Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,500 $1.96M 0.65% +109 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,737 $1.96M 0.52% -350 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 11,729 $1.95M 0.12% +6,127 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,717 $1.95M 0.11% +140 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,714 $1.95M 0.98% +11 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,708 $1.95M 0.1% -152 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,730 $1.95M 0.67% -690 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 11,677 $1.95M 0.18% +1,107 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,674 $1.95M 0.18% -951 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,614 $1.94M 0.01% +663 13F-HR Timeline Dilation Capital Management LP More: the full row for Dilation Capital Management LP 11,600 $1.93M 1.78% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,559 $1.93M 0.87% -77 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 11,148 $1.92M 1.09% +2,052 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,522 $1.92M 0.1% -444 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,448 $1.91M 0.42% +400 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,441 $1.91M 0.14% +340 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,432 $1.91M 0.5% +104 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,416 $1.9M 0.2% +853 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,365 $1.89M 0.1% +5,633 13F-HR/A Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,353 $1.89M 0.17% -28 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 10,236 $1.89M 1.04% +241 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,309 $1.88M 0.47% -50 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,292 $1.88M 0.17% -727 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,288 $1.88M 0.39% +70 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,253 $1.88M 0.15% +400 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,221 $1.87M 0.09% +228 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 11,211 $1.87M 0.44% +2,881 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 11,202 $1.87M 0.1% -376 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 11,200 $1.87M 0.12% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 11,200 $1.87M 1.49% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,158 $1.86M 0.64% +7 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,125 $1.85M 1.32% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,124 $1.85M 0.14% +185 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,119 $1.85M 0.06% -303 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,094 $1.85M 0.49% 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 11,049 $1.84M 1.48% -147 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,054 $1.84M 0.17% -11,054 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 11,052 $1.84M 0.91% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 11,035 $1.84M 1.19% -625 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,026 $1.84M 0.4% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,008 $1.83M 0.16% +1,557 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,002 $1.83M 0.56% -440 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,001 $1.83M 0.26% +217 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,960 $1.83M 1.31% -85 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,952 $1.83M 0.1% -1,670 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 10,941 $1.82M 0.06% +9,529 13F-HR Timeline Group Gladius Capital Management LP More: the full row for Gladius Capital Management LP 10,928 $1.82M 1.05% +2,344 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,916 $1.82M 1.29% +85 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,910 $1.82M 0.17% +251 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 10,877 $1.81M 0.34% -36 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,870 $1.81M 0.27% +434 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 10,840 $1.81M 0.68% +9,318 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 10,835 $1.81M 0.88% +1,969 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,830 $1.8M 0.11% +255 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,830 $1.8M 0.06% -1,669 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,803 $1.8M 0.45% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,803 $1.8M 0.3% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,798 $1.8M 0.07% +287 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,786 $1.8M 0.38% -616 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 10,763 $1.79M 0.27% -567 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,763 $1.79M 0.22% +3,562 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,750 $1.79M 0.49% -1,700 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,736 $1.79M 0.26% +203 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,640 $1.77M 0.07% +717 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,623 $1.77M 0.47% +1,325 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 10,628 $1.77M 1.74% -3,085 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,612 $1.77M 0.44% +1,083 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 10,601 $1.77M 0.43% -122 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,577 $1.76M 0.1% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,576 $1.76M 0.12% +5,907 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,550 $1.76M 0.26% +440 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 10,543 $1.76M 0.19% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 10,523 $1.75M 1.55% -325 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 10,492 $1.75M 1.13% -536 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,489 $1.75M 0.14% +3,915 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 10,464 $1.74M 0.59% -26 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 10,449 $1.74M 1% -80 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,420 $1.74M 0.11% -1,664 13F-HR/A Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 10,365 $1.73M 0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,364 $1.73M 0.23% +5,076 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,333 $1.72M 0.37% -101 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,323 $1.72M 0.47% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 10,259 $1.71M 0.41% -60 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,033 $1.71M 0.08% -2,467 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 10,209 $1.7M 0.52% +147 