Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 11,419 $12.3M 0.06% -28,531 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 11,398 $12.2M 5.28% -102 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 11,372 $12.2M 0.85% -208 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 11,367 $12.2M +323 Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 11,356 $12.2M 0.96% -130 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,327 $12.2M 0.54% -207 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,308 $12.2M 0.04% +3,292 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,265 $12.1M 0.55% -2,072 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 11,237 $12.1M 2.05% +2,005 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,220 $12.1M 0.23% +972 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,199 $12M 0.4% +354 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,170 $12M 0.71% +251 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,135 $12M 0.52% -11 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 11,143 $12M 1.29% -3,923 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 11,077 $11.9M 3.97% -30 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,049 $11.9M 0.13% -209 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 11,032 $11.9M 0.11% +9,747 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 11,000 $11.8M 0.24% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,976 $11.8M 1.33% -103 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,955 $11.8M 0.82% +436 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 10,895 $11.7M 1.28% -215 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 10,881 $11.7M 0.73% -147 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 10,872 $11.7M 1.98% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 10,846 $11.7M 4.72% +1,176 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 10,835 $11.6M 2.09% +35 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 10,834 $11.6M 0.27% +1,600 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,827 $11.6M 0.69% -377 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,809 $11.6M 3.35% +87 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,800 $11.6M 4.7% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,792 $11.6M 0.74% +2,295 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,778 $11.6M 0.14% +7,877 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 10,774 $11.6M 1.56% -516 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 10,768 $11.6M 2.66% 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 10,763 $11.6M 1.23% -12 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,730 $11.5M 0.57% -121 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,722 $11.5M 0.57% +5,966 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 10,701 $11.5M 2.11% -328 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,690 $11.5M 1.28% +40 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 10,659 $11.5M 5.27% -186 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,628 $11.4M 1.77% -263 13F-HR Timeline Eversept Partners, LP More: the full row for Eversept Partners, LP 10,623 $11.4M 0.64% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 10,613 $11.4M 0.35% +362 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 10,564 $11.4M 1.63% 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 10,546 $11.3M 3.56% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,505 $11.3M 0.42% -697 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 10,500 $11.3M 0.65% 0 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 10,451 $11.3M 0.29% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,474 $11.3M 0.35% -56 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,444 $11.2M 2.51% -97 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,430 $11.2M 0.21% -1,948 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 10,394 $11.2M 0.84% +30 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,369 $11.1M 1.21% -88 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,349 $11.1M 0.65% -1,042 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,334 $11.1M 1.2% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,327 $11.1M 0.5% +2,325 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,290 $11.1M 0.61% +165 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,278 $11M 0.26% -86 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,271 $11M 0.72% -300 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 10,266 $11M 3.9% +130 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 10,255 $11M 1.37% -3,671 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,229 $11M 0.32% +1,514 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,212 $11M 5.43% +2 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 10,200 $11M 8.84% +3,200 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 10,194 $11M 2.54% -155 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,194 $11M 0.95% +461 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,191 $11M 0.19% +439 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 10,175 $10.9M 8.75% +104 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,172 $10.9M 2.18% -744 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 10,163 $10.9M 1.8% -65 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,139 $10.9M 0.87% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,095 $10.8M 0.11% +2,250 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,084 $10.8M 0.44% -705 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 10,065 $10.8M 0.7% +291 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 10,053 $10.8M 6.2% -552 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,051 $10.8M 0.23% -2,438 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,048 $10.8M 0.81% +155 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,020 $10.8M 0.48% +139 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 10,000 $10.7M 0.86% -3,926 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 9,983 $10.7M 1.92% +3,156 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 9,916 $10.7M 1.54% -707 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,914 $10.7M 0.44% -6 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,874 $10.6M 1.88% +500 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,853 $10.6M 0.19% +1,768 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,827 $10.6M 0.98% +67 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 9,799 $10.5M 1.17% +3,765 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 9,746 $10.5M 0.6% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,744 $10.5M 1.24% -1,169 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,735 $10.5M 1.42% -232 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,733 $10.5M 0.74% -1,022 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,729 $10.5M 0.41% -2,375 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 9,724 $10.4M 3.33% 0 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 9,700 $10.4M 0.08% 0 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,667 $10.4M 1.54% -340 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,661 $10.4M 3.48% +59 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,657 $10.4M 0.12% -894 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 9,653 $10.4M 0.17% +401 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 9,651 $10.4M 4.76% -75 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,642 $10.4M 0.7% -209 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 9,586 $10.3M 3.14% +14 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 9,568 $10.3M 5.15% -129 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 9,560 $10.3M 0.92% +4,360 