WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 25,390 $937K 0.26% +125 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 25,323 $934K 0.35% +3,453 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 19,117 $931K 0.7% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 25,149 $928K 0.1% +6,492 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 25,100 $926K 0.46% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 25,090 $926K 0.03% +1,684 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 24,895 $919K 0.33% +127 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 24,843 $917K 0.37% -1,120 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 24,841 $917K 0.01% 0 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 24,830 $916K 0.09% -24,966 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 24,766 $914K 0.06% -1,354 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,754 $913K 0.03% +10,247 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,746 $913K 0.05% +33 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 24,725 $912K 0.02% +9,624 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 24,661 $910K 0.33% -578 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 24,618 $908K 0.03% new 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 24,587 $907K 0.19% 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 24,547 $906K 0.82% -100 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 24,438 $902K 0.29% -4,579 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 24,386 $900K 0.53% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,331 $898K 0.06% +10,551 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 24,314 $897K -958 Timeline CX Institutional More: the full row for CX Institutional 24,200 $893K 0.03% +1,774 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,944 $893K 0.03% +3,260 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,181 $892K 0.05% -7,267 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 24,056 $888K 0.2% +14,019 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 23,983 $885K 0.1% -4,864 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 23,954 $884K 0.69% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 23,899 $882K 0.07% -351 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 23,737 $876K 0.39% +96 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,715 $875K 0.07% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 23,690 $874K 0.16% +1,780 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 23,403 $873K 0.01% -17 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 23,582 $870K 0.38% -400 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 23,469 $866K 0.04% -13,908 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23,401 $863K 0.04% +27 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 23,367 $862K 0.03% +1,701 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 23,367 $862K 0.37% -3,092 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 23,215 $857K 0.08% -2,400 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 23,177 $855K 0.2% -200 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 23,150 $854K 0.63% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,123 $853K 0.04% +2,840 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 23,065 $851K 0.04% +5,319 13F-HR Timeline OAKTOP CAPITAL MANAGEMENT II, L.P. More: the full row for OAKTOP CAPITAL MANAGEMENT II, L.P. 23,010 $849K 0.07% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,010 $849K 0.06% -8,051 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 23,006 $849K 0.08% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22,975 $848K 0.03% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 22,943 $847K 0.12% -2,942 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 22,924 $846K 0.09% +1,246 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,892 $845K 0.23% -16,250 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 22,861 $844K 0.02% -20,126 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 22,709 $838K 0.01% +2,479 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 22,706 $838K 0.15% +988 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,664 $836K 0.52% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 22,553 $832K 0.23% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 22,525 $831K 0.14% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 22,507 $831K 0.47% -1,440 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 8,622 $829K 0.36% -168 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 22,460 $829K 0.3% +1,315 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,432 $828K 0.07% -450 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 20,552 $826K -345 Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 22,318 $824K 0.03% +1,100 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 22,163 $818K 0.59% +5,186 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 22,112 $816K 0.1% -549 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 21,889 $808K 0.17% +695 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 21,853 $806K 0.02% -3,830 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 21,849 $806K 0.11% +822 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 21,814 $805K 0.04% +4,472 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,794 $804K 0.09% +100 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 21,697 $801K 0.39% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21,656 $799K 0.06% -4,276 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 21,654 $799K 0.06% -336 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,639 $798K 0.06% +9,271 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,539 $795K 0.05% +1,857 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 21,501 $793K 0.01% -574 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 21,500 $793K 0.21% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 21,478 $793K 0.31% -563 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 23,603 $792K 0.12% -17,809 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 21,435 $791K 0.22% -15 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 21,414 $790K 0.12% +1,085 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 21,343 $788K 0.38% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 21,315 $787K 0.14% -4,413 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 21,236 $784K 0.25% +229 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 21,178 $781K 0.44% -330 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 21,152 $781K 0.69% 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 21,142 $780K 0.62% +236 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,479 $780K 0.03% -632 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 21,110 $779K 0.34% -2,263 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 21,098 $779K 0.25% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 16,509 $778K 0.34% -447 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 21,083 $778K 0.04% +816 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 21,075 $778K 0.03% +240 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 21,065 $777K 0.01% +765 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,006 $775K -5,810 Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,930 $772K 0.08% -433 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 20,904 $771K 0.26% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,791 $767K 0.01% -8,814 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 20,707 $764K 0.05% -72 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 20,696 $764K 0.05% -3,000 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 20,654 $762K 0.4% -1,274 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 20,600 $760K 0.05% -9,600 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 20,559 $759K 0.11% -1,558 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 20,482 $756K 0.12% -210 13F-HR Timeline STF Management LP More: the full row for STF Management LP 20,478 $756K 0.71% -25,144 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 20,445 $754K 0.32% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 20,410 $753K 0.33% -21 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 20,388 $752K 0.14% +444 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 20,373 $752K 0.18% +2,965 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20,339 $751K 0.03% -287 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,298 $749K 0.04% -93 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20,267 $748K 0.25% -397 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 20,201 $745K 0.02% -172,697 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 20,151 $744K 0.01% -572 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 20,100 $742K 0.74% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,080 $741K 0.1% +1,270 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 20,040 $739K 0.07% new 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 20,023 $739K 0.17% 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 20,000 $738K 0.22% 0 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 20,000 $738K 0.23% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,947 $736K 0.1% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 19,871 $733K 0.03% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 19,831 $732K 0.15% +1,000 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,731 $728K 0.01% +1,865 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 19,685 $726K 0.05% +97 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 19,660 $725K 0.02% +1,509 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 19,622 $724K 0.08% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,588 $723K 0.06% +2,055 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,573 $722K 0.06% +17 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 19,530 $721K 0.23% -1,000 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 19,496 $719K 0.04% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 19,417 $716K 0.19% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 19,404 $716K 0.57% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 19,365 $715K 0.38% -59 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 19,272 $711K 0.07% +6,899 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 19,215 $709K 0.3% -535 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 19,168 $707K 0.04% -1,377 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 19,132 $706K 0.07% -1,356 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 13,876 $702K 0.49% -156 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 19,000 $701K 0.09% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,000 $701K 0.28% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 18,993 $701K 0.14% -498 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 18,973 $700K 0.04% +2,012 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 18,927 $698K 0.09% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 18,893 $697K 0.03% +293 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,774 $692K 0.08% +32 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 18,711 $690K 0.08% -1,140 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 18,681 $689K 0.11% +14 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 18,678 $689K 0.18% +218 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,693 $689K 0.15% -194 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 18,660 $689K 0.04% -135,069 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,658 $688K 0.02% -1,407 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 18,650 $688K 0.14% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 18,617 $687K 0.36% -600 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,486 $682K 0.05% +3,531 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 18,460 $681K 0.08% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 18,438 $680K 0.04% +725 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 18,400 $679K 0.05% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 18,366 $678K 0.04% +908 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 18,365 $678K 0.05% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 18,364 $678K 0.18% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 18,331 $676K 0.05% +4,912 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 18,316 $676K 0.41% -785 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 18,308 $676K 0.5% -861 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 18,258 $674K 0.4% -195 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 18,169 $670K 0.43% -551 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,716 $670K 0.08% +8,168 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,650 $668K 0.14% -24 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 18,000 $664K 0.02% +32 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 17,954 $663K 0.09% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 17,945 $662K 0.09% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,928 $662K 0.03% +1,983 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,895 $660K 0.1% +961 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,888 $660K 0.02% +59 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 17,815 $657K 0.01% +2,350 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,807 $657K 0.17% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,800 $657K 0.06% -15 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,108 $656K 0.27% -3,008 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 17,744 $655K 0.06% +8,500 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,692 $653K 0.03% +4,529 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,652 $651K 0.04% +458 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,620 $650K 0.04% +7,174 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 17,571 $649K 0.01% +2,040 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 17,554 $648K 0.05% +436 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 17,550 $648K 0.03% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 13,409 $648K 0.57% 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 17,546 $647K 0.4% -4,019 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 17,544 $647K 0.1% -222 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 17,518 $646K 0.02% +15,917 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,467 $645K 0.06% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 17,432 $643K 0.42% -477 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 17,202 $642K 0.01% new 13F-HR/A Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,378 $641K 0.82% 0 13F-HR Timeline Cordant, Inc. 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