HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 37,737 $7.19M 0.31% +2,443 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 37,712 $7.18M 0.74% -3,919 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 37,681 $7.18M 2.36% -93 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 37,614 $7.16M 3.28% +101 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 37,542 $7.15M 3.91% -208 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 37,341 $7.11M 2.28% -7,126 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 37,327 $7.11M 0.46% -8,308 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 37,295 $7.1M 0.87% -421 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 37,194 $7.08M 2.28% -1,518 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 37,036 $7.05M 1.17% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 36,937 $7.03M 2.91% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 36,926 $7.03M 0.51% -6,370 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 36,914 $7.03M 0.29% +1,470 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 36,900 $7.03M 0.86% +30,200 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 36,898 $7.03M 0.19% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 36,880 $7.02M 0.89% +2,995 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 36,856 $7.02M 1.1% +17,381 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 36,739 $7M 1.06% +1,183 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 36,718 $6.99M 1.1% -351 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 36,700 $6.99M 1.07% +2,731 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 36,685 $6.99M 1.68% -490 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 36,638 $6.98M 2.79% -134 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 36,472 $6.95M 0.41% +106 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 36,406 $6.93M 1.23% -2,625 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 36,374 $6.93M 0.98% +4,383 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 36,328 $6.92M 1.92% -7,758 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36,282 $6.91M 0.88% +27,012 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 36,112 $6.88M 3.32% +8,252 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 36,008 $6.86M 1.01% -36,008 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 35,994 $6.85M 1.02% +114 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 35,481 $6.84M 0.6% +415 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 35,837 $6.83M 2.25% -33 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 35,769 $6.81M 0.55% -74 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 35,760 $6.81M 0.28% -7,000 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 35,575 $6.78M 1.09% -44 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 36,247 $6.77M 0.77% -969 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 35,523 $6.76M 4.44% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 35,470 $6.75M 0.45% -4,075 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 35,387 $6.74M 1.21% +12,650 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 35,330 $6.73M 0.94% +38 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 35,265 $6.72M 0.56% +14,853 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 35,249 $6.71M 2.16% -39,055 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 35,222 $6.71M 3.94% +1,094 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 35,201 $6.7M 2.18% -6,167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 35,091 $6.68M 0.69% +1,444 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 35,005 $6.67M 0.91% -2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 34,948 $6.66M 0.59% +3,447 13F-HR Timeline ANB BANK More: the full row for ANB BANK 34,933 $6.65M 2.92% 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 34,892 $6.64M 2.46% +1,624 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 34,862 $6.64M 0.45% -14,815 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 34,805 $6.63M 2.96% -1,725 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 34,564 $6.58M 1.23% +860 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 34,510 $6.57M 1.4% -149 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 34,465 $6.56M 0.51% -334 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 34,369 $6.55M 0.52% -2,490 13F-HR Timeline CX Institutional More: the full row for CX Institutional 34,284 $6.53M 0.26% +3,108 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 34,150 $6.5M 1.7% -19 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 34,135 $6.5M 3.01% +256 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 34,116 $6.5M 2.28% -75 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 34,053 $6.49M 1.52% -14,847 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 33,885 $6.45M 0.48% +247 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 33,790 $6.43M 2.3% -10,407 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 33,728 $6.42M 6.23% -3,100 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 33,725 $6.42M +1,880 Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 33,640 $6.41M 1.6% 0 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 33,541 $6.39M 1.49% -14,663 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 33,477 $6.38M 0.18% -1,674 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 33,409 $6.36M 1.29% +1,576 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 33,368 $6.35M 1.64% -724 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 33,318 $6.35M 0.56% 0 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 33,305 $6.34M 4.62% +3,703 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 33,299 $6.34M 1.73% -822 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 33,195 $6.32M 2.26% +334 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 33,156 $6.31M 1.36% 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 33,144 $6.31M 1.22% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,119 $6.31M 0.35% +11,628 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,016 $6.29M 0.21% +912 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 32,791 $6.24M 1.46% -718 13F-HR Timeline Bell Bank More: the full row for Bell Bank 32,726 $6.23M 0.46% +541 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 32,699 $6.23M 0.63% +16,497 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 32,631 $6.21M 0.13% +1,748 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 32,566 $6.2M 0.03% +18,819 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 32,547 $6.2M 0.54% +6,937 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 32,446 $6.18M 2.3% -1,677 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 32,396 $6.17M 0.83% -4,217 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 32,373 $6.17M 0.91% -340 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 32,360 $6.16M 0.82% +3,245 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32,337 $6.16M 1.3% -269 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 32,337 $6.16M 1.71% -368 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 32,295 $6.15M 4.59% -5,400 13F-HR Timeline STF Management LP More: the full row for STF Management LP 32,161 $6.12M 2.75% +1,094 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 31,602 $6.1M 2.5% +990 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 32,033 $6.1M 0.35% +1,405 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 32,026 $6.1M 1.15% +99 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 32,005 $6.1M 0.55% -18,638 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 31,967 $6.09M 0.83% +380 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 31,951 $6.08M 0.78% +14,800 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 31,912 $6.08M 0.58% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,862 $6.07M 0.42% +1,100 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 