Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,135 $1.77M 1.16% -82 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 9,662 $1.77M 1.03% -21 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,031 $1.77M 0.06% +814 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 9,655 $1.77M 0.91% -30 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,654 $1.77M 0.12% -1,249 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,642 $1.77M 0.2% -117 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,623 $1.76M 0.85% +1,737 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,616 $1.76M 0.18% -231 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 9,609 $1.76M 0.54% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,609 $1.76M 0.04% +740 13F-HR/A Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 9,320 $1.76M 0.23% -61 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,537 $1.75M 0.02% -13,895 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 9,568 $1.75M 0.24% 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 9,566 $1.75M 1.29% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,564 $1.75M 0.82% +24 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,562 $1.75M 0.2% +3,679 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 9,560 $1.75M 0.81% -82 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,485 $1.74M 0.05% +57 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,479 $1.74M 0.7% +3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,473 $1.74M 0.08% +608 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,465 $1.74M 0.48% +2,402 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 9,431 $1.73M 1.79% +2,965 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,404 $1.72M 0.52% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,396 $1.72M 0.63% +137 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,395 $1.72M 0.73% -41 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,363 $1.72M 0.01% -1,537 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 9,349 $1.71M -11,575 Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 9,347 $1.71M 0.06% +48 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,335 $1.71M 0.04% -1,908 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 9,320 $1.71M 0.57% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 9,296 $1.7M 1.02% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,306 $1.7M 0.46% +1,548 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,286 $1.7M 0.63% +91 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,592 $1.7M 1.36% +341 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 9,231 $1.69M 0.27% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,227 $1.69M 1.35% -1,173 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,226 $1.69M 0.59% +116 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,220 $1.69M 0.17% -61 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 9,209 $1.69M 1.4% -14 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,133 $1.68M 0.26% +61 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,132 $1.67M 0.47% +16 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 9,117 $1.67M 0.62% +80 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,103 $1.67M 0.12% +523 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,086 $1.67M 0.15% +200 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 9,071 $1.66M 0.02% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,052 $1.66M 1.18% +1,225 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,052 $1.66M 0.09% -1,205 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,041 $1.66M 0.16% +1,354 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 9,037 $1.66M 0.82% -1,130 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,007 $1.65M 0.27% -207 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 9,000 $1.65M 1.18% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,998 $1.65M 0.1% +1,427 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,994 $1.65M 1.08% -563 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,952 $1.64M 0.07% -344 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,917 $1.64M 1.12% -3 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,869 $1.63M 0.3% -90 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,863 $1.63M 0.2% 0 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 8,856 $1.62M 0.38% +185 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,854 $1.62M 0.02% +8,845 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 8,854 $1.62M 0.65% +111 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,833 $1.62M 0.16% -10 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,826 $1.62M 0.22% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,712 $1.62M 0.16% -379 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 8,820 $1.62M 1.08% +213 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,818 $1.62M 0.31% +282 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,804 $1.61M 0.09% +302 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 8,768 $1.61M 0.68% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,761 $1.61M 0.11% -1,863 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 8,727 $1.6M 0.01% +329 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 8,704 $1.6M 0.87% +1,458 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,690 $1.59M 0.31% -973 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,651 $1.59M 0.02% -3,779 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 8,625 $1.58M 0.38% +2,152 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,606 $1.58M 0.12% +163 13F-HR Timeline Eliot Finkel Investment Counsel, LLC More: the full row for Eliot Finkel Investment Counsel, LLC 8,593 $1.58M 0.97% -60 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 8,592 $1.58M 0.38% 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 8,568 $1.57M 0.36% -20 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,545 $1.57M 0.41% +43 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,793 $1.57M 0.59% +2,718 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,981 $1.57M 0.33% -335 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,482 $1.56M 0.07% +1,247 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,461 $1.55M 0.14% -24 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 8,460 $1.55M 1.22% +5 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 8,430 $1.55M 0.57% 0 13F-HR Timeline Titan Investment Solutions Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Investment Solutions Ltd 8,425 $1.55M 0.19% 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,421 $1.54M 0.52% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,402 $1.54M 1.2% +179 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 8,391 $1.54M 0.14% +842 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,369 $1.53M 0.55% +1,969 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 8,353 $1.53M 0.3% +2,487 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,289 $1.52M 0.1% -14 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,288 $1.52M 0.34% +111 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,287 $1.52M 0.21% -168 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,242 $1.52M 0.1% +1,365 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,263 $1.52M 0.06% +3,538 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,245 $1.51M 0.31% -353 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,232 $1.51M 1.35% -29 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,221 $1.51M 0.86% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 8,215 $1.51M 0.7% +14 