INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 17,856 $5.43M 1.71% -240 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 17,784 $5.4M 1.8% +87 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,767 $5.4M 0.09% -20 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,706 $5.38M 0.2% +63 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 17,691 $5.38M 1.03% -104 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,685 $5.37M 0.21% -485 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 17,675 $5.37M 1.84% -605 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,636 $5.36M 0.47% +249 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 17,621 $5.35M 0.2% -76 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,593 $5.35M 0.36% -103 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,585 $5.34M 0.47% +149 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 17,579 $5.34M 0.09% +5,739 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 17,555 $5.33M 1.1% +178 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 17,527 $5.33M 0.37% +266 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 17,501 $5.32M 0.62% +268 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 17,486 $5.31M 0.11% +161 13F-HR Timeline Bell Bank More: the full row for Bell Bank 17,466 $5.31M 0.23% +4,477 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 17,462 $5.31M 2.29% -46 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,436 $5.3M 0.17% +8,249 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 17,375 $5.28M 0.17% -63 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,352 $5.27M 0.24% -11 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 17,298 $5.26M 1.19% -219 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,289 $5.25M 0.07% +481 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 17,216 $5.25M 0.63% +315 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 17,272 $5.25M 1.86% +1,698 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 17,218 $5.23M 0.17% -732 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 17,186 $5.22M 1.22% +260 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 17,122 $5.2M 1.23% +13 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 17,112 $5.2M 0.56% +1,512 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 17,112 $5.2M 1.51% -2,779 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 17,112 $5.2M 0.09% -10 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 17,103 $5.2M 0.54% +33 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 17,679 $5.19M 1.79% -149 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 17,044 $5.18M 2.34% -72 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,978 $5.16M 0.12% -72 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 16,944 $5.15M 0.39% -1,330 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,930 $5.14M 0.15% +107 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,872 $5.13M 0.1% -263 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 16,820 $5.11M 0.2% -4,000 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 16,794 $5.1M 0.33% +15,144 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 16,700 $5.07M 0.62% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,671 $5.07M 0.06% -40 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,558 $5.03M 0.1% +7,633 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 16,536 $5.02M -2,784 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,524 $5.02M +139 Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,461 $5M 0.94% -49 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 16,371 $4.97M 0.69% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,351 $4.97M 1.13% -80 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 16,332 $4.96M 1.87% +73 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,268 $4.94M 0.37% -614 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 16,164 $4.91M 0.15% +547 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,149 $4.91M 0.1% +1,280 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,073 $4.88M 0.26% -870 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 16,072 $4.88M 4.24% +7 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,029 $4.87M 0.55% +6,413 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,982 $4.86M 0.09% +14 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 15,956 $4.85M 0.85% +1,748 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,934 $4.84M 0.27% +1,437 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 15,905 $4.83M 0.61% -154 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 15,856 $4.82M 0.56% -45 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 15,828 $4.81M 0.21% +499 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,725 $4.78M 0.18% -2,133 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 15,713 $4.78M 0.27% +1,128 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,659 $4.76M 0.41% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,586 $4.76M 0.12% -19 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,551 $4.73M 0.25% +154 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,548 $4.72M 0.17% +263 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,457 $4.7M 0.27% -25 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 15,451 $4.7M 0.19% -192 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,325 $4.66M 0.21% +1,580 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 15,191 $4.62M 0.47% -1,401 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,152 $4.6M 0.11% +2,567 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,961 $4.59M 0.1% +777 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,080 $4.58M 0.24% +378 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 15,073 $4.58M 0.51% -1,420 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 15,051 $4.57M 0.3% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 15,014 $4.56M 0.01% new 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,995 $4.56M 1.03% +85 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,872 $4.52M 0.15% +655 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,863 $4.52M 0.27% -1,305 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 14,877 $4.51M 0.2% +3,239 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 14,811 $4.5M 0.38% +261 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,986 $4.5M +338 Timeline Tabor Asset Management, LP More: the full row for Tabor Asset Management, LP 14,670 $4.46M 2.8% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,644 $4.45M 0.39% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,638 $4.45M 1.35% +19 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,628 $4.45M 0.37% -8 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 14,600 $4.44M 2.75% 0 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,523 $4.41M 0.34% +34 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,503 $4.41M 0.38% -10 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 14,533 $4.4M 0.06% +6,303 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,478 $4.4M 0.27% +734 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,474 $4.4M 0.11% -150 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,465 $4.4M 0.49% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 14,427 $4.38M 1.14% -170 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 14,416 $4.38M 1.12% +61 