Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 11,418 $1.68M 0.07% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 11,402 $1.68M 0.84% -1,480 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 11,393 $1.68M 1.58% +75 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,389 $1.68M 0.47% -5,611 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,362 $1.67M 0.33% -113 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11,361 $1.67M 0.16% +10,115 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 11,335 $1.67M 0.51% -635 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 11,320 $1.67M 0.52% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 11,297 $1.66M 1.12% +3,523 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,284 $1.66M 0.07% -1,242 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,276 $1.66M 0.28% +4,990 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,265 $1.66M 0.34% +3,390 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 11,252 $1.66M 0.45% -60 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,245 $1.65M 0.06% -799 13F-HR Timeline Group Denver PWM, LLC More: the full row for Denver PWM, LLC 8,399 $1.65M 0.57% -2,201 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,161 $1.64M 0.3% -49,615 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 11,153 $1.64M 0.12% +10,758 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 11,131 $1.64M 0.59% -625 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 10,013 $1.63M 0.09% -24,606 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 11,033 $1.62M 1.49% +4,541 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8,283 $1.62M 0.16% +212 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 11,000 $1.62M 0.24% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,989 $1.62M 0.12% +1,749 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 10,981 $1.62M 0.96% +130 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 10,980 $1.62M 0.22% -88 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,971 $1.61M 0.11% -1,258 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,957 $1.61M 0.19% -468 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,956 $1.61M 0.55% -71 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,509 $1.61M 0.11% +7,797 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 10,938 $1.61M 0.05% -500,656 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,928 $1.61M 0.37% -133 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,893 $1.6M 0.36% +900 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,871 $1.6M 0.05% -171 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 10,850 $1.6M 0.44% +4,058 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,803 $1.59M 0.24% -742 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,793 $1.59M 0.39% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 10,761 $1.58M 0.13% +4 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,750 $1.58M 0.36% -100 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,717 $1.58M 0.23% +5,845 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,706 $1.57M 0.15% -403 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,689 $1.57M 0.09% +642 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,677 $1.57M 0.89% +2,908 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,665 $1.57M 0.26% -697 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,665 $1.57M 0.73% +129 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,661 $1.57M 0.09% +456 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,646 $1.57M 0.29% -242 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,301 $1.56M 0.5% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,606 $1.56M 0.14% +395 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,597 $1.56M 0.35% -2,344 13F-HR 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 10,583 $1.56M 0.4% +441 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 10,582 $1.56M 0.72% +21 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 10,715 $1.56M 0.28% +105 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,566 $1.55M 0.22% +2,354 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,545 $1.55M 0.14% -70 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,524 $1.55M 0.23% -50 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,488 $1.54M 0.36% +1,726 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,485 $1.54M 1.05% -150 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 10,456 $1.54M 0.34% -50 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,416 $1.53M 0.19% +6,019 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,385 $1.53M 0.1% -707 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 10,350 $1.52M 1.17% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,336 $1.52M 0.85% +3,937 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,307 $1.52M 0.2% -663 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,249 $1.51M 0.29% +80 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,242 $1.51M 0.03% +249 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 10,240 $1.51M 0.33% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 10,222 $1.5M 0.18% -64 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 10,220 $1.5M 0.41% +840 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 10,187 $1.5M 0.2% -163 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,195 $1.5M 0.38% +264 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 10,185 $1.5M 0.38% -129 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,180 $1.5M 0.06% -2,473 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 10,165 $1.5M 0.8% +2,237 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,106 $1.49M 0.28% -50 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,463 $1.48M 0.1% -1,029 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 10,068 $1.48M 0.74% +12 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,022 $1.47M 0.04% -150 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,020 $1.47M 0.12% +491 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,009 $1.47M 0.08% -412 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 10,000 $1.47M 1.23% new 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 10,000 $1.47M 0.43% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,000 $1.47M 1.09% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,978 $1.47M 0.16% -245 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,955 $1.46M 0.68% +268 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 9,947 $1.46M 0.13% +566 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,935 $1.46M 0.24% -1,766 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 9,928 $1.46M 0.78% -869 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,924 $1.46M 0.6% -417 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,888 $1.45M 0.11% +322 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,852 $1.45M 0.25% +3,653 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,844 $1.45M 0.09% -209 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 9,831 $1.45M 0.06% +1,303 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,476 $1.44M 0.08% -5,348 13F-HR/A Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,816 $1.44M 0.35% -6,881 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,810 $1.44M 0.47% +7,855 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,808 $1.44M 0.53% +1,776 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,800 $1.44M 