Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 34,414 $1.85M 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,712 $1.83M 0.18% +10,579 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 31,552 $1.82M 1.31% +6,338 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 31,097 $1.79M 0.06% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 31,096 $1.79M 0.02% +1,571 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 31,028 $1.79M +412 Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 31,015 $1.79M 0.07% +6,559 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 30,967 $1.78M 0.17% -797 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 30,860 $1.78M 0.4% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,847 $1.78M 0.02% -6,240 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 30,798 $1.78M 0.09% -124 13F-HR Timeline Group HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 30,641 $1.77M 0.19% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 30,328 $1.76M 0.04% -12,452 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 30,552 $1.76M 0.25% -204 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 30,548 $1.76M 0.02% -1,831 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 30,471 $1.76M 0.07% +715 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 30,458 $1.76M 0.23% +16,803 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 30,429 $1.75M 0.08% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 30,425 $1.75M 0.09% -7,000 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 30,397 $1.75M 0.25% +1,362 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 30,365 $1.75M 0.05% -933 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 30,097 $1.73M 0.14% -13,590 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 30,030 $1.73M 0.05% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 29,910 $1.72M 0.5% -1,904 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 29,905 $1.72M 0.32% -1,949 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 29,904 $1.72M 0.07% -519 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 29,877 $1.72M 0.38% +1,309 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 29,693 $1.71M 0.03% -2,776 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 29,640 $1.71M 0.02% -11,855 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 37,000 $1.7M 0.92% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 29,377 $1.69M 0.42% -11,542 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 29,329 $1.69M 0.23% -34,000 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 29,284 $1.69M 0.1% +177 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,172 $1.68M 0.01% +6,622 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 28,582 $1.66M 0.06% +104 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 28,668 $1.66M 0.04% +1,035 13F-HR/A Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 28,334 $1.63M 0.06% -25,062 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 28,056 $1.63M 0.15% -1,244 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 28,170 $1.62M 0.17% -166 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 28,167 $1.62M 0.11% -3,902 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,408 $1.62M 0.02% +3,872 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 28,098 $1.62M 0.38% -757 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 28,079 $1.62M 0.21% -1,184 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 27,895 $1.61M 0.18% -1,971 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 27,703 $1.6M 0.11% +17,916 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 27,809 $1.59M 0.06% +386 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 27,611 $1.59M 0.11% 0 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 27,600 $1.59M 0.63% +15,200 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 27,526 $1.59M 0.07% -10 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 27,489 $1.58M 0.06% +5,316 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 27,418 $1.58M 0.11% -1,480 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 27,402 $1.58M 0.02% +988 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 27,079 $1.56M 0.94% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 26,629 $1.55M 0.07% -225 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 26,810 $1.55M 0.34% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 26,593 $1.53M 0.91% -2,940 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 26,291 $1.52M 0.02% +2,742 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 26,173 $1.51M 0.01% +9,829 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 26,159 $1.51M 0.05% +234 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 26,138 $1.51M 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 22,110 $1.5M 0.49% +21,054 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 25,571 $1.47M 0.35% -96 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 25,421 $1.47M 0.04% -88,009 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 25,384 $1.46M 0.01% +22 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 25,363 $1.46M 0.02% -2,333 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 25,262 $1.46M 0.07% -8,955 13F-HR Timeline Group Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 25,075 $1.45M 0.01% -150 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 24,995 $1.44M 0.12% +2,418 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 24,760 $1.43M 0.17% -2,935 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 24,449 $1.41M 0.05% -1,671 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 24,412 $1.41M 0.14% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 24,360 $1.4M 0.2% -1,630 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 24,335 $1.4M 0.04% -24,500 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 24,183 $1.39M 0.01% +1,887 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,149 $1.39M 0.02% -1,765 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 24,148 $1.39M 0.12% 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 24,013 $1.38M 0.35% -191 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,785 $1.38M 0.03% -131 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,963 $1.38M 0.01% +273 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 22,305 $1.37M 0.72% -1,276 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 23,700 $1.37M <0.01% +4,565 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,465 $1.35M 0.08% +14,706 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 23,433 $1.35M 0.05% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 23,238 $1.34M 0.12% +3,154 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 23,215 $1.34M 0.48% +495 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 23,171 $1.34M 0.63% +1,624 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 23,064 $1.33M +2,879 Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 23,054 $1.33M 0.21% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 23,002 $1.33M 0.06% +7,024 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 22,966 $1.32M 0.07% -42 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 22,761 $1.31M 0.03% +623 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,734 $1.31M 0.02% -4,544 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 22,724 $1.31M 0.04% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 22,616 $1.3M 0.32% -318 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 22,512 $1.3M 0.4% +1,923 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22,504 $1.3M <0.01% +7,842 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 22,435 $1.29M 0.3% +576 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 22,402 $1.29M 0.24% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 22,307 $1.29M 0.11% -300 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 