Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,239 $3.04M 0.09% -11,563 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,210 $3.04M 0.07% -806 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,224 $3.03M 0.22% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,190 $3.02M 0.49% -354 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,118 $3M 0.05% -14 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,118 $3M 0.07% -451 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 9,032 $2.97M 0.92% 0 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 9,000 $2.96M 0.37% new 13F-HR Timeline Group American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 9,000 $2.96M 0.2% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,407 $2.95M 0.06% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,960 $2.94M 0.18% +38 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,887 $2.92M -113 Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 8,885 $2.92M 0.1% -512 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,878 $2.92M 0.04% -37,384 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 8,845 $2.91M 1.26% +8 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,828 $2.9M 0.09% +138 13F-HR/A Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,740 $2.87M 0.02% 0 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 8,731 $2.87M 0.37% -330 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 8,707 $2.86M 0.78% +39 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 8,683 $2.86M 1.93% -52 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,704 $2.86M 0.82% +1 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 8,682 $2.85M 0.07% +1,812 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 8,668 $2.85M 1.38% +34 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 8,635 $2.84M 1.49% +284 13F-HR Timeline American Trust More: the full row for American Trust 8,593 $2.82M 0.25% -1,212 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,493 $2.79M 0.11% +2,115 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,473 $2.78M 0.02% -1,516 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,466 $2.78M 0.34% +712 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,401 $2.76M 0.29% -122 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 8,369 $2.75M 1% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,322 $2.73M 0.12% -341 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 8,313 $2.73M 2.5% -41 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,307 $2.73M 0.03% -2,950 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 8,293 $2.72M 0.06% 0 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 8,293 $2.72M 0.47% -91 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,283 $2.72M 0.26% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,269 $2.72M 0.06% -2,620 13F-HR/A Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 8,239 $2.71M 1.8% -110 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 8,188 $2.7M 0.63% 0 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 8,175 $2.69M 0.15% -1,825 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,157 $2.68M 0.03% +1,376 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,147 $2.68M 0.08% +218 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,147 $2.68M 0.17% -7,948 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,137 $2.67M 0.07% -36 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,130 $2.67M 0.66% +1,017 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,130 $2.67M 0.06% -3,233 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,088 $2.66M 0.05% +700 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,062 $2.65M 0.53% -858 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,023 $2.64M 0.06% -2,741 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,003 $2.63M 0.35% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 7,986 $2.62M 1.62% +258 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 7,962 $2.62M 1.42% -1,376 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,945 $2.61M 0.36% -597 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,995 $2.61M 0.09% +311 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,892 $2.59M 0.15% +5,476 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 7,846 $2.58M 1.42% +342 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,835 $2.57M 0.07% +3,323 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 7,812 $2.57M 0.36% -6,772 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,823 $2.57M 0.06% new 13F-HR/A Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,793 $2.56M 1.28% +7 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 7,785 $2.56M 0.94% new 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 7,780 $2.56M 1.5% +162 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 7,778 $2.56M 0.34% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,765 $2.55M 1.03% -25 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,765 $2.55M <0.01% -31,666 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,764 $2.55M 0.01% +1,504 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,749 $2.55M 0.13% +600 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 7,772 $2.53M 0.03% -383 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,698 $2.53M 0.63% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,689 $2.53M 0.07% -888 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 7,641 $2.52M 0.39% +19 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,643 $2.51M 0.34% -250 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 7,630 $2.51M 0.45% -310 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,627 $2.51M 0.22% +81 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 7,606 $2.5M 1.23% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,605 $2.5M 0.08% +517 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 7,602 $2.5M 1.85% -470 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,571 $2.49M 0.25% -351 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,550 $2.48M 0.51% -448 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,533 $2.48M 0.32% +665 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,523 $2.47M 0.17% +780 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 7,497 $2.46M 0.26% -2,614 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,484 $2.46M 0.7% +37 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,408 $2.43M 0.5% +41 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,373 $2.42M 0.16% -1,568 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,346 $2.41M 0.73% -234 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,331 $2.41M 0.07% +888 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,272 $2.4M 0.38% +6,008 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 7,287 $2.39M 0.25% +53 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,255 $2.38M 0.07% -1,830 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,248 $2.38M 0.57% +25 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 7,213 $2.37M 0.21% 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,147 $2.35M 0.05% -50 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,133 $2.34M 0.3% -273 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,110 $2.34M 0.58% +234 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,058 $2.32M 0.38% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,049 $2.32M 0.28% +300 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,999 $2.3M 0.14% +2,523 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,465 $2.27M 1.7% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,871 $2.26M 0.06% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,825 $2.25M 0.05% +1,709 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,831 $2.24M 0.69% +8 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,468 $2.24M 0.48% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,776 $2.23M 0.83% +1,689 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,773 $2.23M 0.04% +330 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,638 $2.19M 0.05% +2,148 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,621 $2.17M 0.06% -577 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,595 $2.17M 0.18% -1,950 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,557 $2.15M 0.31% +7 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,449 $2.14M 0.04% -96 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 6,505 $2.14M 0.61% +120 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,480 $2.13M 0.02% +853 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,436 $2.11M 0.05% -1,687 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 6,422 $2.11M 0.99% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 6,406 $2.11M 0.21% +5,827 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,406 $2.1M 0.3% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,400 $2.1M 0.07% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,380 $2.1M 0.97% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,342 $2.08M 0.02% -1,286 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,337 $2.08M 0.03% +955 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 6,329 $2.08M 0.03% +6,288 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,916 $2.08M 0.37% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,240 $2.05M 0.12% +4,848 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,234 $2.05M 0.48% +289 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,218 $2.04M 0.02% -92 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,206 $2.04M 0.02% +433 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,170 $2.03M +2,329 Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 6,138 $2.02M 0.22% 0 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 6,136 $2.02M 1.11% -211 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,134 $2.02M 0.06% -233 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,160 $2.01M 0.02% -4,924 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 6,089 $2.01M 1.11% +1,263 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,105 $2.01M 0.41% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,012 $1.98M 0.1% 0 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 6,007 $1.97M 0.04% -249 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,981 $1.97M 0.02% -391 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,975 $1.96M 0.01% +288 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,974 $1.96M 0.01% +268 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,748 $1.96M 0.12% -131 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 5,944 $1.95M 1.24% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,937 $1.95M 0.05% +307 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,888 $1.94M 0.25% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,885 $1.93M 0.06% -466 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 5,874 $1.93M 1.6% -676 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,870 $1.93M 0.14% -1,693 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,862 $1.93M 0.02% +87 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 5,860 $1.93M 0.05% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,778 $1.9M 0.29% -382 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 5,769 $1.89M 1.25% +1,398 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,747 $1.89M 0.24% +56 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,739 $1.89M 0.02% -389 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 5,690 $1.87M 0.39% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,679 $1.87M 0.62% +4 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,673 $1.86M 0.34% -3,441 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,658 $1.86M 0.03% +271 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,631 $1.86M 0.41% -1,837 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 5,644 $1.85M 0.94% +5,574 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,636 $1.85M 1.1% +2,086 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,618 $1.85M 0.1% +87 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5,594 $1.84M 0.37% -10 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,338 $1.83M 0.03% +454 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,564 $1.83M 0.71% +439 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,563 $1.83M 0.12% +28 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,562 $1.83M 0.16% -8,669 13F-HR Timeline Group Scharf Investments, LLC More: the full row for Scharf Investments, LLC 5,505 $1.81M 0.06% -2,296 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 5,500 $1.81M 0.01% -2,500 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 4,848 $1.8M 1.14% -13 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 5,490 $1.8M 1.56% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,474 $1.8M 0.14% -1,985 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,468 $1.8M 0.09% +324 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,444 $1.79M 0.01% -17 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,425 $1.78M 0.82% +1,522 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,402 $1.77M 0.17% +259 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,398 $1.77M 0.02% +1,049 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,383 $1.77M 0.04% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,356 $1.76M 0.12% -391 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,354 $1.76M 0.17% +86 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 5,352 $1.76M 0.01% -632 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,332 $1.75M 0.06% -149 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,318 $1.75M 0.88% -394 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,331 $1.75M 0.63% +235 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,317 $1.75M 0.08% +93 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,316 $1.75M 0.06% +2,477 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,295 $1.74M 0.74% +995 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,253 $1.73M 0.98% +398 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,229 $1.72M 0.08% +91 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,213 $1.71M 0.14% -81 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 5,152 $1.69M 0.06% -48 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,143 $1.69M 0.71% +10 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,113 $1.68M 0.09% +2,787 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 5,103 $1.68M 1.64% -122 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,100 $1.68M 0.1% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,096 $1.67M 0.09% -22 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,091 $1.67M 0.98% +35 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,083 $1.67M 0.16% -7 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,070 $1.67M 0.17% +127 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,055 $1.66M 0.37% -125 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,051 $1.66M 1.42% +915 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,037 $1.66M 0.23% -40 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,016 $1.65M 1.53% +279 13F-HR Timeline