Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 25,086 $5.19M 0.39% +144 13F-HR Timeline Resolute Capital Asset Partners LLC More: the full row for Resolute Capital Asset Partners LLC 25,000 $5.17M 2.72% +15,000 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 24,958 $5.16M 0.38% -1,265 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 24,944 $5.16M 0.7% -1,576 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 24,911 $5.15M 0.19% +289 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 24,911 $5.15M 0.14% +237 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 24,904 $5.15M 0.11% +3,647 13F-HR Timeline Group Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 24,890 $5.15M 1.38% -52,228 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 24,844 $5.14M 1.54% +294 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 24,807 $5.13M 0.07% +4,337 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 24,802 $5.13M 1.52% -699 13F-HR Timeline WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 24,773 $5.13M 0.03% -98 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 24,773 $5.13M 0.4% -2,176 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 24,659 $5.1M 0.46% 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 24,592 $5.09M 2.18% +15 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 24,549 $5.08M 0.09% +263 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 24,540 $5.08M 0.5% +1,620 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,531 $5.08M 0.29% -710 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 24,460 $5.06M 0.54% +65 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 24,411 $5.05M 1.09% -1,544 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 26,240 $5.05M 1.01% -355 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 24,351 $5.04M 0.43% -7,032 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 24,340 $5.04M 0.38% +1,109 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 24,262 $5.02M 0.71% -927 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 24,237 $5.01M 2.33% -156 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 24,200 $5.01M 0.81% +836 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 24,192 $5.01M 1.13% +517 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 24,173 $5M 1.61% -406 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 24,155 $5M 1.17% +955 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 24,119 $4.99M 1.5% -657 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 24,101 $4.99M 2.22% -1,824 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 24,083 $4.98M 0.89% -4,439 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 24,064 $4.98M 1.83% 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 24,043 $4.97M 3.14% -7,490 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,028 $4.97M 0.6% +685 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 23,920 $4.95M 0.61% +1,135 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 23,842 $4.93M 1.14% +20 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 23,790 $4.92M 0.99% +1,351 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 23,765 $4.92M 0.03% +150 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23,754 $4.91M 1.09% +16,489 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 23,695 $4.9M 0.14% +2,503 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 23,677 $4.9M 1.23% +779 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 23,643 $4.89M 3% -114 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 23,612 $4.89M 1.11% +261 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 23,607 $4.88M 0.72% -57 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 23,579 $4.88M 0.92% +49 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 23,549 $4.87M 0.3% +858 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 23,496 $4.86M 0.92% +666 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 23,488 $4.86M 0.96% +21,996 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23,487 $4.86M 0.05% +2,393 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 23,441 $4.85M 0.5% +12,099 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 23,375 $4.84M 0.39% -273 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 23,368 $4.83M 0.8% -816 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 23,327 $4.83M 0.23% -853 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 23,281 $4.82M 1.31% -1,489 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 23,261 $4.81M 1.29% +7,083 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 23,259 $4.81M 1.08% -149 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 23,235 $4.81M 0.58% +1,010 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 23,213 $4.8M 0.88% +1,232 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23,144 $4.79M 0.46% +512 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 24,240 $4.79M 3.54% +267 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 23,125 $4.78M 0.69% -3,846 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 23,111 $4.78M 0.36% +176 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 23,002 $4.76M 0.63% +58 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 22,996 $4.76M 1.3% +877 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 22,963 $4.75M 0.6% -415 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 22,949 $4.75M 0.45% +579 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 22,859 $4.73M 1.35% -894 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 22,801 $4.72M 0.59% +2,116 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 22,800 $4.72M 0.54% +10,800 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 24,991 $4.71M 0.57% -2,266 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 22,765 $4.71M 1.2% -20 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 22,749 $4.71M 0.31% +669 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,719 $4.7M 0.14% -38,182 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 22,714 $4.7M 1.35% +67 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 22,710 $4.7M 0.72% +17,701 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,694 $4.7M 0.26% -205 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 22,627 $4.68M 0.25% +2,322 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 22,481 $4.65M 3.22% -363 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,364 $4.65M 0.51% +14,036 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,330 $4.62M 0.44% +2,144 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 22,318 $4.62M 0.62% +1,228 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 22,311 $4.62M +1,634 Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 22,240 $4.6M 2% +510 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 24,879 $4.6M 1.36% +1,263 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 22,183 $4.59M 1.35% +282 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 22,180 $4.59M 0.48% +7,236 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 22,129 $4.58M 0.83% +613 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 22,124 $4.58M 0.75% +444 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,078 $4.57M 1.26% -20 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 23,613 $4.56M 0.86% +320 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 22,021 $4.56M 0.6% +253 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 21,617 $4.56M 0.32% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 21,983 $4.55M 0.6% +19,313 13F-HR Timeline Group McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 21,922 $4.54M 2.97% -7,161 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 21,921 $4.54M 0.33% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 21,895 $4.53M 0.88% -4,536 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,786 $4.51M 0.08% +10,189 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 21,697 $4.49M 0.29% +26 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 21,286 $4.49M 0.68% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 21,617 $4.47M 1.99% -214 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 21,600 $4.47M 0.58% -480 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 21,584 $4.47M 0.23% -4,031 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,562 $4.46M 0.32% -1,116 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 21,489 $4.45M 0.63% +2,080 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 21,475 $4.44M 0.08% +1,477 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 21,409 $4.43M 1.32% -1,143 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 21,409 $4.43M 0.66% -250 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 21,397 $4.43M 1.21% -10,609 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 21,390 $4.43M 0.35% -55,908 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,384 $4.42M 0.3% +739 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 21,339 $4.42M 0.54% -13,332 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 21,332 $4.41M 1.99% +34 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 21,330 $4.41M 0.91% +3,951 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 28,913 $4.41M 1.84% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 21,295 $4.41M 0.73% -346 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 21,293 $4.41M 3.84% -2,671 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 21,267 $4.4M 0.55% -319 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 21,255 $4.4M 0.82% -40 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 21,251 $4.4M 0.43% -979 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 21,232 $4.39M 0.43% -192 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,224 $4.39M 0.17% +829 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 21,175 $4.38M 2.48% -3,333 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 23,420 $4.36M 0.1% +2,485 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 21,076 $4.36M 1.01% +1,124 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 21,050 $4.36M 0.3% -886 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 21,038 $4.35M 1.03% -477 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 21,034 $4.35M 1.19% -3,439 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 21,015 $4.35M 0.12% +24 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 20,977 $4.34M 2.38% -3,966 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 20,872 $4.32M 0.06% -355 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 20,844 $4.31M 0.75% -97 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 20,743 $4.29M 2.03% -335 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,701 $4.28M 0.1% +522 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 20,678 $4.28M 0.46% -425 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 20,675 $4.28M 0.97% +1,178 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 20,667 $4.28M 0.6% +313 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 20,651 $4.27M 0.23% +221 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,617 $4.27M 0.12% -2,934 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 20,536 $4.25M 1.1% +9,618 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 20,467 $4.23M 1.4% -1,643 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 20,423 $4.23M 0.31% +873 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,416 $4.22M 1.59% -76 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 20,416 $4.22M 1.23% +6,547 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 20,366 $4.21M 0.91% -1,729 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 20,360 $4.21M 3.12% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 20,348 $4.21M 0.44% +13 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 20,344 $4.21M 1.13% +11,041 13F-HR Timeline QVR LLC More: the full row for QVR LLC 20,328 $4.21M 2.07% +17,491 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 20,322 $4.2M 0.34% -24 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 20,315 $4.2M 0.71% +661 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 20,298 $4.2M 0.29% +603 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 20,294 $4.2M 0.06% +543 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,295 $4.2M 0.31% -2,072 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 20,269 $4.19M +2,049 Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 20,268 $4.19M 0.76% -139 13F-HR/A Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 20,225 $4.18M 1.92% +602 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,197 $4.18M 0.24% -1,262 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 20,172 $4.17M 1.39% -1,523 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 20,172 $4.17M 2.3% -1,183 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 20,140 $4.17M 3.29% -1,338 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 20,107 $4.16M 1.14% -4,073 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,084 $4.16M 0.29% -3,147 13F-HR Timeline ANB BANK More: the full row for ANB BANK 20,056 $4.15M 1.68% +3,015 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 20,004 $4.14M 1.13% +2,661 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 19,991 $4.14M 2.17% -4,756 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 19,987 $4.14M 1.75% -300 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 19,986 $4.14M 0.26% -1,022 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,946 $4.13M 0.14% +2,550 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 19,929 $4.12M 0.21% +4 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 19,916 $4.12M 0.39% +261 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 19,900 $4.12M 2.58% -545 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 19,895 $4.12M 0.64% -5,455 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 19,881 $4.12M 0.18% -3,126 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 19,879 $4.11M 0.54% -3,810 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 19,860 $4.11M 0.16% -356 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 19,838 $4.1M 0.98% +291 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 22,294 $4.1M 0.06% +5,055 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 19,783 $4.09M 1.57% +2,262 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 19,350 $4.09M 0.54% +2,981 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 19,763 $4.09M 0.71% +434 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 19,702 $4.08M 0.46% -1,961 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 21,095 $4.07M 0.13% +476 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 19,665 $4.07M 0.73% +433 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 19,615 $4.06M 0.12% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 19,614 $4.06M 1.28% +12,894 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ArchPoint Investors More: the full row for ArchPoint Investors 19,610 $4.06M 0.97% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 19,583 $4.05M 0.18% +1,093 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 19,483 $4.03M 0.96% -225 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 19,460 $4.03M 1.41% +6,709 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 19,457 $4.03M 0.68% +6,657 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 19,451 $4.02M 2.29% +5,663 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 19,417 $4.02M 2.35% +368 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 19,416 $4.02M 0.81% -328 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,318 $4M 0.5% +17,999 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 19,297 $3.99M 1.8% +1,248 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 19,258 $3.98M 0.93% 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 19,253 $3.98M 1.72% -695 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 26,092 $3.98M 2.39% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 19,163 $3.96M 0.42% +337 13F-HR Timeline