Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,588 $2.88M 1.01% +457 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 11,544 $2.87M 0.06% +333 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 11,535 $2.87M 0.74% -5 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 11,531 $2.87M 2.26% +687 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 11,500 $2.86M 1.78% -4,550 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 11,482 $2.86M 0.01% -577 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 11,441 $2.84M 1% +7,013 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,440 $2.84M 0.2% -886 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 11,408 $2.84M 0.42% 0 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 11,400 $2.83M 2.64% -500 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,366 $2.83M 0.52% -2,204 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 11,347 $2.82M 0.37% +294 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,538 $2.82M 0.27% +1,576 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,953 $2.81M 0.14% +558 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 11,300 $2.81M 0.7% +110 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 11,291 $2.81M 1.81% +795 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 11,200 $2.79M 0.83% -2,800 13F-HR Timeline Group PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 11,186 $2.78M 1.54% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 11,182 $2.78M 1.57% +102 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 11,182 $2.78M 1.3% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,194 $2.78M 0.75% -2,581 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,157 $2.77M 0.29% -3,949 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 11,118 $2.76M 1.85% +258 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 11,089 $2.76M 1.56% -11,495 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 11,076 $2.75M 2.16% +1,048 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 11,040 $2.75M 0.13% -264 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 10,968 $2.73M +5,223 Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 11,570 $2.73M -339 Timeline Arjuna Capital More: the full row for Arjuna Capital 10,977 $2.73M 0.76% -915 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 10,958 $2.72M 0.17% -1,501 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,937 $2.72M 0.04% -1,740 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,901 $2.71M 1.34% -291 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,464 $2.71M 0.23% +153 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,878 $2.7M 2.05% -175 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,608 $2.69M 0.15% +3,145 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,825 $2.69M 1.02% +6 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,783 $2.68M 1.42% +48 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 10,771 $2.68M 0.29% +11 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 10,944 $2.67M 0.41% -56 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,715 $2.66M 0.03% new 13F-HR/A Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,709 $2.66M 0.25% -162 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 10,684 $2.66M 0.33% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,659 $2.65M 0.31% +11 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 10,619 $2.64M 1.17% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 10,616 $2.64M 0.22% +164 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 10,580 $2.63M 0.01% -550 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 10,577 $2.63M 0.56% -5 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,556 $2.62M 1.09% +2,058 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 10,555 $2.62M 0.21% -1,855 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,544 $2.62M 0.14% +295 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,536 $2.62M 0.26% -465 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,531 $2.62M 0.35% -730 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,507 $2.61M 1% -109 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,484 $2.61M 1% +378 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 10,436 $2.6M 0.87% +1,320 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 10,432 $2.59M 0.82% -26 13F-HR/A Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,429 $2.59M 1.29% -125 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,598 $2.59M 0.31% +69 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,370 $2.58M 0.22% +4,713 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 10,350 $2.57M 0.87% +100 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,374 $2.57M 0.57% +835 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 10,321 $2.57M 1.45% +19 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 10,312 $2.56M 1.86% +993 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,293 $2.56M 0.41% +334 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,288 $2.56M 0.21% +95 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 10,265 $2.55M 0.22% -125 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 10,238 $2.55M 0.53% -7,408 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,190 $2.53M 0.69% -90 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,188 $2.53M 0.25% -416 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,171 $2.53M 0.22% +10,161 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,170 $2.53M 0.67% +8,742 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,087 $2.53M 0.2% -400 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 10,125 $2.52M 1.26% -1,758 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,110 $2.51M 0.24% -315 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,102 $2.51M 0.13% -1,697 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,057 $2.5M 0.31% +1,488 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 10,015 $2.49M 0.05% -121 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,011 $2.49M 0.44% +452 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 10,000 $2.49M 1.21% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 9,976 $2.48M 1.35% -220 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,962 $2.48M -352 Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,953 $2.47M 1.03% -373 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,950 $2.47M 1.23% +1,271 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,903 $2.46M 1.14% +38 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 9,901 $2.46M 0.89% -86 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,889 $2.46M 0.44% +149 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,264 $2.46M 0.21% +223 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,863 $2.45M 0.1% -155 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 9,826 $2.44M 0.62% -500 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,805 $2.44M 0.17% +432 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 9,798 $2.44M 0.09% +273 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 9,795 $2.44M 0.67% +149 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 9,795 $2.44M 0.63% -1,138 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,788 $2.43M 0.53% -1,935 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 10,063 $2.43M 1.12% -215 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 