RW Investment Management LLC More: the full row for RW Investment Management LLC 5,794 $5.74M 0.64% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,785 $5.73M 0.51% +253 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,775 $5.72M 2.65% -102 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,772 $5.71M 0.98% +54 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,767 $5.71M 1.86% -150 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,766 $5.71M 1.37% +18 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,765 $5.71M 0.72% -5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,764 $5.71M +652 Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,758 $5.7M 1.42% -313 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,743 $5.69M 0.57% -28 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,743 $5.68M 1.64% +8 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,742 $5.68M 2.61% -168 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,718 $5.66M 0.09% +261 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,714 $5.66M 0.6% +153 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,701 $5.64M 0.38% -535 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,696 $5.64M 0.09% +551 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,695 $5.64M 1.15% +6 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,705 $5.64M 0.46% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,691 $5.63M 0.44% -162 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,682 $5.62M 0.25% -369 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,975 $5.62M 0.16% +338 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,677 $5.62M 0.69% -469 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,676 $5.62M 0.08% -3,226 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,675 $5.62M 1.17% -9 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,028 $5.59M 1.44% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,645 $5.59M 0.41% -238 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,645 $5.59M 1.82% -194 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 5,642 $5.59M 0.51% -13 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,612 $5.56M 1.6% -78 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,611 $5.55M 0.53% +133 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,608 $5.55M 1.51% +4,366 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,591 $5.54M 1.28% +156 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,590 $5.53M 0.68% -40 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,587 $5.53M 0.4% +397 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 5,578 $5.52M -54 Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,600 $5.52M 0.58% +3,410 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,560 $5.5M 0.69% -133 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,560 $5.5M 0.7% -112 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,533 $5.48M 2.16% -31 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,499 $5.44M 0.35% +141 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 5,497 $5.44M 2.79% +2,033 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,483 $5.43M 3.04% +646 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,475 $5.42M 2.37% -240 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,463 $5.41M 0.45% +91 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,461 $5.41M 1.13% -901 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,452 $5.4M 0.7% +478 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,444 $5.39M 0.35% +132 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,437 $5.38M 0.88% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,436 $5.38M 1.97% +29 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,415 $5.36M 3.07% -14 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 5,408 $5.35M 0.43% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,406 $5.35M 4.2% -60 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 5,402 $5.35M 1.88% +161 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 5,397 $5.34M 3.48% +473 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,393 $5.34M 0.38% -77 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,364 $5.31M 1.64% +15 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,364 $5.31M 0.31% +217 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,363 $5.31M 1.33% +423 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 5,348 $5.29M +818 Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,339 $5.29M 2.44% -33 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,326 $5.27M 2.79% -90 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,310 $5.26M 1.37% -300 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,304 $5.25M 0.52% -50 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,301 $5.25M 1.61% -456 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 5,300 $5.25M 0.04% +2,200 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,296 $5.24M 0.39% -230 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 5,295 $5.24M 1.29% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,293 $5.24M 0.45% -117 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,283 $5.23M 0.46% +143 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 5,264 $5.21M 2.91% -24 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,259 $5.21M 4.54% -10 13F-HR/A Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,257 $5.2M 2% +45 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,252 $5.2M 0.58% -190 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,247 $5.19M 0.84% +83 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,240 $5.19M 0.31% +47 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,235 $5.18M 2.85% -60 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,232 $5.18M 0.01% +1,039 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,215 $5.16M 2.34% -23 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,203 $5.15M 0.19% -298 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,199 $5.15M 1.17% +6 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,359 $5.11M 0.97% +2,675 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,156 $5.1M 0.11% +1 13F-HR Timeline Group FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 5,146 $5.09M 4.08% -197 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,139 $5.09M 0.34% +325 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,127 $5.08M 0.37% -45 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,126 $5.07M 0.34% +1,026 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,124 $5.07M 0.66% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,397 $5.07M 2.44% -17 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 5,118 $5.07M 0.51% -401 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 5,117 $5.07M 3.44% +4 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,113 $5.06M 2.37% -164 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,110 $5.06M 0.25% +1,392 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,413 $5.06M 0.19% +78 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,210 $5.05M 0.68% -46 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,097 $5.05M 3.58% -747 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,081 $5.03M 1.27% -55 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,069 $5.02M 2.53% -85 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,049 $5M 1.03% +34 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 5,047 $5M 5.03% +504 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 5,040 $4.99M 1.36% -17 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,034 $4.98M 2.29% +30 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,031 $4.98M 0.35% -368 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 5,031 $4.98M 1.31% -226 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,016 $4.97M 1.14% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,013 $4.96M 0.85% +102 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,005 $4.95M 0.42% -65 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 5,000 $4.95M 4.53% +300 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 5,000 $4.95M 0.08% 0 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 5,000 $4.95M 1.