Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,083 $4.89M 0.28% +854 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 13,073 $4.89M 2.28% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 13,061 $4.88M 0.97% -695 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,950 $4.84M 0.19% -21 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,807 $4.79M 0.21% -1,606 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,806 $4.79M 0.45% +841 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,771 $4.77M 0.31% -1,559 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,760 $4.77M 0.43% +1,877 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 12,713 $4.75M 1.06% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 12,687 $4.74M 0.09% +756 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,686 $4.74M 0.11% +1,164 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,617 $4.72M 0.42% +4,942 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,577 $4.7M 0.09% +730 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,556 $4.69M 0.06% +5,095 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,545 $4.69M 0.12% +1,048 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,441 $4.65M 0.69% -281 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,374 $4.62M 0.12% +12 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,358 $4.62M 0.62% -1,998 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,322 $4.61M 0.46% -171 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 12,308 $4.6M 0.4% +196 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,275 $4.59M 0.3% +289 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,246 $4.58M 0.34% +471 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,224 $4.57M 0.14% +2,029 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 12,220 $4.57M 1.38% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,218 $4.57M 0.46% -492 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 12,165 $4.55M 2.69% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 12,113 $4.53M 0.54% +312 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,093 $4.52M 0.07% -1,859 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 12,072 $4.51M 0.88% -173 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 12,043 $4.5M 0.44% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 12,002 $4.49M 0.62% -185 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,978 $4.48M 1.64% +122 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 11,923 $4.46M 0.34% +3,453 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 11,914 $4.45M 0.01% -8,800 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 11,910 $4.45M 0.62% -928 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,841 $4.43M 0.16% +5,303 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11,798 $4.41M 0.05% +108 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 11,771 $4.4M 2.04% -115 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 11,750 $4.39M 0.05% -6,898 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 11,711 $4.38M 1.37% -5,095 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 11,678 $4.36M 0.5% +1,266 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,620 $4.34M 0.11% -5,776 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 11,593 $4.33M 0.02% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,554 $4.32M 0.29% +840 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,539 $4.31M 0.17% +709 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,515 $4.3M 0.28% +3,086 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,483 $4.29M 0.12% -1,621 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,478 $4.29M 0.1% +73 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 14,204 $4.28M 0.06% +2,803 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 11,447 $4.28M 2.33% +254 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,424 $4.27M 0.19% -191 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 11,413 $4.26M 1.63% +2,928 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,324 $4.23M 0.13% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,271 $4.21M 0.9% -521 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 11,256 $4.21M 0.09% +383 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 11,218 $4.19M 0.05% +262 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,211 $4.19M 0.06% +384 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 11,190 $4.18M 2.63% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 11,159 $4.17M 2.69% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,157 $4.17M 0.87% +279 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 11,130 $4.16M 0.2% -152 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,540 $4.16M 1.33% -18 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 11,064 $4.13M 3.89% +1,213 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,046 $4.13M 0.21% -701 13F-HR Timeline OSSIAM More: the full row for OSSIAM 11,032 $4.12M 0.05% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,026 $4.12M 0.52% -8,698 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 11,024 $4.12M 0.25% +7,069 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 11,000 $4.11M 2.64% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 10,999 $4.11M 0.55% +467 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 10,995 $4.11M 2.2% -393 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10,948 $4.09M 0.95% +182 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,936 $4.09M 0.18% -207 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,915 $4.08M 0.19% -418 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,960 $4.07M 1.41% -76 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,880 $4.07M 0.36% -229 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,831 $4.05M 0.59% +147 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,808 $4.04M 0.15% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,799 $4.04M 0.1% -447 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 10,797 $4.04M 0.58% +859 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,682 $4.03M 2.15% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,784 $4.03M 0.06% +512 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,757 $4.02M 0.49% +1,885 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,705 $4M 0.46% -722 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,621 $3.97M 0.15% +104 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,591 $3.96M 0.13% +44 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,589 $3.96M 0.24% -975 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,586 $3.96M 0.04% -1,495 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,584 $3.96M 0.4% +1,481 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,578 $3.95M 0.16% +2,009 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,544 $3.94M 0.1% +1,723 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,410 $3.94M 0.04% -254 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 10,541 $3.94M 2.9% +377 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 