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,201 $1.7M 0.15% -75 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,196 $1.7M 0.58% +94 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,156 $1.69M 0.07% +14 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,152 $1.69M 0.18% +204 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,150 $1.69M 0.14% +427 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,136 $1.69M 0.16% -9 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,135 $1.69M 0.47% +236 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,113 $1.69M 0.24% -758 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,107 $1.68M 0.57% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,026 $1.67M 0.47% -400 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,013 $1.67M 0.03% +517 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.67M 0.09% 0 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 10,000 $1.67M 1.82% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 9,992 $1.67M 0.74% 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 9,933 $1.66M 1.23% -1,253 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 9,918 $1.65M 0.64% -64 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,915 $1.65M 0.16% -606 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,902 $1.65M 0.49% -451 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,887 $1.65M 0.05% 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,886 $1.65M 0.25% +374 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,880 $1.65M 0.12% +298 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 9,878 $1.65M 1.03% +773 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,865 $1.64M 0.39% -405 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,863 $1.64M 0.29% +378 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,629 $1.64M 0.32% +3,783 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 9,825 $1.64M 0.1% +742 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,800 $1.63M 0.66% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 9,789 $1.63M 0.42% -1,040 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,782 $1.63M 0.3% +828 13F-HR Timeline Group RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,760 $1.63M 1.61% 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,755 $1.63M 0.15% -265 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,739 $1.62M 0.11% +467 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 9,720 $1.62M 0.3% -150 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 9,720 $1.62M 0.75% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 9,710 $1.62M 0.28% -82 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,698 $1.62M 0.08% +760 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,686 $1.61M 0.13% -2,671 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,685 $1.61M 0.41% +471 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 9,660 $1.61M 0.56% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 9,639 $1.61M 0.25% +4,404 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,629 $1.6M 0.94% -588 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,621 $1.6M 0.09% +811 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,579 $1.6M 0.05% +6,976 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 9,585 $1.6M 1.1% -125 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 9,577 $1.6M 0.55% -1,975 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,567 $1.59M 0.32% +2 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 9,544 $1.59M 0.54% +884 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,539 $1.59M 0.2% -70 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 9,480 $1.58M 1.55% 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,470 $1.58M 0.7% -408 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,468 $1.58M 0.19% +2,121 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,435 $1.57M 0.83% +254 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,434 $1.57M 0.35% -12,202 13F-HR/A Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 9,428 $1.57M 1.32% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,410 $1.57M 0.14% +917 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,423 $1.57M 0.26% -413 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,422 $1.57M 0.05% +113 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,840 $1.57M 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,399 $1.57M 0.16% +4,265 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,372 $1.56M 0.29% -298 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,371 $1.56M 0.15% +4,071 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,342 $1.56M 0.16% +1 13F-HR/A Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 9,337 $1.56M 1.38% +2,700 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,311 $1.55M 0.07% +1,884 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 9,308 $1.55M 0.27% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,304 $1.55M 0.28% +96 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 9,273 $1.54M 1.39% -340 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,182 $1.53M 0.78% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,179 $1.53M 0.13% -2,291 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,173 $1.53M 0.18% +1 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,165 $1.53M 0.34% +65 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,161 $1.53M 0.19% 0 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 9,153 $1.53M 0.09% -24,008 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 9,137 $1.52M 0.81% +1,714 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,126 $1.52M 0.33% -217 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 9,119 $1.52M 0.33% +4,762 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 9,095 $1.52M 0.42% -299 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,089 $1.51M 1.63% -10 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,057 $1.51M 0.23% -1,386 13F-HR/A Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,003 $1.5M 0.06% new 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 8,998 $1.5M 1.72% new 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,966 $1.49M 0.31% -1,189 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,927 $1.49M 0.33% +1,947 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,915 $1.49M 0.26% +1,470 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,893 $1.48M 0.71% +31 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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