Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,334 $8.54M 0.36% +4,053 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,334 $8.53M 1.18% -135 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,307 $8.51M 0.34% +9,234 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,257 $8.47M 0.58% +641 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 10,241 $8.46M 0.13% -1,176 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 10,200 $8.42M 2.57% -344 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 10,184 $8.41M 3.47% -1,127 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 10,171 $8.4M 0.84% -755 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,157 $8.39M 1.41% +20 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,147 $8.38M 0.51% -777 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,122 $8.36M 0.81% -574 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,070 $8.35M 0.08% +215 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 10,081 $8.33M 9.32% +85 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,067 $8.31M 4.14% +75 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 10,063 $8.31M 0.55% -173 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,056 $8.31M 4.84% -59 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 10,000 $8.26M 9.17% -1,000 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 10,000 $8.26M 0.16% 0 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 10,000 $8.26M 2.8% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 9,955 $8.22M 1.14% +392 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,947 $8.22M 1.1% +1,899 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,947 $8.22M 2.55% +1,443 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 9,946 $8.21M 0.39% +1,198 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 9,919 $8.19M 1.94% +1,134 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,849 $8.13M 0.11% +509 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 9,839 $8.13M 0.52% -21,363 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,832 $8.12M 1.22% +826 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 9,808 $8.1M 0.87% +2,616 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 9,795 $8.09M 8.53% -115 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 9,780 $8.08M 3.16% +260 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,773 $8.07M 0.39% +316 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 9,753 $8.06M 0.63% +2,415 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,730 $8.04M 0.23% -227 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,706 $8.02M 0.3% +77 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 9,700 $8.01M 0.07% 0 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 9,660 $7.98M 4.02% +21 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,650 $7.97M 1.52% +40 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 9,600 $7.93M 0.9% +2,100 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,568 $7.9M 0.99% -9 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,567 $7.9M 0.74% +394 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,556 $7.89M 0.61% -97 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 9,539 $7.88M 1.71% -232 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,512 $7.86M 1.31% +1,358 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,507 $7.85M 0.92% +350 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,491 $7.84M 0.23% +559 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,489 $7.84M 1.31% -119 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 9,460 $7.81M 2.07% +1,337 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 9,453 $7.81M 0.26% +134 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 9,450 $7.8M 1.83% -33 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 9,416 $7.78M 6.05% -3,130 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,655 $7.77M 3.01% -9 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 9,405 $7.77M 1.46% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,398 $7.76M 1.27% +2,538 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,398 $7.76M 0.93% +511 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,396 $7.76M 0.27% -1,219 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,391 $7.76M 0.17% +4,235 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,389 $7.75M 0.2% +589 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,388 $7.75M 2.4% -17 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 9,387 $7.75M 0.8% +6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,410 $7.74M 0.75% +514 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 9,370 $7.74M 0.55% +315 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 9,367 $7.74M 3.85% +900 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 9,329 $7.7M 4.55% -52 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9,381 $7.69M 1.19% -322 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,346 $7.68M 1.42% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 9,280 $7.66M 2.18% -1,624 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 9,240 $7.63M 3.01% -675 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,210 $7.61M 0.26% -1,078 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 9,208 $7.6M 2.59% -654 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,187 $7.59M 1.27% -237 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,134 $7.54M 0.38% -94 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 9,088 $7.51M 0.47% +388 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,072 $7.49M 0.61% +3 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,060 $7.48M 3.14% +2,254 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,056 $7.48M 0.48% +222 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 9,050 $7.47M 0.45% -385 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 9,042 $7.47M 2.14% +286 13F-HR Timeline MORGENS WATERFALL VINTIADIS & CO INC More: the full row for MORGENS WATERFALL VINTIADIS & CO INC 9,000 $7.43M 8.43% 0 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 9,000 $7.43M 4.06% -6,000 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,988 $7.42M 1.56% +820 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,975 $7.41M 0.1% -15 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,965 $7.4M 0.6% +109 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 10,224 $7.4M 1.82% +305 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,936 $7.38M 7.02% +78 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,907 $7.36M 0.58% +202 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,981 $7.35M 0.41% +4,235 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 8,868 $7.32M 0.96% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,832 $7.29M 0.44% +144 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,830 $7.29M 0.14% +49 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 8,826 $7.29M 2.83% -65 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,805 $7.27M 2.01% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,796 $7.26M 0.72% +528 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,767 $7.24M 1.74% -810 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,758 $7.23M 0.46% +705 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,746 $7.22M 3.98% -4,912 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 8,722 $7.2M 0.92% +2,367 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 8,720 $7.2M 2.53% +1,487 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,718 $7.2M 0.77% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 8,711 $7.19M 1.35% -344 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,710 $7.19M 