SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 9,290 $1.2M 0.45% -335 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 27,238 $1.2M 0.09% -3,255 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 27,155 $1.2M 0.28% +6,782 13F-HR Timeline Clearline Capital LP More: the full row for Clearline Capital LP 27,100 $1.2M 0.09% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 27,058 $1.19M 0.61% +35 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 27,002 $1.19M 1.16% -3,188 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,960 $1.19M 0.05% +330 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26,827 $1.18M 0.08% -4,025 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 26,812 $1.18M 0.45% -24,251 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 26,796 $1.18M 0.1% -125 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 26,794 $1.18M 0.32% -2,112 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 26,635 $1.18M 0.43% +1,740 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 26,543 $1.17M 0.36% -833 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 26,511 $1.17M 0.18% -532 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 26,324 $1.16M 0.53% +1,505 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 26,285 $1.16M 0.01% +9,890 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 26,268 $1.16M 0.08% -1,009 13F-HR Timeline Bastion Asset Management Inc. More: the full row for Bastion Asset Management Inc. 25,768 $1.16M 0.35% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 26,191 $1.16M 0.09% -2,080 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 26,165 $1.15M 0.02% +9,767 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 26,103 $1.15M 0.04% +1,013 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 26,000 $1.15M 0.59% 0 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 25,970 $1.15M 0.12% +8,503 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 25,910 $1.14M 0.06% -9,681 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 25,814 $1.14M +1,500 Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,760 $1.14M 0.07% +8,140 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25,700 $1.13M 0.01% +11,277 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 25,693 $1.13M 0.45% -455 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 25,686 $1.13M <0.01% -750,249 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 25,686 $1.13M 0.1% -8,530 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 25,680 $1.13M 0.31% +290 13F-HR/A Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 25,565 $1.13M 0.44% -2,413 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 25,544 $1.13M 0.48% -17,045 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 19,117 $1.13M 0.83% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 25,519 $1.13M 0.04% -3,994 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 25,388 $1.12M 0.01% +2,679 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 25,352 $1.12M 0.02% -37,035 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 25,323 $1.12M 0.44% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25,322 $1.12M 0.02% +1,919 13F-HR/A Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 25,000 $1.1M 0.16% new 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 25,000 $1.1M 0.39% new 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 25,000 $1.1M 2.65% -182,800 13F-HR/A Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 24,964 $1.1M 0.11% -185 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 24,941 $1.1M 0.06% -8,983 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,869 $1.1M 0.05% +1,400 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 24,864 $1.1M 0.06% -17,368 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 24,779 $1.09M 0.74% -3,275 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 24,777 $1.09M 0.52% -323 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 24,667 $1.09M 0.16% -1,213 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,397 $1.09M 0.07% -9,626 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 24,616 $1.09M 0.08% -150 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,362 $1.08M 0.07% +1,405 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 24,497 $1.08M 0.96% -50 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,435 $1.08M 0.04% -319 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 24,353 $1.07M 0.22% -234 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 24,305 $1.07M 0.59% -6,000 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 24,191 $1.07M 0.39% -470 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 24,182 $1.07M 0.43% -661 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 24,040 $1.06M 0.28% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 23,891 $1.05M 0.11% +967 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,869 $1.05M 0.07% -312 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 23,837 $1.05M 0.02% -3,128 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,814 $1.05M 0.02% +2,313 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 23,759 $1.05M 0.08% -140 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,715 $1.05M 0.08% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 15,928 $1.05M 0.04% -3,551 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 23,685 $1.05M 0.2% -5 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 23,681 $1.05M 0.04% -43,121 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 23,567 $1.04M 0.81% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,525 $1.04M 0.05% +402 13F-HR Timeline Bedel Financial Consulting, Inc. 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Inc. 23,382 $1.03M 0.46% -200 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 10,876 $1.03M 0.19% +4,830 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23,274 $1.03M 0.06% -127 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 23,200 $1.02M 0.32% -3,707 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 23,177 $1.02M 0.24% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,377 $1.02M 0.12% +1,661 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 23,026 $1.02M 0.05% -39 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 23,042 $1.02M 0.09% +13,345 13F-HR Timeline OAKTOP CAPITAL MANAGEMENT II, L.P. More: the full row for OAKTOP CAPITAL MANAGEMENT II, L.P. 23,010 $1.02M 0.08% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 22,961 $1.01M 0.44% -776 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 15,877 $1.01M 0.42% -632 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 22,931 $1.01M 0.1% -75 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,925 $1.01M 0.03% -1,275 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 22,919 $1.01M 0.09% 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22,888 $1.01M 0.03% -87 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 22,816 $1.01M 0.35% +356 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,742 $1M 0.28% -150 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,499 $993K 0.01% -71,416 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 22,479 $992K 0.11% +685 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 22,329 $985K 0.27% -224 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,199 $980K 0.58% -465 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 22,191 $979K 