YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 21,172 $5.45M 0.42% -39 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,125 $5.44M 0.13% +776 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,983 $5.4M 0.05% -1,718 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 20,954 $5.39M 0.17% -216 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20,955 $5.39M 0.25% -167 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 20,842 $5.36M 0.32% +285 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,819 $5.36M 0.13% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,741 $5.34M 0.08% -280 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 20,559 $5.29M -3,902 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,472 $5.27M 0.09% +40 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 20,471 $5.26M 0.08% +2,301 13F-HR Timeline Essex LLC More: the full row for Essex LLC 20,297 $5.22M 1.03% +147 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 20,272 $5.22M 2.4% -481 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,224 $5.21M 0.04% +1,898 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 20,151 $5.19M 0.89% +20,029 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,063 $5.16M 0.16% +10,799 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 20,034 $5.16M 0.11% +6,342 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 19,884 $5.12M 0.26% -17,192 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,798 $5.1M 0.16% +1,497 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,716 $5.07M 1.61% +45 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 19,543 $5.03M -1,981 Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,474 $5.01M 0.19% -622 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 19,468 $5.01M 2.23% -33 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 18,497 $5.01M 2.63% +6,126 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 19,327 $4.97M 0.39% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 19,204 $4.94M 0.41% -1,375 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,189 $4.94M 0.2% +2,485 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 19,162 $4.93M 0.06% +5,635 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,649 $4.92M 0.21% +2,415 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 19,103 $4.92M 0.56% -6,162 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 19,101 $4.92M 0.12% +700 13F-HR Timeline OSSIAM More: the full row for OSSIAM 19,091 $4.91M 0.06% -30,921 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 19,033 $4.9M 2.69% -327 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 18,971 $4.88M 0.22% 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 18,912 $4.87M 1.3% +120 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 18,892 $4.86M 0.67% +177 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 18,770 $4.83M 0.65% -1,647 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,336 $4.83M 0.14% +1,576 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,668 $4.81M 0.1% +4,186 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 18,633 $4.8M 1.01% +15,694 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 18,619 $4.79M 3.13% -8,293 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 18,500 $4.76M 0.44% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 18,488 $4.76M 1.19% +5,564 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 18,482 $4.76M 2.55% +3,847 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 18,477 $4.76M 0.87% +106 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 18,408 $4.74M 0.17% +31 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,399 $4.74M 0.18% +1,066 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,363 $4.73M 0.05% +394 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,197 $4.68M 0.23% +8,368 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 18,133 $4.67M 1.33% -31 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 18,123 $4.66M 0.09% -32 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,916 $4.61M 0.12% +34 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 17,864 $4.6M 0.07% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 17,793 $4.58M 0.09% +8,783 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 17,774 $4.57M 1.43% +14,720 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 17,762 $4.57M 0.42% +3,441 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 17,693 $4.55M 2.85% +194 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,634 $4.54M 0.29% +621 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 17,591 $4.53M 0.62% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 17,516 $4.51M 0.53% -179 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 17,456 $4.49M 2.97% +4,791 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 17,442 $4.49M 0.71% -42 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 17,394 $4.48M <0.01% +3,078 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 17,372 $4.47M 0.84% -278 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 17,348 $4.47M 1.11% +55 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,244 $4.44M 0.12% +5,371 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,229 $4.43M 0.09% +537 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 17,191 $4.42M 0.26% +11,215 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 17,173 $4.42M 2.22% -150 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,145 $4.41M 0.22% -4,750 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 17,028 $4.38M 0.52% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 16,998 $4.38M 1.08% -51 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,935 $4.36M 0.13% -3,130 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,882 $4.35M 0.54% +11,509 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 16,868 $4.34M 4.47% +70 13F-HR Timeline Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 16,864 $4.34M 0.14% new 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 16,810 $4.33M +478 Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 16,857 $4.32M 0.06% -4,401 13F-HR Timeline Group Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 16,636 $4.28M 3.81% -222 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 16,538 $4.26M 0.78% -9,235 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 16,500 $4.25M 1.72% 0 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,309 $4.2M 0.02% -128 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,286 $4.19M 0.08% -510 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 16,229 $4.18M 2.92% -97 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16,201 $4.17M 0.53% +127 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 16,145 $4.16M 0.31% +806 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,203 $4.14M 0.56% -27 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,081 $4.14M 0.27% +1,970 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 15,981 $4.11M 1.53% +811 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 15,973 $4.11M 0.26% +8,592 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 15,958 $4.11M 0.25% -100 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 15,947 $4.1M 3.86% +1,554 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 15,940 $4.1M 0.04% +7,285 