Roundview Capital LLC More: the full row for Roundview Capital LLC 13,154 $5.12M 0.36% +371 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 27,218 $5.11M 1.12% +14,305 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,138 $5.11M 1.11% -461 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13,115 $5.1M 1.25% -297 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,111 $5.1M +221 Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 13,093 $5.09M 0.23% -56 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 13,082 $5.09M 2.18% +155 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 13,059 $5.08M 1.95% -560 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,000 $5.06M 0.83% -200 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 12,983 $5.05M 0.31% -735 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 12,983 $5.05M 0.72% -207 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,958 $5.04M 0.33% -5,763 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 12,945 $5.04M 0.3% +457 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 12,930 $5.03M 1.6% +689 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 12,924 $5.03M 0.09% -224 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 12,851 $5M 2.45% -243 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,824 $4.99M 0.22% -19 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 12,807 $4.98M 3.72% +73 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,801 $4.98M 0.4% -128 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,729 $4.95M 0.46% -225 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 12,685 $4.93M 0.16% -735 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 12,666 $4.93M 1.29% -30 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 12,653 $4.92M 1.93% -39,639 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,642 $4.92M 0.67% -899 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 12,613 $4.91M 0.69% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,578 $4.89M 0.34% -1,123 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,575 $4.89M 0.66% -22 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,570 $4.89M 0.11% -1,146 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,503 $4.86M 0.62% +1,045 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 12,496 $4.86M 0.63% -1,464 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 12,456 $4.85M 1.43% +53 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 12,435 $4.84M 0.8% +55 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 12,431 $4.84M 0.32% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 12,401 $4.82M 1.25% -125 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 12,393 $4.82M 1.7% -333 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 12,386 $4.82M 0.99% -3,990 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,379 $4.82M 0.47% +55 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,320 $4.79M 0.4% +65 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,296 $4.78M 1.52% +134 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,285 $4.78M 0.22% +583 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 12,258 $4.77M 1.09% +75 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,247 $4.76M 1.63% +23 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 12,245 $4.76M 1.76% +1 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,244 $4.76M 0.82% +304 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 12,232 $4.76M 2.26% -222 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,219 $4.75M 0.38% +2,490 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 72,384 $4.75M 1.59% +37,171 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,204 $4.75M 0.1% +565 13F-HR/A Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 12,183 $4.74M 0.73% +972 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 12,165 $4.73M -2,289 Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 12,102 $4.71M 0.51% +631 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 12,091 $4.7M 1.4% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 12,082 $4.7M 1.83% +84 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,048 $4.69M 0.07% +502 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 12,026 $4.68M 1.84% +1,103 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 12,025 $4.68M 3.37% -82 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 12,004 $4.67M 4.53% 0 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 11,987 $4.66M 0.65% -14 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,979 $4.66M 0.3% +1,304 13F-HR Timeline CTC LLC More: the full row for CTC LLC 11,923 $4.64M 0.47% -1,678 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 11,905 $4.63M 1.88% -65 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 11,895 $4.63M 2.67% +155 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,800 $4.59M 0.3% +262 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,725 $4.56M 1.68% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,721 $4.56M 0.17% +2,623 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,717 $4.56M 1.42% +145 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 11,709 $4.55M 0.9% -25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,660 $4.54M 0.35% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 11,655 $4.53M 1.41% +380 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,289 $4.53M 0.27% -2,347 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,628 $4.52M 1.37% -50 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 11,610 $4.52M 0.57% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 11,597 $4.51M 1.34% -175 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,597 $4.51M 1.44% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,590 $4.51M 0.95% -221 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 11,589 $4.51M 0.46% -1,437 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 11,563 $4.5M 1.16% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,992 $4.49M 0.45% +792 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,541 $4.49M 2.74% +983 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,530 $4.49M 0.5% -1,960 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,512 $4.48M 0.34% +182 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,508 $4.48M 0.43% -349 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 11,490 $4.47M 0.6% -104 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,477 $4.46M 0.33% +76 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 11,452 $4.45M 1.82% -81 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,444 $4.45M 0.1% +526 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,429 $4.45M 0.46% +246 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 11,422 $4.44M 1.28% +384 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 11,397 $4.43M 3.91% 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 11,372 $4.42M 1.42% +42 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 11,370 $4.42M 1.14% +100 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 11,359 $4.42M 0.32% +2,886 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 11,357 $4.42M 0.09% +75 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 11,338 $4.41M 0.62% +372 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,313 $4.41M 0.45% +1,842 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,322 $4.4M 0.57% -135 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,321 $4.4M 0.31% -102 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 11,319 $4.4M 0.5% -506 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 11,310 $4.4M 0.6% 0 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 11,200 $4.36M 1.14% +3,800 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,179 $4.35M 0.56% +115 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 11,168 $4.34M 3.48% 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 11,152 $4.34M 0.01% +6,670 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,164 $4.34M 0.16% -140 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,155 $4.34M 2.28% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,150 $4.34M 0.52% +3,146 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,525 $4.34M 0.2% -3,926 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,120 $4.33M 0.32% -550 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,084 $4.31M 0.44% -29 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 11,066 $4.3M 4.37% -10 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 11,060 $4.3M 2.06% -107 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 11,039 $4.29M 1.2% -54 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 11,003 $4.28M 0.21% +2,265 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11,002 $4.28M 0.8% +211 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 11,001 $4.28M 0.43% -135 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 11,000 $4.28M 0.38% -26 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,991 $4.28M 0.86% +2,472 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,922 $4.25M 2.51% -325 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,900 $4.24M 0.17% +63 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 10,869 $4.23M 1.42% -1,611 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,855 $4.22M 1.12% -377 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,848 $4.22M 0.41% +175 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,784 $4.19M 0.89% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 10,775 $4.19M 0.38% +41 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,774 $4.19M 0.61% +398 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 10,764 $4.19M 0.5% -79 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,739 $4.18M 1.08% +2,788 13F-HR/A Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 10,739 $4.18M 1.39% -29 13F-HR Timeline American Trust More: the full row for American Trust 10,728 $4.17M 0.32% -944 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,723 $4.17M 0.25% -102 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,719 $4.17M 1.08% -132 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,691 $4.16M 1.02% +1,049 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,677 $4.15M 1.71% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 10,655 $4.14M 0.31% -1,285 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 10,430 $4.14M 0.41% +4,346 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,632 $4.13M 0.83% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 10,580 $4.12M 1.25% -347 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 10,564 $4.11M 0.7% -1,500 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,549 $4.11M 2.23% +2,126 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,545 $4.1M 0.33% +1,055 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 9,839 $4.1M 0.77% +1,004 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 10,518 $4.09M 0.16% +103 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 10,514 $4.09M 0.73% +20 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 10,510 $4.09M 2.33% -20 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,503 $4.09M 1.25% -115 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 10,457 $4.07M 0.42% -190 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 10,457 $4.07M 1.87% -100 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 10,440 $4.06M 1.16% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 10,434 $4.06M 0.19% +43 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 10,433 $4.06M 1.72% -168 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,894 $4.05M 0.96% -598 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,766 $4.05M 1.08% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,391 $4.04M 1.22% -74 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 9,749 $4.04M 0.19% -382 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 10,387 $4.04M new Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,370 $4.03M 0.95% +8,189 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 10,295 $4M 0.31% -456 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 10,270 $3.99M 1.29% +124 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 10,244 $3.98M 0.48% +121 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 10,193 $3.96M 0.24% -149 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,193 $3.96M 0.57% +63 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 10,182 $3.96M 1.89% 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,171 $3.96M 0.44% -913 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,167 $3.95M 0.43% -878 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 10,153 $3.95M 0.93% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,152 $3.95M 0.7% -58 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,147 $3.95M 0.81% -1,376 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,141 $3.94M 0.11% +155 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,114 $3.93M 0.8% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,096 $3.93M 0.29% -7,311 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 10,092 $3.93M 0.54% -183 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,061 $3.91M 0.35% -20 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,043 $3.91M 1.39% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,042 $3.91M 0.72% +796 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,025 $3.9M 0.63% new 13F-HR/A Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 10,023 $3.9M 1.77% +21 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 10,005 $3.89M 0.02% +447 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,999 $3.89M -133 Timeline General Partner, Inc. More: the full row for General Partner, Inc. 9,987 $3.88M 2.34% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,963 $3.88M 1.48% -14 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,108 $3.87M 1.23% -203 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 9,945 $3.87M 1.98% +10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,940 $3.87M 0.51% +3,567 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,920 $3.86M 0.03% -66 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 9,903 $3.85M 1.86% -359 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 9,886 $3.85M 2.93% +597 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,837 $3.83M 1.07% -47 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 9,824 $3.82M 1.6% -357 13F-HR Timeline First Dallas Securities Inc. 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