9,767 $2.43M 0.09% +343 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,762 $2.43M 0.34% -28 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,758 $2.43M 0.06% -1,395 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 9,753 $2.43M 1.45% -220 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,753 $2.43M 0.09% -1,563 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 9,747 $2.42M 1.04% +59 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 9,725 $2.42M -855 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,712 $2.42M 0.01% -689 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,705 $2.41M 1.05% +2,741 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 9,695 $2.41M 1.46% +11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,675 $2.41M 0.54% -91 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 9,639 $2.4M 0.25% +76 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,624 $2.39M 0.21% -544 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 9,599 $2.39M 0.41% +2,910 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,597 $2.39M 0.91% -414 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 9,596 $2.39M 1.25% +45 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,576 $2.38M 0.26% +37 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 9,564 $2.38M 0.49% -1 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,541 $2.37M 0.17% -234 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 9,534 $2.37M 1.64% -1,320 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 9,524 $2.37M 0.32% -174 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,503 $2.36M 0.62% +166 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,458 $2.35M 0.38% +762 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 9,443 $2.35M 0.14% +672 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,375 $2.33M 0.44% +5,632 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 9,342 $2.32M 0.29% -500 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 9,324 $2.32M 0.53% -441 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,309 $2.31M 0.08% +40 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9,146 $2.31M 2.26% -178 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 9,269 $2.3M -840 Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,253 $2.3M 0.18% +29 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,249 $2.3M 0.26% +3,516 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 9,421 $2.3M 1.2% +4,125 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,218 $2.29M 0.43% -154 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 9,212 $2.29M 1.22% -597 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,205 $2.29M 0.08% +289 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,186 $2.28M 0.12% +203 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,178 $2.28M 0.67% -215 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,136 $2.27M 0.55% +304 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,127 $2.27M 0.2% +56 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,122 $2.27M 0.44% +1,398 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 9,107 $2.26M 0.69% -19 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,105 $2.26M 0.21% +477 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 9,100 $2.26M 2.15% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 9,091 $2.26M 0.2% -1,036 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,072 $2.26M 0.22% -14 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 9,048 $2.25M 1.77% -44 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,021 $2.24M 0.71% +2,345 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,011 $2.24M 0.14% -348 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,988 $2.24M 0.33% +289 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 8,985 $2.23M 1.66% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 8,980 $2.23M 0.79% +88 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 8,974 $2.23M 0.66% -835 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,971 $2.23M 1.06% -253 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 8,968 $2.23M 1.06% -29 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,967 $2.23M 0.5% +57 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,922 $2.22M 0.12% +172 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,912 $2.22M 0.73% -420 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,895 $2.21M 0.13% +1,124 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 8,870 $2.21M 0.78% +7,430 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,840 $2.2M 0.67% -219 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,934 $2.2M 1.02% +335 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,823 $2.19M 0.2% -2,227 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 8,816 $2.19M 0.07% +493 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,795 $2.19M 0.06% +70 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 8,769 $2.18M 0.33% -213 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 8,760 $2.18M 2% +356 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,758 $2.18M 0.64% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,739 $2.17M 0.01% +179 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,700 $2.16M 0.25% +280 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,699 $2.16M 0.42% -96 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,683 $2.16M 0.13% -24 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,681 $2.16M 0.61% -115 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 8,667 $2.16M 0.26% +119 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,667 $2.16M 0.56% -50 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 8,616 $2.14M 1.17% +3 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,609 $2.14M 0.07% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,571 $2.13M 0.24% +648 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,567 $2.13M 0.07% +2,424 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,555 $2.13M 0.28% +365 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,553 $2.13M 0.69% +3 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 8,484 $2.11M 0.67% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,479 $2.11M 0.28% +1,050 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,458 $2.1M 0.17% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,455 $2.1M 0.14% -362 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,448 $2.1M 0.32% -49 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 8,407 $2.09M 1.02% -194 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,378 $2.08M 0.07% +1,019 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,354 $2.08M 0.81% -10 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,352 $2.08M 0.22% +263 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,349 $2.08M 0.09% +544 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,302 $2.06M 0.3% -188 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,286 $2.06M 0.58% -11 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,257 $2.05M 0.2% +50 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,231 $2.05M 0.03% -39 13F-HR Timeline Group STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 8,227 $2.05M 1.66% -14 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. 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