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,938 $4.1M 0.1% +570 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,933 $4.1M 0.52% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 15,900 $4.09M 2.01% -389 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 15,861 $4.08M 0.32% -1,541 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 15,860 $4.08M 2.97% -455 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 15,736 $4.05M 0.17% -89 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,715 $4.04M 0.1% +7,056 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,697 $4.04M 0.18% +2,696 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 15,686 $4.04M 0.87% +10,135 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,658 $4.03M 0.11% +1,776 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,616 $4.02M 0.32% +1,137 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 15,600 $4.02M 1.88% +533 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 15,583 $4.01M 0.82% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,565 $4.01M 0.09% +6,245 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,374 $4M 0.16% +4,569 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,521 $3.99M 0.19% -101 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 15,447 $3.98M 4.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 15,437 $3.97M 1% +50 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,424 $3.97M 0.27% -2,666 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,369 $3.96M 0.52% +6,475 13F-HR/A Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 15,264 $3.93M 0.36% -894 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,252 $3.93M 0.21% -127 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 15,151 $3.9M 0.09% +751 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 15,137 $3.9M 2.16% +15,102 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,135 $3.9M 0.09% +477 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 15,125 $3.89M 0.87% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,382 $3.89M 0.15% +4,063 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,056 $3.88M 0.02% +855 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 15,037 $3.87M 0.48% +29 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 15,023 $3.87M 0.01% -300 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 14,959 $3.85M 1.29% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,900 $3.84M 0.08% -149 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 14,734 $3.79M 1.46% -47 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,733 $3.79M 0.05% +536 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 14,610 $3.76M 0.24% +1,610 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 14,575 $3.75M 2.12% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,539 $3.74M 0.57% -1,332 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,478 $3.73M 0.4% +263 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,475 $3.73M 0.06% +5,251 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 14,436 $3.72M 2.15% +14,247 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,392 $3.7M 0.14% -3,414 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,384 $3.7M 0.09% +531 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,352 $3.69M 0.42% +116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 14,336 $3.69M 1.38% -75 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,286 $3.68M 0.03% -118 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,223 $3.66M 0.07% +1,507 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 14,195 $3.65M 0.81% -4,032 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 14,161 $3.64M 0.17% +1,577 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 14,123 $3.64M 0.22% +4,486 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 14,071 $3.62M 0.36% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 14,050 $3.62M 0.43% -310 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,041 $3.61M 0.22% +684 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 14,019 $3.61M 0.2% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 14,007 $3.61M 0.28% +4,767 13F-HR Timeline Group NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 13,969 $3.6M 0.13% -141 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 13,947 $3.59M 0.85% +214 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 13,921 $3.58M 2.32% -5,724 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 13,875 $3.57M 0.28% +767 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 13,846 $3.56M 0.95% -2,078 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,814 $3.56M 0.1% +682 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 13,801 $3.55M 0.85% -25 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,800 $3.55M 1.15% -104 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 13,729 $3.53M 0.52% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,712 $3.53M 0.34% -28,686 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 13,679 $3.52M 0.62% -1,156 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,679 $3.52M 0.1% -102 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,546 $3.49M 0.44% -1,373 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 13,317 $3.43M 1.2% +3,067 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 13,279 $3.42M 0.21% new 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,235 $3.41M 0.12% +2,081 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,209 $3.4M 0.23% +915 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,203 $3.4M 1.01% +1,439 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,129 $3.38M 1% -40 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,078 $3.37M 0.07% +221 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,073 $3.36M 0.03% -18 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 13,073 $3.36M 1.59% -404 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 13,068 $3.36M 0.05% +3,043 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,024 $3.35M 0.06% +7 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 13,021 $3.35M 1.74% -41 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 12,973 $3.34M 0.99% +939 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 12,902 $3.32M 0.83% +6,371 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 12,889 $3.32M 0.3% +294 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 12,880 $3.32M 0.84% +7,962 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,725 $3.28M 0.15% +33 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,702 $3.27M 0.11% -1,143 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,581 $3.24M 0.06% +278 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,553 $3.23M 0.45% -575 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,544 $3.23M 0.07% +465 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,526 $3.22M 0.68% +747 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 12,462 $3.21M 2% +112 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,449 $3.2M 0.07% -628 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 12,313 $3.17M 0.77% +50 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,264 $3.16M 0.65% -12 13F-HR Timeline Burford Brothers, Inc. 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