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 14,365 $4.37M 0.26% -120 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 14,217 $4.32M 0.81% +807 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,206 $4.32M 0.51% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 14,203 $4.32M 0.32% +302 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,196 $4.31M 0.85% -252 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 14,192 $4.31M 0.37% +374 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 14,164 $4.3M 2.77% +3,073 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 14,144 $4.3M 0.91% -56 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,127 $4.29M 0.2% -801 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 14,031 $4.26M 0.14% +221 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 14,015 $4.26M 0.71% +900 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 13,985 $4.25M 1.54% +4,045 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,968 $4.24M 0.32% -174 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,952 $4.24M 0.72% -66 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,933 $4.23M 2.57% +528 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,893 $4.22M +541 Timeline InvesTrust More: the full row for InvesTrust 13,857 $4.21M 1.54% -67 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,969 $4.2M 0.69% +4,002 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,752 $4.18M 0.27% +1,244 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 13,748 $4.18M 0.45% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 13,716 $4.17M 1.79% -155 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 13,592 $4.13M 0.02% -433 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,513 $4.11M 0.4% +178 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,473 $4.09M 0.3% -364 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 13,459 $4.09M 0.34% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 13,445 $4.09M 0.28% +576 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,391 $4.07M 0.15% +3,966 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,385 $4.07M 0.28% +3,158 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 13,356 $4.06M -1,264 Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 13,349 $4.06M 0.81% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,349 $4.06M 0.83% -99 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 13,301 $4.04M 2.25% -777 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,297 $4.04M 0.09% -212 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,284 $4.04M 0.23% -104 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,273 $4.03M 0.01% +848 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,233 $4.02M 0.1% +229 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 13,206 $4.01M +267 Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,162 $4M 0.99% +207 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,154 $4M 0.07% +379 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,093 $3.98M 0.48% -61 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,079 $3.97M 0.93% +482 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,065 $3.97M 0.1% -3,825 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 13,047 $3.96M 1.82% -4,011 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,024 $3.96M 0.11% +529 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,000 $3.95M 0.15% 0 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 13,000 $3.95M 4.75% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 12,995 $3.95M 2.86% -160 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,959 $3.94M 0.49% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 12,948 $3.93M 0.58% +987 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12,929 $3.93M 2.26% +194 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,902 $3.92M 0.26% +358 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,880 $3.91M 0.14% -800 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 12,842 $3.9M 1.96% +958 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,828 $3.9M 0.23% +303 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,820 $3.9M 0.47% -10 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,785 $3.89M 0.2% -36,197 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,764 $3.88M 0.2% -20 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 12,725 $3.87M 0.65% +161 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,709 $3.86M 0.45% +3,475 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,666 $3.85M 1.21% -270 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 12,663 $3.85M 0.69% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,650 $3.84M 0.29% -209 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,649 $3.84M 0.09% -713 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 12,610 $3.83M 0.32% +37 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,591 $3.83M 0.09% +137 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,585 $3.82M 0.14% -4,243 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 12,579 $3.82M 0.6% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,681 $3.82M 1.11% +579 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 12,552 $3.81M 1.28% -6,794 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,539 $3.81M 0.21% +65 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 12,494 $3.8M 0.13% -592 13F-HR/A Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 12,493 $3.8M 0.51% +1,780 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,482 $3.79M 0.63% +45 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,465 $3.79M 0.25% -629 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,464 $3.79M 0.68% +1,025 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 12,441 $3.78M 1.84% +614 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 12,386 $3.76M 0.4% -170 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,338 $3.75M 0.4% -79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,324 $3.75M 3.25% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 12,315 $3.74M 0.18% -2,421 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,267 $3.73M 0.18% -841 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,263 $3.73M 0.16% -362 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 12,250 $3.72M 1.93% -25 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,280 $3.72M 0.23% +2,744 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 12,227 $3.72M 1.13% -41 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 12,095 $3.68M 1.33% +203 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,083 $3.67M 0.24% -349 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,064 $3.67M 0.92% +110 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 12,059 $3.67M 0.79% +17 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,051 $3.66M 1.48% -35 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,017 $3.65M 0.05% +1,995 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,009 $3.65M 0.2% +3,978 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,942 $3.63M 0.41% +184 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 11,924 $3.62M 1.87% +133 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,917 $3.62M 1.43% -32 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 11,916 $3.62M 1.58% +76 13F-HR Timeline GWN SECURITIES INC. 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