Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,744 $5.28M 0.15% -276 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,721 $5.26M 0.24% -1,296 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,718 $5.26M 2.27% +146 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,691 $5.23M 0.29% +79 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,683 $5.23M 1.54% +165 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,672 $5.22M 0.38% -44 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,671 $5.22M 0.28% +361 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,668 $5.21M 0.55% +465 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,667 $5.21M 1.82% +9 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,763 $5.2M 0.58% +1,831 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,654 $5.2M 0.97% +22 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,646 $5.19M 2.29% +4 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 5,635 $5.18M 5.29% +345 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,631 $5.18M 2.84% +140 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,622 $5.17M 2.51% -96 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,616 $5.17M 0.55% +1,414 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,614 $5.16M 0.39% +137 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,610 $5.16M 0.53% -43 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,605 $5.16M 1.19% +25 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,597 $5.15M 0.75% +1,320 13F-HR Timeline Group Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 5,589 $5.14M 1.73% -55 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,586 $5.14M 1.58% +249 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,576 $5.13M 0.44% +124 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,568 $5.12M 0.53% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,542 $5.1M 0.73% -213 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 5,542 $5.1M 0.52% -82 13F-HR Timeline ARP Global Capital Ltd More: the full row for ARP Global Capital Ltd 5,535 $5.09M 3% -10,305 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,519 $5.08M 0.36% +78 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,498 $5.06M 1.25% +84 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,451 $5.01M 0.28% -195 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,443 $5.01M 1.67% -122 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,436 $5M 0.22% +434 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 5,421 $4.99M 2.72% +725 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,408 $4.97M 0.11% -142 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,403 $4.97M 0.21% -18,697 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,392 $4.96M 1.83% -361 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,377 $4.95M 1.39% -2,813 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,230 $4.92M 0.59% -107 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,335 $4.91M 0.13% +3,359 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,330 $4.9M 0.02% -237 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 5,327 $4.9M 1.17% +12 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,324 $4.9M 0.59% +246 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 5,317 $4.89M 0.14% -661 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 5,315 $4.89M 1.73% +2,466 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,295 $4.87M 1.1% +4 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,266 $4.84M 1.63% +142 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,262 $4.84M 0.55% -1,602 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 5,231 $4.81M 3.38% +1,950 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,247 $4.81M 2.02% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,223 $4.8M 1.33% +15 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,222 $4.8M 0.84% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,213 $4.79M 0.24% -125 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,203 $4.79M 2.93% -4 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 5,203 $4.79M 0.72% new 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 5,189 $4.77M 2.95% +98 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,184 $4.77M 0.78% -893 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,174 $4.76M 0.37% +557 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,148 $4.73M 1.03% -81 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,145 $4.73M 0.81% -24 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,138 $4.73M 0.87% -518 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 5,138 $4.73M 2.85% +527 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,135 $4.72M 1.13% -389 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,123 $4.71M 0.07% -3,543 13F-HR Timeline Group Geneva Partners, LLC More: the full row for Geneva Partners, LLC 5,119 $4.71M 2.26% -10,597 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,109 $4.7M 2.58% -55 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,107 $4.7M 0.04% +3,746 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,105 $4.7M 0.9% -116 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,105 $4.7M 0.85% +42 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,101 $4.69M 1.03% -23 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,099 $4.69M 0.86% +4,342 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,095 $4.69M 0.74% +23 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,090 $4.68M 3.11% +85 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 5,086 $4.68M 2.22% -148 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,083 $4.68M 2.2% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,066 $4.66M 2.1% +102 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,061 $4.66M 0.4% +3,773 13F-HR Timeline Group ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 5,060 $4.65M 0.28% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,059 $4.65M 0.24% +200 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 5,035 $4.63M 1.16% +81 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,033 $4.63M 0.33% -509 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 5,121 $4.62M 0.08% +425 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,012 $4.61M 1.47% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 5,006 $4.6M 1.14% +177 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 5,000 $4.6M 3.49% -2,000 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 5,000 $4.6M 0.7% -35,000 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 5,000 $4.6M 0.56% -548 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,987 $4.59M 0.59% -36 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,984 $4.58M 0.07% +515 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,983 $4.58M 0.79% +2,333 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,970 $4.57M 1.25% +872 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,966 $4.57M 1.23% -76 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,958 $4.56M 0.44% +273 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,957 $4.56M 0.93% -192 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 4,953 $4.56M 1.87% +118 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,945 $4.55M 0.7% -87 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,937 $4.54M 0.68% +2,948 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,936 $4.54M 1.45% +2,823 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,934 $4.54M 0.63% -1 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,919 $4.52M 0.83% +580 