Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 29,548 $4.13M 0.16% +203 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29,480 $4.12M 0.04% +3,780 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 34,191 $4.11M 2.19% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 29,461 $4.11M 0.92% -928 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 29,459 $4.11M 3.08% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 29,296 $4.09M 0.32% +284 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 29,272 $4.09M 0.01% -1,015 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 29,075 $4.06M 0.79% -20,027 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 28,982 $4.05M 0.43% +21,796 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 28,942 $4.04M 1.11% -60 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 44,822 $4.03M 2.12% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 28,876 $4.03M 0.96% -646 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 28,819 $4.02M 0.36% -3,914 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 28,815 $4.02M 1.53% -26,000 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 28,809 $4.02M 0.11% -161 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 28,710 $4.01M 1.61% +1,180 13F-HR Timeline Group DCF Advisers, LLC More: the full row for DCF Advisers, LLC 28,500 $3.98M 1.04% -6,500 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 28,335 $3.96M 0.17% +10,228 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 28,317 $3.95M 1.37% -496 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 28,205 $3.94M 0.14% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,195 $3.94M 0.12% -6,250 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 28,157 $3.93M 0.69% +227 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 27,766 $3.88M 0.26% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 27,717 $3.87M 0.07% -2,943 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 27,682 $3.87M 0.12% +7,158 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 27,576 $3.85M 0.27% -1,735 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 28,506 $3.85M 0.05% +87 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 27,500 $3.84M 8.21% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 149,302 $3.84M 0.23% +24,953 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,473 $3.84M 0.13% -7,961 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 27,311 $3.81M 0.52% +800 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 27,240 $3.8M 2.16% -626 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 27,167 $3.79M 0.34% +2,203 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 27,162 $3.79M 1.69% +104 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 27,156 $3.79M 0.51% -9,746 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 27,121 $3.79M 0.09% new 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 26,975 $3.77M 2.43% -1,500 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 26,922 $3.76M 2.58% -5,156 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 29,958 $3.75M 0.08% +10,186 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,873 $3.75M 0.03% +4,859 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 26,834 $3.75M 0.4% -42,184 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 26,698 $3.73M 0.29% -98 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 26,664 $3.72M 0.52% +1,997 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 28,250 $3.72M 0.37% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 26,643 $3.72M 1.05% +100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 26,624 $3.72M 1.14% -11 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 26,607 $3.72M 0.68% -1,842 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26,589 $3.71M 0.46% +23,057 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 26,541 $3.71M 1.61% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 26,464 $3.7M 0.05% +2,650 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 26,458 $3.69M 0.91% -2,825 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 26,450 $3.69M 0.25% -19,411 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,443 $3.69M 0.14% -17,156 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 26,378 $3.68M 0.25% +187 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 26,296 $3.67M 1.17% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 26,259 $3.67M 0.32% -84,454 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 26,189 $3.66M 0.05% -4,395 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 26,172 $3.65M 0.3% +10,406 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 26,039 $3.64M 0.26% +2,280 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,010 $3.63M 0.13% -950 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 26,007 $3.63M 0.44% +8,746 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,989 $3.63M 0.12% +6,632 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,985 $3.63M 0.09% -4,702 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 28,463 $3.62M 0.71% +13,261 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25,823 $3.61M 0.04% -7,530 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 25,781 $3.6M 1.66% -2,730 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 25,763 $3.6M 0.4% -5,155 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 25,696 $3.59M 0.26% -4,334 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 25,536 $3.57M 0.22% -34,751 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 25,508 $3.56M 0.84% -172 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 32,396 $3.56M 0.1% +3,750 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 25,460 $3.55M 0.79% -2,638 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 25,334 $3.54M 0.05% -36,636 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 25,323 $3.54M 1.25% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 25,310 $3.53M 3.41% -3,643 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 25,286 $3.53M 0.93% -1,508 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 25,257 $3.53M 0.77% -13,236 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 25,247 $3.52M 2.52% new 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 25,244 $3.52M 2.51% -16,317 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 25,222 $3.52M 0.39% -9,149 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 25,045 $3.5M 0.49% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 24,859 $3.47M 0.16% -5 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 24,789 $3.46M 0.4% -1,181 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 24,784 $3.46M 0.05% +1,386 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 24,696 $3.45M 0.26% -6,529 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 24,594 $3.43M 0.29% +2,488 13F-HR/A Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 24,556 $3.43M 0.51% -9,694 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24,538 $3.43M 0.22% -2,289 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 24,507 $3.42M 0.21% -2,147 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 24,410 $3.41M 0.17% -531 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 24,288 $3.39M 1.4% -31,696 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 24,242 $3.38M 0.26% -16,448 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 53,502 $3.38M 0.06% -9,374 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 24,232 $3.38M 0.1% -1,871 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 24,154 $3.37M 2.33% -625 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 24,097 $3.36M 2.45% -400 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 24,045 $3.36M 0.8% +5 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,014 $3.35M 0.13% -6,607 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 24,002 $3.35M 0.02% -3,754 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 23,976 $3.35M 1.42% -801 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 23,895 $3.34M 1.09% -12,436 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 23,837 $3.33M 0.06% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 23,800 $3.32M 0.37% +11,187 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 23,780 $3.32M 0.04% -19,862 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,733 $3.31M 0.16% +208 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,715 $3.31M 0.23% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 23,686 $3.31M 0.24% -2,000 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 23,594 $3.29M 0.73% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 23,444 $3.27M 0.34% +1,253 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 23,365 $3.26M 0.7% +2,875 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 23,277 $3.25M 0.7% +100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 23,203 $3.24M 0.09% +278 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 23,159 $3.23M 0.27% -732 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 23,034 $3.22M 0.21% -3,234 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 23,011 $3.21M 0.44% new 13F-HR Timeline OAKTOP CAPITAL MANAGEMENT II, L.P. More: the full row for OAKTOP CAPITAL MANAGEMENT II, L.P. 23,010 $3.21M 0.14% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22,874 $3.19M 0.17% -400 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 22,771 $3.18M 0.15% +3,664 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 22,746 $3.18M 0.33% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 22,701 $3.17M 0.37% -6,649 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 22,669 $3.17M 1.28% -292 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 22,624 $3.16M 0.11% +8,040 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 22,789 $3.15M 0.09% +12,335 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 22,537 $3.15M 0.46% +2,689 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 22,524 $3.15M 0.04% -21,603 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 22,494 $3.14M 1.28% -888 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,424 $3.13M 0.18% +241 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 22,412 $3.13M 0.59% -1,941 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,355 $3.12M 0.04% -144 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 22,350 $3.12M 1.02% -1,841 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 22,331 $3.12M 0.26% -600 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 22,195 $3.1M 0.13% -831 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 22,191 $3.1M 0.2% +3,599 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 22,188 $3.1M +1,824 Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,165 $3.09M 1.66% -34 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 22,118 $3.09M 1.15% -3,575 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 21,960 $3.07M 0.94% -9,600 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 21,870 $3.05M 0.64% -5,285 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 21,865 $3.05M 0.16% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 21,865 $3.05M 0.67% -7,073 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,859 $3.05M 0.24% +37 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 21,859 $3.05M 2.19% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 21,586 $3.01M 0.44% +2,973 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 21,573 $3.01M 0.02% +32 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 21,466 $3M 0.19% -2,403 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21,464 $3M 0.12% -475 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,452 $3M 0.18% +8,612 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 21,414 $2.99M -4,400 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,320 $2.98M 0.2% +2,174 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 21,302 $2.97M 0.09% -1,586 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 21,278 $2.97M 0.26% -18,345 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 21,261 $2.97M 0.03% +4,000 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 21,239 $2.97M 0.28% -2,190 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 21,174 $2.96M 1% 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 21,125 $2.95M 0.11% +199 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 21,002 $2.93M 0.17% +3,658 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 20,979 $2.93M 0.73% -1,763 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 20,955 $2.93M 0.33% -337 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 20,953 $2.93M 0.1% +9,961 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 20,896 $2.92M 0.01% +11,898 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,824 $2.91M 0.1% -399 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 20,801 $2.9M 0.05% +118 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 20,800 $2.9M 1.69% -38,300 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,780 $2.9M 0.29% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 20,765 $2.9M 0.08% +1,184 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 20,759 $2.9M 0.65% -1,570 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 20,719 $2.89M 0.24% 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 20,683 $2.89M 1.53% -210 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,681 $2.89M 0.11% +4,178 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 20,646 $2.88M 0.09% +970 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,585 $2.87M 0.09% +10,618 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,557 $2.87M 0.06% -7,022 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 20,482 $2.86M 0.17% +4,120 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 20,462 $2.86M 0.51% -3,223 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 20,461 $2.86M 1.35% -1,521 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 20,446 $2.85M 0.16% +858 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 20,432 $2.85M 1.03% -3,750 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 20,418 $2.85M 1.15% -27 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 20,390 $2.85M 1.23% +18,293 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 20,131 $2.81M 0.65% -52,595 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 20,123 $2.81M 0.02% -579 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,096 $2.81M 0.25% +2,882 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 20,059 $2.8M 0.83% -677 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 19,901 $2.78M 0.56% +7,901 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 19,898 $2.78M 0.62% +538 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 19,897 $2.78M 0.24% +5,026 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 30,510 $2.78M 4.77% -3,590 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 19,868 $2.77M 0.17% -1,402 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 19,840 $2.77M 1.43% -7,557 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 19,789 $2.76M 0.66% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 19,752 $2.76M 2.33% -7,250 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,747 $2.76M 0.33% -200 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 19,718 $2.75M 0.52% +1,374 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19,654 $2.74M 0.19% +2,109 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 19,625 $2.74M 0.28% -2,318 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 19,615 $2.74M 2.21% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 19,584 $2.73M 0.48% +844 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 19,579 $2.73M 1.71% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 19,565 $2.73M 0.19% +7,825 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 19,551 $2.73M 1.11% -1,559 13F-HR Timeline