Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 15,887 $2.04M 0.14% +20 13F-HR Timeline Group JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 15,825 $2.03M 0.01% -283 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,545 $1.99M 0.17% +339 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 15,440 $1.98M 0.1% -3,940 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 15,382 $1.97M 0.06% -1,514 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 15,364 $1.97M 0.11% +3,174 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,268 $1.96M 0.08% +959 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 15,901 $1.95M 1.45% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 15,071 $1.93M 0.45% +282 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,981 $1.92M 0.02% +1,915 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,965 $1.92M 0.29% +12,065 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 14,942 $1.92M 1.16% +1,513 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 14,880 $1.91M 0.07% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 14,752 $1.89M 0.25% +197 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 14,547 $1.87M 0.32% +144 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 14,231 $1.82M 1.16% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 14,209 $1.82M 0.34% new 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,191 $1.82M 0.19% -687 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,182 $1.82M 0.05% -89,951 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 14,114 $1.81M 0.51% -359 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,075 $1.8M 0.23% -375 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,995 $1.79M 0.08% +160 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13,971 $1.79M 0.01% +2,500 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,967 $1.79M 0.47% -9 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,960 $1.79M 0.03% -998 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 13,905 $1.78M 0.28% +480 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 13,879 $1.78M 0.49% +964 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 13,829 $1.77M 0.47% +164 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,805 $1.77M 0.24% +1,353 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 13,698 $1.76M 0.25% +109 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 13,581 $1.74M 0.34% -1,017 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,541 $1.74M 0.06% +1,469 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,541 $1.74M 0.05% +1,964 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 13,507 $1.73M 0.05% -533 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 13,441 $1.72M 0.06% +2,616 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 13,397 $1.72M 1% +171 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 13,281 $1.7M 0.64% +993 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,180 $1.69M 0.06% +1,146 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,155 $1.68M +2 Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 13,135 $1.68M 1.61% -313 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,117 $1.68M 0.28% +317 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,100 $1.68M 0.16% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 13,000 $1.67M 0.28% new 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 13,112 $1.66M 0.05% 0 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 12,930 $1.66M 0.44% +576 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 12,917 $1.66M 0.06% -12,659 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 12,910 $1.66M 0.74% -42 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,898 $1.65M 0.08% -956 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,861 $1.65M 0.04% +806 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,836 $1.65M 0.05% +6,926 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 12,821 $1.64M 0.82% +2,113 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 12,812 $1.64M 0.18% +1,499 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,794 $1.64M 0.06% +6,515 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 12,793 $1.64M 1.14% -12 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,468 $1.64M 0.17% +492 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 12,755 $1.64M 0.06% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,750 $1.64M 0.02% new 13F-HR/A Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,712 $1.63M 0.13% -503 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 12,698 $1.63M 0.09% +5,493 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 12,652 $1.62M 0.13% +171 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,554 $1.61M 0.63% -159 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,548 $1.61M 0.21% +692 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,533 $1.61M 0.96% -6,664 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 12,420 $1.59M 0.16% +815 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 12,333 $1.58M <0.01% +247 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 12,215 $1.57M 0.47% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 12,168 $1.56M +10,765 Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 12,166 $1.56M 1.18% -17 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 12,136 $1.56M 1.28% -503 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,116 $1.55M 0.2% -125 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,097 $1.55M 0.05% -487 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,043 $1.54M 0.06% +337 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 12,008 $1.54M 0.05% -991 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 11,859 $1.52M -1,065 Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 11,833 $1.52M 0.09% +7,306 13F-HR Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 13,722 $1.51M 0.7% +523 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,750 $1.51M 0.76% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 11,715 $1.5M 0.24% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 11,708 $1.5M 0.18% -3,515 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 11,671 $1.5M 0.15% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,600 $1.49M 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,577 $1.48M 0.11% -42 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 11,563 $1.48M 0.77% +20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,535 $1.48M 0.19% +6,587 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,534 $1.48M 0.95% -714 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,533 $1.48M 0.01% -528 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,497 $1.47M 0.04% +3,794 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 11,492 $1.47M 0.01% -352 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,428 $1.47M 0.04% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 11,362 $1.46M 0.01% -140,307 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,308 $1.45M 0.04% +84 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,266 $1.44M 0.01% +74 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 11,231 $1.44M 1.23% +170 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 11,200 $1.44M 0.34% +2,600 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 11,181 $1.43M 0.15% +291 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11,142 $1.43M 0.06% -2,230 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 11,132 $1.43M 0.75% -140 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,109 $1.42M 0.24% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,041 $1.42M 0.02% -1,051 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 