DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,072 $930K 0.02% +1,635 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 16,045 $928K 0.4% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,963 $923K 0.01% +2,846 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,720 $909K 0.01% +74 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 15,606 $903K 0.01% +6,979 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 15,494 $896K 0.01% +930 13F-HR Timeline Busey Bank More: the full row for Busey Bank 15,481 $895K 0.02% +1,715 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,455 $894K 0.04% +2,671 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16,357 $888K 0.36% 0 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 15,356 $888K 0.03% -165 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 15,348 $888K 0.02% +1,493 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 15,209 $880K 0.13% -79 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,192 $879K 0.03% +9,658 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,111 $874K 0.04% +89 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,012 $873K 0.01% +76 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 15,106 $873K 0.56% -125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,904 $862K 0.02% +577 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 14,901 $862K 0.67% +5,653 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,844 $859K <0.01% -824 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14,816 $857K <0.01% -1,361 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 14,801 $856K 0.32% -48 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,799 $856K 0.01% +3,125 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 14,779 $855K 0.14% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,699 $850K <0.01% +3,186 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 14,738 $849K 0.14% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 14,571 $843K 0.64% +8,984 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 14,557 $842K 0.15% +153 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 14,539 $841K 0.36% -123 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 14,478 $837K 0.14% -2,900 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,293 $833K 0.05% +7,849 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 14,403 $833K 0.14% -1,164 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,383 $832K 0.04% -49 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 14,371 $831K 0.09% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 14,344 $830K 0.22% -307 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,345 $830K 0.05% +3,023 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,203 $828K 0.02% +1,297 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,303 $827K 0.04% +1,334 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,250 $824K 0.07% -307 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 14,150 $818K 0.17% -870 13F-HR/A Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 14,097 $815K 0.09% +310 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,844 $814K 0.02% +2,016 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 14,000 $810K 0.01% -4,950 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 13,986 $809K 0.1% -800 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 13,860 $802K 0.02% -2,346 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 13,821 $799K 0.01% +769 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,810 $799K 0.05% +2,086 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,771 $797K 0.08% +85 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 13,701 $792K 0.23% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,698 $792K 0.05% -1,904 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,600 $787K 0.07% -7,800 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 13,509 $781K 0.06% -1,137 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 13,421 $776K 0.06% +749 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 13,376 $774K 0.07% 0 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,361 $773K 0.01% +1,148 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,350 $772K 0.18% +316 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,987 $770K 0.05% -3,858 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,288 $769K 0.08% +121 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,275 $768K 0.03% +2,483 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,248 $766K 0.04% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 13,247 $766K 0.09% -963 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,234 $765K 0.01% +680 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,188 $763K 0.19% -1,041 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13,143 $760K 0.12% +4 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,088 $757K 0.12% -52 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,979 $751K 0.05% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 12,960 $750K 0.02% +1,522 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,942 $749K 0.02% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,931 $748K 0.01% -136 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,895 $746K 0.02% -1,434 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 12,781 $746K 0.14% +607 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,858 $744K 0.1% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 12,846 $743K 0.26% -352 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,818 $741K 0.05% +26 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12,814 $741K 0.01% +908 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 12,739 $737K 0.46% +284 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 12,734 $737K 0.03% -1,834 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,639 $731K 0.11% -300 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 12,598 $729K 0.3% -2,783 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,594 $728K 0.04% +1,169 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 12,583 $728K 0.14% -640 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,567 $727K 0.04% -1,925 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,550 $726K 0.02% +793 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,351 $714K 0.02% +175 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 12,309 $712K 0.69% -1,595 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,305 $712K 0.16% +39 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,303 $712K 0.43% -506 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,243 $708K 0.02% +986 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,202 $706K 0.01% +500 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,201 $706K 0.06% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,193 $705K 0.27% -2,836 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 12,191 $705K 0.05% +73 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,064 $704K 0.02% +313 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 12,135 $702K 0.14% -307 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 12,125 $701K 0.04% -348 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 12,066 $698K 0.02% +4,738 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,036 $696K 0.08% -148 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 12,000 $694K 0.05% 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,970 $692K 0.02% -27 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,939 $690K 0.09% -458 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 