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,918 $4.52M 0.29% -1,408 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,909 $4.51M 1.13% -21 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,906 $4.51M 0.63% +971 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,904 $4.51M 0.65% +7 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,902 $4.51M 0.2% -41 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,902 $4.51M 1.11% +298 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,901 $4.51M 1.16% +8 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,885 $4.49M 0.88% +2,062 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,871 $4.48M 0.39% -60 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,854 $4.46M 0.88% -12 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,853 $4.46M 0.44% -50 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,850 $4.46M 0.57% +428 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,845 $4.46M 0.17% -1,081 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,838 $4.45M 0.4% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,833 $4.45M 1.04% +685 13F-HR/A Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,825 $4.44M 1.83% -25 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,820 $4.43M 0.94% +215 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,815 $4.43M 1.43% +62 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,800 $4.41M 0.01% +2,060 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,792 $4.41M 1.2% -607 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,788 $4.4M 0.75% +816 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,783 $4.4M 0.27% -59 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,741 $4.39M 0.3% -131 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 4,761 $4.38M 2.73% -925 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 4,751 $4.37M 3.33% +3,699 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,745 $4.36M 1.59% +3,780 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 4,736 $4.36M 3.4% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,736 $4.36M 1.24% -98 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,715 $4.34M 0.07% -4,391 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,710 $4.33M 0.44% +208 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,702 $4.32M 0.19% -80 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4,700 $4.32M 0.55% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,694 $4.32M 0.33% +149 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,689 $4.31M 0.23% +632 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,681 $4.31M 0.43% -262 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,681 $4.31M 0.3% -20 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,675 $4.3M 0.33% -724 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,670 $4.3M 2.09% +13 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,664 $4.29M 1.97% -79 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,663 $4.29M 0.1% +1,702 13F-HR/A Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,659 $4.29M 0.24% +2 13F-HR/A Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,656 $4.28M 1.17% -172 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,655 $4.28M 2.39% +229 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,651 $4.28M 0.96% -113 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,647 $4.27M 0.6% +100 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,643 $4.27M 0.53% -213 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 4,642 $4.27M 2.56% +21 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,701 $4.25M 0.29% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,611 $4.24M 1.43% +93 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,566 $4.23M 0.26% +48 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,599 $4.23M 0.59% -51 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,780 $4.23M 1.95% -772 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,593 $4.22M 0.21% +586 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,577 $4.21M 0.66% -1,040 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,577 $4.21M 0.37% -89 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,551 $4.19M 1.04% +476 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,548 $4.18M 1.32% -174 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,544 $4.18M 1.51% +19 13F-HR/A Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 4,519 $4.16M 0.4% -4,042,726 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,515 $4.15M 0.26% -503 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,511 $4.15M 0.22% +207 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 4,486 $4.13M 1.05% +222 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,480 $4.12M 0.58% -155 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,051 $4.12M 0.24% +110 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,472 $4.11M 0.91% +16 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 4,467 $4.11M 3.13% -236 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,463 $4.1M 0.25% +824 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,431 $4.08M 0.5% -219 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,427 $4.07M 1.5% -186 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,419 $4.06M 0.12% +117 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,405 $4.05M 0.58% 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,392 $4.04M 1.41% -20 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,378 $4.03M 0.33% -25 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,366 $4.02M 0.52% -78 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 4,366 $4.02M 1.08% +141 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,365 $4.01M 1.88% +2,850 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,360 $4.01M 0.43% -96 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,357 $4.01M 1.09% -84 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,345 $4M 0.13% +12 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,334 $3.99M 1.25% +658 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,316 $3.97M 0.29% -312 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,312 $3.97M 1.48% -106 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,311 $3.97M 0.45% -90 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,309 $3.96M 1.33% +235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,308 $3.96M 0.94% -63 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 4,305 $3.96M 0.86% new 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,299 $3.95M 0.31% -234 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,295 $3.95M 0.45% +8 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,293 $3.95M 0.43% +129 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,290 $3.95M 1.55% -235 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,288 $3.94M 0.3% -1,810 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,282 $3.94M 1.59% -1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,281 $3.94M 4.76% -52 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,276 $3.93M 1.13% -5 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,271 $3.93M 1.05% -84 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,267 $3.93M 0.14% -136 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,267 $3.92M 1.15% +7 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,264 $3.92M 2.56% -270 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,259 $3.92M 0.27% -30 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,256 $3.92M 2.66% -125 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,253 $3.91M 0.76% 0 13F-HR Timeline