EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 39,288 $1.32M 0.02% -7,840 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 39,142 $1.31M 0.28% -2,325 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 38,763 $1.3M 0.02% +787 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 38,642 $1.3M 0.09% +17,395 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 38,567 $1.29M 0.08% +4,338 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 38,520 $1.29M 0.11% +11,142 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 34,451 $1.29M 0.13% +21,310 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 38,256 $1.28M 0.94% -818,678 13F-HR/A Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 38,108 $1.28M 0.28% new 13F-HR/A Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 38,104 $1.28M 0.38% -647 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 37,995 $1.27M 0.11% -11,753 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 37,954 $1.27M 0.03% +52 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 37,508 $1.26M 0.1% +24,663 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 37,377 $1.25M 0.05% +10,059 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 37,328 $1.25M 0.13% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 37,279 $1.25M 0.05% -1,000 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 37,261 $1.25M <0.01% -8,133 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 37,214 $1.25M 0.08% +20,542 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,158 $1.25M 0.07% -1,110 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 51,062 $1.24M 0.03% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 36,488 $1.22M 0.08% +4,012 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 36,413 $1.22M 0.06% +1,750 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,170 $1.22M 0.07% +4,365 13F-HR/A Timeline Manske Wealth Management More: the full row for Manske Wealth Management 36,244 $1.22M 0.37% -1,925 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 36,148 $1.21M 0.05% -2,253 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 36,109 $1.21M 0.02% -11,041 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 35,671 $1.2M 0.29% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 35,505 $1.19M 0.68% +400 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 35,501 $1.19M 0.04% +11,465 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 31,799 $1.19M 0.13% +8,696 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 35,411 $1.19M 0.14% -786 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 35,322 $1.19M 0.01% -2,540 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 35,083 $1.18M 0.32% -2,970 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,066 $1.18M 0.06% +2,344 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 35,014 $1.17M 0.08% +7,579 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 34,786 $1.17M 0.15% -19,567 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 34,750 $1.17M 0.05% +2,950 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 34,729 $1.17M 0.04% -8,507 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 34,700 $1.16M 0.04% +11,760 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,599 $1.16M 0.02% -724 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 34,335 $1.15M 0.03% -2,856 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 34,334 $1.15M 0.03% +7,559 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 34,303 $1.15M 0.12% +4,518 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 30,830 $1.15M 0.85% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 30,801 $1.14M 0.03% -6,126 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 34,034 $1.14M 0.07% -2,209 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 33,930 $1.14M 0.09% -258 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 33,900 $1.14M 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 33,755 $1.13M 0.05% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 33,730 $1.13M 0.28% -9,945 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 33,607 $1.13M 0.49% -3,670 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 33,318 $1.12M 0.05% +1,528 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,263 $1.12M 0.05% +10,559 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 33,161 $1.11M 0.04% +4,109 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 33,126 $1.11M 0.01% -52 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 33,046 $1.11M 0.03% +966 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 32,952 $1.11M 0.28% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 32,882 $1.1M 0.03% +1,820 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 32,410 $1.09M 0.42% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 32,404 $1.09M 0.08% +5,425 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 32,344 $1.09M 0.02% -1,074 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,179 $1.08M 0.03% +312 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 32,136 $1.08M 0.07% -1,594 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 32,149 $1.08M 0.06% +10,303 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 32,059 $1.08M 0.02% +6,743 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 32,004 $1.07M <0.01% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 32,000 $1.07M 0.78% +22,000 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 32,000 $1.07M 0.78% +22,000 13F-HR/A Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 31,992 $1.07M 0.96% -445 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 31,974 $1.07M 0.1% +15,097 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 31,911 $1.07M 0.06% -2,214 13F-HR Timeline Ariose Capital Management Ltd More: the full row for Ariose Capital Management Ltd 31,900 $1.07M 0.36% -64,900 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 31,690 $1.06M 0.01% -8,694 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 31,639 $1.06M 0.42% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 31,628 $1.06M 1.14% -3,354 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 31,492 $1.06M 0.04% -1,500 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 31,458 $1.06M 0.29% -5,367 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 31,448 $1.06M 0.06% -165 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,440 $1.05M 0.02% -1,513 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 31,357 $1.05M 0.1% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 31,334 $1.05M 0.83% +3,925 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 31,326 $1.05M 1.09% -28,035 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 31,164 $1.05M 0.4% +599 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 31,066 $1.04M <0.01% +316 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 31,061 $1.04M 0.07% +8,528 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 30,964 $1.04M 0.01% +1,846 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30,664 $1.03M 0.09% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 30,607 $1.03M 0.11% -4,276 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 30,551 $1.02M 0.04% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 30,340 $1.02M 0.07% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 30,336 $1.02M 0.17% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 30,315 $1.02M 0.02% +2,446 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 30,162 $1.01M 0.12% +1,310 