Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13,429 $1.89M 0.2% +1,226 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,425 $1.89M 0.49% +1,270 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,354 $1.88M 0.08% +109 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 13,347 $1.87M 0.21% -3,200 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,345 $1.87M 0.27% -70 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 13,255 $1.86M 0.81% -900 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,221 $1.86M 0.33% +114 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 13,196 $1.85M 0.46% -391 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,187 $1.85M 0.15% -797 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,183 $1.85M 0.08% -113 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 13,161 $1.85M 0.93% -230 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 13,119 $1.84M 0.49% -44 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 13,115 $1.84M 0.87% +111 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 13,103 $1.84M 2.09% 0 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 13,029 $1.83M 1.65% -88 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,024 $1.83M 0.15% -469 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,015 $1.83M 0.35% -112 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 13,000 $1.83M 0.38% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,985 $1.82M 0.14% -1,581 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 12,977 $1.82M 0.11% +1,105 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,977 $1.82M 0.51% +2,862 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 12,964 $1.82M 0.01% +10,840 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 12,948 $1.82M 0.49% -9,505 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 12,940 $1.82M 0.21% -290 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 12,936 $1.82M 0.57% -62 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,927 $1.82M 0.12% +1,283 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,922 $1.81M 0.11% +1,767 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 12,914 $1.81M 1.26% -968 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 12,867 $1.8M 0.01% -13,610 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 12,803 $1.8M 0.13% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 12,803 $1.8M 1.45% -473 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,786 $1.8M 0.05% -3,699 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 12,740 $1.79M 0.01% +1,669 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 12,734 $1.79M 0.34% -130 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 12,711 $1.79M 0.41% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 12,668 $1.78M 0.56% +293 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 12,667 $1.78M 0.84% +324 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,665 $1.78M 0.09% -2,617 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,651 $1.78M 0.35% +6 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,640 $1.78M 0.31% +381 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,611 $1.77M 0.21% -1,399 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,608 $1.77M 0.09% -29,940 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 11,779 $1.77M 1.12% -610 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 12,583 $1.77M 0.16% -77 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 12,564 $1.76M 0.74% +102 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,557 $1.76M 0.08% -783 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 12,500 $1.76M 0.83% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 12,500 $1.76M 0.27% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 12,490 $1.75M 0.22% +239 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 12,432 $1.75M 0.24% +78 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,410 $1.74M 0.03% +3,651 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 12,398 $1.74M 0.03% -327 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,384 $1.74M 0.22% -2,693 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,376 $1.74M 0.67% -1,219 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,369 $1.74M 0.12% +10,124 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 12,340 $1.73M 1.86% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 12,326 $1.73M 0.39% +354 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,276 $1.72M 0.76% -143 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12,267 $1.72M 0.17% -449 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 12,223 $1.72M 0.32% -762 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,210 $1.71M 0.66% +1,339 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 12,164 $1.71M 1.21% +115 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 12,123 $1.7M 0.42% +1,064 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 12,114 $1.7M 0.87% -27 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 12,067 $1.69M 1.03% +10,337 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 12,064 $1.69M 1.11% -349 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,049 $1.69M 0.38% +727 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 11,999 $1.69M 1.2% +877 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,957 $1.68M 0.17% +502 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,950 $1.68M 0.47% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 11,927 $1.68M 1.29% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,909 $1.67M 0.11% -615 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 11,904 $1.67M 1.66% -8,484 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 11,858 $1.67M 0.48% -38,151 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,812 $1.66M 0.3% -845 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,805 $1.66M 0.23% -83 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 11,801 $1.66M 0.89% -5 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 11,796 $1.66M 0.41% +1,437 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 11,773 $1.65M 0.23% -2,689 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11,723 $1.65M 0.54% +7,986 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,694 $1.64M 0.38% +10 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,674 $1.64M 0.63% -750 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 11,674 $1.64M 0.16% -63,305 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 11,651 $1.64M 0.09% -2,177 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,578 $1.63M 0.04% -89,873 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 11,578 $1.63M 0.56% +71 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 11,562 $1.62M 0.35% +110 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,533 $1.62M 0.57% -4 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 11,500 $1.62M 