K 0.08% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,845 $867K 0.3% +1 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,771 $861K 0.09% -350 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10,747 $859K 0.43% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,721 $857K 0.03% -578 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,714 $856K 0.01% +1,094 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,654 $852K 0.06% -370 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,645 $851K 0.06% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,855 $847K 0.06% -213 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,573 $845K 0.1% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,856 $843K 0.02% +78 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,472 $837K 0.03% +3,073 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,464 $837K 0.11% -5,481 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,439 $835K 0.03% +1,693 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,415 $833K 0.01% +342 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 10,400 $831K 0.17% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 10,315 $825K 0.1% -375 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 10,310 $824K 0.04% +1,370 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 10,306 $824K 0.07% -3,020 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 10,282 $822K 0.15% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,280 $822K 0.01% -341 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,256 $820K 0.06% -325 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,486 $809K 0.13% +3 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 10,060 $804K 0.72% -400 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,057 $804K 0.03% -18 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,023 $801K 0.15% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,014 $801K 0.04% -1,513 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,000 $799K 0.05% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,962 $796K 0.05% +133 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,950 $795K 0.01% -377 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,139 $795K 0.02% +1,874 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 9,921 $793K 0.29% -766 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,894 $791K 0.29% +42 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 9,864 $789K 0.1% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10,093 $787K 0.07% +330 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,764 $785K 0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,766 $781K 0.02% -812 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,714 $776K 0.06% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,657 $772K 0.11% -415 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,610 $768K 0.03% +1,104 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 9,603 $768K 0.11% -1,023 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,594 $767K 0.11% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,569 $765K 0.02% -94 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,534 $762K 0.02% -248 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,627 $762K 0.03% -1,230 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,488 $758K 0.31% +533 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,466 $757K 0.01% -29 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,454 $756K 0.06% +543 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 9,450 $755K 0.55% -849,555 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 9,386 $750K 0.17% +169 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 9,358 $748K 0.01% new 13F-HR/A Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 9,343 $747K 0.55% +90 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,329 $746K 0.06% -665 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,322 $745K 0.01% +411 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,308 $744K 0.11% +3,200 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 9,273 $741K 0.58% -537 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 9,263 $740K 0.43% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,190 $735K 0.12% +53 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,167 $733K 0.26% -452 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 9,167 $733K 0.78% +56 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,119 $729K 0.02% -1,237 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,089 $728K 0.03% -495 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,068 $725K 0.03% +162 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,061 $724K 0.25% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 9,059 $724K 0.15% +4,587 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,387 $724K 0.02% +136 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 9,050 $723K 0.22% -76 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,017 $721K 0.01% +74 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 8,956 $716K 0.09% -1,875 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,954 $716K 0.05% -36,005 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,917 $713K 0.32% -185 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,910 $712K 0.32% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,909 $712K 0.05% -239 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,888 $710K 0.01% -87 13F-HR Timeline Group Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 8,875 $709K 0.21% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,842 $707K 0.03% -554 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,825 $705K <0.01% +715 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 8,800 $703K 0.06% -1,158 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,799 $703K 0.1% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,762 $700K 0.29% +33 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,698 $695K 0.2% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 8,657 $692K 0.28% -124 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,650 $691K 0.06% -135 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,648 $691K 0.01% +672 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,604 $688K 0.25% +4 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,600 $687K 0.16% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,570 $685K 0.34% +1,217 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 8,564 $685K 0.03% -441 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 8,550 $683K 0.11% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,510 $680K 0.17% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,484 $678K 0.08% +1,319 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,421 $677K 0.04% -10 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 8,438 $675K 0.16% +3,875 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 8,433 $674K 0.03% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,431 $674K 0.11% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,335 $666K 0.23% -7,742 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 8,328 $666K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,315 $665K 0.05% -210 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,314 $665K 0.06% -192 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,300 $664K 0.31% -160 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,299 $663K 0.04% -1,851 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,288 $663K 0.3% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 8,274 $661K 0.13% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,258 $660K 0.03% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,373 $658K 0.15% -3,786 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 8,200 $656K 0.07% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,165 $653K 0.04% -3,950 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,153 $652K 0.31% +1 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 8,152 $652K 0.22% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,110 $648K 0.42% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 8,068 $645K 0.19% -172 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,050 $644K 0.04% -113 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,254 $643K 0.09% -735 13F-HR/A Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 8,025 $642K 0.2% -1,017 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,003 $640K 0.1% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 8,000 $640K 0.04% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 8,188 $639K 0.12% -1,349 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,867 $629K 0.17% -8,060 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,853 $628K 0.04% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,855 $628K 0.15% new 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,825 $626K 0.71% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,768 $621K 0.12% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 7,753 $620K 0.45% -551 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,737 $619K 0.04% -451 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,730 $618K 0.04% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,728 $618K 0.12% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,724 $617K 0.06% 0 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,708 $616K 0.04% -12,980 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,694 $615K 0.2% +1,864 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,700 $615K 0.09% -96 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,690 $615K 0.29% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,670 $613K 0.01% new 13F-HR Timeline