HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 12,407 $3.49M 1.89% -1,158 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 12,669 $3.48M 0.76% -2,040 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 12,344 $3.47M 0.33% -35 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 12,334 $3.47M 1.77% -50 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,323 $3.47M 0.31% +10,329 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 12,313 $3.46M 0.9% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,306 $3.46M 0.49% +1,060 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 12,277 $3.45M 0.37% +3,819 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 12,263 $3.45M 0.16% -769 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,533 $3.45M 0.46% +1,041 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 12,220 $3.44M 1.25% -2,731 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 12,219 $3.44M 0.41% -255 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 12,190 $3.43M 0.19% -138 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 12,105 $3.42M 0.05% -42 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 12,162 $3.42M 0.88% -1,453 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,848 $3.42M 0.36% -1,144 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,158 $3.42M 0.21% +4,422 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,109 $3.41M 0.23% +333 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,091 $3.4M 2.46% +171 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,064 $3.39M 0.19% +404 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 12,032 $3.38M 0.19% +1,837 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 12,026 $3.38M 0.25% -1,995 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 12,017 $3.38M 1.38% -180 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,015 $3.38M 0.53% -80 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 11,952 $3.36M 0.56% -265 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,950 $3.36M 0.15% -109 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,939 $3.36M 1.33% +145 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,631 $3.36M 0.74% +360 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,936 $3.36M 0.97% +3,824 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 11,910 $3.35M 2.44% +35 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 11,893 $3.34M 1.37% -1,535 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,872 $3.34M 0.26% +448 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 11,820 $3.32M 1.6% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,819 $3.32M 0.47% -641 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 11,815 $3.32M 0.2% -15,258 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,801 $3.32M 0.04% +378 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 11,793 $3.32M 0.56% -4,530 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,774 $3.31M 0.39% +1,069 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,762 $3.31M 0.91% -860 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 11,749 $3.3M 0.26% -321 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,726 $3.3M 0.31% +354 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,638 $3.27M 0.68% +4,475 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 11,608 $3.26M 1.13% -4,038 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,605 $3.26M 0.12% +1,631 13F-HR Timeline Group Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 11,600 $3.26M 0.02% +9,600 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,417 $3.26M 0.07% +655 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,582 $3.26M 0.34% +394 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,575 $3.26M 0.56% -284 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,554 $3.25M 1.23% +38 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 11,537 $3.24M 0.58% +9,948 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,535 $3.24M 0.26% -605 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 11,532 $3.24M 1.18% -318 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11,515 $3.24M 2.24% -10,746 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,504 $3.24M 0.36% +2,152 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,494 $3.23M 0.13% -83 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 11,471 $3.23M 2.5% -513 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 11,461 $3.22M 0.9% -550 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 11,443 $3.22M 0.74% +64 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 14,711 $3.22M 0.51% +252 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,418 $3.21M 0.13% -47 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,408 $3.21M 0.26% +2 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 11,402 $3.21M 0.23% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,402 $3.21M 0.01% +3,358 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,401 $3.21M 0.01% -628,789 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,396 $3.2M 0.62% +81 13F-HR/A Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,395 $3.2M 0.43% -332 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 11,355 $3.19M 0.67% +552 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 11,335 $3.19M 1.22% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,314 $3.18M 0.94% -59 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,312 $3.18M 0.21% -929 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 11,311 $3.18M 0.91% -17 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 11,000 $3.18M 0.47% 0 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 11,303 $3.18M 0.03% -57 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,294 $3.18M 0.29% -360 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,289 $3.17M 0.21% -100 13F-HR Timeline 111 Capital More: the full row for 111 Capital 11,284 $3.17M 0.6% +5,926 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 11,271 $3.17M 0.87% -27,321 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 11,268 $3.17M 0.25% -5,937 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,251 $3.16M 0.06% +1,277 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,218 $3.15M 0.1% +252 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 11,200 $3.15M 2.3% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,183 $3.15M 0.21% -87 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 11,142 $3.13M 1.88% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 11,112 $3.13M 0.18% -112 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,096 $3.12M 0.61% +21 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 11,092 $3.12M 0.68% +4,033 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,084 $3.12M 0.69% -153 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,196 $3.11M 0.25% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 11,014 $3.1M 0.33% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,001 $3.09M 0.23% -931 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,977 $3.09M 0.11% +4,454 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 10,948 $3.08M 1.05% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,929 $3.07M 0.32% +368 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 10,924 $3.07M 0.31% +1,101 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 10,898 $3.06M 0.26% +591 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,860 $3.05M 1.98% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,857 $3.05M 0.18% -1,181 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 10,855 $3.05M 1.85% -2,933 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 10,851 $3.05M 1.06% +100 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 