Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 30,276 $4.42M 2.31% +719 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,221 $4.41M 0.16% +2,567 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 30,191 $4.41M 1.95% +20,423 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 30,139 $4.4M 1.66% -490 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 30,103 $4.4M 1.52% -25,893 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 30,061 $4.39M 0.37% -57 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 30,000 $4.38M 0.35% 0 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 29,962 $4.38M 0.19% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 29,919 $4.37M 2.94% -413 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 29,874 $4.36M 0.16% -994 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 29,790 $4.35M 0.43% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 29,609 $4.32M 0.37% +6,029 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 29,607 $4.32M 1.02% -2,100 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 29,602 $4.32M 0.78% +29,589 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,599 $4.32M 0.05% -142 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 29,508 $4.31M 1.32% -457 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 29,290 $4.28M 0.07% +6,091 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 29,281 $4.28M 1.54% -191 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 29,631 $4.27M 0.2% +280 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 29,215 $4.27M 0.57% -1,042 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 29,160 $4.26M 0.06% +25 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 29,130 $4.25M 1.33% -3,796 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 29,115 $4.25M 0.3% -150 13F-HR Timeline Group Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 29,079 $4.25M 1.44% +507 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 29,015 $4.24M 1.87% +197 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,008 $4.24M 0.06% +931 13F-HR Timeline Mubadala Investment Co PJSC More: the full row for Mubadala Investment Co PJSC 28,980 $4.23M 0.02% -3,657 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 28,977 $4.23M 0.82% +866 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 28,955 $4.23M +1,854 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 28,929 $4.22M 0.09% +113 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 28,649 $4.18M 0.1% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 28,608 $4.18M 0.41% -179,534 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 28,571 $4.17M 2.02% -1,498 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 28,553 $4.17M 0.28% +1,739 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 28,535 $4.17M 0.65% +125 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 28,418 $4.15M 3.12% -115 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 28,368 $4.14M 0.44% +1,041 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 28,229 $4.12M 1.92% +175 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 28,174 $4.11M 0.1% -1,891 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 28,164 $4.11M 0.04% -587 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,006 $4.09M 0.22% -30,118 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 28,019 $4.09M 0.09% -50,172 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 27,966 $4.08M 1.81% +400 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 27,954 $4.08M 0.06% +7,885 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 27,903 $4.07M 1.9% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 27,804 $4.06M 0.07% +368 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 27,734 $4.05M 0.43% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 27,734 $4.05M 0.24% +595 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 27,929 $4.04M 1.64% -170 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,620 $4.03M 0.13% +2,554 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,446 $4.01M 0.17% -11,588 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 27,444 $4.01M 0.27% +740 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 27,289 $3.98M 0.78% -9,770 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 27,266 $3.98M 0.2% -10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,262 $3.98M 0.19% -48,201 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 27,211 $3.97M 0.07% -2 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 27,208 $3.97M 1.29% -99 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,146 $3.96M 0.3% -2,059 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 27,119 $3.96M 1.15% -1,848 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 27,024 $3.95M 2.13% -765 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 26,951 $3.94M 0.07% -4,356 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 26,946 $3.93M 0.1% +1,037 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,893 $3.93M 0.12% -5,002 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 26,881 $3.93M 0.43% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 26,838 $3.92M 0.45% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 26,804 $3.91M 0.12% +1,057 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 26,780 $3.91M 0.08% -3,579 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 26,822 $3.91M 1.4% -812 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 26,761 $3.91M 0.14% +2,983 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 26,694 $3.9M 0.07% +709 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 26,505 $3.87M 0.06% +12,956 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 26,493 $3.87M 1.81% +5,366 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 26,490 $3.87M 0.28% -2,269 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 26,380 $3.85M 0.49% +994 13F-HR Timeline Essex LLC More: the full row for Essex LLC 26,370 $3.85M 0.76% -995 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 26,243 $3.83M 1.21% +766 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 26,168 $3.82M 0.78% -850 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 26,056 $3.8M 0.41% -3,638 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 26,000 $3.8M 0.71% -6,392 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 25,990 $3.8M 0.45% +1,300 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25,955 $3.79M 0.87% +668 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 25,921 $3.78M 2.16% -972 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 25,866 $3.78M 1.48% -638 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 25,864 $3.78M 2.06% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 25,850 $3.77M 0.7% -353 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 25,783 $3.76M 0.56% -4,803 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 25,777 $3.76M 0.32% -1,061 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,529 $3.73M 0.07% +9,046 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 25,511 $3.73M 0.21% +403 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 25,331 $3.7M 0.33% +910 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 25,301 $3.69M 0.09% -45 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 25,293 $3.69M 0.01% -31,996 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,139 $3.67M 0.1% +1,647 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,128 $3.67M 0.13% -1,120 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 24,973 $3.65M 0.91% -10,373 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 24,958 $3.64M 0.25% -6,595 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 24,907 $3.64M 0.03% +6,536 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 24,878 $3.63M 0.84% -475 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 24,803 $3.62M 0.95% -195 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 24,758 $3.62M 