11,897 $688K 0.08% -127 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,841 $685K 0.04% -37 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 11,840 $685K <0.01% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 11,820 $684K 0.33% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,816 $683K 0.03% -903 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 11,300 $680K 0.02% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 11,741 $679K 0.3% -279 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,721 $678K 0.13% -60 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 11,197 $674K <0.01% +7,655 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 11,628 $673K -1,030 Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,014 $671K 0.04% +679 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 11,598 $671K 0.09% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,587 $670K 0.19% +1,633 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 11,563 $669K 0.25% -102 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,562 $669K 0.15% +776 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 11,556 $668K 0.18% +35 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 11,527 $667K 0.18% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,472 $664K <0.01% -559 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,452 $662K 0.18% +9 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,231 $661K 0.1% -3,760 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 11,373 $658K 0.04% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 11,325 $655K 0.15% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,208 $654K 0.03% +1,801 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,292 $653K 0.04% -268 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 11,245 $650K 0.2% +720 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,205 $648K 0.06% -693 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 11,189 $647K 0.04% -200 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,106 $642K 0.01% +6,101 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,076 $642K 0.08% +1,379 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,045 $639K 0.05% +2,332 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 11,024 $638K 0.1% -2,910 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 10,374 $637K 0.14% +2,511 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,004 $636K 0.02% +90 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,979 $635K 0.02% +567 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 10,948 $633K 0.16% +16 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,943 $633K 0.05% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10,896 $630K <0.01% -2,052 13F-HR Timeline Group Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 10,089 $627K 0.41% -328 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,805 $625K 0.03% +3,654 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 10,775 $623K 0.29% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,733 $621K 0.03% +6,356 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,694 $619K 0.05% +480 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 10,678 $618K 0.59% -183 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,665 $617K 0.03% +2,669 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10,641 $615K 0.27% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,539 $614K 0.01% -3,673 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 10,600 $613K 0.01% 0 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 10,578 $612K 0.38% -18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,571 $611K 0.02% -1,195 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 10,538 $610K 0.07% +6,015 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 10,515 $608K 0.42% -169 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 10,508 $608K 0.08% +1,187 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,483 $606K 0.06% -830 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 10,421 $603K 0.22% 0 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 10,411 $602K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 248 $599K 0.06% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,300 $596K 0.01% -406 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 10,236 $595K 0.01% -722 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,279 $595K 0.01% +2,378 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,261 $593K 0.05% -25 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,239 $592K 0.01% -189 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 10,207 $590K 0.35% +662 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,178 $589K 0.06% +433 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 10,125 $586K 0.11% +214 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 10,113 $585K 0.3% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 10,098 $584K 0.12% -223 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $578K 0.03% 0 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 10,000 $578K 0.57% -45,000 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,999 $578K 0.01% -493 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 9,997 $578K 0.12% -525 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,985 $578K 0.21% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,979 $577K 0.06% +28 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,923 $574K 0.11% -3,039 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,891 $572K 0.29% -64 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,875 $571K 0.31% -200 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 9,854 $570K 0.03% +328 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 9,842 $569K 0.08% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 9,829 $568K 0.29% -612 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,760 $565K 0.03% -1,463 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,719 $562K 0.02% +131 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,691 $561K 0.01% -1,498 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,688 $560K 0.12% -1,255 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,678 $560K 0.05% -34 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 9,644 $558K 0.07% +8 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,636 $557K 0.01% -211 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,596 $555K 0.01% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,563 $553K 0.17% +82 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 9,555 $553K 0.42% +103 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,470 $548K 0.02% +143 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 9,447 $546K 0.01% -4,952 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,353 $541K 0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 9,329 $540K 0.22% -330 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 9,145 $538K 0.36% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,219 $533K 0.01% +161 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,211 $533K 0.07% -46 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,152 $532K 0.02% +252 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,178 $531K 0.16% -2,591 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 9,101 $526K 0.03% +4,815 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 9,007 $521K 0.27% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,964 $518K 0.41% -227 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,908 $515K 0.01% +19 13F-HR Timeline Group