22,206 $1.28M 0.22% -5,350 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,131 $1.28M 0.02% -564 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 22,044 $1.27M 0.02% -1,759 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21,958 $1.27M 0.06% -1,204 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 21,780 $1.26M 1.28% -750 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,764 $1.25M 0.03% -373 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 21,635 $1.25M 0.08% +112 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 21,487 $1.24M 0.08% -5,818 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 21,423 $1.23M 0.01% +1,036 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 21,400 $1.23M 0.12% +12,690 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 21,375 $1.23M 0.49% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,351 $1.23M 0.02% -3,351 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 21,323 $1.23M 0.22% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,299 $1.23M 0.03% new 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 21,295 $1.23M 0.03% -1,015 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 21,184 $1.22M 0.05% -1,033 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,942 $1.21M 0.06% +1,780 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 10,085 $1.2M 0.02% +952 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 20,898 $1.2M 0.08% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,776 $1.2M 0.1% +4,360 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,412 $1.19M 0.02% +1,604 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 20,584 $1.19M 0.1% +11 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,526 $1.18M 0.04% -4,987 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20,322 $1.17M 0.1% +1,721 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 20,320 $1.17M 0.05% +116 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 20,319 $1.17M 0.02% -2,924 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 20,085 $1.16M 0.58% -3,420 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 19,941 $1.15M 0.03% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 19,866 $1.15M 0.03% +64 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 19,800 $1.14M 0.39% +19,796 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 19,656 $1.13M 0.57% +1,015 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 19,565 $1.13M 0.08% +1,040 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 19,555 $1.13M 0.03% +679 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 19,533 $1.13M 0.13% -149 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 19,525 $1.13M 0.76% +1,969 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 19,429 $1.12M 0.02% +3,308 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 19,335 $1.11M 0.14% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 19,332 $1.11M 0.02% -41,156 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 19,250 $1.11M 3.18% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,200 $1.11M 0.02% -1,086 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 18,981 $1.09M 0.04% -442 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 18,950 $1.09M 0.01% -6,050 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 18,920 $1.09M 0.11% -2,112 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 18,831 $1.09M 0.54% +315 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,829 $1.09M 0.01% +6,380 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 18,406 $1.06M 0.07% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,214 $1.06M 0.01% -3,002 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,335 $1.06M 0.01% +1,902 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 18,257 $1.05M 0.14% +12,198 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,216 $1.05M 0.01% +3,486 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 18,143 $1.05M 0.02% -652 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,138 $1.05M 0.03% +4,749 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,096 $1.04M 0.03% +7,602 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 18,011 $1.04M 0.36% +96 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 17,836 $1.03M 0.09% -1,144 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 17,704 $1.02M 0.31% -604 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 17,637 $1.02M 0.1% -100 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,630 $1.02M 0.03% +1,754 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,559 $1.01M 0.06% +44 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 17,321 $1.01M 0.06% -25,553 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,378 $1M 0.18% -1,787 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 16,209 $989K -2,681 Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 17,142 $988K 0.4% -467 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 16,837 $970K 0.06% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 16,766 $966K 0.14% +140 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 16,737 $965K 1.52% +2,981 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,845 $962K 0.07% +3,671 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 16,653 $960K 0.05% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 16,612 $958K 0.16% -759 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 16,612 $958K 0.05% +918 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 16,541 $953K <0.01% -1,209 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16,357 $951K 0.39% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 16,485 $950K 0.11% -1,425 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 16,467 $949K 0.06% -475 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 16,206 $934K 0.03% -34,498 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 16,181 $933K 0.03% +415 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 16,177 $932K 0.01% -376 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 16,136 $930K 0.11% -2,737 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 15,807 $911K 0.67% +4,879 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 15,786 $910K 0.03% +2,475 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 15,783 $910K 0.01% -22,062 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,668 $903K <0.01% +425 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,646 $902K 0.01% +603 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,602 $899K 0.06% -10,702 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15,567 $897K 0.17% -885 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,521 $895K 0.03% +2,194 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 15,430 $889K 0.01% -2,048 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 15,416 $889K 0.07% +9,006 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 15,381 $887K 0.39% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 15,343 $884K 0.15% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,329 $884K 0.02% +7,443 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 15,288 $881K 0.15% -2,126 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 15,231 $877K 0.56% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 15,029 $866K 0.38% -3,380 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 15,020 $866K 0.25% +30 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,022 $865K 0.05% -249 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,991 $864K 0.16% +762 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,931 $861K 0.14% +2,599 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,936 $860K 0.02% +1,071 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 14,857 $856K 0.02% -10,079 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 14,849 $856K 0.37% -23 13F-HR Timeline