0.3% +1,818 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11,498 $1.61M 0.34% +1,874 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,489 $1.61M 0.56% +134 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 11,471 $1.61M 0.02% +3,297 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,447 $1.61M 0.56% -36 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,439 $1.61M 0.46% +1,936 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 11,438 $1.61M 0.42% -2,181 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,434 $1.61M 0.31% +1,467 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 11,433 $1.61M 0.06% +1 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 11,411 $1.6M 0.51% -725 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 11,409 $1.6M -5,512 Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 11,405 $1.6M 0.56% -166 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,355 $1.59M 0.09% -40 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 11,341 $1.59M 0.36% +305 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,332 $1.59M 0.1% -82 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,117 $1.59M 0.15% +539 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,275 $1.58M 0.2% -8,785 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 11,274 $1.58M 0.24% +873 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,272 $1.58M 0.39% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11,255 $1.58M 0.26% -905 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,252 $1.58M 0.19% +676 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 11,246 $1.58M 0.81% -150 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 11,245 $1.58M 1.07% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 10,342 $1.58M 0.53% -165 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 11,236 $1.58M 0.76% -328 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,212 $1.57M 0.1% -1,471 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,179 $1.57M 0.06% +1,901 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 11,163 $1.57M 0.74% +824 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 11,147 $1.57M 1.81% +1,373 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,144 $1.57M 0.02% +2,520 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,127 $1.56M 0.14% -463 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 11,122 $1.56M 0.08% -242 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,104 $1.56M 0.11% -1,090 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 11,101 $1.56M 0.54% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,100 $1.56M 0.41% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,070 $1.55M 0.06% +2,283 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,069 $1.55M 0.43% -1,544 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,069 $1.55M 0.24% +155 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 11,069 $1.55M 0.28% -1 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 11,065 $1.55M 0.77% -185 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,047 $1.55M 0.27% +8,321 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,024 $1.55M 0.18% +150 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,023 $1.55M 0.65% -271 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 11,026 $1.55M 1.05% -250 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,453 $1.55M 0.08% -178 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 11,000 $1.54M 0.13% +70 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 10,994 $1.54M 0.62% -138 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 10,972 $1.54M 0.3% +1,263 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 10,960 $1.54M 0.02% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 10,937 $1.54M 0.08% +155 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 10,934 $1.54M 0.43% -100 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,924 $1.53M 0.06% +437 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,918 $1.53M 0.5% +7,147 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,900 $1.53M 0.09% -3,239 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,890 $1.53M 0.38% +1,737 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 10,873 $1.53M 0.83% -15 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,830 $1.52M 0.45% -7,566 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,832 $1.52M 0.08% -1,327 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,826 $1.52M 0.42% -911 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,809 $1.52M 0.19% -215 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 10,802 $1.52M 0.27% -12,552 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 10,789 $1.52M 0.18% -66 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 10,777 $1.51M 0.66% -43 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 10,776 $1.51M 0.25% -75 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 10,764 $1.51M +165 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,731 $1.51M 0.27% +7,926 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,728 $1.51M 0.17% +158 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 10,718 $1.5M 0.16% -65 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 10,301 $1.5M 0.26% +10,255 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,707 $1.5M 0.63% +251 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 10,699 $1.5M 0.1% -629 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 10,698 $1.5M 0.34% -300 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 10,682 $1.5M 0.21% +1,111 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,982 $1.5M 0.24% -1,121 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 10,665 $1.5M 1.18% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,663 $1.5M 0.38% +705 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,629 $1.49M 0.42% +4,102 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,613 $1.49M 0.02% -113 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,609 $1.49M 0.55% -488 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,606 $1.49M 0.32% -276 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 10,539 $1.48M 0.69% -800 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,517 $1.48M 0.12% -171 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,492 $1.47M 0.12% +262 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,481 $1.47M 0.05% -19,120 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,480 $1.47M 0.15% +417 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,469 $1.47M 0.18% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 10,457 $1.47M 0.83% +3,271 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,443 $1.47M 0.1% -2,341 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,420 $1.46M 0.36% -1,757 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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