Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 10,047 $1.44M 0.01% -2,693 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,033 $1.44M 0.22% -98 13F-HR/A Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 9,920 $1.44M 0.04% -177 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 10,010 $1.44M 1.5% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,007 $1.44M 0.09% -17,303 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 10,000 $1.44M 0.38% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 9,994 $1.43M 0.32% -13 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,987 $1.43M 0.9% +266 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,966 $1.43M 0.15% +1,035 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,934 $1.43M 0.04% +2 13F-HR/A Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 9,813 $1.42M 0.53% +48 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,902 $1.42M 0.23% -85 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,901 $1.42M 1.01% -5 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 9,900 $1.42M +802 Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,895 $1.42M 0.14% -585 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,864 $1.42M 0.43% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,857 $1.41M 0.08% -3,326 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 9,812 $1.41M 0.45% -354 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,807 $1.41M 0.11% +652 13F-HR Timeline Group GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 9,794 $1.41M 0.02% -1,166 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,791 $1.41M 0.42% +99 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,756 $1.4M 0.83% +44 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,186 $1.4M 0.05% +499 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,724 $1.4M 0.14% +233 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 9,673 $1.39M 1.41% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 9,666 $1.39M 0.69% -739 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,658 $1.39M 0.11% +1,404 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 9,661 $1.39M 0.1% -214 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,646 $1.38M 0.04% -835 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 9,632 $1.38M 0.25% +18 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 9,608 $1.38M 0.39% -770 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 9,607 $1.38M 0.95% -243 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,577 $1.37M 0.32% +6,599 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 9,570 $1.37M 0.63% 0 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 9,570 $1.37M 0.32% -50 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 9,560 $1.37M 1.02% -3,354 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,516 $1.37M 0.06% -5,246 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,515 $1.37M 0.08% -1,385 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,456 $1.36M 0.09% +958 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 9,376 $1.36M 0.58% +175 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,464 $1.36M 0.22% +2,990 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 9,454 $1.36M 0.1% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,442 $1.36M 0.1% -1,075 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 9,428 $1.35M 0.17% -177 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 9,415 $1.35M 1.36% -415 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 9,410 $1.35M 0.34% -1,010 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,260 $1.35M 0.05% -516 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9,383 $1.35M 0.11% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,379 $1.35M 0.39% 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,361 $1.34M 0.29% +697 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,304 $1.34M 0.19% -208 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,296 $1.33M 0.11% -91 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,288 $1.33M 0.19% -220 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,279 $1.33M 0.85% +110 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,271 $1.33M 0.42% +16 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,269 $1.33M 0.72% -1,188 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,267 $1.33M 0.15% +4,079 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,258 $1.33M 0.03% +1,055 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 9,459 $1.33M 0.8% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,251 $1.33M 0.56% +212 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,240 $1.33M 0.39% +290 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 9,134 $1.32M 0.08% -648 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,205 $1.32M 0.22% -845 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,190 $1.32M 0.09% +365 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,180 $1.32M 0.04% -495 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,168 $1.32M 0.07% -100 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,166 $1.32M 0.09% +257 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 9,149 $1.31M 0.64% -3,518 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,141 $1.31M 0.38% -2,298 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,136 $1.31M 0.47% -553 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 9,116 $1.31M 0.36% +182 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 9,103 $1.31M 0.01% -248 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,088 $1.3M 0.08% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,087 $1.3M 0.18% +1,485 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,074 $1.3M 0.51% -370 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,067 $1.3M 0.54% -328 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 9,065 $1.3M 0.71% -928 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,062 $1.3M 0.58% -1,961 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,061 $1.3M 0.25% -2,437 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,037 $1.3M 0.09% +2,075 13F-HR/A Timeline Members Trust Co More: the full row for Members Trust Co 9,035 $1.3M 0.04% -161 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,032 $1.3M 0.36% -276 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,023 $1.29M 0.07% +173 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,023 $1.29M 0.12% +5,396 13F-HR/A Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 9,017 $1.29M 0.45% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 9,000 $1.29M 0.33% -2,100 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,985 $1.29M 0.11% -17,698 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,977 $1.29M 0.14% -31 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,975 $1.29M 0.17% +1,031 