0.99% -11,944 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 24,707 $3.61M 0.67% +647 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 24,673 $3.6M 0.46% -898 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 24,647 $3.6M 0.54% +773 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 24,643 $3.6M 0.25% new 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 24,597 $3.59M 0.71% +467 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 24,452 $3.57M 1.04% -2,510 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 24,430 $3.57M 1.25% -124 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 24,380 $3.56M 0.1% -738 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,285 $3.55M 0.1% +1,024 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 24,192 $3.53M 0.43% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 24,119 $3.52M 0.42% +702 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 24,089 $3.52M 1.52% -2,215 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 24,030 $3.51M 0.04% +4,721 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 23,973 $3.5M 0.29% +444 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 23,969 $3.5M 0.21% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 23,920 $3.49M 0.08% +726 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 23,885 $3.49M 0.13% -1,355 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,867 $3.49M 0.17% +146 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 23,819 $3.48M 0.08% -180 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 23,800 $3.48M 1.09% +160 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 23,761 $3.47M 0.44% +6,758 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 22,312 $3.47M 0.61% -2,916 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23,734 $3.47M 0.04% -1,142 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 23,689 $3.46M 0.13% +18,179 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 23,636 $3.45M 0.25% -1,893 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,542 $3.44M 0.13% +19,266 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 23,531 $3.44M 1.87% -466 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,509 $3.43M 0.24% +737 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 23,509 $3.43M 0.49% -119 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 23,435 $3.42M 0.06% +1,738 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 23,380 $3.41M 0.23% +6,982 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23,312 $3.4M 0.3% -1,548 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 23,282 $3.4M 0.64% -1,940 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 21,948 $3.4M 0.81% +2,122 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 23,264 $3.4M 1.68% -1,605 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 23,182 $3.39M 0.49% +645 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,093 $3.37M 0.18% -14,386 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 23,087 $3.37M 1.17% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,065 $3.37M 0.08% -18,008 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 23,058 $3.37M 1.38% -209 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 23,049 $3.37M 1.75% -1,057 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 23,048 $3.37M 1.05% -714 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 22,977 $3.36M 1.73% -325 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 22,970 $3.35M 0.21% -288 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 22,933 $3.35M 0.87% +2 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 22,668 $3.31M 1.76% -2,675 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 22,661 $3.31M 0.49% +22,561 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 22,643 $3.31M 1.14% -229 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 22,511 $3.29M 0.11% +445 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 22,478 $3.28M 0.45% -6,214 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 22,315 $3.26M 0.63% +1,020 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 22,271 $3.25M 2.41% -613 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22,258 $3.25M 0.33% +149 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 22,220 $3.24M 2.56% -149 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 22,131 $3.23M 0.26% +8,451 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 24,293 $3.22M 0.12% 0 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 21,995 $3.21M 1.8% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,969 $3.21M 0.3% +7,920 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 21,869 $3.19M 0.49% -788 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,706 $3.17M 0.23% +276 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,687 $3.17M 0.11% +750 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,665 $3.16M 0.78% -1,681 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFG Investments, LLC More: the full row for PFG Investments, LLC 21,589 $3.15M 0.18% +1,104 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,479 $3.14M 0.36% +900 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 21,468 $3.13M 0.7% +150 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,442 $3.13M 0.13% +880 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 21,398 $3.12M 2.67% -235 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 21,391 $3.12M 0.59% +375 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 21,257 $3.1M 0.21% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 21,255 $3.1M 0.13% +5,590 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,156 $3.09M 0.07% +1,160 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 21,155 $3.09M 2.35% -225 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 21,120 $3.08M 1.77% -65 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 21,094 $3.08M 0.43% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 21,078 $3.08M 0.43% -345 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 20,971 $3.06M 0.38% +225 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 20,935 $3.06M 0.49% +350 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 20,901 $3.05M 0.2% +3,236 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 20,900 $3.05M 0.54% +623 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 20,895 $3.05M 2.04% -107 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,877 $3.05M 0.08% +4,023 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 20,868 $3.05M 0.26% -20 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 20,821 $3.04M 0.15% +57 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 20,754 $3.03M 0.27% -1,398 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 23,112 $3.02M 0.58% +11,541 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 20,699 $3.02M 0.18% +85 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 20,639 $3.01M 0.69% -145 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 20,637 $3.01M -467 Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,628 $3.01M 0.32% -399 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 20,545 $3M 1.27% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 20,453 $2.99M 0.15% -920 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,420 $2.98M 0.08% +115 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 20,381 $2.98M 2.23% -153 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 20,252 $2.96M 0.25% -137 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 20,244 $2.96M 1.86% -60 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 20,181 $2.95M 0.02% +420 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 20,168 $2.94M 0.36% +347 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 20,158 $2.94M 1.02% +119 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 20,099 $2.93M 0.03% -420 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 19,979 $2.92M 0.87% +1,117 13F-HR Timeline