Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 30,635 $1.05M 0.19% +148 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 30,517 $1.04M 0.32% +1,020 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 30,498 $1.04M 0.72% -400 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 30,418 $1.04M 0.19% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,296 $1.03M 0.04% -3,684 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 30,160 $1.03M 0.28% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 29,964 $1.02M 0.12% +184 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 29,963 $1.02M 0.01% -25 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 34,050 $1.02M 0.12% +9,900 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 29,218 $998K 0.1% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 29,075 $993K 0.06% -4,275 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 29,056 $992K 0.17% -2,698 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 28,947 $988K 0.32% -175 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 28,947 $988K 0.34% -9,943 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 28,792 $983K 0.61% +4,550 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 28,244 $963K 0.11% -2,693 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 28,125 $960K 0.13% -107 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 27,975 $955K 0.14% +1,272 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 27,960 $955K 0.28% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 27,956 $954K <0.01% new 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 27,803 $949K 0.64% -22,379 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 27,793 $949K 0.37% -1,319 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 27,748 $947K 0.05% +889 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 27,670 $945K 0.12% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 27,668 $945K 0.36% +4,155 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 27,329 $933K 0.33% +73 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 27,249 $930K 0.02% +2,900 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 27,208 $929K 0.18% -313 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 27,122 $926K 0.14% +900 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 26,972 $921K 0.02% -245 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 26,963 $921K 0.13% -476 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 26,897 $918K 0.44% -215 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 26,829 $916K 0.01% +557 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 26,800 $915K 0.07% +2,827 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 26,705 $912K 0.17% -23,900 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 26,350 $900K 0.19% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 26,200 $894K 0.08% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 25,949 $886K 0.21% 0 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 25,780 $880K 0.24% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,723 $878K 0.01% +1,555 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 25,652 $876K 0.2% +285 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 25,396 $867K 0.03% +2,048 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 25,320 $864K 0.03% -1,322 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 25,247 $862K 0.23% -256 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 25,155 $859K 0.15% +50 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $854K 0.05% 0 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 24,948 $852K 0.13% 0 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 24,855 $849K 0.28% -2,000 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 24,790 $846K 0.05% +250 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 24,701 $843K 0.17% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 24,699 $843K 0.01% +1,740 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 24,648 $841K 0.01% -39,384 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 24,642 $841K 0.08% +300 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 24,614 $840K 0.11% -25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,585 $839K 0.02% -7,871 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 24,502 $837K 0.09% +157 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 24,440 $834K 0.16% +25 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,087 $822K 0.05% +396 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 24,025 $820K 0.59% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,020 $820K 0.03% -492 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 24,036 $820K 0.05% +8,335 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 23,888 $816K 0.16% +2,000 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 23,791 $812K 0.05% +813 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 23,641 $807K 0.17% -4,000 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 23,605 $806K 0.31% +72 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 23,556 $804K 0.12% +339 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 23,278 $795K 0.16% +36 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 23,249 $794K 0.03% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 23,223 $793K 0.55% -407 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 23,127 $790K 0.2% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 23,114 $789K 0.3% +2,415 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 23,040 $787K 0.13% -1,690 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 22,896 $782K 0.15% +210 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 22,822 $779K 0.04% -1,025 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22,817 $778K 0.12% +2,820 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 22,723 $776K 0.56% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 22,668 $774K 0.2% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 22,617 $772K 0.24% +2,449 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 22,566 $770K 0.52% -60 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 22,538 $769K 0.66% 0 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 22,360 $763K 0.12% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 22,355 $763K 0.36% +258 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,240 $759K 0.09% +5,000 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,167 $757K 0.02% +56 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 22,133 $756K 0.42% -3,200 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 22,098 $754K 0.49% -80 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 22,091 $754K 0.02% +1,028 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 22,081 $754K 0.22% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 21,968 $750K 0.02% +23 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 21,902 $748K 0.57% +400 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 21,860 $746K 0.39% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 21,850 $746K 0.03% 0 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 21,801 $744K 0.03% +535 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 21,772 $743K 0.01% 0 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 21,733 $742K 0.11% +2,028 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,712 $741K 0.02% +2,000 