ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 16,792 $4.87M 4.35% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 16,732 $4.85M 0.96% +763 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 16,690 $4.84M 0.31% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,679 $4.83M 0.12% -317 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 16,644 $4.82M 0.53% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,639 $4.82M 0.92% -374 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 16,633 $4.82M 0.16% -121 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 16,542 $4.8M 1.22% -32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,528 $4.79M 0.14% +577 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,495 $4.78M 0.13% +30 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 16,493 $4.78M 0.58% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,073 $4.78M 0.14% -3,012 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,438 $4.77M 0.07% +619 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,402 $4.75M 0.09% +682 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 16,401 $4.75M -534 Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 16,378 $4.75M 0.05% +163 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 16,346 $4.74M 0.65% -125 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,340 $4.74M 0.26% +296 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 16,297 $4.71M 0.57% -1,856 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 16,244 $4.71M 0.68% 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 15,950 $4.62M 0.08% -765 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,831 $4.59M 0.34% -110 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 15,824 $4.59M 0.31% -3,783 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 15,958 $4.57M +681 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,723 $4.56M 0.2% +2,119 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,644 $4.54M 0.25% -934 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15,549 $4.51M 0.2% +306 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 15,441 $4.48M 0.15% +836 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 15,451 $4.47M 0.49% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,427 $4.47M 0.37% +60 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 15,343 $4.45M 1.86% +84 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,295 $4.43M 0.1% +1,997 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,290 $4.43M 0.43% +783 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,278 $4.43M 0.21% -1,294 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 15,248 $4.42M 2.36% -359 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,232 $4.42M 0.13% -3,760 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,129 $4.39M 0.41% -27 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 15,037 $4.36M 0.1% +14,892 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 15,034 $4.36M 0.95% -69 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 15,010 $4.35M 2.1% -334 13F-HR Timeline Shellback Capital, LP More: the full row for Shellback Capital, LP 15,000 $4.35M 0.3% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 14,954 $4.34M 1.61% +1,102 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,936 $4.33M 0.27% +119 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 14,893 $4.32M 0.23% -150 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,858 $4.31M 1.16% +10,196 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,818 $4.3M 0.4% +735 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 14,792 $4.29M 0.12% +369 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,751 $4.28M 0.32% -151 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 14,748 $4.28M 0.31% +631 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 14,685 $4.26M 0.39% -250 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 14,677 $4.25M 1.69% +136 13F-HR/A Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,662 $4.25M 0.41% +285 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,617 $4.24M 0.37% +240 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 14,600 $4.23M 3.13% 0 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 14,589 $4.23M 0.55% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 14,543 $4.22M 0.61% +405 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 14,533 $4.21M 1.7% -1,298 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,510 $4.21M 0.15% -2,037 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 14,377 $4.21M 0.66% +10,067 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 14,500 $4.2M 1.07% -247 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,481 $4.2M 0.51% +168 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,393 $4.17M 0.27% +450 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 14,360 $4.16M 0.08% -6,898 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,342 $4.16M 0.18% -109 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,329 $4.15M 0.27% -432 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 14,235 $4.13M 0.53% -70 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,206 $4.12M 0.52% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,186 $4.1M 0.25% -31 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 14,124 $4.09M 2.23% +10,297 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 14,112 $4.09M 0.48% 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 14,077 $4.08M 0.23% +1,406 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,014 $4.06M 0.11% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,013 $4.06M 0.5% -877 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 14,003 $4.06M 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,992 $4.06M 0.07% -225 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,952 $4.04M 0.87% +1,025 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 13,660 $4.02M 1.36% -121 13F-HR Timeline OSSIAM More: the full row for OSSIAM 13,853 $4.02M 0.07% +3,752 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,832 $4.01M 0.15% +2,306 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,819 $4.01M 0.29% -1,750 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,807 $4M 0.32% +270 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13,799 $4M 2.48% +86 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13,766 $3.99M 0.25% -58 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,726 $3.98M 0.11% -591 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,720 $3.98M -462 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,701 $3.97M 0.12% +304 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,692 $3.97M 0.46% +92 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,674 $3.96M 0.05% -4,884 13F-HR/A Timeline Caption Management, LLC More: the full row for Caption Management, LLC 13,633 $3.95M 0.16% +10,500 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,527 $3.92M 0.53% -1,093 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,506 $3.92M 0.31% -4,051 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,456 $3.9M 0.37% +379 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,449 $3.9M 0.52% -162 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 13,428 $3.89M 2.53% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,406 $3.89M 0.15% -173 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,374 $3.88M 0.23% -491 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 13,333 $3.87M 0.29% -670 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 13,323 $3.86M 2.94% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 13,262 $3.84M 0.73% -79 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 13,261 $3.84M 0.88% -53 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,250 $3.84M 0.11% +832 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 13,238 $3.84M 0.79% +438 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 13,212 $3.83M 0.52% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 13,203 $3.83M 0.18% +4,445 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,200 $3.83M 0.15% -312 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 13,206 $3.82M 0.15% -567 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,148 $3.81M 0.45% -363 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,147 $3.81M 0.84% -125 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 13,094 $3.8M 1.16% -217 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 13,086 $3.79M 0.16% 0 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 13,034 $3.78M 0.75% -195 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 13,032 $3.78M 0.23% +1,153 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,000 $3.77M 0.15% new 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 13,000 $3.77M 3.77% 0 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 12,993 $3.77M 2.73% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 12,992 $3.77M 0.35% -543 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,960 $3.76M 0.03% +305 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 12,949 $3.75M 0.74% -52 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 12,921 $3.75M 0.88% +88 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,918 $3.74M 0.01% -79 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,899 $3.74M 0.76% +4,061 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 12,875 $3.73M 0.04% -7,387 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,856 $3.73M 0.23% -525 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 12,848 $3.72M 0.29% -270 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 12,825 $3.72M 2.12% -20 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,760 $3.7M 0.66% +212 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 12,737 $3.69M 1.85% +277 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,723 $3.69M 0.19% +1,672 13F-HR Timeline Bell Bank More: the full row for Bell Bank 12,699 $3.68M 0.27% +371 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,638 $3.66M 0.12% +309 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 12,582 $3.65M 1.42% +92 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 12,579 $3.65M 0.75% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,572 $3.64M 0.13% -1,909 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 12,561 $3.64M 0.02% -471 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 12,547 $3.64M 0.07% -869 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 12,539 $3.64M 0.4% +353 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 12,482 $3.62M 0.15% +466 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 12,477 $3.62M 0.19% -81 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,476 $3.62M 0.93% +431 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,440 $3.61M 0.22% -69 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,431 $3.6M 0.76% +3,334 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 12,389 $3.59M 0.71% -990 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 12,381 $3.59M 1.33% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,368 $3.59M 0.23% -820 13F-HR Timeline Group Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 12,344 $3.58M 1.3% -216 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 12,330 $3.57M 0.37% -414 13F-HR Timeline Group R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,284 $3.56M 3.36% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,280 $3.56M 0.29% +385 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 12,224 $3.54M 1.46% -1,125 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,134 $3.52M 0.26% -1,185 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,121 $3.51M 0.13% -253 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,115 $3.51M 0.71% +1,159 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 12,075 $3.5M 0.92% +503 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,037 $3.49M 0.1% -74 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,024 $3.49M 0.19% -1,825 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,993 $3.48M 0.36% -80 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,969 $3.47M 0.16% +438 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,951 $3.46M 1.02% -350 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 11,951 $3.46M 1.16% +62 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 11,866 $3.44M 1.31% -195 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,862 $3.44M 0.3% +3,071 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,824 $3.43M 0.25% +697 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,821 $3.43M 0.24% -111 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,809 $3.42M 0.36% -331 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,806 $3.42M 1.6% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,789 $3.42M 0.11% -7,236 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 11,756 $3.41M 0.85% +77 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 11,168 $3.4M 1.08% +487 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 11,672 $3.38M 0.21% +429 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 11,651 $3.38M 1.79% +188 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 11,609 $3.37M 0.44% -2,632 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,601 $3.36M 0.25% +8 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,589 $3.36M 0.25% -144 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 11,554 $3.35M 0.45% +3,927 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,546 $3.35M 0.04% +146 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 11,525 $3.34M 0.7% +1,764 13F-HR/A Timeline Iowa State Bank More: the full row for Iowa State Bank 11,500 $3.33M 0.69% -438 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,480 $3.33M 0.32% -45 13F-HR Timeline Group Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 11,479 $3.33M 1.16% +593 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,433 $3.31M 0.25% -702 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,432 $3.31M 0.22% -457 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,422 $3.31M 0.71% +5,492 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 11,401 $3.3M 2.29% -59 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11,727 $3.3M 0.19% -177 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,358 $3.29M 0.67% +375 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 11,352 $3.29M 0.6% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,329 $3.28M 0.51% -305 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 11,328 $3.28M 1.19% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,307 $3.28M 0.12% -5,668 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 11,278 $3.27M 0.28% -293 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,234 $3.26M 0.68% -1,230 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 12,766 $3.25M 0.39% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,207 $3.25M 0.11% +129 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,204 $3.25M 1.49% -100 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 11,199 $3.25M 1.68% +206 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 11,191 $3.24M 0.11% +184 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,179 $3.24M 0.6% +1,583 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 11,137 $3.23M 0.41% -100 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 11,128 $3.23M 2.04% -204 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 11,126 $3.23M 1.51% +52 13F-HR Timeline