Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,945 $414K +2,945 Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,933 $413K 0.03% -41,176 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,914 $411K 0.02% +81 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,888 $409K 0.01% +2,515 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,869 $408K 0.1% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,850 $406K 0.01% +313 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,784 $400K 0.09% +59 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,714 $395K 0.05% 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,714 $395K 0.02% +234 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,687 $392K 0.31% +653 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,679 $392K 0.19% -116 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,660 $390K 0.01% -100 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,652 $389K 0.09% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,652 $389K 0.02% +1,815 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,638 $388K 0.03% +896 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,623 $387K 0.03% +1,559 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,615 $386K 0.03% -18 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,611 $386K 0.22% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,597 $385K 0.01% -145 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,594 $385K 0.12% -127 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,591 $384K 0.02% +318 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,590 $384K 0.05% -579 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,575 $383K 0.11% -18,425 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,565 $382K 0.02% +1,376 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,556 $381K 0.01% +759 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,522 $379K 0.03% +1,400 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,506 $377K 0.08% -337 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,505 $377K 0.06% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,504 $377K <0.01% +172 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,502 $377K 0.01% -137 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,476 $375K 0.01% +87 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,475 $375K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,508 $374K 0.02% -2,737 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,452 $373K 0.11% -110 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,445 $372K <0.01% -820 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,440 $372K 0.34% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,410 $369K 0.01% -184 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,358 $365K 0.02% -18,337 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,331 $363K 0.02% -230 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,330 $362K 0.18% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,312 $361K -33 Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,297 $360K 0.29% -4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,293 $359K 0.08% +34 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,281 $358K 0.11% -21 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,274 $358K 0.1% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 4,266 $357K 0.15% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,254 $356K <0.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,239 $355K 0.01% +18 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,238 $355K <0.01% -4,803 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,233 $354K 0.01% -1,160 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,234 $354K 0.28% +54 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,223 $354K 0.01% +554 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,221 $353K 0.01% -2,254 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,209 $352K 0.01% -2,624 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,200 $352K 0.03% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,372 $351K 0.02% +267 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,185 $350K 0.03% 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,174 $349K 0.01% +910 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,169 $349K 0.02% -16 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,163 $348K 0.03% +1,058 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,156 $348K 0.02% -31 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,155 $348K <0.01% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4,154 $348K 0.53% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,400 $347K 0.15% -1,564 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,594 $346K 0.09% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,127 $345K 0.01% +225 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,126 $345K 0.33% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,125 $345K 0.23% -75 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,118 $345K 0.03% -1,480 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,076 $341K 0.25% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,075 $341K 0.07% +198 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,070 $341K 0.25% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,062 $340K 0.12% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,061 $340K 0.01% -12 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,059 $340K <0.01% +319 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,045 $339K 0.01% -857 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,035 $338K 0.02% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,008 $336K 0.04% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,988 $334K 0.04% +249 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,986 $334K 0.13% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,986 $334K 0.04% -787 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 3,979 $333K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,978 $333K 0.02% +517 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,960 $331K 0.1% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,957 $331K 0.01% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,955 $331K 0.18% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,920 $328K 0.01% +154 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,917 $328K 0.02% +702 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,880 $325K 0.01% +228 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,876 $324K 0.04% +1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,868 $324K 0.03% -271 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,849 $322K <0.01% -2,003 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,849 $322K 0.06% -44 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,824 $320K 0.11% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,819 $320K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,808 $319K +371 Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,799 $318K 0.02% +11 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,798 $318K 0.03% +552 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,789 $317K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,740 $313K 0.03% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 3,736 $313K <0.01% -80,044 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,721 $312K 0.27% +153 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,688 $311K 0.02% -303 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,697 $309K 0.16% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,693 $309K 0.02% +42 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,781 $309K <0.01% -193 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,688 $309K 0.03% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,688 $309K 0.17% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,675 $308K 0.03% +248 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,671 $307K 0.04% +132 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,666 $307K 0.07% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,661 $306K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,658 $306K 0.06% +11 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,647 $305K 0.01% -440 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,638 $305K 0.04% +276 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,633 $304K 0.05% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,630 $304K 0.07% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 3,616 $303K 0.01% -7,607 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,614 $303K 0.01% -329 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,613 $302K 0.02% +20 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,612 $302K 0.04% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,611 $302K 0.06% +162 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,598 $301K <0.01% +145 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,593 $301K 0.16% -3,876 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,587 $300K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,585 $300K 0.01% +344 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,583 $300K 0.05% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,570 $299K 0.05% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,560 $298K 0.01% -1,501 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,551 $297K 0.03% +2,509 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,543 $297K 0.22% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,537 $296K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,535 $296K 0.07% +34 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,728 $296K 0.01% new 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,530 $295K <0.01% +1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,520 $295K 0.01% +20 13F-HR/A Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,508 $294K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,504 $293K 0.01% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,497 $293K 0.02% +5 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,494 $292K 0.02% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,486 $292K 0.06% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,475 $291K 0.28% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,469 $290K 0.05% +258 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,468 $290K 0.14% -26 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,454 $289K 0.03% -16 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,430 $287K 0.02% +7 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,425 $287K 0.14% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,419 $286K 0.09% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,413 $286K 0.06% -515 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,394 $284K 0.04% -234 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,380 $283K 0.01% -448 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,379 $283K 0.04% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,378 $283K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,376 $283K 0.21% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,376 $283K 0.02% -19 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,466 $282K 0.02% -496 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,361 $281K 0.04% +1,602 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,359 $281K 0.03% +5 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,357 $281K 0.13% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,355 $281K <0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,352 $281K 0.01% -103 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,351 $281K 0.01% +84 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,351 $281K 0.01% -20 13F-HR/A Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,457 $280K 0.17% +126 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,326 $278K 0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,307 $277K 0.03% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,304 $277K 0.07% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,302 $276K 0.02% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,282 $275K 0.27% +100 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,272 $274K 0.01% +10 13F-HR Timeline Group American Trust More: the full row for American Trust 3,271 $274K 0.02% -226 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,264 $273K 0.05% +2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,263 $273K 0.09% +760 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,262 $273K 0.02% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,249 $272K 0.02% -705 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,240 $271K 0.01% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,236 $271K 0.13% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,236 $271K 0.14% +19 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 3,220 $270K 0.08% +5 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,216 $269K 0.01% -1,599 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,215 $269K <0.01% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,202 $268K 0.01% -2,163 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,192 $267K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,182 $266K 0.02% -141 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,179 $266K 0.01% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,146 $263K <0.01% +2 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,145 $263K 0.08% -133 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,140 $263K 0.01% -528 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,110 $260K 0.12% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,110 $260K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,100 $260K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,097 $259K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,083 $258K 0.02% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,063 $256K 0.01% -18 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,054 $256K <0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,042 $255K 0.06% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,033 $254K 0.01% -143 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,024 $253K 0.03% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,003 $251K 0.12% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,001 $251K 0.01% new 13F-HR Timeline