0.09% +2,111 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,183 $979K 0.06% +644 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 22,125 $976K 0.16% -400 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 22,106 $976K 0.1% -12,530 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 22,037 $972K 0.1% -2,793 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,014 $971K 0.01% +2,283 13F-HR Timeline Group Insight Inv LLC More: the full row for Insight Inv LLC 21,982 $970K 0.53% -525 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21,939 $969K 0.04% +1,600 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 21,943 $968K 0.12% +3,998 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,866 $968K 0.07% +227 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 21,934 $968K 0.07% -1,009 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 21,832 $963K 0.04% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,822 $963K 0.08% -610 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 21,719 $958K 0.05% +2,223 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,563 $957K 0.02% -1,022 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 21,541 $951K 0.01% -3,300 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 21,292 $940K 0.12% -820 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 21,270 $939K 0.06% +9,224 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 21,249 $938K 0.15% +5,245 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,022 $937K 0.07% +312 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,223 $937K 0.04% +7,764 13F-HR/A Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 21,185 $935K 0.36% -158 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 21,128 $932K 0.43% -569 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 21,113 $932K 0.19% -776 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 21,110 $932K 0.43% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 21,058 $929K 0.19% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 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More: the full row for Confluence Wealth Services, Inc. 20,447 $902K 0.03% +3,490 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 20,445 $902K 0.37% 0 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 20,364 $899K -642 Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 19,772 $896K 0.02% +15,637 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 20,234 $893K 0.13% -325 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 20,217 $892K 0.52% -6,042 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,200 $891K 0.02% -591 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 20,108 $887K 0.04% -2,210 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 19,959 $881K 0.04% +88 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,947 $880K 0.12% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 19,848 $876K 0.15% -634 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 19,835 $875K 0.11% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 19,731 $871K 0.05% -1,352 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 19,696 $869K 0.1% +1,236 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 19,676 $868K 0.03% -3,691 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 19,600 $865K 0.06% -1,000 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 19,588 $864K 0.06% -1,119 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,581 $864K 0.03% +2,451 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 19,536 $862K 0.06% -6,596 13F-HR Timeline ANB BANK More: the full row for ANB BANK 19,535 $862K 0.35% -1,943 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 19,491 $860K 0.37% -919 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 19,485 $860K 0.25% -1,950 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 19,482 $860K 0.29% -785 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 19,475 $859K 0.09% -147 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 19,439 $858K 0.3% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 19,415 $857K 0.05% -270 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 19,360 $854K 0.22% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 19,357 $854K 0.05% +4,017 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 19,349 $854K 0.23% -68 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 19,302 $852K 0.44% -8,303 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 19,282 $851K 0.04% -1,016 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 19,260 $850K 0.05% +894 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 19,217 $848K 0.12% +10,631 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,196 $847K 0.07% -377 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 19,168 $846K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,146 $845K 0.07% +1,858 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 19,133 $844K 0.13% -2,281 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 19,126 $844K 0.76% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 19,107 $843K 0.05% +134 13F-HR Timeline Group Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 19,051 $841K 1.35% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,000 $838K 0.32% 0 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 19,000 $838K 0.12% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 18,861 $832K 0.35% -354 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 18,854 $832K 0.09% -163,843 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 18,765 $828K 0.01% +7,779 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 18,763 $828K 0.5% +5,796 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 18,740 $827K 0.17% -1,091 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 18,711 $826K 0.09% 0 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 $823K 0.17% 0 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 18,620 $822K 0.13% -61 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,613 $821K 0.12% +718 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,625 $821K 0.25% -68 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,592 $820K 0.06% -996 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 18,303 $808K 0.08% +3,500 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 18,250 $805K 0.81% +1,312 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 18,233 $805K 0.3% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 18,193 $803K 0.16% -800 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 18,140 $801K 0.2% -538 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 18,107 $799K 0.04% +415 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 18,037 $796K 0.42% -580 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 18,008 $795K 0.01% +14,479 13F-HR Timeline Group Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 18,000 $794K 0.4% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 18,000 $794K 0.19% -209,067 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 17,954 $792K 0.11% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 17,954 $792K 0.73% -1,450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McAdam, LLC More: the full row for McAdam, LLC 17,915 $791K 0.04% +5,305 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,868 $789K 0.01% -6,857 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,807 $786K 0.2% 0 13F-HR Timeline