10,507 $3.93M 0.6% -318 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,501 $3.92M 0.08% +105 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 10,467 $3.91M 0.02% +599 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,457 $3.91M 0.11% +248 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,448 $3.9M 0.19% +417 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,417 $3.89M 0.11% +238 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 10,405 $3.89M 0.25% +155 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 10,397 $3.89M 1.14% -9,568 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,343 $3.87M 0.04% -53 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 69,169 $3.86M 0.24% +28,344 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 10,324 $3.86M 1.51% -1,933 13F-HR/A Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10,299 $3.85M 0.28% 0 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,276 $3.84M 0.1% +22 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,276 $3.84M 0.28% -280 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,274 $3.84M 0.09% +147 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 10,260 $3.83M 0.08% +432 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,242 $3.83M 0.06% +1,306 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,227 $3.82M 0.32% 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,164 $3.8M 0.43% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 10,155 $3.8M 0.39% -682 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,148 $3.79M 0.33% -412 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 10,140 $3.79M 0.59% +1,285 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 10,109 $3.78M 0.85% +1,845 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,099 $3.77M 0.96% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,078 $3.77M 0.41% -1,822 13F-HR Timeline HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 10,043 $3.75M 0.45% 0 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,935 $3.71M 0.23% +3 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 9,921 $3.71M 1.41% -62 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,900 $3.7M 1.31% -68 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,865 $3.69M 0.04% -283 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,827 $3.67M 0.72% +581 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,825 $3.67M 0.39% -283 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,365 $3.66M 0.87% +1,114 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,798 $3.66M 0.25% -712 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,790 $3.66M 0.22% +269 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,785 $3.66M 0.16% +203 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,739 $3.64M 0.1% +79 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,735 $3.64M 0.24% +681 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,724 $3.63M 0.47% -208 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,719 $3.63M 0.08% -1,631 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,682 $3.62M 0.07% +7,306 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 9,645 $3.6M 2.21% -4,986 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,641 $3.6M 0.12% -1,758 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 9,581 $3.58M 0.17% +212 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,567 $3.58M 0.15% +353 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,548 $3.57M 0.21% -104 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,539 $3.57M +466 Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,529 $3.56M 0.01% +24 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,517 $3.56M 0.31% -818 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,469 $3.54M 0.11% +638 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 9,462 $3.54M 0.54% +486 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,440 $3.53M 1.49% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,438 $3.53M 0.76% -99 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 9,401 $3.51M 0.13% -1,168 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,437 $3.51M 0.77% +697 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 9,382 $3.51M 0.12% +4,986 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,375 $3.5M 0.17% +865 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,369 $3.5M 0.04% +986 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,368 $3.5M 1.43% -37 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 9,352 $3.5M 0.4% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,329 $3.49M 0.47% +381 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 9,318 $3.48M 1.88% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,310 $3.48M 2.67% +130 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,305 $3.48M 0.49% +243 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,286 $3.47M 0.11% +517 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 9,252 $3.46M 2.64% +820 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,246 $3.46M 0.17% +635 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 9,237 $3.45M 0.28% -44 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,217 $3.44M 0.1% +793 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 9,209 $3.44M 2.29% 0 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 9,216 $3.44M 0.24% +14 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,179 $3.43M 0.56% +237 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,199 $3.42M 0.16% -36 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 9,136 $3.41M 0.28% -361 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 9,108 $3.4M 0.55% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,106 $3.4M 0.12% +612 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 9,096 $3.4M 1.85% -6 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,075 $3.39M 0.5% +2,057 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,043 $3.38M 0.06% +805 13F-HR Timeline Group JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 11,898 $3.38M 1.03% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,025 $3.37M 0.22% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 8,992 $3.36M 0.76% +84 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,988 $3.36M 0.1% +1,908 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,982 $3.36M 0.13% -32 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 8,971 $3.35M 0.51% +1,355 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,939 $3.34M 0.99% -1,942 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,870 $3.31M 1.48% +6 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,857 $3.31M 0.16% -3 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,810 $3.29M 0.38% +586 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,688 $3.25M 0.09% +419 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 8,671 $3.24M 0.23% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,654 $3.23M 0.58% +503 13F-HR Timeline VAN STRUM & TOWNE INC. 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