Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,136 $7.48M 0.29% +186 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 8,093 $7.44M 0.69% +926 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 8,086 $7.44M 0.9% -2,169 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,049 $7.4M 0.63% +475 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,040 $7.4M 0.2% +1,358 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 8,039 $7.39M 2.63% +5,612 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 8,029 $7.38M 2.98% +119 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,997 $7.36M 0.99% -9 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,977 $7.34M 0.23% +2,338 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 7,956 $7.32M 0.66% 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,922 $7.29M 1.16% -213 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,908 $7.27M 0.39% +2,444 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,900 $7.27M 1.21% +379 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 7,884 $7.25M 0.1% new 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,886 $7.25M 0.98% +220 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,866 $7.24M 4.31% +82 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 7,861 $7.23M 5.8% -62 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,858 $7.23M 2.1% -578 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,840 $7.21M 0.3% +138 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 7,830 $7.2M 0.42% +6,572 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,803 $7.18M 1.36% +147 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,424 $7.17M 0.47% -5,936 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 7,792 $7.17M 0.04% 0 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,784 $7.16M 0.48% +67 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,782 $7.16M 0.26% +364 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,775 $7.15M 0.27% -515 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,749 $7.13M 0.55% +8 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,717 $7.1M 0.7% -158 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 7,686 $7.07M 1.56% +6,795 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,676 $7.06M 0.16% +353 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,674 $7.06M 0.4% +431 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,649 $7.04M 0.26% -37 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,641 $7.03M 1.09% -95 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 7,619 $7.01M 0.79% -289 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,341 $7M 1.92% +33 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 7,607 $7M 0.42% +6,722 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,604 $6.99M 0.11% -21,967 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,602 $6.99M 1.11% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,581 $6.97M 1.97% -6,642 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,545 $6.94M 4.12% +131 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,528 $6.92M 0.97% -24 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 7,523 $6.92M 3.78% +343 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,503 $6.9M 2.56% +53 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 7,500 $6.9M 0.06% -2,200 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,493 $6.89M 0.49% +843 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,471 $6.87M 0.17% +1,068 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,467 $6.87M 1.46% -265 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 7,464 $6.87M 2.79% -5,039 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,458 $6.86M 0.37% +732 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 7,436 $6.84M 0.86% -73 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 7,411 $6.82M 0.11% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,380 $6.79M 0.68% +829 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,361 $6.79M 2.37% +50 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 7,379 $6.79M 3.66% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,340 $6.75M 3.18% -20 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,007 $6.75M 2.18% +25 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,306 $6.72M 0.44% -29 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 7,296 $6.71M 3.07% -116 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,281 $6.7M 0.36% +10 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,270 $6.69M 0.48% +529 13F-HR Timeline Group PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 7,248 $6.67M 6.3% +250 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 7,230 $6.65M 1.18% +6,576 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,201 $6.62M 0.11% +518 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,200 $6.62M 0.1% -288 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,192 $6.61M 0.66% +34 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,189 $6.61M 0.22% +222 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 7,151 $6.58M 0.41% -48 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,851 $6.54M 0.49% -366 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,099 $6.53M 0.32% -128 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,039 $6.47M 0.55% -84 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,041 $6.47M 0.37% +4,091 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,962 $6.45M 0.7% +4,848 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,015 $6.45M 0.33% +3,421 13F-HR Timeline Exome Asset Management LLC More: the full row for Exome Asset Management LLC 7,012 $6.45M 3.79% -840 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,011 $6.45M 2.84% -16 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,998 $6.44M 0.18% -1,690 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,993 $6.43M 0.84% +450 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,978 $6.42M 0.52% -1,000 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,974 $6.41M 0.85% -71 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,933 $6.38M 0.59% +50 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,930 $6.37M 0.51% -2,353 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,918 $6.36M 2.6% +27 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,910 $6.36M 0.35% +3,143 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 6,903 $6.35M 4.8% -110 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,901 $6.35M 0.28% -958 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,898 $6.35M 0.6% -230 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,896 $6.34M 0.23% +526 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,892 $6.34M 0.23% -364 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 6,889 $6.34M 1.84% +71 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 6,872 $6.32M -1,335 Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,870 $6.32M 4.87% +20 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,814 $6.27M 0.33% -1,237 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,804 $6.26M 1.36% +328 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 6,800 $6.25M 1.48% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,798 $6.25M 0.6% -158 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 6,787 $6.24M 0.77% +322 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,879 $6.22M 0.2% +1,814 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,759 $6.22M 0.21% +40 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,751 $6.21M 0.42% -1,442 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,722 $6.18M 0.75% -410 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,711 $6.17M 1.85% -491 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 6,706 $6.17M 3.19% -2,945 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,691 $6.15M 0.97% -75 13F-HR Timeline TOBAM More: the full row for TOBAM 6,690 $6.15M 1.6% +902 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,681 $6.15M 0.98% -717 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,681 $6.14M 0.59% -10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,676 $6.14M 1% +34 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 6,661 $6.13M 1.8% +932 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,653 $6.12M 1.82% +1,979 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 6,625 $6.09M 2.34% -125 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 6,624 $6.09M 0.27% +43 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,613 $6.08M 0.32% -4,109 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 6,600 $6.07M 6.48% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,592 $6.06M 0.33% -4,543 13F-HR Timeline Group Tenere Capital LLC More: the full row for Tenere Capital LLC 6,590 $6.06M 4.44% +3,958 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,584 $6.06M 0.8% -767 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,552 $6.03M 0.68% +249 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,549 $6.02M 0.43% -106 13F-HR Timeline Ikarian Capital, LLC in group Ikarian Capital, LLC More: the full row for Ikarian Capital, LLC 6,547 $6.02M 0.86% -7,268 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,540 $6.02M 0.34% -28 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 6,528 $6M 2.2% -7 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,516 $5.99M 0.49% -183 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 6,492 $5.97M 0.99% -385 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,482 $5.96M 1.52% +109 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,479 $5.96M 1.35% +1,642 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,457 $5.94M 1.41% +5 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,435 $5.92M 0.34% -771 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,416 $5.9M 0.52% +697 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,380 $5.87M 2.48% -218 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,375 $5.86M 1.04% +595 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 6,373 $5.86M 1.34% -305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,369 $5.86M 0.49% +66 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,368 $5.86M 0.04% -198 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 6,354 $5.84M 4.84% -922 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 6,354 $5.84M 2.01% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,351 $5.84M 0.88% +381 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,347 $5.84M 0.24% +19 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,320 $5.81M 0.21% -2,757 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,318 $5.81M -529 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,343 $5.79M 0.77% +340 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,297 $5.79M 1.36% -762 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 6,286 $5.78M 1.3% +5,488 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,284 $5.78M 0.16% +230 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,261 $5.76M 0.3% -770 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,258 $5.76M 0.64% -1,478 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 6,248 $5.75M 1.73% +3,748 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,229 $5.73M 0.78% -1,985 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,229 $5.73M 0.76% -145 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,224 $5.72M 0.84% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,216 $5.72M 0.75% +5,091 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 6,202 $5.7M 1.31% +120 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,191 $5.7M 0.16% +151 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 6,159 $5.66M 0.84% -6,462 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,153 $5.66M 0.96% +509 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,149 $5.66M 0.09% -74 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 6,129 $5.64M 0.88% +1,351 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,127 $5.64M 0.54% +1,017 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,123 $5.63M 0.3% +410 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,122 $5.63M 2.98% -76 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,094 $5.61M 0.71% -455 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,083 $5.59M 2.47% +195 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,070 $5.58M 0.16% +615 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,070 $5.58M 1.59% +3,222 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,066 $5.58M 0.74% -373 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 6,059 $5.57M 1.74% +10 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,051 $5.57M 1.62% -408 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,047 $5.56M 0.36% +522 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,038 $5.55M +475 Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,020 $5.54M 0.44% +416 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,019 $5.54M 2.77% +3 13F-HR Timeline DIADEMA PARTNERS LP More: the full row for DIADEMA PARTNERS LP 6,000 $5.52M 2.28% +4,000 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,986 $5.51M 0.28% -76 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,963 $5.48M 0.13% -4,088 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,739 $5.48M 0.26% +105 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,943 $5.47M 0.87% -163 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,940 $5.46M 0.72% +282 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,937 $5.46M 0.2% -431 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 5,936 $5.46M 4.76% -39 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,924 $5.45M 0.69% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,891 $5.42M 1.39% +384 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,886 $5.41M 2.41% -25 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,875 $5.4M 0.88% +3,022 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,868 $5.4M 0.64% +467 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,854 $5.38M 0.11% +287 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,851 $5.38M 0.95% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,849 $5.38M 0.61% -63 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,840 $5.37M 0.13% -1,443 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 5,827 $5.36M 0.86% -259 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,823 $5.36M 0.78% -28 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,822 $5.36M 1.34% +4,249 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 5,818 $5.35M 1.34% +311 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 5,815 $5.35M 0.97% -74 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,801 $5.34M 0.12% -2,538 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,798 $5.33M 0.65% +44 13F-HR Timeline InvesTrust More: the full row for InvesTrust 5,784 $5.32M 2.24% -129 13F-HR Timeline Valmark Advisers, Inc. 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