Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,325 $5.71M 0.54% -45 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,310 $5.7M 0.79% +336 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 7,307 $5.7M 3.36% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,304 $5.69M +463 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,253 $5.65M 0.2% +1,278 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 7,250 $5.65M 0.06% -12,198 13F-HR Timeline Matthew 25 Management Corp More: the full row for Matthew 25 Management Corp 7,250 $5.65M 1.82% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,242 $5.65M 0.95% +3,036 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,240 $5.64M 0.68% +728 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,236 $5.64M 0.24% +281 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,216 $5.63M 1.83% -29 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 7,214 $5.62M 2.7% -917 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,214 $5.62M 0.71% +176 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 7,200 $5.61M 5.13% -2,800 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,186 $5.6M 0.03% -361 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,174 $5.59M 0.28% -756 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,147 $5.57M 0.71% -339 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,141 $5.57M 0.56% +90 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,139 $5.56M 0.43% +271 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 7,120 $5.55M 4.56% +55 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 7,117 $5.55M 1.02% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,108 $5.54M 2.06% +411 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,100 $5.53M 1.07% +393 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,098 $5.53M 0.3% new 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 7,095 $5.53M 3.05% +53 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,066 $5.51M 2.73% -251 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,044 $5.49M 0.2% +124 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 7,041 $5.49M 1.23% -250 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 7,037 $5.49M 3.65% -527 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 7,029 $5.48M 1.73% -150 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,023 $5.47M 0.88% +2,740 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,013 $5.47M 4.22% +50 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 7,000 $5.46M 5.14% +6,000 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,995 $5.45M 0.25% +288 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 6,979 $5.44M 0.46% -102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,035 $5.43M 1.01% -5,376 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,951 $5.42M 0.88% +804 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6,916 $5.39M 0.85% -91 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,912 $5.39M 0.57% +65 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,889 $5.37M 0.51% -139 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,889 $5.37M 0.36% +2,132 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,886 $5.37M 2.48% -105 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,869 $5.35M 0.22% +214 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 6,843 $5.33M 0.02% -11,245 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,823 $5.32M 0.08% +319 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,821 $5.32M 0.57% -125 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,785 $5.29M 0.3% -45 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,776 $5.28M 0.43% -523 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,755 $5.27M 0.33% +139 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,750 $5.26M 0.94% +1,000 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,747 $5.26M 0.09% +429 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 6,737 $5.25M 1.78% +199 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,726 $5.24M 0.19% +283 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,722 $5.24M 0.11% -239 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,712 $5.23M 0.34% +169 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 6,707 $5.23M -482 Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,633 $5.17M 0.88% +62 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 6,625 $5.16M 2.48% +375 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,618 $5.16M 0.03% +9 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,539 $5.1M 0.06% -87 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 6,528 $5.09M 1.96% -4,313 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,516 $5.08M 0.59% +749 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 6,511 $5.08M 1% +999 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,510 $5.07M 0.21% +75 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 6,500 $5.07M 2.22% new 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,495 $5.06M -5,367 Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,483 $5.05M 1.61% -92 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,483 $5.05M 0.4% -631 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,476 $5.05M 1.27% +4,764 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 6,447 $5.03M 1.31% +78 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,421 $5.01M 0.28% +4,541 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,405 $4.99M 0.65% +85 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,395 $4.99M 0.2% -392 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,393 $4.98M 1.43% +33 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,385 $4.98M 0.44% +254 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,380 $4.97M 0.79% -24 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 6,365 $4.96M 1.09% -25 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,356 $4.95M 0.65% -1,373 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,347 $4.95M 0.18% -47 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,323 $4.93M 1.18% -3,058 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 6,317 $4.92M 2.94% +1,157 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,309 $4.92M 0.7% +615 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,300 $4.91M 1.86% -248 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,297 $4.91M 0.45% -39 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,262 $4.88M 2.33% +153 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,244 $4.87M 2.81% -89 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,226 $4.85M 0.23% +37 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,180 $4.82M 0.27% -36 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,180 $4.82M 0.43% -350 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,156 $4.8M 0.54% +214 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,128 $4.78M 1.14% 0 13F-HR Timeline American Trust More: the full row for American Trust 6,122 $4.77M 0.45% +3,644 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,121 $4.77M 1.43% -1,023 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,120 $4.77M 0.22% +1,078 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,109 $4.76M 0.18% +2,778 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 6,094 $4.75M 0.45% +2,143 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,115 $4.74M 0.22% +197 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,078 $4.74M 2.42% -566 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 6,068 $4.73M 1.49% +11 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,067 $4.73M 0.66% -79 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,057 $4.72M 0.58% -820 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 6,044 $4.71M 1.18% -104 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,032 $4.7M 0.58% -18 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,029 $4.7M 0.74% +45 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,012 $4.69M 0.17% -904 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,001 $4.68M 0.88% -198 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,982 $4.66M 0.77% -12,813 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,962 $4.65M 0.15% +2,484 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,958 $4.64M 0.18% +697 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,944 $4.63M 0.52% -222 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,934 $4.63M 0.4% -339 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 56,871 $4.62M 0.42% +53,647 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,929 $4.62M 1.83% -701 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,922 $4.62M 0.11% +315 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,914 $4.61M 3.83% -503 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,914 $4.61M 0.77% +622 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,911 $4.61M 2.25% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,192 $4.6M 0.81% +1,116 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,891 $4.59M 0.12% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,858 $4.57M 1.16% +155 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,854 $4.56M 0.38% -591 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,844 $4.56M 0.29% +561 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,832 $4.55M 0.6% -1,656 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,697 $4.52M 2.41% +508 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 5,795 $4.52M 1.69% -14 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,793 $4.52M 1.74% +85 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,765 $4.49M 1.08% +1,950 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,747 $4.48M 2% -66 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,744 $4.48M 0.11% +195 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,732 $4.47M 0.29% +27 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,714 $4.45M 0.31% +588 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 5,712 $4.45M 1.16% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,708 $4.45M 0.34% -284 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,671 $4.42M 0.18% +986 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 5,665 $4.42M 0.02% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 5,650 $4.4M 0.29% +933 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,640 $4.4M 0.14% +178 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,639 $4.4M 1.24% -499 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,637 $4.39M 0.34% +250 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,616 $4.38M 2.03% -632 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,026 $4.38M 0.57% +14,602 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,611 $4.37M 0.45% -41 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,587 $4.36M 0.87% +35 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,586 $4.35M 0.16% +3,148 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,582 $4.35M 0.72% -898 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,576 $4.35M 0.6% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,574 $4.35M 0.14% +232 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,566 $4.34M 1.67% +1 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,248 $4.33M 0.93% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,558 $4.33M 0.46% -662 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,549 $4.33M 0.42% -26 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,537 $4.32M 2.58% -71 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,538 $4.32M 1.12% +139 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,512 $4.3M 0.76% +255 13F-HR Timeline Honeycomb Asset Management LP More: the full row for Honeycomb Asset Management LP 5,500 $4.29M 2.62% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,445 $4.24M 0.59% +372 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,443 $4.24M 0.42% +82 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,438 $4.24M 0.15% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,424 $4.23M 0.06% -336 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,422 $4.23M 0.13% +1,153 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,419 $4.22M 1.63% -197 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,384 $4.2M 0.75% +2,639 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,374 $4.19M 2.12% +1,500 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,370 $4.19M 0.07% +5,154 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,364 $4.18M 1.29% +60 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,323 $4.15M 2.1% -210 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,314 $4.14M 0.77% +140 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 5,300 $4.13M 0.38% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,297 $4.13M 0.4% +3,018 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,286 $4.12M 0.11% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,278 $4.11M 0.68% -58 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,260 $4.1M 0.24% +386 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,258 $4.1M 0.32% +16 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,253 $4.09M 0.44% -5 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,244 $4.09M 0.43% +103 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,233 $4.08M 0.22% +52 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,230 $4.08M 0.9% -85 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,219 $4.07M 1.09% -340 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,208 $4.06M 0.3% +623 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,200 $4.05M 0.18% +3,200 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 5,194 $4.05M 0.37% +277 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,189 $4.04M 0.45% +227 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,186 $4.04M 0.38% -288 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 4,394 $4.02M 1.57% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,144 $4.01M 0.33% -1,047 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,124 $3.99M 0.92% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,124 $3.99M 0.44% +95 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,053 $3.99M 0.74% -3,928 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,103 $3.98M 0.44% -332 13F-HR Timeline Pacific Wealth Strategies Group, Inc. 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