Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,845 $2.21M 0.39% -539 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,844 $2.21M 0.19% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,671 $2.17M 0.08% -4,374 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 8,299 $2.17M 0.41% -265 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,701 $2.17M 0.05% -12,611 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 7,666 $2.16M 0.08% +1,139 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 7,642 $2.15M 0.29% +9 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,598 $2.14M 0.07% +1,694 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 7,486 $2.11M 1.35% -15 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,460 $2.1M 0.19% -2,426 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,427 $2.09M 0.35% -1,020 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 7,369 $2.07M 1.73% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,364 $2.07M 0.03% -800 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,629 $2.07M 0.03% -343 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 7,308 $2.06M 0.25% +140 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,284 $2.05M 0.22% -112 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 7,253 $2.04M 0.01% +5,315 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 7,250 $2.04M 1.35% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,235 $2.04M 0.76% +65 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 7,165 $2.02M 1.83% 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 7,088 $1.99M 1.01% 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,051 $1.98M 0.6% -101 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,052 $1.98M 1.25% +10 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 7,025 $1.98M 0.74% -20 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,004 $1.97M 0.02% -230 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,004 $1.97M 0.02% -230 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 7,000 $1.97M 0.31% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,999 $1.97M 0.07% -40 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,943 $1.95M 0.26% -474 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,932 $1.95M 0.45% -40 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,895 $1.94M 0.25% +1,825 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,884 $1.94M 0.14% +4,293 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,875 $1.93M 0.11% -5,634 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 6,875 $1.93M 0.06% new 13F-HR Timeline Group CTC LLC More: the full row for CTC LLC 6,854 $1.93M 0.19% -5,410 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 6,851 $1.93M -10,280 Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 6,846 $1.93M 1.29% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,042 $1.91M 0.83% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,773 $1.91M 0.06% +652 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,654 $1.87M 0.41% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 6,642 $1.87M 0.07% +247 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,637 $1.87M 0.97% -113 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,632 $1.87M 0.06% +17 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,613 $1.86M 0.75% -47 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,603 $1.86M 0.17% -134 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,563 $1.85M 0.09% +2,251 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,541 $1.84M 0.21% -151 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,454 $1.82M 0.06% -673 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,458 $1.82M 0.11% -106 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,419 $1.81M 0.14% +431 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,373 $1.79M 0.06% -109 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,337 $1.78M 0.07% -70 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,311 $1.78M 0.17% -20 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,246 $1.76M 0.5% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6,214 $1.75M 0.07% -375 13F-HR/A Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,158 $1.73M 0.21% +5 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,106 $1.72M 0.05% +107 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,057 $1.7M 0.03% -112 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,043 $1.7M 0.07% -546 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,012 $1.69M 0.17% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,001 $1.69M 0.03% -4,300 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 5,999 $1.69M 0.03% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,988 $1.68M 0.04% +106 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,981 $1.68M 0.21% -160 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 5,909 $1.66M 0.22% -959 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,897 $1.66M 0.75% +41 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 5,887 $1.66M 0.04% 13F-HR/A Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 5,849 $1.65M 0.27% +351 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,840 $1.64M 0.14% +879 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,807 $1.64M 0.07% -705 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,805 $1.63M 0.06% +10 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,763 $1.62M 0.02% -3,181 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,761 $1.62M 0.81% +25 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,761 $1.62M 0.12% +203 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,758 $1.62M 0.1% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,756 $1.62M 0.1% -121 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,749 $1.62M 0.02% -503 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,742 $1.62M 0.19% -119 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,741 $1.61M 0.02% +698 13F-HR Timeline Group Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 5,712 $1.61M 1.06% +54 13F-HR Timeline Appian Way Asset Management LP More: the full row for Appian Way Asset Management LP 5,700 $1.6M 0.37% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,694 $1.6M 0.6% +1,894 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,660 $1.59M 0.13% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,639 $1.59M 0.58% -78 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,616 $1.58M 0.05% +1 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,615 $1.58M 0.06% -28 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,594 $1.57M 0.15% +3,429 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,557 $1.56M 0.19% -214 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,544 $1.56M 0.2% -2,789 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,539 $1.56M <0.01% -60 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,521 $1.55M 0.03% +50 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,466 $1.54M 0.13% -158 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 5,453 $1.53M 0.52% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,401 $1.52M 0.92% +152 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,384 $1.51M 0.03% -2 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,370 $1.51M 0.1% -2,860 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,362 $1.51M <0.01% -1,091 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,317 $1.5M 1.2% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,303 $1.49M 0.78% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,278 $1.48M 0.01% +75 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,258 $1.48M 0.52% +193 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 5,250 $1.48M 0.48% -211 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,235 $1.47M 0.17% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,208 $1.47M 0.02% -410 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 5,203 $1.46M 0.4% -265 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,195 $1.46M 0.83% -512 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,192 $1.46M 0.15% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,161 $1.45M 0.51% -40 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,142 $1.45M 0.02% +4,863 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,129 $1.44M 0.09% -588 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,121 $1.44M 0.13% -32 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,121 $1.44M 0.09% -118 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 5,121 $1.44M 0.05% -4,912 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,097 $1.43M 0.2% -271 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 5,090 $1.43M 0.52% -13 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,078 $1.43M 0.07% -287 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 5,058 $1.42M <0.01% -26,177 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,047 $1.42M 1.55% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,032 $1.42M 0.02% +1,278 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,012 $1.41M 0.03% -54 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 5,000 $1.41M 0.34% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,992 $1.4M 0.03% +57 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 4,964 $1.4M 1.33% +80 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,931 $1.39M 0.05% +30 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,908 $1.38M 0.29% +49 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,890 $1.38M 0.05% +138 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,888 $1.38M 0.33% -100 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,852 $1.36M 0.26% +1,707 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,824 $1.36M 0.07% -415 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,800 $1.35M 0.37% +600 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,749 $1.34M 0.02% -110 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,746 $1.34M 0.91% +1 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,871 $1.33M 0.43% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,817 $1.32M 0.39% +142 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,693 $1.32M 0.72% +740 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,685 $1.32M 0.08% +148 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,579 $1.29M 0.35% +732 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,562 $1.28M 0.01% -466 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,561 $1.28M 0.07% +33 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 4,556 $1.28M 0.13% -65 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,554 $1.28M 0.47% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,535 $1.28M 0.04% -518 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,501 $1.27M 0.49% +129 13F-HR/A Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,496 $1.26M 0.8% +17 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,481 $1.26M 0.47% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,480 $1.26M 0.39% +505 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,446 $1.25M 0.34% -14 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,534 $1.25M 0.26% -246 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 4,428 $1.25M 0.12% -1,027 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,423 $1.24M 0.04% -5 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,475 $1.24M +924 Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,392 $1.24M 0.37% -284 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,391 $1.24M 0.21% 0 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 4,353 $1.23M 0.91% -105 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,370 $1.23M 0.02% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,345 $1.22M 0.68% -300 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,318 $1.21M 0.05% +17 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,300 $1.21M 0.36% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,280 $1.2M 0.13% -190 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,272 $1.2M 0.53% +9 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,251 $1.2M 0.64% -2,132 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,220 $1.19M 0.17% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 4,198 $1.18M 0.17% -45 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 4,186 $1.18M 0.03% -90 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,183 $1.18M 0.05% -530 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,183 $1.18M 0.05% +334 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,181 $1.18M 0.09% -111 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,130 $1.16M 0.1% -3,208 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,125 $1.16M 0.15% +100 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,117 $1.16M 0.03% -278 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 4,098 $1.15M 0.85% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,092 $1.15M 0.05% -282 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,072 $1.15M 0.13% -333 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,046 $1.14M 0.06% -252 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,053 $1.14M 0.12% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,488 $1.13M 0.42% +89 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,021 $1.13M 0.2% -1,379 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,007 $1.13M 0.03% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,007 $1.13M 0.03% +77 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 4,000 $1.13M 0.6% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,993 $1.12M 0.02% -1,457 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,989 $1.12M 0.15% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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