SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,624 $5.54M 0.23% +3,745 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,623 $5.54M 0.92% +2,264 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,600 $5.52M 0.06% +31 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,577 $5.49M 0.03% -115 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,574 $5.48M 3.69% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,561 $5.47M 0.37% -506 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,556 $5.46M 0.54% +5 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 4,550 $5.46M 0.46% +77 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,544 $5.45M 0.63% -361 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,529 $5.43M 0.08% +1,100 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,522 $5.42M 0.08% -651 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,521 $5.42M 1.48% -234 13F-HR Timeline Group Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 4,515 $5.41M 3.5% new 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,512 $5.41M 0.46% -20 13F-HR Timeline Group Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,509 $5.41M 3.37% +752 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 4,500 $5.4M 9.06% -500 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,564 $5.39M 0.36% +1,107 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,495 $5.39M 0.11% +266 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,492 $5.39M 0.56% +42 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 4,492 $5.38M 0.1% +4,492 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,482 $5.37M 0.32% -542 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,721 $5.36M 0.44% -714 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,463 $5.35M 0.05% -211 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,460 $5.35M 0.51% +673 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,454 $5.34M 0.15% +1,062 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,449 $5.33M 0.4% +64 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,435 $5.32M 0.36% -90 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,433 $5.31M 0.22% -187 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,411 $5.29M 1.68% -425 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,407 $5.28M 0.08% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,396 $5.27M 0.4% -2,910 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,393 $5.26M 0.05% +395 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,379 $5.25M 0.95% -103 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,379 $5.25M 0.58% +580 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,361 $5.23M 0.18% +364 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,360 $5.23M 2.46% -106 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,332 $5.19M 0.17% +20 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,323 $5.18M 1.33% +25 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,322 $5.18M 0.82% +100 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,316 $5.17M 0.72% -218 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,314 $5.17M 0.09% +360 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,306 $5.16M 0.27% +12 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,297 $5.15M 0.82% -8,315 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,606 $5.14M 0.55% +13,124 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,273 $5.12M 0.49% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,253 $5.1M 0.18% +435 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,241 $5.08M 0.93% +80 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,215 $5.05M 0.04% +91 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,209 $5.05M 0.29% +435 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,204 $5.04M 0.16% +410 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,191 $5.02M 0.43% +134 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,179 $5.01M 0.61% -1,256 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,172 $5M 0.19% -5,177 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,150 $4.98M 0.52% -32 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 4,142 $4.97M -164 Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,139 $4.96M 0.7% -37 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 4,103 $4.92M 2.12% +663 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,078 $4.89M 2.11% -61 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,074 $4.88M 1.15% -402 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,069 $4.88M 1.73% +332 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,065 $4.87M 0.15% -428 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,064 $4.87M 0.87% +86 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,064 $4.87M 0.67% -77 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,064 $4.87M 0.44% -142 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,053 $4.86M 0.03% +281 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,038 $4.84M 1.14% -15 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,000 $4.82M 0.11% +3,979 13F-HR Timeline SCALAR GAUGE MANAGEMENT, LLC More: the full row for SCALAR GAUGE MANAGEMENT, LLC 4,000 $4.8M 2.44% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,998 $4.79M 0.48% +985 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,997 $4.79M 2.22% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,269 $4.78M 2.83% -22 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,976 $4.77M 0.8% +660 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,976 $4.77M 0.16% +2,289 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,972 $4.76M 0.56% -102 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,943 $4.73M 0.27% +735 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,933 $4.72M 1.6% +82 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,936 $4.72M 0.06% -117 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,927 $4.71M 1.74% +478 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 3,885 $4.66M 2.54% -125 13F-HR Timeline Rip Road Capital Partners LP More: the full row for Rip Road Capital Partners LP 3,881 $4.65M 5.01% -436 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,877 $4.65M 0.59% +125 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,874 $4.64M 1.14% -103 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,871 $4.64M 0.09% +1,373 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 3,870 $4.64M 0.28% +2,630 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,865 $4.63M 0.22% +96 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3,860 $4.63M 0.36% +21 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,859 $4.63M 0.32% +642 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,851 $4.62M 0.17% +3,135 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,845 $4.61M 0.27% -10 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,844 $4.61M 0.13% +3,451 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,844 $4.61M 0.3% +374 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 3,837 $4.6M 1.02% -1,190 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,810 $4.57M 1.05% +89 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 3,809 $4.57M 0.21% -187 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,798 $4.55M 1.06% +16 13F-HR Timeline Group Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 3,791 $4.55M 4.95% +5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,788 $4.54M 0.46% +64 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,932 $4.53M 0.05% +52 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,779 $4.53M 0.92% +100 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,778 $4.53M 1.14% +168 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,774 $4.52M 1.53% +17 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,769 $4.52M 0.33% +1,572 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,107 $4.52M 2.59% -140 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,748 $4.49M 1.54% -40 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,728 $4.47M 2.42% +153 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,752 $4.47M 0.11% +444 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,726 $4.47M 0.11% -1,449 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,719 $4.46M 0.07% -25 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 3,715 $4.45M 3.47% -395 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,685 $4.42M 0.87% -40 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,677 $4.41M 1.86% +91 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,665 $4.39M 0.12% -186 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,650 $4.38M 0.3% +30 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 3,640 $4.36M 0.25% +287 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,634 $4.36M 2.94% -401 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 3,613 $4.33M 0.81% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,612 $4.33M 0.28% -3 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,600 $4.32M 2.93% 0 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 3,600 $4.32M 1.36% -200 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,597 $4.31M 0.85% 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,595 $4.31M 0.55% +12 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,593 $4.31M 1.08% +101 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,584 $4.3M 2.27% +6 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,571 $4.28M 0.19% -286 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,561 $4.27M -422 Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,561 $4.27M 1.71% -1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,554 $4.26M 0.6% -91 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,531 $4.23M 0.35% -53 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,526 $4.23M 0.5% +1,425 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,524 $4.22M 0.92% +91 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 3,517 $4.22M 1.05% +34 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,507 $4.2M 0.96% -621 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,507 $4.2M 0.44% +52 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,503 $4.2M 0.32% -432 13F-HR Timeline Tenzing Global Management, LLC More: the full row for Tenzing Global Management, LLC 3,500 $4.2M 2.95% -2,250 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,491 $4.19M 0.49% -1,227 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,463 $4.18M 0.25% -162 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 3,484 $4.18M 1.08% +2,765 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,464 $4.15M 0.01% -62,695 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,442 $4.13M 1.8% +19 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,436 $4.12M 0.4% +2,518 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,435 $4.12M 0.22% 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,410 $4.09M 0.48% +167 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,438 $4.07M 0.5% -18,751 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,374 $4.05M 0.06% +46 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,367 $4.04M 0.05% +3,112 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,358 $4.03M 0.22% +148 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,355 $4.02M 2% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,335 $4M 0.48% +312 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,333 $4M 0.08% +666 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,332 $3.99M 0.75% -86 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,306 $3.96M 0.66% -6 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,300 $3.96M 0.81% +2,100 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 3,300 $3.96M 0.83% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,292 $3.95M 1.07% -3,161 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,264 $3.91M 0.14% +26 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 3,264 $3.91M +163 Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,258 $3.91M 0.4% -104 13F-HR Timeline Group RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 3,250 $3.9M 1.69% -12,950 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,247 $3.89M 0.4% -150 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,491 $3.89M 0.03% +2,212 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 3,236 $3.88M 0.01% +17 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,233 $3.88M 1.41% -29 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,212 $3.85M 1.14% +1,240 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,212 $3.85M 1.73% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,310 $3.85M 0.4% -154 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,204 $3.84M 1.08% +81 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,200 $3.84M 0.6% -21 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 3,200 $3.84M 2.43% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,199 $3.84M 0.29% -43 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,192 $3.83M 0.26% -574 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,178 $3.81M 0.79% +835 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 3,175 $3.81M 1.21% +715 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,172 $3.8M 0.29% +46 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,168 $3.8M 0.86% -41 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,155 $3.78M 0.38% +206 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,154 $3.78M 1.17% +764 13F-HR Timeline Trilogy Capital Inc. 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