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,361 $1.01M 0.11% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 30,000 $1.01M 0.06% +15,000 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 29,935 $1M 0.07% +5,350 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 29,859 $1M 0.05% +208 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 29,812 $1M 0.31% -1,376 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 29,805 $1M 0.04% -1,000 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 29,679 $996K 0.08% -4,450 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 29,605 $993K 0.02% +17,958 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 29,432 $987K 0.61% -1,227 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 29,409 $987K 0.01% -8,634 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 29,350 $985K 0.11% -21,200 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 29,017 $974K 0.27% -5,583 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 29,014 $973K 0.02% -698 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 28,985 $972K 0.07% -4,891 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,910 $970K 0.03% +2,732 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 28,906 $970K 0.28% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 28,847 $968K 0.12% -117 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 23,284 $967K 0.1% +14,470 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 28,821 $967K 0.47% +90 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 28,816 $967K 0.03% -4,721 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 28,807 $966K 0.07% -2,615 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 28,775 $965K 0.09% +2,700 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 28,747 $964K 0.05% +15,018 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 28,646 $961K 0.02% new 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 28,607 $960K 0.24% -2,916 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 28,605 $960K 0.07% -6,378 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 28,450 $955K 0.09% -1,008 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 28,404 $953K 0.62% -400 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 28,314 $950K <0.01% +803 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 24,724 $946K 0.25% -3,217 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 28,076 $942K 1.18% -3,908 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,054 $941K 0.04% +24 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 28,029 $940K 0.02% +1,529 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 27,945 $938K 0.19% -111 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 27,888 $936K 0.32% +130 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 27,838 $934K 0.02% -500 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 27,803 $933K 0.37% +13,959 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 27,729 $930K 0.03% +18,586 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 41,412 $928K 0.15% -8,031 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 8,790 $927K 0.39% -218 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 27,531 $924K 0.48% -215 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 27,530 $924K 0.43% +30 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 27,483 $922K 0.31% -336 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 27,403 $919K 0.39% +155 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 27,377 $918K 0.64% +3,586 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 27,197 $912K 0.11% -4,058 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 27,106 $909K 0.15% +4,646 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 27,105 $909K 0.2% +1,871 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 27,043 $907K 0.13% -4,007 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 26,969 $905K 0.37% -609 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 26,965 $905K 0.01% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 26,936 $904K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 26,863 $901K 0.07% +4,292 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 26,816 $900K +1,781 Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 26,634 $894K 0.09% +77 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,630 $893K 0.04% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 26,459 $888K 0.37% -657 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 26,400 $886K 0.1% -188,900 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 26,284 $882K 0.03% +5,421 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 26,148 $877K 0.34% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 26,120 $876K 0.06% -1,243 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 26,062 $874K 0.81% -174 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,057 $871K +11,445 Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 25,963 $871K 0.35% -7,142 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25,932 $870K 0.07% -5,766 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 25,885 $868K 0.49% -2,265 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 25,728 $863K 0.16% -6,354 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,683 $862K 0.02% -8,994 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25,682 $862K <0.01% -1,665 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 25,672 $861K 0.06% +11,519 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 25,615 $859K 0.08% -10,003 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 25,412 $853K 0.02% +3,169 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 25,310 $849K 0.11% -3,259 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 25,272 $848K +350 Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 25,265 $848K 0.24% -412 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 25,264 $848K 0.2% -22,342 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 25,252 $847K 0.21% +313 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 25,239 $847K 0.29% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 25,000 $839K 0.25% new 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 25,000 $839K 0.3% new 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 25,000 $839K 0.31% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 24,968 $838K 0.05% -78 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 24,841 $833K 0.01% -399 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 24,768 $831K 0.31% +18,408 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,713 $829K 0.05% +4,583 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 24,647 $827K 0.74% -2,225 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,121 $824K 0.06% +1,857 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 24,432 $820K 0.11% +15,380 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 27,892 $819K 0.01% -24,709 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 24,353 $817K 0.11% +2,759 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 24,300 $815K 2.36% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 24,250 $814K 0.07% -1,053 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,089 $808K 0.07% -5,275 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 24,074 $808K 0.28% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 23,420 $808K 0.01% -2,565 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. 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