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,530 $10.2M 0.6% +1,612 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 9,510 $10.2M 0.27% +10 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 9,457 $10.2M 0.89% +99 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,450 $10.2M 2.21% +62 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 9,449 $10.2M 0.55% +438 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,432 $10.1M 0.45% +301 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 9,404 $10.1M 4.7% -44 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,350 $10M 1.36% -110 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,291 $9.98M 1.3% -1,020 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 9,285 $9.98M 3.35% +404 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,283 $9.98M 0.77% -1,893 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 9,274 $9.97M 3.07% +91 13F-HR/A Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,273 $9.97M 2.52% -585 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,236 $9.93M 1.58% -574 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 9,217 $9.91M 4.02% -500 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9,193 $9.88M 1.46% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,168 $9.85M 0.59% -7,312 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,167 $9.85M 1.4% -7 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,165 $9.85M 0.96% +313 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 9,158 $9.84M 8.16% +290 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 9,152 $9.84M 1.39% +23 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,416 $9.83M 2.08% -451 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,137 $9.82M 0.44% +265 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,106 $9.79M 0.13% +62 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 9,083 $9.76M 1.95% -64 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,077 $9.76M 0.35% +4,370 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,054 $9.73M 3.11% -602 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 9,052 $9.73M 2.04% +7,150 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for SPHERA FUNDS MANAGEMENT LTD. 9,040 $9.72M 2.03% -1,000 13F-HR Timeline Group Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 9,032 $9.71M 8.7% +1,249 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 9,026 $9.7M 2.5% -905 13F-HR Timeline MORGENS WATERFALL VINTIADIS & CO INC More: the full row for MORGENS WATERFALL VINTIADIS & CO INC 9,000 $9.67M 7.08% 0 13F-HR Timeline Archon Partners LLC More: the full row for Archon Partners LLC 9,000 $9.67M 1.01% 0 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 8,965 $9.63M 7.65% -125 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 8,950 $9.62M 0.14% new 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,939 $9.61M 0.12% +50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,922 $9.59M 0.84% -609 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 8,904 $9.57M 0.28% -9 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,804 $9.54M 0.63% +363 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 8,839 $9.5M 0.41% -3,711 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,832 $9.49M 1.83% -24 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8,796 $9.45M 2.61% -3,124 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,773 $9.43M 1.16% -217 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,752 $9.41M 0.64% -320 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 8,750 $9.4M 1.56% 0 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 8,749 $9.4M 4.24% +703 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,744 $9.4M 0.31% -1,525 13F-HR Timeline Group LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 8,738 $9.39M 1.78% +200 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 8,725 $9.38M 1.24% +458 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,708 $9.36M 0.84% -284 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,694 $9.34M 0.66% -101 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,688 $9.34M 0.27% -13,875 13F-HR Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 8,685 $9.33M 0.26% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,666 $9.31M 0.12% +198 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,655 $9.3M 0.8% -2,980 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 8,643 $9.29M 3.07% -410 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,629 $9.27M 0.55% -407 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 8,724 $9.27M 1.49% +370 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 8,627 $9.27M 2.4% -77 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 8,622 $9.27M 5.28% -793 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,616 $9.26M 0.44% -1,000 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,611 $9.25M 0.24% -595 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 8,575 $9.22M 1.64% +168 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,549 $9.19M 0.42% +88 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,546 $9.18M 0.58% +363 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,541 $9.18M 0.1% +1,936 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,029 $9.18M 1.34% +1,013 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,534 $9.17M 1.19% -612 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 8,507 $9.14M 1% +420 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,492 $9.13M 2.35% +94 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,481 $9.11M 1.48% -537 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,469 $9.1M 0.45% +1,749 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,466 $9.1M 0.38% -517 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,457 $9.09M 2.03% -44 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,455 $9.09M 1.93% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,443 $9.07M 1.41% +12 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 8,440 $9.07M 1.63% -9 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,436 $9.07M 2.61% +50 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,411 $9.04M 0.32% -281 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 8,608 $9.02M 6.95% -175 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,377 $9M 0.76% +8 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 8,374 $9M 0.99% -248 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,370 $9M 2.5% -222 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,346 $8.97M 1.59% +352 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,340 $8.96M 0.65% +171 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,339 $8.96M 0.2% -63,568 13F-HR Timeline Davern Capital Partners, LP More: the full row for Davern Capital Partners, LP 8,307 $8.93M 2.89% 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 8,300 $8.92M 1.03% -2,700 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 8,300 $8.92M 2.95% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 8,300 $8.92M 6.38% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,290 $8.91M 0.33% +4,011 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,287 $8.91M 1.38% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,267 $8.88M 0.43% +1,211 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 8,224 $8.84M 2.41% +665 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 8,216 $8.83M 1.67% +720 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,214 $8.83M 1.2% -466 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,207 $8.82M -216 Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,196 $8.81M 1.98% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,193 $8.8M 0.6% -577 13F-HR Timeline