S.A. Mason LLC More: the full row for S.A. Mason LLC 9,259 $2.6M 1.15% +2 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,254 $2.6M 0.11% -3,477 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,228 $2.6M 0.2% -400 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,228 $2.6M 1.04% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 9,195 $2.59M 0.15% +6,290 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 9,192 $2.59M 0.15% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,187 $2.58M 0.33% +78 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,144 $2.57M 0.78% -860 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 9,099 $2.56M 1.88% +1,869 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 9,040 $2.54M 1.26% +33 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 9,034 $2.54M 0.14% -11,695 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,005 $2.53M 1.01% -639 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,002 $2.53M 0.37% +762 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 9,000 $2.53M 0.06% -8,500 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 8,981 $2.53M 0.19% -25 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,975 $2.52M 0.54% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,969 $2.52M 2.07% -234 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,943 $2.52M 0.75% +56 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,936 $2.51M 0.83% -357 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 8,934 $2.51M 0.39% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,905 $2.5M 0.53% -609 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,894 $2.5M 0.49% -216 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 8,866 $2.49M 0.9% -16,171 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,862 $2.49M 0.07% -1,250 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 8,855 $2.49M 0.98% -425 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,845 $2.49M 0.16% -4,495 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,840 $2.49M 1.14% -192 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,837 $2.49M 0.2% +127 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,834 $2.48M 1.19% -3 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,827 $2.48M 0.09% -1,710 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,815 $2.48M 0.4% +100 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,809 $2.48M 1.63% +125 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,808 $2.48M 0.48% -310 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,808 $2.48M 0.08% +1,983 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 8,799 $2.47M 1.93% new 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 8,795 $2.47M 2.43% -1,606 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,785 $2.47M 1.95% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 10,072 $2.46M 6.42% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,717 $2.45M 2.44% -868 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,688 $2.44M 0.34% -130 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,668 $2.44M 0.21% +1,011 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,606 $2.42M 0.72% -1,018 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,604 $2.42M 0.1% +5,460 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,603 $2.42M 0.12% +543 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 8,596 $2.42M 1.16% +1,187 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 8,582 $2.41M 0.06% -584 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,568 $2.41M 1.77% +1,465 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,565 $2.41M 0.41% +335 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,558 $2.41M 0.1% +63 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,547 $2.4M 0.11% +1,745 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,534 $2.4M 0.87% -184 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 9,663 $2.4M 0.84% -1,236 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,514 $2.39M 0.03% +4,924 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,507 $2.39M 1.58% -861 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,501 $2.39M 0.14% -1,090 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,500 $2.39M 0.17% -910 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 8,500 $2.39M 0.51% -29,826 13F-HR Timeline TOBAM More: the full row for TOBAM 8,486 $2.39M 0.86% +6,310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Capital Management More: the full row for Davis Capital Management 8,479 $2.38M 1.65% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,466 $2.38M 1% -651 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,465 $2.38M 0.84% -1,717 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,450 $2.38M 0.94% +119 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 8,448 $2.38M 0.12% -458 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 8,300 $2.37M 4.18% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,407 $2.36M 0.87% -5,918 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 8,403 $2.36M 0.05% +4,063 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,390 $2.36M 0.54% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,391 $2.36M 0.34% -56 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,398 $2.36M 0.46% +1,029 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 8,369 $2.35M 0.07% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,368 $2.35M 0.46% -747 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,368 $2.35M 0.21% +3,252 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,351 $2.35M 0.27% +291 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,343 $2.35M 0.38% -383 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,326 $2.34M 0.96% -113 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,310 $2.34M 0.29% -215 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,298 $2.33M 0.28% +143 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,292 $2.33M 0.07% +257 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,290 $2.33M 0.19% -298 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,271 $2.33M 0.22% +352 13F-HR Timeline Albar Capital Partners LLP More: the full row for Albar Capital Partners LLP 8,264 $2.32M 0.53% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 8,252 $2.32M 0.67% 0 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 8,250 $2.32M 3.42% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 7,943 $2.32M 0.07% +4,485 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 10,600 $2.32M 0.72% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,223 $2.31M 0.28% -337 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,216 $2.31M 0.4% +1,345 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,181 $2.3M 0.8% -739 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,170 $2.3M 0.77% -9 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,168 $2.3M 0.7% +250 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 8,160 $2.29M 0.77% -1,454 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,148 $2.29M 0.18% +35 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,117 $2.28M 0.4% +74 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,106 $2.28M 0.59% -182 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,096 $2.28M 0.18% +53 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,085 $2.27M 0.38% -1,405 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,082 $2.27M 0.14% +496 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,079 $2.27M 1.11% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,081 $2.27M 0.07% -950 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,069 $2.27M 0.04% +395 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,059 $2.27M 1.27% -278 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 8,080 $2.27M 2.26% -2,520 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 8,050 $2.26M 0.97% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,037 $2.26M 0.19% -240 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,030 $2.26M 0.26% -315 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,000 $2.25M 0.61% -8,201 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,988 $2.25M 0.55% -95 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,967 $2.24M 0.03% -232 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,950 $2.24M 0.73% +275 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,948 $2.24M 0.36% +1,955 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 7,945 $2.23M 1.77% -5,733 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 7,941 $2.23M 0.16% +305 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,920 $2.23M 0.55% -835 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,920 $2.23M 0.05% +2,869 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 7,905 $2.22M 1.28% +56 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,904 $2.22M 0.57% +6,115 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,903 $2.22M 0.47% -151 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,883 $2.22M 0.31% -26 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,838 $2.2M 0.3% +5,532 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,813 $2.2M 0.14% +150 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,811 $2.2M 0.28% +421 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 7,800 $2.19M 0.18% +3,300 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,798 $2.19M 0.78% +73 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,786 $2.19M 0.27% -66 13F-HR Timeline Group CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 7,778 $2.19M 0.16% +34 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 7,772 $2.19M 0.85% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,768 $2.18M 1.34% -131 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,738 $2.18M 0.19% +2,708 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,738 $2.18M 1.88% -1,171 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7,736 $2.18M 1.01% +2 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,733 $2.18M 0.39% -1,327 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,724 $2.17M 0.03% -412 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,723 $2.17M 0.01% -2,642 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,706 $2.17M 0.04% -150 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 7,705 $2.17M 2.05% +1,098 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 7,704 $2.17M 1.07% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 7,700 $2.17M 1.01% -600 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,695 $2.16M 0.43% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,690 $2.16M 0.8% -905 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 7,679 $2.16M 1.91% -1,914 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,660 $2.15M 0.09% +1,574 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,659 $2.15M 0.09% +492 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,641 $2.15M 0.4% -1,899 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,633 $2.15M 0.09% +4,349 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 7,629 $2.15M 0.3% +227 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,626 $2.14M 0.17% -768 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,614 $2.14M 0.29% +3,065 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 7,607 $2.14M 0.11% +152 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,601 $2.14M 0.86% -81 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,596 $2.14M 0.33% +255 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,127 $2.13M 0.2% +3,398 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,570 $2.13M 1.45% -70 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,552 $2.12M 0.39% +965 13F-HR Timeline Group Element Squared LLC More: the full row for Element Squared LLC 7,510 $2.11M 1.2% -4,284 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,497 $2.11M 0.25% +262 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,483 $2.1M 0.58% +313 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,481 $2.1M 0.32% -425 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,472 $2.1M 0.06% +25 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,435 $2.09M 0.72% +453 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 7,433 $2.09M 0.65% +94 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,426 $2.09M 0.24% +20 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,409 $2.08M 0.13% -83 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,409 $2.08M 0.29% -441 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 7,395 $2.08M -3,650 Timeline Lipe & Dalton More: the full row for Lipe & Dalton 7,391 $2.08M 1.03% -150 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,390 $2.08M 0.8% -2,602 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,388 $2.08M 1.4% -68 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,382 $2.08M 0.48% +530 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 7,378 $2.07M 0.67% -944 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,375 $2.07M 0.46% +528 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 7,362 $2.07M 0.21% -204 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 7,355 $2.07M 0.55% -599 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,342 $2.06M 0.1% +657 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,328 $2.06M 0.41% -220 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,327 $2.06M 0.89% +49 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,292 $2.05M 0.03% -42,056 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,283 $2.05M 0.67% +1,982 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 7,270 $2.04M 1.97% -1,290 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,266 $2.04M 0.08% -29 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,248 $2.04M 0.4% -364 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,051 $2.04M 0.85% -800 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,225 $2.03M 0.33% +9 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,220 $2.03M 0.11% -105 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,219 $2.03M 0.92% -100 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,200 $2.02M 0.25% +27 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,199 $2.02M 0.41% +1,494 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,185 $2.02M 0.11% -194 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,181 $2.02M 0.54% +385 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,232 $2.02M 0.13% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,156 $2.01M 0.14% -296 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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