11,954 $1.4M -288 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,866 $1.39M 0.02% -6,127 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,850 $1.39M 0.54% +1,616 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 10,845 $1.39M 0.56% -853 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,787 $1.38M 0.05% +21 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,727 $1.38M 0.03% +1,709 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 10,650 $1.37M 0.24% -1,020 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 10,644 $1.36M 0.23% +692 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 10,644 $1.36M 0.21% +52 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 10,630 $1.36M 0.25% +3,180 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 10,619 $1.36M 0.76% -74 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,595 $1.36M 0.01% +30 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 10,593 $1.36M 0.45% -83,532 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,589 $1.36M 0.29% -1,029 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 10,563 $1.35M 0.93% +737 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,540 $1.35M 0.06% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,534 $1.35M 0.01% -9,346 13F-HR/A Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,501 $1.35M 0.11% +6,515 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,625 $1.35M <0.01% +1,096 13F-HR/A Timeline Group DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 10,455 $1.34M 1.37% -511 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,421 $1.34M 0.33% +67 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,355 $1.33M 0.1% -689 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,293 $1.32M 0.01% +75 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 10,272 $1.32M 0.65% +452 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,229 $1.31M 0.06% 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 10,142 $1.3M 0.49% -233 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10,095 $1.29M 0.11% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,004 $1.28M 0.05% -192 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,992 $1.28M 0.1% +1,383 13F-HR/A Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,956 $1.28M 0.15% +1,652 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,890 $1.27M 0.08% +785 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9,671 $1.25M 0.38% +9,538 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,739 $1.25M 0.33% +440 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,689 $1.24M 1.01% +143 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,620 $1.23M 0.04% -6,842 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 9,580 $1.23M 0.17% -239 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,481 $1.22M 0.14% +6,566 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,375 $1.2M 0.02% +411 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,326 $1.2M 0.08% -871 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 9,300 $1.19M 0.22% +1,300 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,249 $1.19M 0.05% +73 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 9,223 $1.18M 0.25% +5,234 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,165 $1.18M 0.02% +1,159 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 9,152 $1.17M 0.33% -101 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 9,146 $1.17M 0.67% +773 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,445 $1.17M 0.07% +751 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 9,056 $1.16M 0.01% -2,500 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,040 $1.16M 1.16% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,013 $1.16M 0.05% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,940 $1.15M 0.35% -146 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 8,926 $1.14M 0.97% +546 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,886 $1.14M 0.26% -82 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 8,875 $1.14M 0.3% -1,485 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,817 $1.13M 0.37% +3,113 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,782 $1.13M 0.78% -439 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8,650 $1.11M 0.17% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,522 $1.09M 0.02% +196 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,504 $1.09M 0.01% +1,138 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,455 $1.08M 0.26% -43 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 8,339 $1.07M 0.59% +187 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,335 $1.07M 0.18% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,300 $1.06M 0.02% +5,979 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,258 $1.06M 0.03% +198 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,329 $1.06M 0.01% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,206 $1.05M 0.82% -146 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,168 $1.05M 0.53% +49 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,150 $1.05M 0.15% -21 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 8,130 $1.04M 0.65% -7 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,126 $1.04M 0.09% +2,292 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,078 $1.04M 0.01% -335 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,073 $1.04M 0.08% -307 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,050 $1.03M 0.88% -401 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,044 $1.03M 0.03% +1,610 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,031 $1.03M 0.02% -49 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,030 $1.03M 0.05% +14 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 8,029 $1.03M 0.06% +1,596 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 7,943 $1.02M 0.04% -6,309 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,922 $1.02M 0.13% +228 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 7,921 $1.02M 0.49% -652 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7,898 $1.01M 0.04% +1,093 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,867 $1.01M 0.12% -110 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,790 $999K 0.55% +1,126 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,753 $994K +9 Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,736 $992K 0.92% +393 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,959 $990K 0.42% -415 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,656 $982K 0.46% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,655 $982K 0.33% +252 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,620 $977K 0.2% -420 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,601 $975K 0.02% +2,489 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,597 $974K 0.18% -1,499 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,598 $974K 0.4% -402 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,580 $972K 0.02% +408 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,580 $972K 0.17% +58 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,562 $970K 0.5% +412 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,500 $962K 0.04% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 7,467 $958K 0.6% +2,717 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,457 $956K 0.12% -66 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,444 $955K 0.06% +2,576 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,427 $953K 0.16% +2,940 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,377 $946K 0.01% -1,502 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,375 $946K 0.26% 0 13F-HR Timeline