NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,457 $5.97M 0.41% +610 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,450 $5.96M 0.65% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,437 $5.94M 0.47% -65 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6,368 $5.94M 1.15% -106 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,425 $5.93M 0.11% +695 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,407 $5.9M 0.09% -75 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,400 $5.89M 4.28% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,393 $5.88M 0.22% +61 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,385 $5.87M 0.47% +668 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,331 $5.8M 1.37% +294 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,324 $5.79M 0.33% +204 13F-HR Timeline Rip Road Capital Partners LP More: the full row for Rip Road Capital Partners LP 4,317 $5.78M 5.86% -1,107 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,316 $5.78M 0.56% +1,808 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,312 $5.77M 0.2% +1,384 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 4,306 $5.77M -605 Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,298 $5.76M 1.53% +130 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,294 $5.75M 0.3% -308 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,290 $5.74M 4.31% +37 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,247 $5.69M 3.54% -262 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,229 $5.66M 0.13% +421 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,222 $5.65M 0.97% +3 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 4,217 $5.65M 2.52% +1,656 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,206 $5.63M 0.55% -21 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 4,193 $5.61M 3.83% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,648 $5.61M 0.92% -681 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,182 $5.6M 0.63% -102 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,176 $5.59M 0.96% -126 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,168 $5.58M 0.21% -94 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,161 $5.57M 1.11% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,145 $5.55M 0.07% -45 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,141 $5.55M 0.87% -28 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,139 $5.54M 2.64% -19 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,702 $5.54M 0.5% +145 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,128 $5.53M 1.53% -241 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,124 $5.52M 0.05% -199 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,124 $5.52M 0.2% +3,260 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 4,110 $5.5M 4.43% +12 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,074 $5.46M 0.69% -146 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,057 $5.43M 0.38% -292 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,053 $5.43M 1.38% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,053 $5.43M 0.08% +37 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,035 $5.4M 3.98% -231 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,024 $5.39M 1.49% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,015 $5.38M 0.98% -1,498 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,010 $5.37M 3.1% +1,660 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,998 $5.35M 0.06% +373 13F-HR Timeline Group Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,997 $5.35M 2.79% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,997 $5.35M 0.21% +779 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 3,996 $5.35M 0.24% -619 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,983 $5.33M +213 Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,978 $5.33M 1.04% -68 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,977 $5.33M 1.39% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,954 $5.3M 0.09% +195 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,935 $5.27M 0.46% +405 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,914 $5.24M 0.69% +539 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,880 $5.2M 0.06% -80 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 3,858 $5.17M 3.12% +61 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,857 $5.17M 0.25% +203 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,855 $5.16M 0.32% +21 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 3,854 $5.16M 4.37% +2,706 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,851 $5.16M 0.17% +1,514 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,851 $5.16M 1.92% -8 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,848 $5.15M 1.29% +1,432 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3,839 $5.14M 0.61% +21 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 3,800 $5.09M 1.85% -400 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,799 $5.09M 0.6% +245 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,798 $5.09M 1.99% +2,172 13F-HR/A Timeline Group Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 8,401 $5.08M 0.9% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,794 $5.08M 0.34% -10,340 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,788 $5.07M 1.91% -105 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,787 $5.07M 0.52% +195 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 3,786 $5.07M 5.38% -530 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,782 $5.06M 1.2% -38 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,774 $5.05M 0.31% new 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,772 $5.05M 0.03% -306 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,769 $5.05M 0.25% +136 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,766 $5.04M 0.35% -33 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,757 $5.03M 1.89% -117 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,757 $5.03M 3.27% +13 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,752 $5.02M 0.72% +203 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,751 $5.02M 0.18% -146 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,291 $5.02M 3.2% -16 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,744 $5.01M 0.09% -160 13F-HR/A Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,740 $5.01M 2.67% +1,332 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,737 $5M 1.92% -59 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,725 $4.99M 1.11% -43 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,724 $4.99M 0.58% +287 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,721 $4.98M 1.25% +1,060 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,689 $4.94M 0.63% +1,219 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,688 $4.94M 0.97% 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,679 $4.93M 1.1% +76 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,645 $4.88M 0.73% -149 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,620 $4.85M 0.3% -18 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,615 $4.84M 0.33% -66 