Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 5,082 $2.37M 0.01% new 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 5,079 $2.36M 0.23% +417 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,067 $2.36M 0.06% +1,096 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,065 $2.36M 0.33% -112 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,018 $2.34M 0.14% -200 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,080 $2.33M 0.31% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,001 $2.33M 0.11% -125 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,000 $2.33M 4.54% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,000 $2.33M 0.7% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,998 $2.33M 0.31% -293 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 4,990 $2.32M 0.74% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,986 $2.32M 0.9% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,965 $2.31M 0.63% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,806 $2.24M 0.42% -81 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,773 $2.22M 0.13% -250 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,763 $2.22M 0.31% -2,653 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,762 $2.22M 0.14% -461 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,688 $2.18M 0.21% +256 13F-HR Timeline Quaero Capital S.A. More: the full row for Quaero Capital S.A. 4,677 $2.18M 3.1% -1,320 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,676 $2.18M 0.08% -283 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,659 $2.17M 0.41% +133 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,656 $2.17M 0.04% +147 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,630 $2.16M 0.1% new 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,690 $2.15M 0.14% +50 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,611 $2.15M 0.07% +11 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,606 $2.14M 0.96% -75 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,606 $2.14M 0.72% -1,153 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,597 $2.14M 0.12% +1,168 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,580 $2.13M 0.41% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,567 $2.13M 0.11% +101 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,546 $2.12M 0.1% +1,477 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,503 $2.1M 0.11% -565 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,502 $2.1M 0.32% +320 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,501 $2.1M 0.33% +18 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,499 $2.1M 0.44% +1,350 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,498 $2.09M 0.07% -2,074 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,495 $2.09M 0.87% +3,753 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,493 $2.09M 0.02% +924 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,478 $2.09M 0.03% -377 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,466 $2.08M 0.04% +3 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,392 $2.05M 0.05% +1,868 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,461 $2.03M 0.4% +3,280 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,344 $2.02M 0.44% +1,032 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,334 $2.02M 1.16% +169 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,334 $2.02M 0.58% -4 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,333 $2.02M 0.24% +245 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,324 $2.01M 0.03% +44 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,288 $2M 1.68% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,253 $1.98M 0.9% -1,124 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,240 $1.97M 0.03% +82 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,405 $1.97M 0.17% -666 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,215 $1.96M 0.2% -167 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,209 $1.96M 0.07% -22 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,204 $1.96M 0.21% +397 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,204 $1.96M 0.03% +74 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,201 $1.95M 0.15% -10,462 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,408 $1.95M 0.1% +561 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,159 $1.94M 0.08% -374 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,151 $1.93M 0.05% -116 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,145 $1.93M 0.06% +287 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,138 $1.93M 0.34% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,137 $1.93M 0.31% -6 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 4,134 $1.92M 0.18% -2,737 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,120 $1.92M 0.26% +55 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,119 $1.92M 0.11% +674 13F-HR Timeline Group Bornite Capital Management LP More: the full row for Bornite Capital Management LP 4,100 $1.91M 0.49% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,088 $1.9M 0.06% +207 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,088 $1.9M 1.38% -244 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,063 $1.89M 0.88% +305 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,021 $1.87M 0.8% +1 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,009 $1.87M 0.53% 0 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,000 $1.86M 0.21% +2,000 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,990 $1.86M 0.92% -70 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,984 $1.86M 0.09% +137 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,968 $1.85M 1.21% +68 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,945 $1.84M 0.53% +1,881 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,938 $1.83M 0.05% +2,436 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,933 $1.83M 0.11% -13 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 3,932 $1.83M 0.11% +65 13F-HR Timeline Davidson Kempner Capital Management LP More: the full row for Davidson Kempner Capital Management LP 3,924 $1.83M 0.03% -7,932 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,916 $1.82M 0.18% -57 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,892 $1.81M 0.08% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,013 $1.8M 0.06% +95 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,873 $1.8M 0.07% +192 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,863 $1.8M +31 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,852 $1.79M 0.22% +22 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,833 $1.79M 0.05% +1,046 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,841 $1.79M 0.11% -347 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,838 $1.79M 0.06% -419 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 3,832 $1.78M 0.6% +225 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,821 $1.78M 0.15% +24 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,805 $1.77M 0.03% -43,473 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 3,795 $1.77M 0.13% +1,331 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,783 $1.76M 0.13% +94 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,711 $1.73M 0.63% -1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,673 $1.71M 0.03% +572 13F-HR Timeline Group Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,646 $1.7M 0.42% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,643 $1.7M 1.58% -534 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,596 $1.69M 0.44% +65 