CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,440 $5.44M 1.24% +736 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,437 $5.44M 2.85% -508 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,437 $5.44M 4.5% -393 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 9,437 $5.44M 1.2% -108 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 9,489 $5.43M 2.04% -81 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 9,384 $5.41M 0.64% -747 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 9,372 $5.4M 2.63% +609 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,356 $5.39M 0.67% +436 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 9,348 $5.39M 1.22% +7,805 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,323 $5.37M 0.14% -407 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,283 $5.35M 2.03% +429 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 9,280 $5.35M 1.4% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXS Investments LLC More: the full row for AXS Investments LLC 9,279 $5.35M 1.48% -1,588 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,276 $5.35M 0.31% +2,956 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,255 $5.33M 2.77% -35 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,253 $5.33M 0.13% +8,761 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,253 $5.33M 0.52% -1,157 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 9,240 $5.33M 0.77% +192 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 9,204 $5.3M 2.58% +259 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 9,200 $5.3M 0.65% -250 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,187 $5.3M 0.53% -4,570 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 9,152 $5.27M 1.01% -592 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 9,147 $5.27M 0.19% -53,543 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 9,146 $5.27M 2.13% -142 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 9,141 $5.27M 2.08% +158 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,133 $5.26M 0.7% +355 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,132 $5.26M 0.95% +367 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,129 $5.26M 0.58% -117 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 9,124 $5.26M 0.91% -113 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 9,119 $5.26M 1.19% +183 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,113 $5.25M 0.88% +1,473 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,113 $5.25M 1.71% +7,262 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 9,111 $5.25M 2.97% -12 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 9,104 $5.25M 1.56% +484 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,422 $5.23M 2.21% -334 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 9,065 $5.22M 2.46% +91 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 9,061 $5.22M 1.68% -295 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,058 $5.22M 0.68% +232 13F-HR Timeline Otter Creek Advisors, LLC More: the full row for Otter Creek Advisors, LLC 9,052 $5.22M 3.64% +950 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 9,048 $5.22M 3.11% -1,552 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 9,046 $5.21M 1.58% +2,959 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,021 $5.2M 0.38% -215 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 9,019 $5.2M 1.47% -98 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,027 $5.18M 0.61% +2,419 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,977 $5.17M 0.75% -479 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 8,974 $5.17M 4.17% +996 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,955 $5.16M 1.16% +33 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 8,934 $5.15M 2.15% +1,345 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,902 $5.13M 0.84% +1,187 13F-HR/A Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 8,894 $5.13M 1.33% -85 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,835 $5.1M 0.48% +1,383 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,827 $5.09M 0.68% +429 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,808 $5.08M 0.93% +408 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,793 $5.07M 1.19% +1,187 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,775 $5.06M 4.99% -174 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,752 $5.04M 1.15% -1,354 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,747 $5.04M 0.54% +444 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,747 $5.04M 0.46% -3,503 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,699 $5.01M 0.71% -508 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 8,694 $5.01M 1.89% +907 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,686 $5.01M 4.87% +430 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 8,685 $5.01M 3.18% -101 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,658 $4.99M 2.87% +385 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,634 $4.98M 2.51% +5 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 11,291 $4.96M 1.35% -155 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 8,600 $4.96M 1.16% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,588 $4.95M 0.32% +673 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,585 $4.95M 1.09% -901 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,575 $4.94M 0.18% +661 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 8,572 $4.94M 2.64% -4,431 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 8,550 $4.93M 1.72% +1,850 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,540 $4.92M 1.08% +3,075 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 8,540 $4.92M 4.31% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,537 $4.92M 0.16% +2,004 13F-HR/A Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 8,524 $4.91M 2.46% +1,665 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,511 $4.91M 1.93% -347 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 8,495 $4.9M 0.71% -2,490 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,470 $4.88M 0.68% +706 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,451 $4.87M 1.41% +635 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,435 $4.86M 0.17% +1,516 13F-HR/A Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 8,430 $4.86M 0.45% +6,678 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,419 $4.85M 0.35% +242 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,478 $4.85M 0.95% +828 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8,369 $4.82M 1.37% -103 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,365 $4.82M 1.88% -88 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 8,358 $4.82M 0.62% -57 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,338 $4.81M 0.62% -4,868 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,336 $4.8M 0.91% +203 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,324 $4.8M 1.26% -105 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,318 $4.79M 0.47% -1,049 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8,317 $4.79M 3.56% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 8,301 $4.78M 0.66% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,539 $4.78M 0.27% +1,019 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 8,292 $4.78M 1.93% -261 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 8,269 $4.77M 1.31% +166 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 8,253 $4.76M 3.68% +1 