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,611 $4.84M 1.23% +3,057 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,610 $4.83M 1.43% +161 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,600 $4.82M 3.71% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,586 $4.8M 2.2% -81 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,584 $4.8M 0.43% +223 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,583 $4.8M 0.67% +90 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,625 $4.8M 0.3% -296 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,580 $4.79M 0.32% +2,804 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,578 $4.79M 2.6% -145 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,575 $4.79M 2.86% -45 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,562 $4.77M 1.95% +1,577 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 3,500 $4.69M 5.04% -1,500 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,492 $4.68M 1.22% +2,489 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 3,483 $4.66M 1.23% -218 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,470 $4.65M 0.34% +1,700 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,470 $4.65M 0.89% +609 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,464 $4.64M 0.55% +50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,455 $4.63M 0.53% +8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,449 $4.62M 2% +102 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,439 $4.61M 0.08% -2,471 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 3,440 $4.6M 2.06% +9 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,433 $4.6M 1.13% +18 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,429 $4.59M 0.21% -215 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 22,189 $4.59M 0.6% +21,201 13F-HR/A Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,423 $4.58M 2.15% +135 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,418 $4.58M 0.9% -149 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,412 $4.57M 1.69% 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,410 $4.57M 0.38% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 3,768 $4.56M 0.85% -349 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,402 $4.56M 0.04% +1,673 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,397 $4.55M 0.51% +29 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,392 $4.54M 0.14% +866 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,387 $4.54M 2.36% -42 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,362 $4.5M 0.47% -149 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,355 $4.49M 0.3% -243 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,355 $4.49M 2.45% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,353 $4.49M 0.31% -627 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,818 $4.48M 0.17% +88 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 3,345 $4.48M 0.83% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,338 $4.47M 0.35% -141 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,330 $4.46M 2.28% +137 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,328 $4.46M 0.07% +2 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,316 $4.44M 0.83% -50 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,312 $4.44M 0.77% -199 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,295 $4.41M 0.24% new 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 3,264 $4.37M 1.97% -1,865 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,262 $4.37M 1.64% -117 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,315 $4.35M 0.34% -1,015 13F-HR/A Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 3,250 $4.35M 3.66% +315 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,243 $4.34M 0.53% -204 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,242 $4.34M 0.35% -1,476 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,238 $4.34M 0.18% +306 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,227 $4.32M 0.8% +200 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,221 $4.31M 0.71% -285 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 3,219 $4.31M 0.01% -92 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,217 $4.3M 0.4% -825 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,212 $4.3M 2.01% -165 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,210 $4.3M 0.26% +272 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,209 $4.3M 1.53% -84 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,208 $4.3M 0.28% +383 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,308 $4.29M 0.12% -249 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,204 $4.29M 0.83% +2,085 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,174 $4.25M 0.8% -17 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,161 $4.23M 0.73% -3,065 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 3,152 $4.22M 0.28% -466 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,150 $4.22M 0.01% +993 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,145 $4.21M 0.14% -35 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,126 $4.19M 0.35% +115 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,123 $4.18M 1.34% +41 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,113 $4.17M 1.85% +1,539 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,111 $4.17M 1.13% +421 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,110 $4.16M 0.71% -224 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,110 $4.16M 1.57% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,103 $4.16M 1.25% -129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,101 $4.15M +399 Timeline QV Investors Inc. More: the full row for QV Investors Inc. 3,100 $4.15M 0.41% -60 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,092 $4.14M 0.91% -2,465 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,074 $4.12M 0.83% -74 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,127 $4.11M 0.37% +118 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,051 $4.09M 1.01% -90 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,033 $4.06M 0.13% +61 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,023 $4.05M 0.52% +464 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,013 $4.03M 0.4% -592 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,013 $4.03M 0.13% +273 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 3,000 $4.02M 1.98% new 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 3,000 $4.02M 0.57% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,999 $4.02M 3.08% -66 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,995 $4.01M 1.42% -546 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,985 $4M 1.98% +275 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 2,980 $3.99M 0.33% +16 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,973 $3.98M 1.09% -211 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,964 $3.97M 0.49% -1,111 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,949 $3.95M 0.44% +332 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,944 $3.94M 0.27% -1,578 13F-HR Timeline Legacy Private Trust Co. 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