Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,304 $725K 0.01% -13 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,288 $722K 0.03% 0 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 3,267 $717K 0.01% +2,021 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,258 $715K 0.42% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,235 $710K 0.05% -120 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,232 $710K 0.01% +85 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,209 $704K 0.02% +1,017 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,206 $704K 0.12% -699 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,179 $698K 0.16% -82 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,147 $691K 0.08% +1,681 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,146 $691K 0.06% -6 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,116 $684K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,042 $683K 0.07% +16 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,086 $677K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,043 $668K 0.04% +6 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,032 $666K 0.03% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,025 $664K 0.13% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,021 $663K +222 Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,012 $661K 0.52% -77 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,999 $658K 0.09% -230 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,980 $654K 0.07% +236 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,938 $645K 0.48% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,929 $643K 0.02% +235 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,859 $628K 0.01% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,843 $624K 0.49% -140 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,509 $619K 0.02% -647 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,814 $618K 0.02% +787 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,813 $618K 0.29% +71 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,800 $615K 0.06% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,762 $606K 0.02% -2,600 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,760 $606K 0.11% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,743 $602K 0.01% +313 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,721 $597K 0.02% +365 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,699 $593K 0.01% +335 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,689 $590K 0.03% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,676 $587K -715 Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,665 $585K 0.37% +447 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,653 $582K 0.01% -36 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,634 $578K 0.25% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,629 $577K 0.07% +131 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,624 $576K 0.14% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,577 $566K 0.01% +941 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,552 $560K 0.01% +417 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,545 $559K 0.01% +101 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,530 $555K <0.01% +108 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,515 $552K 0.16% -2 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,500 $549K 0.14% 0 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,485 $546K 0.16% -105 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,482 $545K 0.04% +383 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,479 $544K 0.01% +140 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,469 $542K 0.01% -32 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,465 $537K 0.03% +587 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,436 $535K 0.24% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,405 $528K 0.01% +209 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,395 $526K 0.1% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,389 $524K 0.02% -53 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,387 $524K <0.01% -9,481 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,385 $524K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,338 $513K 0.08% +257 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,338 $513K 0.26% -81 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,328 $511K 0.04% -169 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,325 $510K 0.13% -2,859 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,318 $509K 0.01% +268 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,312 $508K 0.05% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,248 $494K 0.1% -160 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,248 $494K 0.1% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,240 $492K <0.01% +504 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,236 $491K 0.11% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,225 $488K 0.01% +204 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,172 $487K 0.58% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,200 $482K 0.13% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,190 $481K 0.09% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,181 $479K 0.01% -1,595 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,173 $477K 0.01% +581 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,173 $477K 0.01% -43 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,156 $473K 0.03% -551 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,155 $473K 0.01% +956 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,151 $472K 0.06% -34 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,144 $471K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,134 $469K <0.01% -62 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,131 $468K 0.02% +270 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 2,124 $466K 0.4% -194 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,100 $461K 0.12% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,093 $459K 0.11% -44 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,090 $459K 0.03% +5 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,088 $458K 0.06% +27 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,090 $458K 0.03% -26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,060 $457K 0.02% +214 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,078 $456K 0.01% -255 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,074 $455K 0.02% -11 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,072 $455K 0.08% +6 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,069 $454K 0.01% +573 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,066 $454K 0.19% -396 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,059 $452K 0.02% +290 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,059 $452K 0.1% +20 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,052 $450K 0.03% +229 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,050 $450K 0.06% -2 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,032 $446K 0.14% -363 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,031 $446K 0.01% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,028 $445K 0.01% +63 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,011 $441K 0.01% -5 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,000 $439K 0.07% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,986 $436K 0.34% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,982 $435K 0.1% +126 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,981 $435K 0.28% -53 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,964 $431K 0.06% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,963 $431K 0.01% +468 13F-HR/A Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,962 $431K 0.01% +168 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,962 $431K 0.06% +101 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,962 $431K 0.02% +37 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,946 $427K 0.12% +92 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,938 $425K 0.07% new 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 1,915 $420K 0.19% -22 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,914 $420K <0.01% -215 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,766 $418K 0.01% -27 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,901 $417K 0.02% +279 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,898 $417K 0.02% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,894 $416K 0.03% -25 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,888 $414K 0.05% +1,327 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,886 $414K 0.01% +69 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,879 $412K 0.25% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,873 $411K 0.02% -581 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,870 $410K 0.08% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,867 $410K 0.05% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,856 $407K 0.31% +271 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,836 $403K 0.07% -10,783 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,826 $401K 0.01% +49 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,816 $399K 0.01% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,799 $395K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,799 $395K <0.01% -45 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,795 $394K 0.35% +393 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,791 $393K 0.14% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,789 $393K 0.01% +276 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,775 $390K 0.01% +567 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 1,775 $390K 0.07% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,770 $389K 0.18% -112 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,765 $387K 0.01% -1,564 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,750 $384K 0.07% -367 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,744 $383K 0.01% +21 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,711 $376K 0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,705 $374K 0.01% +192 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,704 $374K 0.03% +5 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,691 $371K 0.02% -64 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,690 $371K 0.03% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,683 $369K 0.18% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,683 $369K 0.26% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,682 $369K 0.11% +12 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,669 $366K 0.07% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,648 $362K <0.01% -46 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,644 $361K 0.1% -521 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,629 $358K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,630 $357K 0.01% +2 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,614 $354K 0.02% +164 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,610 $353K 0.08% +140 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,602 $352K 0.02% +50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,593 $350K 0.04% -213 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,610 $349K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,570 $345K 0.07% -5 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,569 $344K 0.08% +320 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,568 $344K 0.02% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,554 $341K <0.01% +84 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,549 $340K 0.01% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,542 $339K 0.22% 0 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,541 $338K 0.14% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,525 $335K 0.06% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,525 $335K 0.02% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,524 $335K 0.05% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,517 $333K 0.02% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,509 $331K 0.05% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,507 $331K 0.19% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,503 $330K 0.01% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,500 $329K 0.03% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,500 $329K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,490 $327K <0.01% +107 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,490 $327K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,488 $327K 0.1% 0 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 1,482 $325K 0.01% -8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,468 $322K 0.03% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,467 $322K 0.01% +7 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,464 $321K 0.01% -12 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,457 $320K <0.01% +48 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,455 $319K 0.02% +79 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,448 $318K 0.1% +1,066 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,425 $318K 0.26% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,445 $317K 0.03% -16 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,444 $317K 0.05% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,437 $315K 0.16% -125 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,430 $314K 0.01% -2 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,428 $314K 0.05% new 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,416 $311K 0.09% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,412 $310K 0.05% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,407 $309K 0.02% -70 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,400 $307K 0.07% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,298 $307K 0.02% +31 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,399 $307K 0.01% +127 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,396 $306K 0.01% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,391 $305K 0.07% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,386 $304K 0.04% +57 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,386 $304K 0.05% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,379 $303K 0.03% +3 13F-HR Timeline