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,235 $4.75M 1.67% +19 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,216 $4.74M 0.15% +227 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,181 $4.72M 0.32% +73 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,165 $4.71M 0.81% -50 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 8,153 $4.7M 0.71% -529 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 8,151 $4.7M 3.27% +1,950 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 8,137 $4.69M 3.72% +8 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,125 $4.68M 3.06% +600 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,125 $4.68M 3.58% -8 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,103 $4.67M 2.84% +736 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,778 $4.67M 1.15% +751 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 8,057 $4.64M 1.7% +151 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,056 $4.64M 0.38% -2,584 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,097 $4.64M 0.42% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,040 $4.63M 2.75% -13 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,036 $4.63M 1.04% +122 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,036 $4.63M 0.49% -6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,991 $4.61M 1.81% +266 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,990 $4.61M 2.68% +510 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 7,990 $4.61M 2.14% new 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 7,978 $4.6M 2.33% -745 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 7,974 $4.6M 3.25% -260 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,969 $4.59M 0.25% -134 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 7,964 $4.59M 2.08% -486 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,357 $4.59M 3.7% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,959 $4.59M 4.01% -11 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,947 $4.58M 0.16% -21,510 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,935 $4.57M 0.38% +900 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 7,932 $4.57M +930 Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,932 $4.57M 0.31% -21,039 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,890 $4.55M 0.51% -5,590 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,870 $4.54M 0.43% +252 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,843 $4.52M 0.77% +4,485 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 7,831 $4.51M 3.26% -1,351 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,819 $4.51M 0.51% +478 13F-HR Timeline Group Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 7,796 $4.49M 5.22% +664 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,772 $4.48M 0.25% +589 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,765 $4.48M 0.24% +735 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 7,733 $4.46M 2.52% -161 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 7,726 $4.45M 1.95% +451 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,716 $4.45M 0.71% +315 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,714 $4.45M 1.84% -92 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,690 $4.43M 0.44% -624 13F-HR/A Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,681 $4.43M 1.06% +1,541 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 7,667 $4.42M 0.52% +2,548 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,661 $4.42M 1.68% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,643 $4.41M 0.78% +353 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,624 $4.39M 2.59% +335 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,623 $4.39M 0.07% -612 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 7,621 $4.39M 2.6% 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,586 $4.37M 0.44% +362 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,578 $4.37M 0.93% -365 13F-HR/A Timeline MWA Asset Management More: the full row for MWA Asset Management 7,568 $4.36M 3.03% -166 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,562 $4.36M 0.73% +237 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,560 $4.36M 1.23% -70 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,556 $4.35M 4.7% +204 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,795 $4.35M 2.64% -456 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 7,540 $4.35M 2.48% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,537 $4.34M 1.9% +242 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 7,534 $4.34M 1.61% +2,518 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,529 $4.34M 1.15% -1,570 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 7,509 $4.33M 0.85% +759 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 7,490 $4.32M 3.04% -256 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,479 $4.31M 0.83% -719 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,470 $4.31M 0.16% -244 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 7,469 $4.3M 2.58% +2,108 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,461 $4.3M 1.13% -623 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 7,441 $4.29M 0.9% +134 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,425 $4.28M 3.44% +101 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,420 $4.28M 1.24% -660 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,413 $4.27M 0.36% +7,406 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,393 $4.26M 0.53% -100 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,379 $4.25M 2.66% -44 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,373 $4.25M 2.18% +1,125 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,353 $4.24M 0.52% -70 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,352 $4.24M 1.1% -793 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,317 $4.22M 1.11% +18 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 7,300 $4.21M 0.83% +3,938 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,298 $4.21M 0.93% +466 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,291 $4.2M 1.78% -1,873 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,287 $4.2M 0.53% -24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33,829 $4.2M 0.41% +351 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,275 $4.19M 1.29% +5,187 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,270 $4.19M 2.27% -121 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 7,269 $4.19M 1.81% -17 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,264 $4.19M 1.43% -195,438 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,262 $4.19M 0.25% +4,435 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,249 $4.18M 1.05% -1,467 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 7,237 $4.17M 0.36% +261 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7,185 $4.14M 0.94% +316 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,166 $4.13M 1.18% -5,432 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 7,156 $4.12M 0.73% +5,557 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,146 $4.12M 1.91% +1,050 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,129 $4.11M 0.13% +364 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,127 $4.11M 1.45% -257 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 7,127 $4.11M 0.26% +179 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,125 $4.11M 0.62% +205 13F-HR Timeline Finivi Inc. 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