TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,769 $1.59M 0.31% +415 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,707 $1.58M 0.37% +266 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 16,698 $1.58M 0.07% -206 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 16,680 $1.58M 0.81% -575 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 16,612 $1.57M 0.27% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 16,604 $1.57M 0.03% -6,160 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 16,590 $1.57M 1.55% +302 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 16,500 $1.56M 0.32% -29,800 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 16,493 $1.56M 0.24% -211 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,478 $1.56M 0.04% -640 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,439 $1.56M 0.08% -3,964 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,319 $1.54M 0.08% +3,532 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 16,304 $1.54M 0.05% -85 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,239 $1.54M 0.03% -953 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,222 $1.53M 0.02% -8,629 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 16,218 $1.53M 1.25% -238 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,217 $1.53M 0.06% +10,158 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,942 $1.53M 0.16% +261 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 16,140 $1.53M 0.88% +2,923 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 14,511 $1.52M 0.13% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 16,052 $1.52M 0.03% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 16,024 $1.52M 0.46% -367 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 15,957 $1.51M 0.48% -516 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 15,871 $1.5M 0.24% -670 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,861 $1.5M 0.03% -19,126 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,815 $1.5M 0.59% +1,851 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,810 $1.5M 0.04% -12,247 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 15,800 $1.49M 0.23% -6,895 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 15,768 $1.49M 0.16% +3,407 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 15,764 $1.49M 0.29% -125 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 15,763 $1.49M 0.46% -16 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,708 $1.49M 0.12% -1,246 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,177 $1.48M 0.01% -1,542 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 15,668 $1.48M 1.19% -5,000 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 15,615 $1.48M 0.02% -3,430 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 15,612 $1.48M 0.5% +1,528 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 15,529 $1.47M 0.94% +4,508 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 15,503 $1.47M 0.17% +2,968 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,480 $1.46M 0.03% -967 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 15,470 $1.46M 0.89% -115 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,450 $1.46M 0.1% +1,142 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 15,435 $1.46M 0.63% -650 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 15,389 $1.46M 0.11% -1,453 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 15,335 $1.45M 0.25% -260 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 15,293 $1.45M 0.15% -242 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 15,286 $1.45M 0.22% 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 15,235 $1.44M 0.5% -15,235 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,594 $1.43M 0.12% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15,104 $1.43M 0.1% -917 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,281 $1.43M 0.04% -153 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 15,081 $1.43M 0.17% +32 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,031 $1.42M 0.04% +12,537 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,995 $1.42M 0.1% +1,547 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,990 $1.42M 1.01% +6 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 14,926 $1.41M 0.05% +73 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,867 $1.41M 0.08% +24 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 14,813 $1.4M 0.26% -8,113 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,798 $1.4M 0.12% +47 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 14,792 $1.4M 0.48% -116 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. 14,768 $1.4M 0.03% -5,649 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,761 $1.4M 0.29% +2,444 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 14,708 $1.39M 0.17% -211 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,597 $1.38M 0.16% -240 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,502 $1.38M +1,092 Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 14,546 $1.38M 0.74% -9,131 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 14,521 $1.37M 0.16% +910 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,442 $1.37M 0.04% -125 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 14,402 $1.36M 0.03% -1,547 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,295 $1.35M 0.07% -5,364 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,291 $1.35M 0.23% -4 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 14,290 $1.35M 0.14% -176 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 14,276 $1.35M 0.02% +200 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14,266 $1.35M 0.32% -3,054 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,255 $1.35M 0.2% -4,765 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,333 $1.34M 0.04% -1,216 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,147 $1.34M 0.03% +556 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,123 $1.34M 0.03% -4,097 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 14,123 $1.34M 0.24% +6,775 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 14,114 $1.34M 0.03% +4,376 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,099 $1.33M 0.37% +804 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 14,094 $1.33M 0.08% -5,442 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,073 $1.33M 0.19% -586 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 14,069 $1.33M 0.13% +249 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,065 $1.33M 0.02% -139 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,922 $1.32M 0.11% -530 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 13,846 $1.31M 0.48% +94 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,830 $1.31M 0.08% -376 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,802 $1.31M 0.01% -901 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 13,793 $1.3M 0.07% -123 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 13,793 $1.3M 0.04% -129 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,762 $1.3M 0.15% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,706 $1.3M 0.03% -1,291 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,628 $1.29M 0.1% +2,801 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,623 $1.29M 0.11% +493 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,588 $1.29M 0.03% +923 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,550 $1.28M 0.01% +1,941 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,493 $1.28M 0.06% -411 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,414 $1.27M 0.57% -87 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 13,407 $1.27M 0.18% -130 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 