PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,765 $1.27M 0.11% new 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 5,763 $1.27M 0.83% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,752 $1.27M 0.33% new 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 5,736 $1.27M 0.37% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,685 $1.26M 0.04% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,655 $1.25M 0.04% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,646 $1.25M 0.28% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,619 $1.24M 0.05% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,619 $1.24M 0.15% new 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,594 $1.24M 0.42% new 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 5,594 $1.24M 0.68% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,593 $1.24M 0.02% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,584 $1.23M 0.15% new 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 5,580 $1.23M 0.59% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,533 $1.22M 0.08% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,532 $1.22M 0.07% new 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 5,530 $1.22M 0.14% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,528 $1.22M 0.02% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 5,749 $1.22M 0.2% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,520 $1.22M 0.06% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,498 $1.22M 0.06% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,480 $1.21M 0.04% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,467 $1.21M 0.29% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,464 $1.21M 0.36% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,444 $1.2M 0.09% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,429 $1.2M 0.02% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,380 $1.19M 0.09% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 5,373 $1.19M 0.23% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,365 $1.19M 0.14% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,353 $1.18M 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,353 $1.18M 0.08% new 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 5,342 $1.18M 0.74% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,340 $1.18M 0.25% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,337 $1.18M 0.23% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,332 $1.18M 0.16% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,326 $1.18M 0.01% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,320 $1.18M 0.04% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 5,307 $1.17M 0.43% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,268 $1.16M 0.34% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,268 $1.16M 0.23% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,261 $1.16M 0.02% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,246 $1.16M 0.14% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,239 $1.16M 0.13% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,233 $1.16M 0.32% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,215 $1.15M 0.05% new 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,247 $1.15M 0.1% new 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,208 $1.15M 0.07% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,198 $1.15M 0.47% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,197 $1.15M 0.31% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,182 $1.15M 0.2% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,175 $1.14M 0.01% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,165 $1.14M 0.12% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,157 $1.14M 0.05% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,151 $1.14M 0.45% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,146 $1.14M 0.23% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,140 $1.14M 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,121 $1.13M 0.08% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,094 $1.13M 0.07% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,081 $1.12M 0.21% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,061 $1.12M 0.03% new 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 5,061 $1.12M 0.35% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,057 $1.12M 0.27% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,041 $1.11M 0.28% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,500 $1.11M 0.17% new 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,015 $1.11M 0.22% new 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 5,000 $1.11M 0.79% new 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 5,000 $1.11M 0.05% new 13F-HR Timeline WATER ISLAND CAPITAL LLC More: the full row for WATER ISLAND CAPITAL LLC 5,000 $1.11M 0.12% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 5,000 $1.11M 0.18% new 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 5,000 $1.11M 0.12% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,982 $1.1M 0.02% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,955 $1.1M 0.24% new 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 4,948 $1.09M 0.02% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,935 $1.09M 0.79% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,930 $1.09M <0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,927 $1.09M 0.02% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 4,900 $1.08M 0.26% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,892 $1.08M 0.03% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,888 $1.08M 0.14% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,868 $1.08M 0.02% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,827 $1.07M 0.14% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,815 $1.06M 0.01% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,810 $1.06M 0.18% new 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,809 $1.06M 0.59% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,782 $1.06M 0.21% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,060 $1.05M 0.15% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,749 $1.05M 0.02% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,744 $1.05M 0.11% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,738 $1.05M 0.2% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,731 $1.05M 0.27% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,859 $1.04M 0.01% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,720 $1.04M 0.71% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,710 $1.04M 0.14% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,674 $1.03M 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,670 $1.03M 0.02% new 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 4,650 $1.03M 0.35% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,638 $1.03M 0.13% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,633 $1.02M 0.06% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,633 $1.02M 0.71% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,621 $1.02M 0.09% new 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 4,600 $1.02M 0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,582 $1.01M 0.03% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,575 $1.01M 0.37% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,569 $1.01M 0.11% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,550 $1M 0.17% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,506 $996K <0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,861 $992K 0.19% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,484 $991K 0.16% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,480 $990K 0.13% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,475 $989K 0.07% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,475 $989K 0.65% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,468 $988K 0.01% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,450 $984K 0.08% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,447 $983K 0.27% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,440 $982K 0.15% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,816 $981K 0.02% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,425 $978K 0.18% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,417 $977K 0.39% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,403 $973K 0.05% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,400 $973K 0.24% new 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 4,379 $968K 0.03% new 13F-HR Timeline Group MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 4,307 $964K 0.98% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,357 $963K new Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,345 $961K 0.07% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,333 $958K 0.06% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,213 $958K 0.19% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,318 $955K 0.85% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,312 $953K 0.06% new 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 4,307 $952K 0.3% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,307 $952K 0.04% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,292 $949K 0.27% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,269 $944K 0.1% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,254 $940K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,253 $940K 0.05% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,136 $934K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,223 $934K 0.03% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,218 $933K 0.65% new 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,209 $931K 0.46% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,166 $921K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,164 $921K 0.01% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,156 $919K 0.36% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,153 $918K 0.06% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,150 $917K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,142 $916K 0.03% new 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,134 $914K new Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,108 $908K 0.03% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,088 $904K 0.11% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,082 $902K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,074 $901K 0.07% new 13F-HR Timeline Group Owlhouse Capital LP More: the full row for Owlhouse Capital LP 4,050 $895K 1.37% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,048 $895K 0.04% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,043 $894K 0.28% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,036 $892K 0.36% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,028 $891K 0.02% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,025 $890K 0.12% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 4,009 $886K <0.01% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,007 $886K 0.12% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,005 $885K 0.04% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,000 $884K 0.02% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,988 $882K 0.35% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,971 $878K 0.08% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,948 $873K 0.23% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,917 $866K 0.39% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,882 $858K 0.22% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,839 $849K 0.74% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,833 $847K 0.97% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,818 $844K 0.27% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,813 $843K 0.07% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,796 $839K 0.16% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,787 $837K 0.05% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,786 $837K 0.03% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,770 $833K 0.39% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,726 $824K 0.04% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,720 $822K 0.4% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,717 $822K 0.04% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,712 $821K 0.07% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,706 $819K 0.04% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,705 $819K 0.11% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,666 $810K 0.33% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,659 $809K 0.08% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,651 $807K 0.42% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,639 $805K 0.05% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,632 $803K 0.05% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,614 $799K 0.15% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,612 $799K 0.16% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,606 $797K 0.48% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,596 $795K 0.04% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,584 $792K 0.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,579 $790K 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,570 $789K 0.03% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,568 $789K 0.15% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,025 $788K 0.02% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,564 $788K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,536 $782K 0.04% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,529 $780K 0.06% new 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,518 $778K 0.16% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,502 $774K 0.07% new 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 3,500 $774K 0.1% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,497 $773K 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,496 $773K 0.05% new 13F-HR Timeline