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,642 $739K 0.19% +1 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 21,544 $736K 0.04% +1,944 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 21,459 $734K 0.28% +1,162 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 21,509 $734K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 21,500 $734K 0.15% +160 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 21,489 $734K 0.22% +100 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 21,192 $724K 0.05% +10,603 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 21,177 $723K 0.14% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 21,160 $722K 0.55% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 21,144 $722K 0.27% +2,753 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 21,061 $719K 0.33% +276 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 21,055 $719K 0.06% +309 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 21,048 $719K 0.22% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,002 $717K 0.06% -800 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 20,938 $715K 0.02% -11,595 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 20,844 $712K 0.25% +14 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20,793 $710K 0.05% +57 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,707 $707K 0.07% +3,949 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 20,688 $706K 0.05% +181 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 20,656 $705K 0.06% -382 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 20,606 $703K 0.1% -5,190 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,605 $703K <0.01% +15,082 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 20,593 $703K 0.11% +96 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 20,566 $702K 0.23% +5 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 20,550 $702K 0.14% +3,000 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 20,280 $692K 0.16% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 20,248 $691K 0.05% +260 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 20,247 $691K 0.12% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,092 $686K 0.13% -3,328 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 20,070 $685K 0.36% +1,000 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 20,054 $685K 0.15% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,052 $685K 0.02% -652 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,051 $683K 0.04% +70 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 20,000 $683K 0.25% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,899 $679K 0.04% -956 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 19,820 $677K 0.95% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,828 $677K 0.01% +2,028 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 19,818 $677K 0.68% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 19,730 $674K 0.51% +100 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 19,703 $673K 0.28% 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 19,651 $671K 0.04% -1,000 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 19,617 $670K 0.09% -600 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 19,570 $668K 0.17% +303 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,565 $668K 0.01% +195 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 19,332 $660K 0.21% -600 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 19,317 $659K 0.08% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,303 $659K 0.01% +1,431 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,141 $654K 0.06% -6,111 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 19,156 $654K 0.01% 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 19,006 $649K 0.02% -183 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 18,987 $648K 0.01% 0 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 18,915 $646K 0.39% +294 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 18,901 $645K 0.02% -331 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 18,913 $645K 0.02% +4,222 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 18,559 $634K 0.35% +1,069 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 18,464 $630K 0.06% +239 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 18,450 $630K 0.06% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 18,348 $626K 0.02% +707 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 18,342 $626K 0.04% -240 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18,266 $624K 0.27% +4,770 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 18,088 $618K 0.06% -3,638 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,067 $617K 0.03% -11,306 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18,000 $615K 0.01% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 17,890 $611K 0.27% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 17,861 $610K 0.29% +95 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,855 $610K 0.31% -145 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 17,800 $608K 0.08% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 17,773 $607K 0.02% +360 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 17,760 $606K 0.11% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 17,676 $603K 0.06% -741 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,655 $603K 0.01% -1,219 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 17,642 $602K 0.1% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 17,618 $601K 0.2% -681 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,618 $601K 0.02% -1,600 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 17,586 $600K 0.34% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 17,572 $600K 0.28% +430 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 17,519 $598K 0.17% +1,029 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 17,510 $598K 0.12% -2,503 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 17,570 $597K 0.03% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,355 $592K 0.1% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 17,346 $592K 0.03% -750 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 17,206 $587K 0.02% -1,066 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,203 $587K 0.23% -2,815 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 17,193 $587K 0.04% +78 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 17,136 $585K 0.4% +3,136 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 17,056 $582K 0.37% +2 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 17,005 $581K 0.43% -290 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 17,000 $580K 0.1% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,900 $577K 0.25% 0 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 16,837 $575K 0.11% -695 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 16,805 $574K 0.17% -4,394 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 16,748 $572K 0.06% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 18,767 $569K 0.25% +72 13F-HR Timeline Partners Group Holding AG More: the full row for Partners Group Holding AG 16,657 $569K 0.02% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 16,603 $567K 0.12% -372 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,504 $563K 0.04% -800 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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