13,395 $1.27M 0.5% +1,565 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,375 $1.27M 0.05% -828 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 13,358 $1.26M 0.34% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,320 $1.26M 0.14% -2,602 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,302 $1.26M 0.46% +3,250 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,300 $1.26M 0.33% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,288 $1.26M 0.05% +7,886 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 13,278 $1.26M 0.49% -200 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,255 $1.25M 0.04% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,254 $1.25M 0.07% -6,733 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 13,200 $1.25M 1.69% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,196 $1.25M 0.09% -1,249 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,192 $1.25M +98 Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,166 $1.25M 0.04% -57 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 13,165 $1.25M 0.66% +3,507 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 13,088 $1.24M 0.1% -2,282 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 13,021 $1.23M 0.04% -474 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 12,991 $1.23M 0.12% -50 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,990 $1.23M 0.15% -3,549 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 12,984 $1.23M 0.01% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,955 $1.23M 0.05% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 12,939 $1.22M 0.8% -23 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,934 $1.22M 0.41% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,904 $1.22M 0.02% -1,621 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,893 $1.22M 0.02% -576 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,832 $1.21M 0.09% -95 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,815 $1.21M 0.07% +6,246 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,789 $1.21M 0.03% -45 13F-HR/A Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 12,730 $1.2M 0.51% -47 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,721 $1.2M 0.45% -17 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 12,691 $1.2M 0.56% +467 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 12,651 $1.2M 0.17% +279 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,646 $1.2M 0.08% +38 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,612 $1.19M 0.33% -1,482 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,568 $1.19M 0.01% -861 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12,514 $1.18M 0.11% -190 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,455 $1.18M 0.07% -2,587 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,454 $1.18M 0.08% -1,612 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 12,385 $1.17M 0.12% -6,928 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,365 $1.17M 0.17% -1 13F-HR Timeline Group Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,329 $1.17M 0.88% +842 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,123 $1.16M 0.16% -627 13F-HR/A Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,250 $1.16M 0.09% -150 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,249 $1.16M 0.79% -550 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,227 $1.16M 0.02% +394 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 12,200 $1.15M 0.27% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,198 $1.15M 0.08% +44 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 12,189 $1.15M 0.09% +6,552 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 12,188 $1.15M 0.13% +2 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,183 $1.15M 0.07% -1,661 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 12,167 $1.15M 0.54% +292 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,152 $1.15M 0.01% +7,957 13F-HR/A Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 12,142 $1.15M 0.08% +557 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 12,127 $1.15M 0.02% -3 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,121 $1.15M 0.61% +1 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 12,057 $1.14M 0.15% -535 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,045 $1.14M 0.08% +93 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,014 $1.14M 0.07% -800 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 12,000 $1.14M 0.15% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,970 $1.13M 0.04% -306 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 11,943 $1.13M 0.62% -312 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 11,924 $1.13M 0.22% +518 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,890 $1.12M 0.25% -194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,876 $1.12M 0.02% -250 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,736 $1.12M 0.1% -2,291 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,795 $1.12M 0.21% -395 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 11,779 $1.11M 0.41% -1,479 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,771 $1.11M 0.04% +1,317 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,749 $1.11M 0.1% -770 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,730 $1.11M 0.01% -621 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,726 $1.11M 0.03% +30 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 11,710 $1.11M 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 11,680 $1.1M 0.49% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,665 $1.1M 0.07% +59 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,626 $1.1M 0.16% +50 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,614 $1.1M 0.05% -27 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,606 $1.1M 0.13% +505 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,550 $1.09M 0.19% +242 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,512 $1.09M 0.04% +39 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,478 $1.09M 0.04% -8,635 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,459 $1.08M 0.07% -323 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,389 $1.08M 0.03% -770 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 11,373 $1.08M 0.41% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,290 $1.07M 0.07% -187 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,285 $1.07M 0.01% -170 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 11,271 $1.07M 0.38% +37 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,249 $1.06M 0.08% -749 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 11,206 $1.06M 0.15% +763 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 11,154 $1.06M 0.23% -2,499 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 11,151 $1.05M 0.04% -107 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,133 $1.05M 0.24% -2,038 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,112 $1.05M 0.07% +2,103 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 11,109 $1.05M 0.65% -210 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,085 $1.05M 0.29% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,083 $1.05M 0.22% -6,189 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,035 $1.04M 0.04% -62 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,035 $1.04M 0.17% -38 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,021 $1.04M 0.1% -358 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 11,014 $1.04M 0.13% +788 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,913 $1.03M 0.31% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,910 $1.03M 0.71% -1,835 13F-HR Timeline