10,843 $3.05M 0.4% +1,581 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 10,839 $3.05M 0.48% -1,960 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,838 $3.05M 0.57% +64 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,551 $3.05M 0.44% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,823 $3.04M 0.15% +194 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,822 $3.04M 0.21% -511 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,809 $3.04M 1.02% -9 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 10,797 $3.04M 0.52% -900 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,770 $3.03M 0.51% +245 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,739 $3.02M 0.49% -315 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 10,670 $3M 0.5% +520 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10,662 $3M 1.7% -1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,658 $3M 0.11% -18 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 10,656 $3M 0.65% -75 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,646 $2.99M 0.58% -390 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 10,632 $2.99M 0.02% -5,038 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,609 $2.98M 0.14% -688 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,820 $2.98M 1.46% -358 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 10,600 $2.98M 0.74% new 13F-HR Timeline Group Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 11,559 $2.98M 1.71% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 10,596 $2.98M 1.38% +55 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,570 $2.97M 0.17% -17 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,566 $2.97M 0.7% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,523 $2.96M 0.09% +156 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,511 $2.96M 0.09% -1,152 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 10,469 $2.94M 0.19% +3,206 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,461 $2.94M 0.71% +162 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 10,455 $2.94M 0.68% +1,150 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 10,453 $2.94M 0.35% +959 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,452 $2.94M 0.1% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,453 $2.94M 0.46% -295 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 10,430 $2.93M 0.77% +3,388 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,429 $2.93M 0.31% +741 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 10,403 $2.93M 0.25% -1,775 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,396 $2.92M 0.28% +391 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 10,383 $2.92M 0.1% -6,074 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,374 $2.92M 0.2% +3,003 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 10,369 $2.92M 1.87% -2,132 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 10,363 $2.91M 1.07% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,358 $2.91M 0.72% -2,549 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,326 $2.9M 1.75% +71 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 10,324 $2.9M 1.23% -920 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,292 $2.89M 1.07% +1,053 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,276 $2.89M 0.19% -1,242 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,252 $2.88M 0.32% -8,558 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 10,223 $2.88M 0.4% +237 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,186 $2.86M 0.13% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,186 $2.86M 0.42% -392 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 10,172 $2.86M 0.4% +303 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,164 $2.86M 0.13% -490 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,144 $2.85M 0.66% -662 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,134 $2.85M 0.33% +2,192 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,131 $2.85M 0.24% -92 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,829 $2.84M 0.47% -3,541 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,098 $2.84M 0.11% -631 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,041 $2.82M 0.68% -775 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 10,034 $2.82M 0.06% -196 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 10,029 $2.82M 0.19% -64,180 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 10,029 $2.82M 1.19% -6,119 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,025 $2.82M 0.75% +76 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 10,000 $2.81M 0.18% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,963 $2.8M 1.08% -1,048 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,942 $2.8M 1.25% -1,043 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 9,918 $2.79M 0.22% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,875 $2.78M 0.21% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,837 $2.77M 0.2% +1,075 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,824 $2.76M 0.14% +1,390 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,814 $2.76M 0.6% -85 13F-HR/A Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 9,811 $2.76M 1.58% -944 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,800 $2.76M 1.25% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,773 $2.75M 0.63% -108 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,692 $2.73M 0.68% -162 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 9,660 $2.72M 0.89% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,653 $2.71M 0.29% +500 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,627 $2.71M 0.22% +245 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 9,627 $2.71M 0.15% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,557 $2.7M 0.29% -4,680 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,588 $2.7M 1.22% +1,024 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,571 $2.69M 0.3% -154 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 9,560 $2.69M 0.15% -4,123 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,536 $2.68M 1.3% -51 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 9,516 $2.68M 0.42% +481 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,515 $2.68M 0.73% -185 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,505 $2.67M 0.39% -638 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,504 $2.67M 0.22% -215 13F-HR Timeline Group Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 9,497 $2.67M 1.06% -6,514 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 9,495 $2.67M 1.61% -1,823 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,397 $2.66M 0.2% +182 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,459 $2.66M 0.44% -8,010 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 9,433 $2.65M 1.78% -13 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,426 $2.65M 0.41% 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 9,425 $2.65M 1.4% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,415 $2.65M 0.42% +1,381 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 9,403 $2.64M 0.65% -1,200 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 9,389 $2.64M 2.38% 0 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,369 $2.63M 0.64% -3,115 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,367 $2.63M 0.13% -163 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 9,360 $2.63M 5% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,346 $2.63M 0.65% +368 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 9,298 $2.62M 0.8% -4,266 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,260 $2.6M 0.06% -439 13F-HR Timeline