0.64% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,799 $1.44M 0.6% +53 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,783 $1.44M 0.45% +2,031 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,775 $1.44M 0.02% -167 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 9,771 $1.44M 0.21% -143 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 9,803 $1.43M 1.32% +1,677 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,749 $1.43M 0.33% -65 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,711 $1.43M 0.14% -1,588 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,738 $1.42M 0.59% +1,516 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,675 $1.42M 0.27% -14,192 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 9,655 $1.42M 0.51% +471 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,604 $1.41M 0.87% -824 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 9,601 $1.41M 0.55% +762 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 10,198 $1.41M 0.04% -140 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,568 $1.41M 0.03% +1,475 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,553 $1.41M 0.08% +857 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,705 $1.4M 0.88% -156 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 9,539 $1.4M 0.11% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 9,538 $1.4M 1.59% +4,063 13F-HR Timeline Sentinel Dome Partners, LLC More: the full row for Sentinel Dome Partners, LLC 9,500 $1.4M 1.33% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,499 $1.4M 0.11% +5,968 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,475 $1.39M 0.09% +1,325 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,592 $1.39M 0.1% -42 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,453 $1.39M 0.02% -6,171 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,451 $1.39M 0.23% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,437 $1.39M 0.15% +513 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 9,407 $1.38M 0.26% +3,524 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,351 $1.38M 0.09% +1,207 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,743 $1.37M 0.05% +891 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,344 $1.37M 0.13% +465 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,319 $1.37M 0.04% +1,068 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,319 $1.37M 0.26% +35 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 9,303 $1.37M 0.58% -457 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,268 $1.36M 0.09% -3,322 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,262 $1.36M 0.13% +513 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,250 $1.36M 0.65% -193 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,245 $1.36M 0.12% +1,092 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,238 $1.36M 0.07% +2,128 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,205 $1.35M 0.34% +7,196 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,196 $1.35M 0.13% -18,094 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,193 $1.35M 0.17% +5,135 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,177 $1.35M 0.1% -826 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 9,165 $1.35M 0.28% +1,343 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,113 $1.34M 0.27% -144 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 9,110 $1.34M 0.78% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,105 $1.34M 0.34% -150 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,093 $1.34M 0.32% -278 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,062 $1.33M 0.3% -1,953 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 9,049 $1.33M 1.18% +60 13F-HR Timeline Group RD Finance Ltd More: the full row for RD Finance Ltd 9,050 $1.33M 1.51% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 9,032 $1.33M 0.67% +16 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,065 $1.33M 0.04% -57,328 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 9,000 $1.32M 0.04% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 8,999 $1.32M 0.1% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,952 $1.32M 0.1% +552 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,949 $1.32M 0.08% -875 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,918 $1.31M 0.3% -1,562 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,901 $1.31M 0.15% -1,014 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,898 $1.31M 0.22% -526 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,896 $1.31M 0.01% -43,092 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,885 $1.31M 0.21% +5,795 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,884 $1.31M 0.36% -100 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,879 $1.31M 0.06% -1,256 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,848 $1.3M 0.13% +428 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,820 $1.3M 0.14% +179 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,818 $1.3M 0.08% +1,240 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,818 $1.3M 0.65% +26 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,798 $1.29M 0.07% -17,212 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,765 $1.29M 0.1% -13,324 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,750 $1.29M 0.15% +1,328 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,984 $1.29M 0.21% +7,876 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,861 $1.29M 0.16% -31,131 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,738 $1.29M 0.12% -4,633 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 8,728 $1.28M 0.35% -200 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,709 $1.28M 0.55% +37 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 8,670 $1.28M 0.17% -3,055 13F-HR/A Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 8,669 $1.28M 0.09% +65 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,668 $1.28M 0.32% +2,736 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,666 $1.27M 0.16% +685 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,626 $1.27M 0.03% +763 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 8,619 $1.27M 0.22% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,618 $1.27M 0.07% -2,360 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,324 $1.27M 0.17% +298 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,570 $1.26M 0.1% +419 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 8,564 $1.26M 2.07% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,550 $1.26M 0.02% -412 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,531 $1.25M 0.46% +817 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,501 $1.25M 0.07% -350 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 8,489 $1.25M 1.12% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,482 $1.25M 0.15% +380 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 8,480 $1.25M 0.76% -465 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8,472 $1.25M 0.84% -7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,464 $1.25M 0.06% -159 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,452 $1.24M 0.05% -135 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,444 $1.24M 0.84% -50 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 8,431 $1.24M 0.33% +795 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,431 $1.24M 0.22% -46 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. 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