0.83% +1,717 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 8,666 $7.16M 4.25% -8 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 8,648 $7.14M 2.91% +435 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,645 $7.14M 0.22% -11,531 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,631 $7.13M 1.79% -2,917 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,617 $7.12M 0.36% -42 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,612 $7.11M 0.29% +44 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,605 $7.11M 0.29% -839 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,582 $7.09M 0.54% +1,411 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,577 $7.08M 0.41% -1,035 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 8,559 $7.07M 1.44% +8,059 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,548 $7.06M 0.13% +348 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,955 $7.04M 0.75% +776 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 8,516 $7.03M 3.62% +2,504 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 8,511 $7.03M 5.56% +40 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 8,472 $7M 0.68% +6,481 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,423 $6.96M 0.39% -134 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,400 $6.94M 0.65% -574 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,379 $6.92M 0.16% +917 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,377 $6.92M 2.44% +70 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,374 $6.92M 0.08% +982 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,368 $6.91M 0.11% -247 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,366 $6.91M -242 Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,356 $6.9M 0.3% +4,217 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,330 $6.88M 1.45% +26 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,317 $6.87M 1.07% +637 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,315 $6.87M 0.46% -17 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 8,300 $6.86M 5.48% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,287 $6.84M 1.32% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 8,262 $6.82M 2.22% +700 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,214 $6.78M 0.37% +229 13F-HR/A Timeline Group DNCA FINANCE More: the full row for DNCA FINANCE 8,200 $6.77M 0.56% -922 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,188 $6.76M 0.49% -295 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,143 $6.72M 0.31% +1,904 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 8,131 $6.72M 3.41% +75 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,093 $6.68M 0.54% -134 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,084 $6.68M 0.6% +377 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,059 $6.66M 1.25% -176 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,035 $6.64M 0.5% -79 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 8,028 $6.63M 3.07% -3,250 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,014 $6.62M 1.02% -802 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,724 $6.61M 2.56% -975 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,960 $6.57M 0.01% -531,743 13F-HR/A Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,930 $6.55M 0.37% -818 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 7,903 $6.53M 0.11% -639 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,890 $6.52M 1.67% -6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 7,879 $6.51M 2.64% +426 13F-HR Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 7,875 $6.5M 2.14% -6,365 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 7,863 $6.49M 0.19% -9,749 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,848 $6.48M 0.47% -1,849 13F-HR Timeline Group Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 7,827 $6.46M 3.13% +145 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,813 $6.45M 1.68% +2,542 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,800 $6.44M 2.02% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,785 $6.43M 0.22% +3,805 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 7,783 $6.43M 6.08% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 7,780 $6.43M 3.33% +13 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,779 $6.42M 0.3% -6,334 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,774 $6.42M 0.83% +297 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,745 $6.4M 0.29% +1,223 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,729 $6.38M 1.3% -343 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,729 $6.38M 0.94% +4 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,209 $6.38M 5.59% -2,220 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 7,674 $6.34M 2.63% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,658 $6.32M 0.17% +192 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,593 $6.27M 1.36% -27 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,581 $6.26M 0.6% +762 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 7,564 $6.25M 4.17% +39 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,558 $6.24M 0.76% +227 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,547 $6.23M 0.31% +1,113 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,547 $6.23M 0.05% +1,768 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 7,500 $6.19M 0.63% new 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,493 $6.19M 1.1% -303 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 7,488 $6.18M 0.89% -100 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,486 $6.18M 0.86% +1,027 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,502 $6.18M 0.47% +1,044 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 7,471 $6.17M 1.21% +632 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,322 $6.15M 2.6% +94 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,433 $6.14M 0.51% -290 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,425 $6.13M 3.3% -125 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 7,376 $6.09M 4.41% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,370 $6.09M 0.61% -3 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 7,360 $6.08M 5.03% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,359 $6.08M 0.38% -561 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,334 $6.06M 1.26% -199 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,317 $6.04M 3.48% -1,218 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,299 $6.03M 0.59% +1,112 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,299 $6.03M 0.51% +7,294 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 7,291 $6.02M 1.58% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 7,258 $5.99M 0.77% +196 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,250 $5.99M 0.6% +232 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,245 $5.98M 2.05% -670 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 6,871 $5.94M 1.36% +141 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 7,189 $5.94M +2,511 Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 7,179 $5.93M 1.99% +1,300 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,144 $5.9M 2.04% -890 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,126 $5.89M 0.1% -14,307 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,114 $5.87M 0.54% -1,643 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,081 $5.85M 0.59% -531 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,074 $5.84M 1.16% -57 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,073 $5.84M 0.6% -260 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 7,072 $5.84M 0.54% -743 13F-HR Timeline