Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,320 $1.11M 0.14% +11,562 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12,240 $1.1M 0.07% +11,412 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,195 $1.1M 0.02% +11,386 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,137 $1.09M <0.01% +10,883 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,129 $1.09M 0.07% +11,406 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,118 $1.09M 0.04% +11,784 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,109 $1.09M 0.02% +11,594 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 10,505 $1.09M 1.1% +9,850 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,976 $1.08M 0.06% +11,215 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,914 $1.07M 0.03% +11,265 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,820 $1.07M 0.26% +11,023 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,700 $1.05M 0.24% +10,920 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,688 $1.05M 0.23% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 11,622 $1.05M 0.23% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,580 $1.04M 0.07% +11,155 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,550 $1.04M 0.25% +10,772 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 11,541 $1.04M 0.25% +10,863 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,527 $1.04M 0.14% +10,771 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 11,418 $1.03M 0.01% +10,828 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,431 $1.03M 0.02% +10,908 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 11,420 $1.03M 0.14% +10,669 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,419 $1.03M 0.06% +11,098 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,395 $1.03M 0.07% +10,824 13F-HR Timeline Quarry LP More: the full row for Quarry LP 11,339 $1.02M 0.24% +11,050 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,325 $1.02M 0.2% +10,570 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,280 $1.02M 0.07% +10,528 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,112 $1M 0.01% +5,023 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,085 $999K 0.04% +10,623 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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More: the full row for Atlas Brown,Inc. 10,665 $961K 0.31% +9,958 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 10,650 $960K 0.59% +9,912 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 10,650 $960K 0.12% +9,457 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 10,635 $959K 1.11% +9,926 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,632 $958K 0.07% +9,926 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,520 $948K 0.01% +9,762 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,440 $941K 0.14% +9,029 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,414 $939K 0.3% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,385 $936K 0.06% +9,920 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,384 $936K 0.04% +9,774 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,350 $933K 0.3% +9,670 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,320 $930K 0.48% +9,632 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,294 $928K 0.33% +9,554 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 10,290 $927K new Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,282 $927K 0.01% +9,599 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,273 $926K 0.08% +9,586 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,249 $924K 0.01% +7,107 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,240 $923K 0.03% +9,567 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,221 $921K 0.04% +9,632 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 10,035 $904K 0.07% +9,366 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 10,009 $902K 0.16% +9,788 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,968 $898K 0.2% +9,320 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 9,930 $895K 0.02% +8,777 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,930 $893K 0.04% +9,268 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,865 $889K 0.49% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,840 $887K 0.02% +9,679 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 9,840 $887K 0.24% +9,175 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,797 $883K 0.01% +9,175 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 9,784 $882K 0.67% +9,156 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 9,759 $880K 0.22% +8,473 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,705 $875K 0.07% +9,060 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 9,687 $873K 0.77% new 13F-HR/A Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,626 $868K 0.07% +8,962 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,864 $866K 0.02% +8,440 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,581 $864K 0.09% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,530 $859K 0.09% +8,927 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 9,473 $854K 1.24% +8,857 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,460 $853K 0.02% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,425 $849K 0.02% +8,777 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,305 $839K 0.03% +8,653 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,290 $837K 0.01% +8,726 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,271 $836K 0.22% +8,664 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,212 $830K 0.06% +8,680 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,206 $830K 0.02% +8,603 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,188 $828K 0.02% +8,576 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,180 $827K 0.09% +8,490 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,154 $825K 0.07% +8,462 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 9,126 $823K 0.11% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,064 $817K 0.01% +8,031 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,047 $815K 0.01% +8,559 13F-HR/A Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,015 $813K 0.01% +8,543 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 9,000 $810K 0.7% new 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 598 $808K 0.6% 0 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 8,910 $803K 0.24% +8,316 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,899 $802K 0.29% +8,283 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,850 $798K 0.21% +8,600 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,620 $788K 0.15% +7,112 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 8,700 $784K 0.08% +8,120 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,697 $784K 0.18% +8,127 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,685 $783K 0.05% +8,015 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,529 $769K 0.09% +7,802 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 8,515 $767K 0.55% +7,833 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,472 $764K 0.13% +7,887 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,471 $763K 0.06% +7,889 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 641 $760K 0.07% -20 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,428 $760K 0.05% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,414 $758K 0.1% +7,853 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,367 $754K 0.06% +8,208 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 8,355 $753K 3.09% +7,798 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,280 $746K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,251 $744K 0.14% +7,694 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,205 $740K 0.01% +7,747 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,204 $739K 0.02% +7,727 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,180 $737K 0.42% +7,915 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,124 $732K 0.13% +7,788 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,065 $727K 0.03% +7,546 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 8,010 $722K 0.06% +7,476 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,447 $719K 0.05% +6,952 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 7,879 $710K 0.43% +7,350 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,878 $710K 0.04% +7,313 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,865 $709K 0.11% +7,275 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 7,860 $708K 0.03% +7,110 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,859 $708K 0.01% +7,295 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,845 $707K 0.05% +7,166 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,845 $707K 0.32% +7,411 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,825 $705K <0.01% +7,385 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,798 $703K 0.08% +7,253 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,740 $698K 0.18% +7,224 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,725 $696K 0.05% +7,210 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 7,725 $696K 0.49% +7,218 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,683 $692K 0.05% +7,212 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,650 $689K 0.07% +7,158 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,646 $689K 0.04% +7,127 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,635 $688K 0.06% +7,056 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,615 $686K 0.11% +7,108 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,556 $681K 0.07% +7,129 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,530 $679K <0.01% +7,053 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 7,510 $677K 0.25% +6,998 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,500 $676K 0.45% +7,000 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,440 $671K 0.11% +6,944 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 7,419 $669K 0.2% +7,211 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,405 $667K 0.22% +6,936 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 7,365 $664K 0.13% +6,876 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,301 $658K 0.03% +6,883 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,280 $656K 0.27% +6,808 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,269 $655K 0.42% +6,697 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,255 $654K 0.07% +6,771 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,239 $652K 0.02% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,230 $652K 0.17% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,217 $650K 0.1% +6,759 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,205 $649K 0.2% +6,516 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,280 $649K 0.06% +6,707 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,200 $649K 0.09% +6,799 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 7,198 $649K 0.16% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 7,275 $649K 0.04% +6,786 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,178 $647K 0.01% +6,699 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 7,155 $645K 0.01% +6,678 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,140 $644K 0.03% +6,662 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 7,124 $642K 0.06% +6,716 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 7,080 $638K 0.34% +6,675 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,056 $636K 0.43% +6,590 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,035 $634K 0.26% +6,546 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,034 $634K 0.09% +6,793 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,984 $629K 0.01% +6,580 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,960 $627K 0.05% +6,533 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,948 $626K 0.02% +6,727 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 10,038 $626K 0.33% +9,782 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,945 $626K 0.07% +6,487 13F-HR Timeline Cherry Creek Investment Advisors, Inc. 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More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,495 $585K 0.12% +6,045 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,492 $585K 0.02% +6,079 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,490 $585K 0.01% +6,061 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,480 $584K 0.04% +6,318 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,465 $583K 0.03% +6,034 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,450 $581K 0.11% +6,020 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,440 $580K 0.04% +5,887 13F-HR Timeline Group CONNING INC. in group CONNING INC. 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