NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,805 $1.07M 0.25% +15 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,772 $1.06M 0.53% +12 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,753 $1.06M <0.01% -160 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,821 $1.06M 0.03% -300 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,760 $1.06M 0.16% +60 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,752 $1.06M 0.08% -130 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,750 $1.05M 0.11% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,750 $1.05M 0.48% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,737 $1.05M 0.11% +2 13F-HR/A Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,723 $1.05M 0.52% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,721 $1.05M 0.27% -283 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,716 $1.05M 0.23% +1 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,685 $1.04M 0.18% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,675 $1.03M 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,673 $1.03M 0.03% -320 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,665 $1.03M 0.31% +365 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,638 $1.03M 0.04% +28 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,615 $1.02M 0.02% +47 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,592 $1.01M 0.01% +31 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 3,711 $998K 0.1% +2,271 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,537 $995K 0.01% -2,363 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,483 $980K 0.07% -25 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,483 $980K 0.09% -52 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,477 $978K 0.03% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,466 $975K 0.23% +109 13F-HR Timeline Group United Bank More: the full row for United Bank 3,450 $971K 0.41% +1,203 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,449 $970K 0.03% -3,242 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,443 $969K 0.01% +149 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,437 $967K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,435 $967K 0.02% +758 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,433 $966K 0.03% -9,146 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,413 $960K <0.01% -3,815 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,408 $959K 0.45% -42 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 3,400 $957K 0.75% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,400 $957K 0.05% +40 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,386 $953K 0.12% -300 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,349 $942K 0.06% new 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 3,349 $942K 0.03% +17 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,344 $941K 0.03% -591 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,335 $938K 0.86% -97 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,319 $934K 0.12% 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,317 $933K 0.47% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,314 $932K 0.62% -50 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,291 $926K 0.99% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,286 $924K 0.04% -141 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,272 $921K 0.05% -377 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,262 $918K 0.15% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,261 $917K 0.02% +247 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,250 $914K 0.04% +401 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,222 $906K 0.37% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,217 $905K 0.25% -234 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,200 $905K 0.33% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,207 $902K 0.01% +336 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,203 $901K 0.73% +63 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 3,162 $890K 0.74% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,149 $888K 0.08% +348 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,149 $886K 0.13% +545 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,148 $886K 0.47% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,108 $879K 0.04% -569 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,119 $878K 0.03% -364 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,086 $868K 0.03% +1,039 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,080 $866K 0.01% -1,967 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,001 $844K 0.63% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $844K 0.6% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,993 $842K 0.1% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,987 $840K 0.39% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,981 $839K 0.07% +248 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,796 $835K 0.05% +1 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,968 $835K 0.01% -14 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,967 $835K 0.11% -160 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,966 $834K 0.02% -895 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,020 $828K 0.13% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,944 $828K 0.06% -9,996 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,943 $828K 0.54% -2 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,912 $823K 0.4% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,926 $823K 0.02% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,914 $820K 0.05% 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,908 $818K 0.23% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,906 $818K 0.16% -525 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,901 $816K 0.11% +797 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,875 $809K 0.29% -75 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,878 $807K <0.01% +1,463 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,856 $803K 0.29% +1,379 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,845 $803K 0.69% -56 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,853 $803K 0.3% +76 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,843 $800K 0.41% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,840 $799K 0.23% +16 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,832 $797K 0.03% +52 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,828 $796K 0.01% +344 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,825 $795K 0.04% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,821 $794K 0.9% 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,757 $776K 0.25% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,754 $775K 0.01% -147 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,748 $773K 0.23% -11 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,731 $768K 0.05% -19 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,714 $767K 0.03% -2 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,724 $766K 0.01% -3,910 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,722 $766K 0.03% +170 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 2,711 $763K +1,068 Timeline Exchange Bank More: the full row for Exchange Bank 2,705 $761K 0.61% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,691 $761K 0.09% -13 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,700 $759K 0.1% +172 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,693 $758K 0.35% +48 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,683 $754K <0.01% -6,717 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,674 $752K 0.23% +11 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,671 $751K 0.17% -50 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,668 $751K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,664 $749K 0.05% +50 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,662 $749K 0.02% +1 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,654 $747K 0.15% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,424 $746K 0.16% +694 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,648 $745K 0.21% -75 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,727 $736K 0.05% +213 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,617 $736K 0.65% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,601 $735K 0.07% -13 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,612 $735K 0.25% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,611 $735K 0.05% +82 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,606 $733K -228 Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,603 $732K 0.1% +250 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,597 $731K 0.03% +901 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,589 $728K 0.22% +5 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,550 $717K 0.51% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,538 $714K 0.07% -118 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,537 $714K 0.01% +1,172 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,521 $710K 0.11% +1,633 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,508 $706K 0.03% -588 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,503 $704K 0.03% +13 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,500 $703K 0.19% -31 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,472 $695K 0.05% +12 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,465 $693K 0.14% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,452 $690K 0.04% +189 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,451 $690K 0.01% -34 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,430 $687K 0.47% +175 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,435 $685K 0.37% +12 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,426 $682K 0.02% -49 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,419 $680K 0.04% +133 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,412 $679K 0.14% -180 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,401 $675K 0.2% +80 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,389 $672K 0.42% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,384 $671K 0.02% -504 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,372 $667K 0.06% +42 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,370 $667K 0.07% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,365 $665K 0.36% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,361 $664K 0.07% -1,861 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,360 $664K 0.04% +458 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,333 $656K 0.44% -73 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,333 $656K 0.19% -50 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,330 $656K 0.04% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,317 $652K 0.11% -25 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,316 $652K 0.01% +256 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,315 $651K 0.18% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,405 $651K 0.12% +388 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,305 $648K 0.38% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,300 $647K 0.34% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,286 $646K 0.03% +36 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,287 $643K 0.03% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,284 $642K 0.04% +534 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,281 $642K 0.01% +1,342 13F-HR Timeline Group Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,252 $634K 0.4% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,282 $634K 0.22% +137 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,248 $632K 0.05% -1,551 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,329 $631K 0.03% +91 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,236 $629K 0.01% +48 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,389 $629K 0.26% +1,375 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,233 $628K 0.11% -26 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,231 $628K 0.01% +467 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,226 $626K 0.52% +245 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,224 $626K 0.11% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,210 $622K 0.26% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,208 $621K 0.01% +13 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,205 $620K 0.16% -16,160 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,189 $619K 0.02% -86 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,195 $618K 0.29% -343 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,194 $617K 0.13% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,184 $617K 0.02% -152 13F-HR/A Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,192 $617K 0.15% +500 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,190 $616K 0.21% +11 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,171 $611K 0.01% +16 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,169 $610K 0.06% +24 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,161 $608K 0.05% +763 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,156 $606K 0.02% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,151 $605K 0.01% -120 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,143 $603K 0.04% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,134 $600K 0.6% 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,122 $597K 0.14% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,113 $597K 0.44% +330 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,119 $596K 0.02% -465 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,108 $593K 0.12% +5 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,106 $592K 0.4% -1,218 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,100 $591K 0.49% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,093 $589K 0.05% +22 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,137 $588K 0.2% +321 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,082 $586K 0.06% +81 13F-HR/A Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,061 $580K 0.03% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,060 $580K 0.45% -15 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,060 $579K 0.18% +142 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,059 $579K 0.04% +11 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,103 $579K 0.25% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $577K 0.06% -100 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,050 $577K 0.59% -150 13F-HR Timeline