CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,000 $2.35M 3.83% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,998 $2.34M 0.27% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,996 $2.34M 0.1% -5 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,968 $2.33M 0.13% -50 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,965 $2.33M 0.9% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 4,933 $2.31M 0.74% -1,570 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,888 $2.29M 0.07% +277 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,931 $2.29M 0.43% -678 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,883 $2.29M 1.66% -1,232 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,864 $2.28M 0.83% +369 13F-HR/A Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,863 $2.28M 1.02% +2,519 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,841 $2.27M 0.04% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,828 $2.27M 0.78% -158 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,783 $2.24M 0.07% +2,512 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,767 $2.24M 0.1% +200 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,764 $2.24M 0.06% +266 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,729 $2.22M 0.2% +525 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,722 $2.22M 0.15% +1,357 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,695 $2.2M 0.17% +290 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,666 $2.2M 0.09% +258 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,686 $2.2M 0.12% -87 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,679 $2.2M 0.17% +1,421 13F-HR Timeline Quaero Capital S.A. More: the full row for Quaero Capital S.A. 4,677 $2.19M 2.75% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,641 $2.18M 0.05% +490 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,678 $2.17M 0.19% -666 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,616 $2.17M 0.37% -190 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,608 $2.16M 0.39% +28 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,600 $2.16M 0.03% -56 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,626 $2.15M 0.13% -64 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,545 $2.14M 0.29% +44 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,527 $2.12M 0.12% -43,474 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,527 $2.12M 0.03% +287 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,500 $2.11M 0.58% +3,300 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,443 $2.09M 0.37% -216 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,428 $2.08M 0.15% -2,951 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,415 $2.07M 0.02% +1,197 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,403 $2.07M 0.02% -75 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,402 $2.07M 0.05% +257 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,400 $2.06M 0.07% +527 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,398 $2.06M 1.02% +64 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,392 $2.06M 0.19% +177 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,376 $2.05M 0.18% +43 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,353 $2.03M 0.1% -150 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,333 $2.03M 0.53% -1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,333 $2.03M 0.63% -273 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,329 $2.03M 0.07% -347 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,320 $2.03M 0.04% +3,717 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,302 $2.02M 0.84% +239 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,301 $2.02M 0.3% +164 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,283 $2.01M 1.52% -5 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,331 $2.01M 0.29% -171 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,277 $2.01M 1.11% +2,797 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,273 $2M 0.09% +154 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,265 $2M 0.08% -281 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 4,240 $1.99M 1.3% -6,798 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,238 $1.99M 0.06% +150 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. 4,213 $1.98M 0.04% -253 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,210 $1.98M 0.31% +72 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,182 $1.96M 0.03% -22 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,169 $1.96M 0.25% -594 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,143 $1.94M 0.12% -619 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,129 $1.94M 0.11% +197 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,121 $1.94M 0.06% +108 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,141 $1.94M 0.07% -18 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,106 $1.93M 0.08% +122 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,116 $1.92M 0.06% new 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,089 $1.92M 0.61% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,088 $1.92M 0.51% +79 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,079 $1.91M 0.27% +2,945 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,055 $1.9M 1.34% -33 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,045 $1.9M 1.17% +77 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,034 $1.89M 0.07% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,024 $1.89M 0.21% +172 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,000 $1.88M 0.21% 0 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,990 $1.87M 0.83% 0 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 3,959 $1.86M 0.04% +21 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,942 $1.85M 0.13% -267 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,937 $1.85M 0.08% +1,284 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,910 $1.83M 0.02% -4,974 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,906 $1.83M 0.07% +14 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,906 $1.83M 0.82% -700 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,878 $1.82M 0.14% +1,141 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,860 $1.81M 0.12% +65 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,854 $1.81M -9 Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 3,832 $1.8M 0.5% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,821 $1.79M 0.72% -200 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,795 $1.78M 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,765 $1.77M 0.06% +282 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,764 $1.77M 0.04% -74 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,761 $1.76M 0.02% -732 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,752 $1.76M 0.13% -69 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,750 $1.76M 1.35% +1,250 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,737 $1.75M 0.04% -21,232 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,736 $1.75M 0.6% +25 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,728 $1.75M 0.12% -55 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,702 $1.74M 0.08% -4,621 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,654 $1.73M 0.42% +58 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,671 $1.72M 0.71% -582 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,670 $1.72M 0.11% -263 13F-HR/A Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,651 $1.71M 0.02% -673 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,650 $1.71M 0.27% -2,550 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,648 $1.71M 1.13% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,643 $1.71M 0.09% new 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,612 $1.69M 0.01% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,609 $1.69M 0.2% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,586 $1.68M 0.01% +282 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,584 $1.68M 0.38% +372 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,551 $1.67M 0.13% -18 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,551 $1.66M 0.09% -133 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.65M 0.16% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,498 $1.64M 1.47% -145 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,486 $1.64M 0.03% +553 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,486 $1.64M 0.1% +313 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,463 $1.62M 0.07% +31 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,457 $1.62M <0.01% -190,937 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,449 $1.62M 0.03% +425 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,435 $1.61M 0.24% -37 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 3,425 $1.61M 0.48% +470 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,417 $1.6M 0.49% -125 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,442 $1.6M 0.31% -54 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,416 $1.6M 0.13% +218 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,401 $1.6M 0.3% +238 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,388 $1.59M 0.52% -70 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,384 $1.59M 0.16% +65 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,374 $1.58M 0.07% +682 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,372 $1.58M 0.05% -14,457 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,369 $1.58M 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,368 $1.58M 0.02% -2,295 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,347 $1.58M 0.14% -7 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,350 $1.57M 0.18% +64 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,328 $1.56M 0.35% +15 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,327 $1.56M 0.04% -50 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,131 $1.56M 0.04% -76 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,287 $1.54M 0.18% -20 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,285 $1.54M 0.14% +458 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,283 $1.54M 0.17% -12 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,261 $1.53M 0.01% -59 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,259 $1.53M 0.15% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,233 $1.52M 1.53% +254 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,231 $1.52M 0.51% -13 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,215 $1.51M 0.33% +226 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,210 $1.51M 0.03% -1,182 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,204 $1.5M 0.09% +289 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,177 $1.49M 0.1% +128 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,140 $1.47M 0.1% -85 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,115 $1.46M 0.78% +125 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,114 $1.46M 0.07% +875 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 3,093 $1.46M 0.13% +152 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 3,100 $1.45M 0.56% -170 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,100 $1.45M 0.03% -145,050 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,090 $1.45M 0.07% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,080 $1.45M 0.06% +44 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,080 $1.45M 0.57% +390 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,079 $1.44M 0.01% -112 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,060 $1.44M 0.05% -90 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,058 $1.43M 1.24% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,055 $1.43M 0.62% -108 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,045 $1.43M 0.02% +1,161 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 3,037 $1.42M 0.04% +38 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,028 $1.42M 0.02% +132 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,015 $1.41M 0.2% +199 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,014 $1.41M 0.65% +322 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,005 $1.41M 0.08% -2,778 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,995 $1.41M 0.1% +1,736 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,984 $1.4M 0.54% +173 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,976 $1.4M 0.13% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,968 $1.39M 0.17% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,965 $1.39M 0.1% +190 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,949 $1.38M 0.18% +326 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,937 $1.38M 0.34% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,931 $1.37M 0.06% -96 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,927 $1.37M 0.09% +323 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 2,917 $1.37M 0.05% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,908 $1.36M 0.36% +893 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,883 $1.35M 0.19% +286 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,867 $1.35M 0.09% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,854 $1.34M -71 Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,858 $1.34M 0.82% +305 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,849 $1.34M 0.02% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,845 $1.33M 0.07% +128 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,843 $1.33M 0.03% +735 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,839 $1.33M 0.25% +59 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,834 $1.33M 0.57% +7 13F-HR Timeline CONNING INC. in group CONNING INC. 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