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,609 $1.68M 0.23% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,684 $1.67M 0.09% +47 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,569 $1.66M 0.15% +2,369 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,542 $1.65M 0.52% -30 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.64M 0.18% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,496 $1.63M 0.3% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,483 $1.62M 0.06% +259 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,596 $1.62M +373 Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,472 $1.62M 0.24% -142 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 3,458 $1.61M 0.57% -242 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,432 $1.6M 0.07% +200 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,377 $1.57M 0.05% -52 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,369 $1.57M 0.19% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,366 $1.57M 0.35% -1,133 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,365 $1.57M 0.12% +228 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,320 $1.55M 0.01% -60 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,319 $1.55M 0.18% +219 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,313 $1.54M 0.41% +100 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,307 $1.54M 0.19% +60 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,304 $1.54M 0.01% +95 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,295 $1.53M 0.2% -69 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,286 $1.53M 0.19% +62 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 3,270 $1.52M 0.59% -10 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,259 $1.52M 0.16% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,258 $1.52M 0.15% +589 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,244 $1.51M 0.56% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,243 $1.51M 0.1% -40 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,354 $1.5M 0.16% +154 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,225 $1.5M 0.11% +174 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,218 $1.5M 0.01% -6 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,212 $1.5M 0.43% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,207 $1.49M 0.05% +24 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,198 $1.49M 0.14% +2,216 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,173 $1.48M 0.1% +262 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,163 $1.47M 0.77% +133 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,163 $1.47M 0.3% +47 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,150 $1.47M 0.06% -60 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 3,112 $1.45M 0.14% -1,316 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,090 $1.44M 0.08% -106 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 3,080 $1.43M 0.58% -1,882 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,191 $1.43M 0.01% -198 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,058 $1.42M 1.36% -12 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,049 $1.42M 0.1% +447 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,036 $1.41M 0.06% -266 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,027 $1.41M 0.07% +1,004 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,024 $1.41M 0.03% -716 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,999 $1.4M 0.04% -84 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,990 $1.39M 0.82% +20 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,989 $1.39M 0.34% -4 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,980 $1.39M 0.05% -45 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,964 $1.38M 0.13% +318 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,957 $1.38M 0.06% -109 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,955 $1.38M 0.46% +881 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 2,941 $1.37M 0.03% -2,557 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,933 $1.37M 0.04% +202 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,925 $1.36M +110 Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 2,917 $1.36M 0.06% +1,219 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,915 $1.36M 0.09% -20 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,979 $1.36M 1.53% +235 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,896 $1.35M 0.02% +58 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,883 $1.34M 0.26% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,872 $1.34M 0.02% -76 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,867 $1.33M 0.1% +148 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,853 $1.33M 0.05% +150 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,941 $1.32M 0.14% -1,650 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,827 $1.32M 0.63% +7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,827 $1.32M 0.12% -132 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,818 $1.31M 0.67% +146 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,816 $1.31M 0.2% +3 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,811 $1.31M 0.55% +181 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,788 $1.3M 0.16% -150 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,786 $1.3M 0.06% +1,277 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,780 $1.29M 0.27% +70 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,777 $1.29M 0.1% -665 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,775 $1.29M 0.1% +344 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,772 $1.29M 0.51% +464 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,771 $1.29M 0.1% +112 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,767 $1.29M 0.07% +11 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 2,765 $1.29M 0.65% -25 13F-HR/A Timeline Navalign, LLC More: the full row for Navalign, LLC 2,758 $1.28M 0.37% -4 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,750 $1.28M 0.01% +290 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,739 $1.28M 0.14% -755 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,737 $1.27M 0.1% -68 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,737 $1.27M 0.11% +426 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,717 $1.27M 0.07% +210 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,711 $1.26M 0.54% -163 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,788 $1.26M 0.18% +2,752 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,692 $1.25M 0.05% -345 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,690 $1.25M 0.53% +496 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,666 $1.24M 0.03% +222 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,653 $1.24M 0.1% +1,489 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,651 $1.23M 0.27% -555 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,650 $1.23M 0.61% +4 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,647 $1.23M 0.09% -77 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,645 $1.23M 0.1% +196 13F-HR Timeline Group PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,642 $1.23M 0.62% +150 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,641 $1.23M 0.38% -2,663 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,732 $1.22M 0.08% +1,194 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,628 $1.22M 0.11% -774 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,623 $1.22M 0.18% +346 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,619 $1.22M <0.01% -156 13F-HR Timeline