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,989 $4.94M 0.36% +2,119 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,977 $4.93M 1.21% +16 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,956 $4.91M 2.37% -98 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,916 $4.87M 0.3% +398 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,909 $4.86M 1.04% -849 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,908 $4.86M 4.86% -20 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 4,902 $4.85M 5.27% +116 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,893 $4.84M 0.19% +822 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,883 $4.83M 0.28% +221 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,869 $4.82M 0.44% +75 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,867 $4.82M 0.71% +189 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,863 $4.81M 0.1% -340 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,858 $4.81M 2.4% +200 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,818 $4.77M 0.92% +116 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,812 $4.76M 0.24% new 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,799 $4.76M 3.29% -189 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,799 $4.75M 0.81% +194 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,792 $4.74M 0.12% -26 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,779 $4.73M 0.06% +4 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4,775 $4.73M 0.52% -83 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 4,774 $4.73M 2.27% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,755 $4.71M 1.12% +40 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,752 $4.7M 0.61% -68 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,751 $4.7M 1.01% +330 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,741 $4.69M 0.57% -201 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,740 $4.69M 2.32% -54 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,731 $4.68M 0.64% -1,286 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,727 $4.68M 0.54% +511 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 4,724 $4.68M 3.69% +95 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,701 $4.65M 1.8% -199 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,689 $4.64M 0.24% +2,759 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,688 $4.64M 0.69% -535 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 4,687 $4.64M 3.4% -216 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,668 $4.62M 0.36% +275 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,686 $4.62M 0.22% +281 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,664 $4.62M 1.4% +292 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,658 $4.61M 1.72% +68 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,655 $4.61M 0.19% +323 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,640 $4.59M 2.51% +2,901 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,630 $4.59M 0.16% +1,150 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,633 $4.59M 0.05% -4 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,621 $4.57M 0.42% +191 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,617 $4.57M 1.14% +587 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,616 $4.57M 0.38% +400 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,613 $4.57M 0.9% -69 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,604 $4.56M 0.82% +549 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,604 $4.56M 0.71% -180 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,594 $4.55M 0.3% +297 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,591 $4.54M 1.36% +135 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,590 $4.54M 0.3% -609 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,584 $4.54M 0.41% +76 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,581 $4.53M 1.21% -960 13F-HR Timeline Group Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,580 $4.53M 2.18% +206 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,573 $4.53M 0.31% -284 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,567 $4.52M 0.53% -530 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,559 $4.51M 0.44% -75 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,550 $4.5M 2.13% -49 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,550 $4.5M 1.45% -88 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,545 $4.5M 0.19% -6,098 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,532 $4.49M 1.46% -84 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,531 $4.49M 1.39% -21 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,527 $4.48M 2.92% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,538 $4.48M 2.44% +75 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 4,520 $4.47M 2.16% +2,125 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,517 $4.47M 0.39% +33 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,502 $4.46M 1.55% +1,032 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,500 $4.45M 3.24% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,498 $4.45M 0.05% 0 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,493 $4.45M 0.28% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,492 $4.45M 2.18% -546 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,488 $4.44M 0.58% +1,044 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,487 $4.44M 0.99% +506 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,486 $4.44M 0.06% -603 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,480 $4.43M 3.11% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,475 $4.43M 0.52% -61 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,471 $4.43M 1.96% -181 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,452 $4.41M 1.65% +73 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,448 $4.4M 1.31% -104 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,431 $4.39M 0.55% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,407 $4.36M 0.04% -58,339 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 4,403 $4.36M 0.09% +2,499 13F-HR/A Timeline Group Skye Global Management LP More: the full row for Skye Global Management LP 4,400 $4.36M 0.09% 0 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 4,397 $4.35M 0.24% -123 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,395 $4.35M 1.53% -49 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,387 $4.34M 0.67% +31 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,373 $4.33M 0.14% -5,678 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,366 $4.32M 0.74% -96 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,372 $4.31M 0.31% +65 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,350 $4.31M 0.42% -27,137 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,346 $4.3M 0.06% -16 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 4,338 $4.29M 1.02% new 13F-HR Timeline