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,969 $1.29M 0.56% 0 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 8,965 $1.29M 0.1% +7,490 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 8,947 $1.28M 0.52% -578 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,933 $1.28M 0.03% -706 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 8,926 $1.28M 0.47% +88 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,886 $1.28M 0.24% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,852 $1.27M 0.15% +2,213 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,848 $1.27M 0.31% +10 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 8,816 $1.27M 0.53% -106 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,816 $1.27M 0.23% -75 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,790 $1.26M 0.61% -40 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,696 $1.26M 0.07% +1,161 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 8,761 $1.26M 0.74% -120 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 8,732 $1.25M 1.03% 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 8,730 $1.25M 0.13% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 8,728 $1.25M 0.36% +152 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 8,726 $1.25M 0.29% +84 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,717 $1.25M 0.25% +183 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,679 $1.25M 0.06% -410 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,676 $1.25M 0.16% +1,960 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,667 $1.24M 0.07% -75 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,606 $1.24M 0.01% -458 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,634 $1.24M 0.52% -160 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 8,628 $1.24M 0.07% -1,151 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,607 $1.24M 0.24% 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 8,603 $1.23M 0.55% +1,609 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,538 $1.23M 0.17% +805 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,494 $1.22M 0.15% +1,620 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,413 $1.22M 0.14% -1,217 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,425 $1.21M 0.13% -24 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,425 $1.21M 0.69% +100 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,424 $1.21M 1.09% -10 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 8,407 $1.21M 0.21% +293 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,403 $1.21M 0.06% -168 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,395 $1.2M 0.08% -2,304 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 8,387 $1.2M 0.54% -30 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,386 $1.2M 0.74% -80 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,369 $1.2M 0.44% -2,240 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,357 $1.2M 0.09% +649 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,356 $1.2M 0.16% -1,539 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 8,329 $1.2M 0.32% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 8,317 $1.19M 0.57% -454 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,281 $1.19M 0.18% -41 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,281 $1.19M 0.44% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,270 $1.19M 0.37% -3,141 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 8,250 $1.18M 0.45% +155 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,250 $1.18M 0.14% -4,134 13F-HR Timeline Trust Co More: the full row for Trust Co 8,247 $1.18M 0.11% +3,093 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,246 $1.18M 0.66% +91 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,223 $1.18M 0.02% -546 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 8,222 $1.18M 0.29% -614 13F-HR Timeline Eliot Finkel Investment Counsel, LLC More: the full row for Eliot Finkel Investment Counsel, LLC 8,220 $1.18M 0.72% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,202 $1.18M 0.83% +53 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 8,182 $1.17M 0.78% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,181 $1.17M 0.21% +4,630 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,170 $1.17M 0.62% +1,395 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,162 $1.17M 0.23% -28 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,158 $1.17M 0.49% -182 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,139 $1.17M 0.08% +56 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,132 $1.17M 0.18% +609 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,103 $1.16M 0.37% -2,727 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 8,103 $1.16M 0.23% -760 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,091 $1.16M 0.54% -875 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,078 $1.16M <0.01% -11 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 8,074 $1.16M 0.01% -44 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,051 $1.16M 0.53% -25 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 8,050 $1.16M 0.79% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,037 $1.15M 0.22% -81 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,033 $1.15M 0.35% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 8,007 $1.15M 0.79% +68 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,000 $1.15M 0.1% -327 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,996 $1.15M 0.12% +415 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,995 $1.15M 0.03% -8,465 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 7,985 $1.15M -3,424 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,984 $1.15M 0.07% +1,836 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,936 $1.14M 0.21% -115 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,904 $1.13M 0.84% -344 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 7,898 $1.13M 1.03% 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 7,898 $1.13M 1.07% -1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 7,854 $1.13M 0.16% -436 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,852 $1.13M 0.13% 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,846 $1.13M 0.08% -464 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,817 $1.12M 0.39% +1,447 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,816 $1.12M 0.06% +89 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,812 $1.12M 0.8% +135 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,799 $1.12M 0.74% +149 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 7,795 $1.12M 0.16% -364 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 7,791 $1.12M 0.59% -420 13F-HR Timeline First Command Advisory Services, Inc. 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