Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,602 $5.52M 0.35% +2,586 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,593 $5.51M 2.53% -516 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 4,590 $5.51M 2.38% +528 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,584 $5.5M 0.31% +921 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,579 $5.49M 0.92% -526 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,570 $5.48M 0.14% +151 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,549 $5.46M 1.9% +267 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,544 $5.45M 1.2% -7 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,544 $5.45M 1.77% 0 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,541 $5.45M 0.96% +875 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,536 $5.44M 0.76% +1,042 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,531 $5.43M 0.32% +338 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,528 $5.43M 0.77% -49 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,518 $5.42M 0.98% -336 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,517 $5.42M 1.18% +1,295 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,510 $5.41M 1.26% -625 13F-HR Timeline Slow Capital, Inc. 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More: the full row for Ballast, Inc. 4,427 $5.31M 1% +434 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,406 $5.28M 0.47% -275 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 4,276 $5.28M 0.07% +139 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 4,400 $5.28M 11.28% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,391 $5.27M 1.44% +57 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,391 $5.27M 1.32% +34 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,359 $5.23M 1.73% -1,033 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,356 $5.22M 0.98% +445 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,352 $5.22M +191 Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 4,339 $5.2M 2.84% +346 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,335 $5.2M 0.54% +24 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,336 $5.2M 4.52% +106 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,333 $5.2M 0.18% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,324 $5.19M 0.27% +614 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,314 $5.17M 0.56% +195 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,307 $5.17M 1.13% -1 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,303 $5.16M 0.74% +50 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,293 $5.15M 0.6% -73 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,281 $5.14M 0.33% -413 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,279 $5.13M 5.62% -2 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,278 $5.13M 0.31% +32 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,276 $5.13M 0.41% -595 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,271 $5.12M 0.51% +137 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,267 $5.12M 1.34% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,266 $5.12M 0.45% +115 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,264 $5.11M 2.97% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,263 $5.11M 1.49% -13 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,262 $5.11M 0.83% +2,175 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,248 $5.09M 2.99% +34 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 4,245 $5.09M 2.42% +3 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,243 $5.09M 0.52% -50 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,243 $5.09M 1.66% +199 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,241 $5.09M 0.57% -54 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,235 $5.08M 0.51% +38 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,235 $5.08M 0.55% -5,507 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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(d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 4,200 $5.04M 1.09% new 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,197 $5.03M 1% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 4,175 $5.01M 1.8% +2,175 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,174 $5.01M 0.35% -125 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,167 $5M 1.41% -142 13F-HR Timeline Cambria Investment Management, L.P. 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More: the full row for McLaughlin Asset Management, Inc. 4,097 $4.91M 3.77% -50 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 4,087 $4.9M 1.02% -385 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,085 $4.9M 1.71% -145 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,078 $4.89M 1.5% +190 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,074 $4.89M 1.88% +1,662 13F-HR Timeline N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 4,070 $4.88M 2.11% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,054 $4.86M 2.45% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,052 $4.86M 3.33% +17 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,043 $4.85M 0.71% +147 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,041 $4.85M 0.7% -439 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,037 $4.84M 1.02% -929 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,027 $4.83M 0.31% +1,798 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,306 $4.83M 0.29% -30 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,014 $4.81M 0.9% +385 13F-HR Timeline Graham Capital Management, L.P. 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More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,987 $4.78M 3.68% -76 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,980 $4.77M 0.67% +43 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,978 $4.77M 1.47% +2 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,959 $4.75M 0.41% +668 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,943 $4.73M 0.19% -12 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,943 $4.73M 2.36% +78 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,941 $4.73M 0.2% +522 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,931 $4.72M 0.17% -87 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,923 $4.71M 0.49% -160 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,921 $4.7M 1.18% -50 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,909 $4.69M 0.61% +45 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,906 $4.68M 0.4% +129 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,905 $4.68M 1.84% +27 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,896 $4.67M 0.49% +128 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,895 $4.67M 0.3% +2,985 13F-HR Timeline NBH Bank More: the full row for NBH Bank 3,892 $4.67M 1.97% 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,892 $4.67M 2.36% +122 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,887 $4.66M 1.61% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,880 $4.65M 1.65% +52 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,880 $4.65M 0.04% -21 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 3,878 $4.65M 1.29% -39 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,869 $4.64M 1.89% +272 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,750 $4.5M 1.83% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,801 $4.49M 0.25% +36 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,746 $4.49M 1.63% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,728 $4.47M 0.74% +72 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,983 $4.47M 0.24% -68 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,715 $4.46M 0.67% +99 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,713 $4.45M 1.32% -9 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 3,705 $4.44M 0.6% -103 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,695 $4.43M 1.01% +729 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,562 $4.42M 1.59% +1,498 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,684 $4.42M 0.5% +477 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,682 $4.42M 0.23% -3,359 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,679 $4.41M 0.22% +96 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,612 $4.41M 0.33% +881 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,676 $4.41M 0.1% +101 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,672 $4.4M 0.48% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,655 $4.38M 0.45% -10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,650 $4.38M 0.26% +979 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,646 $4.38M 0.86% +122 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,644 $4.37M 0.95% +244 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 3,643 $4.37M 0.89% 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 3,642 $4.37M 3.47% -2,948 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,642 $4.37M 1.3% -115 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,629 $4.35M 0.93% new 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,627 $4.35M 0.78% +31 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,626 $4.35M 0.5% +72 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,623 $4.35M 2.37% -44 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,621 $4.34M 1% -103 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,616 $4.34M 0.29% -423 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,612 $4.33M 1.74% +112 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,607 $4.33M 1.17% -2 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,607 $4.33M 0.4% +406 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,599 $4.32M 0.54% +135 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,598 $4.32M 0.12% +534 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,596 $4.31M 0.37% +101 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,594 $4.31M 0.97% -1,142 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,573 $4.29M 0.56% +218 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,568 $4.28M 1.08% -51 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,562 $4.27M 0.38% +16 13F-HR Timeline New England Research & Management, Inc. 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