Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,413 $1.59M 1.72% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,406 $1.59M 0.1% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,382 $1.58M 0.03% +33 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 4,380 $1.58M 0.12% +37 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,361 $1.57M 0.11% -25 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 4,360 $1.57M 0.06% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,354 $1.57M 0.38% 0 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,333 $1.56M 0.11% -117 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,328 $1.56M 0.26% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,325 $1.56M 0.06% +393 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,078 $1.56M 0.04% +356 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,320 $1.56M 0.39% -460 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,205 $1.55M 0.04% 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,304 $1.55M 0.03% -1,290 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,290 $1.54M 0.59% +2,741 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,256 $1.53M 0.22% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,255 $1.53M 0.22% -1,038 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,251 $1.53M 0.01% +2,478 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 4,250 $1.53M 1.24% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,245 $1.53M 0.42% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,240 $1.53M 0.11% +709 13F-HR Timeline Group KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,230 $1.52M 0.48% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,200 $1.51M 0.19% +194 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,170 $1.5M 0.05% -42 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,158 $1.5M 0.05% -8 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 4,154 $1.5M 0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,150 $1.49M 0.26% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,130 $1.49M 0.43% 0 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 4,128 $1.49M 0.01% -4,730 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 4,110 $1.48M 0.06% +632 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,107 $1.48M 0.15% +186 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 4,096 $1.47M 0.75% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,095 $1.47M 0.03% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,092 $1.47M 0.06% +2,511 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,091 $1.47M 0.02% -59 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,083 $1.47M 0.11% +216 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,073 $1.47M 0.56% -9 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 4,060 $1.46M 0.71% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 4,056 $1.46M 0.63% +137 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,043 $1.46M 0.4% +75 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,024 $1.45M 0.11% +56 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,012 $1.45M 0.13% +40 13F-HR Timeline Group C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,000 $1.44M 1.33% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,984 $1.43M 0.22% +94 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,935 $1.43M 1% +323 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 3,965 $1.43M 0.08% +14 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,932 $1.42M 0.39% -81 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,931 $1.42M 1.3% +466 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,591 $1.41M 0.09% -640 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,896 $1.4M 0.11% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,869 $1.39M 0.67% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,864 $1.39M 0.06% +155 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,856 $1.39M 0.09% +377 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,855 $1.39M 0.29% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,854 $1.39M 0.07% +131 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,843 $1.38M 0.12% new 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,836 $1.38M 0.68% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,826 $1.38M 0.47% -90 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,813 $1.37M 0.03% +83 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,812 $1.37M 0.11% +103 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,796 $1.37M 0.59% +83 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,768 $1.36M 0.1% -20 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,764 $1.36M 0.1% +146 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,640 $1.35M 0.01% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,750 $1.35M 0.42% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,669 $1.34M 0.07% +255 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 3,724 $1.34M 1.14% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,700 $1.33M 0.39% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,402 $1.33M 0.13% +964 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,647 $1.33M 0.04% +877 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,679 $1.32M 0.11% +24 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,676 $1.32M 0.42% +135 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,676 $1.32M 1.14% -18 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,675 $1.32M 0.23% -18 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,654 $1.32M 0.53% +1 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,653 $1.32M 0.34% +26 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,648 $1.31M 0.13% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,632 $1.31M 0.35% -15 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,630 $1.31M 0.37% +159 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,627 $1.31M 0.1% +5 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,622 $1.3M 0.02% -150 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,621 $1.3M 0.04% -949 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,620 $1.3M 0.11% +1,812 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,367 $1.3M 0.16% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,582 $1.29M 0.69% +365 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,579 $1.29M 0.8% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,572 $1.29M 0.04% +51 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,569 $1.29M 0.12% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,568 $1.28M 0.43% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,560 $1.28M 0.12% +460 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,559 $1.28M 0.12% +110 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 3,549 $1.28M 0.1% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,547 $1.28M 0.34% +46 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,542 $1.28M 0.17% -399 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,539 $1.27M 1.05% 0 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,533 $1.27M 0.9% +40 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,532 $1.27M 0.07% -745 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,531 $1.27M 0.05% -558 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,214 $1.27M 0.38% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,516 $1.27M 0.26% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,220 $1.26M 0.7% -80 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,466 $1.25M 0.04% -287 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,460 $1.25M 0.01% -408 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,458 $1.25M 0.18% -28 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,455 $1.24M 0.09% -19 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,428 $1.24M 0.04% +207 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,434 $1.24M 0.07% -4 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,433 $1.24M 0.14% -32,918 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,431 $1.24M 0.04% +296 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,425 $1.23M 0.15% -57 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,424 $1.23M 0.25% -412 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,415 $1.23M 0.06% +178 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,402 $1.23M 0.29% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,397 $1.22M 0.05% +942 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,368 $1.21M 0.78% +18 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,357 $1.21M 0.22% +378 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,247 $1.21M 1.2% 13F-HR/A Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,355 $1.21M 0.08% +2,200 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,346 $1.2M 0.4% 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 3,343 $1.2M 0.16% -150 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,343 $1.2M 0.37% +268 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 3,459 $1.2M 0.3% new 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,335 $1.2M 0.67% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,316 $1.2M 0.07% +2,150 13F-HR/A Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,323 $1.2M 0.2% +30 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $1.19M 0.33% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,291 $1.18M 0.47% -12 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,290 $1.18M 0.43% 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,289 $1.18M 0.02% +2,572 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,280 $1.18M 0.25% +2,154 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,271 $1.18M 0.31% +139 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,271 $1.18M 0.22% -98 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,251 $1.17M 0.07% -840 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,245 $1.17M 0.24% +75 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,238 $1.17M 0.15% -120 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,236 $1.17M 0.04% -229 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,227 $1.16M 0.18% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,228 $1.16M 0.47% +559 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,225 $1.16M 0.28% -175 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,205 $1.15M 0.1% +257 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,205 $1.15M 0.06% -5 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,190 $1.15M 0.22% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,175 $1.15M 0.05% +124 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,965 $1.14M 0.85% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,162 $1.14M 0.56% +31 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,155 $1.14M 0.6% 0 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,150 $1.13M 0.92% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,140 $1.13M 0.56% +299 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,137 $1.13M 0.15% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,096 $1.13M -199 Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,128 $1.13M 0.03% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,100 $1.12M 0.12% -68 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,094 $1.11M 0.02% +706 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,075 $1.11M 1.03% 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,065 $1.11M 0.1% -142 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,235 $1.1M 0.13% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,055 $1.1M 0.03% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,055 $1.1M 0.16% +24 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,054 $1.1M 0.08% -867 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,041 $1.09M 0.47% -40 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,950 $1.09M 0.14% +1 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,008 $1.08M 0.05% +1 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,000 $1.08M 0.21% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,000 $1.08M 0.08% new 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 3,000 $1.08M 0.13% +1,000 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,995 $1.08M 0.05% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,978 $1.07M 0.33% +150 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,970 $1.07M 0.17% +2,093 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,954 $1.06M 0.28% -44 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,952 $1.06M 0.04% new 13F-HR/A Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,950 $1.06M 0.71% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,934 $1.06M 0.03% -65 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,925 $1.05M 0.05% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 2,920 $1.05M 0.12% +484 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,917 $1.05M 0.11% +646 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,916 $1.05M 0.55% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,906 $1.05M 0.06% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,903 $1.05M 0.12% +225 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,902 $1.04M <0.01% -11,749 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,901 $1.04M 0.04% +206 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,866 $1.03M 0.08% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,858 $1.03M 0.07% 0 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,857 $1.03M 0.63% +2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,854 $1.03M 0.1% -20 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,849 $1.03M 0.31% +384 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,837 $1.02M 0.08% +810 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 2,819 $1.02M 0.14% +49 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,798 $1.01M 0.04% +1,842 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,790 $1M 0.06% -910 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,789 $1M 0.07% +100 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,779 $1M 0.91% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,769 $997K 0.19% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,736 $987K 0.28% +83 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,739 $986K 0.05% -195 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,728 $982K 0.03% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,727 $982K 0.06% 0 13F-HR Timeline Group WORLD EQUITY GROUP, INC. 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