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 8,192 $1.5M 0.89% +49 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 8,171 $1.5M 0.82% -1,440 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,140 $1.49M 0.15% +4,069 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 8,138 $1.49M 0.27% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,127 $1.49M 0.03% +305 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,120 $1.49M 0.1% +357 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,112 $1.49M 0.2% +321 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 8,081 $1.48M 1.01% +6,452 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,066 $1.48M 0.31% 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 8,064 $1.48M 0.27% -191 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 8,047 $1.48M 0.11% +639 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,039 $1.47M 0.09% +443 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,030 $1.47M 0.93% +692 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 8,027 $1.47M 1.13% +105 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,003 $1.47M 0.33% +5,088 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 8,000 $1.47M 0.54% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,995 $1.47M 0.15% -40 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,983 $1.46M 0.19% -10 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 7,981 $1.46M <0.01% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,971 $1.46M 0.22% +42 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,936 $1.46M 0.7% -180 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 7,925 $1.45M 0.21% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,906 $1.45M 0.57% +11 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 7,899 $1.45M 0.81% +301 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 7,868 $1.44M 0.53% -361 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 7,868 $1.44M 0.74% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,855 $1.44M 0.08% +25 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 7,845 $1.44M 0.83% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,839 $1.44M 0.05% +2,304 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7,830 $1.44M 0.2% -82 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,829 $1.44M 0.52% +5,354 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,828 $1.44M 0.05% +220 13F-HR Timeline QVR LLC More: the full row for QVR LLC 7,812 $1.43M 1% +6,081 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 7,775 $1.43M 1.07% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 7,774 $1.43M 0.29% +184 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,768 $1.42M 0.85% +25 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,755 $1.42M 0.47% +404 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,753 $1.42M 0.5% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,734 $1.42M 0.12% -304 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,711 $1.41M 0.18% -1,259 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,708 $1.41M 0.39% -27 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 7,683 $1.41M 0.12% +1,402 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 7,684 $1.41M 0.41% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,662 $1.41M 0.32% -537 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,662 $1.41M 0.13% -100 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 7,639 $1.4M 0.96% -330 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,633 $1.4M 0.04% +63 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,617 $1.4M 0.08% -20,262 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,615 $1.4M 0.27% +701 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,605 $1.39M 0.37% -14 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 7,600 $1.39M 0.09% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,594 $1.39M 0.05% +61 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 7,575 $1.39M 1.3% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,564 $1.39M 1.2% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,555 $1.39M 0.07% -471 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,547 $1.38M 0.48% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 7,546 $1.38M 0.23% +19 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,545 $1.38M 0.27% +3,008 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 7,527 $1.38M 0.1% -10,977 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,514 $1.38M 0.38% -30 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,514 $1.38M 0.03% -1,964 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 7,497 $1.37M 0.11% -110 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,478 $1.37M 0.06% -180 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 7,455 $1.37M 0.89% -237 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,443 $1.37M 0.16% +16 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,433 $1.36M 0.09% +85 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 7,433 $1.36M 0.67% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,230 $1.36M 0.69% -30 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,422 $1.36M 0.04% +746 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,398 $1.36M 0.85% -268 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,388 $1.35M 0.06% +4 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,383 $1.35M 0.05% -6,128 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,362 $1.35M 0.06% +826 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,350 $1.35M 0.33% -21 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,350 $1.35M 0.68% -184 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 6,547 $1.34M 0.91% -82 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,313 $1.34M 0.09% -184 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,270 $1.33M 0.23% -290 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,268 $1.33M 0.16% +5 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,267 $1.33M 0.36% -53 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,249 $1.33M 0.09% -800 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,241 $1.33M 0.08% +1 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,216 $1.32M 0.24% -216 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,195 $1.32M 0.03% +105 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 7,181 $1.32M 0.21% -233 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,156 $1.31M 0.3% +8 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,154 $1.31M 0.3% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7,149 $1.31M 0.31% +4 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 7,134 $1.31M 0.87% +319 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,988 $1.31M 0.2% -40,825 13F-HR/A Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,114 $1.3M 0.92% +416 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7,111 $1.3M 0.21% -28 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,106 $1.3M 0.1% -413 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,054 $1.29M 0.13% -280 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 7,052 $1.29M 0.47% +107 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,047 $1.29M 0.28% 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,035 $1.29M 0.47% -65 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,035 $1.29M 0.14% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,783 $1.29M 0.1% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 7,015 $1.29M 0.07% -228 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 7,003 $1.28M 0.29% -37 13F-HR Timeline