31,859 $6.07M 2.79% -200 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 31,857 $6.07M 0.59% +14,350 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 31,782 $6.05M 0.8% -6,909 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 31,739 $6.04M 0.97% -353 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 31,680 $6.03M 0.77% -531 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 31,500 $6M 0.09% +250 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 31,418 $5.98M 2.84% +330 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 31,255 $5.95M 1.53% +3,076 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 31,063 $5.92M 0.92% +726 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 31,039 $5.91M 2.98% -93 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 30,997 $5.9M 0.35% +1,751 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 30,843 $5.87M 1.75% +922 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 30,801 $5.87M 0.34% -32 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 30,799 $5.87M 1.45% +22 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 30,770 $5.86M 0.64% -5,298 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 30,751 $5.86M 4.32% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 30,733 $5.85M 3.22% -1,287 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 30,685 $5.84M 0.25% new 13F-HR Timeline Old Well Partners, LLC More: the full row for Old Well Partners, LLC 30,650 $5.84M 11.14% +11,300 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 30,520 $5.81M 0.36% -1,534 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 30,458 $5.8M 2.3% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,444 $5.8M 0.23% +477 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 30,440 $5.8M 0.52% -2,460 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 30,439 $5.8M 5.61% 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 30,355 $5.78M 2.33% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 30,277 $5.77M 0.61% +189 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 30,211 $5.75M 0.5% +4,127 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 30,163 $5.74M 1.24% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 30,135 $5.74M 0.51% +7,918 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 30,133 $5.74M 0.68% +400 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 30,130 $5.74M 1.18% +3,393 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 30,115 $5.74M 2.97% -715 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 30,100 $5.73M 1.11% +27,600 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 30,043 $5.72M 1.5% +3,587 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 29,526 $5.72M 1.82% -1,605 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 30,020 $5.72M 0.66% +1,746 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 30,020 $5.72M 2.51% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 29,960 $5.71M 2.34% -800 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 29,898 $5.69M 1.38% -581 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 29,857 $5.69M 1.5% -1,844 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 29,850 $5.68M 0.68% +17,594 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 29,709 $5.66M 1.56% +1,586 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 29,655 $5.65M 1.5% +155 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 29,653 $5.65M 0.32% +5 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 29,629 $5.64M 3.41% +9,329 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 29,571 $5.63M 1.97% +58 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 29,560 $5.63M 3.72% -150 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 29,545 $5.63M 0.75% -855 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 29,520 $5.62M 3.45% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 29,458 $5.61M 0.32% -432 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 29,428 $5.6M 0.78% -4,461 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 29,361 $5.59M 0.16% +2,090 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 29,353 $5.59M 0.5% +357 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 29,350 $5.59M 0.17% +1,116 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 29,309 $5.58M 3.52% +162 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 29,210 $5.56M 4.38% -3,720 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 29,153 $5.55M 1.02% -506 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 29,150 $5.55M 1.57% -200 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 29,061 $5.53M 0.97% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 29,001 $5.52M 0.44% -104 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 28,987 $5.52M 2.66% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 28,919 $5.51M 0.19% -63,299 13F-HR/A Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 28,897 $5.5M 0.83% -480 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 28,879 $5.5M 0.66% +1,476 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 28,877 $5.5M 0.74% -1,685 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 28,822 $5.49M 0.43% +102 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 28,806 $5.49M 5.38% -67 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 28,673 $5.46M 0.85% +1,124 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 28,544 $5.44M 2.19% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 28,916 $5.43M 0.45% +205 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 28,487 $5.43M 2.69% 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 28,428 $5.41M 2.49% +397 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28,372 $5.4M 0.07% +92 13F-HR/A Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 28,357 $5.4M 1.26% +649 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 28,351 $5.4M 0.36% +223 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 28,333 $5.4M 0.81% -507 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 28,248 $5.38M 0.42% +2 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 28,144 $5.36M 0.94% +158 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 26,767 $5.35M 0.84% -489 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 28,044 $5.34M 0.66% -131 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 28,044 $5.34M 0.15% +2,390 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 28,041 $5.34M 0.35% -1,186 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 28,015 $5.34M 2.8% -1,265 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,011 $5.33M 0.24% -18,360 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 28,000 $5.33M 0.94% -9,000 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 27,968 $5.33M 1.47% -5 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 27,960 $5.33M 3.19% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 27,744 $5.28M 3% -167 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 27,740 $5.28M 2.56% 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 27,698 $5.27M 0.1% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 27,682 $5.27M 0.71% +14,708 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 27,630 $5.26M 1.5% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27,589 $5.25M 1.76% +199 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 27,572 $5.25M 1.57% +930 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 27,570 $5.25M 0.43% +367 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 27,549 $5.25M 0.34% +589 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 27,544 $5.25M 0.21% -1,463 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 27,543 $5.25M 0.49% +6,823 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 27,523 $5.24M 0.11% +752 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 27,315 $5.2M 2.42% -1,041 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 27,243 $5.19M 3.79% -970 13F-HR Timeline