Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,552 $1.72M 0.33% -919 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,538 $1.72M 0.2% -316 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,421 $1.72M 0.1% +2,021 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,520 $1.71M 0.03% -1,018 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,520 $1.71M 0.06% -546 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 3,515 $1.71M 1.13% +1,023 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,510 $1.7M 0.26% +138 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,483 $1.69M 0.31% +53 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 3,445 $1.67M 1% -746 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,405 $1.65M 0.05% +151 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,100 $1.65M 0.24% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,390 $1.64M 0.09% +698 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,389 $1.64M 0.96% +2,469 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,384 $1.64M 0.04% +122 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,366 $1.63M 0.32% -10 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,341 $1.62M 0.06% -366 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,333 $1.62M 0.06% -30 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,323 $1.61M 0.49% +75 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,815 $1.61M 0.04% -451 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,317 $1.61M 0.05% -55 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,301 $1.6M 0.97% -5 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,293 $1.6M 0.65% +313 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,277 $1.59M 0.19% -902 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,266 $1.58M 0.04% +124 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,259 $1.58M 0.01% -1,041 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 3,254 $1.58M 0.29% +67 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 3,250 $1.58M 0.67% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,248 $1.58M 0.85% +1,421 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,237 $1.57M 0.57% -82 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,230 $1.57M 0.59% +82 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,228 $1.57M 0.33% +93 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,225 $1.56M 0.82% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,218 $1.56M 0.06% -539 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,200 $1.55M 0.72% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,182 $1.54M 0.1% -54 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,180 $1.54M 0.2% +14 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,180 $1.54M 0.14% -250 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,177 $1.54M 0.62% -82 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 3,150 $1.53M 0.68% -220 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,145 $1.53M 1.03% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,144 $1.52M 0.41% -32 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,116 $1.51M 0.21% -18 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,099 $1.5M 0.21% +834 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,091 $1.5M 0.09% +896 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,079 $1.5M 0.51% +316 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,085 $1.5M 0.18% -213 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,081 $1.5M 0.09% +1,794 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,077 $1.49M 0.03% +27 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,075 $1.49M 0.02% +96 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3,070 $1.49M 0.37% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,047 $1.48M 0.94% +86 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,024 $1.47M 0.04% +1,116 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 3,010 $1.46M 1.83% -478 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,006 $1.46M 0.06% -65 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,004 $1.46M 0.05% +241 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 3,000 $1.46M 0.11% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,000 $1.46M 0.22% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,991 $1.45M 0.21% -94 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 2,987 $1.45M 1.13% -22,762 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,978 $1.44M 0.1% +112 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,970 $1.44M 1.24% -32 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,965 $1.44M 0.22% -4,633 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. 2,960 $1.44M 0.23% +20 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,959 $1.44M 0.22% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,951 $1.43M 0.05% +474 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,939 $1.43M 0.52% +67 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 2,925 $1.42M 0.01% -18 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,920 $1.42M 0.32% +188 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,906 $1.41M 0.1% +1,478 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,902 $1.41M 0.7% -45 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,414 $1.41M 0.22% +23,861 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,897 $1.41M 0.11% +186 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,893 $1.4M 0.23% -256 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,892 $1.4M 0.17% +13 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 27,147 $1.4M 5.18% +2,881 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,877 $1.4M 0.41% -255 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 2,876 $1.39M 0.4% -100 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,874 $1.39M 0.28% +516 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,874 $1.39M 0.06% +2 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,866 $1.39M 0.07% -278 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,858 $1.39M -218 Timeline First Interstate Bank More: the full row for First Interstate Bank 2,855 $1.38M 0.08% -43 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,392 $1.38M 0.19% -80 13F-HR/A Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,852 $1.38M 0.31% -41 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 2,842 $1.38M 0.47% +5 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,840 $1.38M 0.05% -200 13F-HR Timeline Maren Capital LLC More: the full row for Maren Capital LLC 2,839 $1.38M 0.08% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,838 $1.38M 0.17% +25 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,832 $1.37M 0.13% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,831 $1.37M 0.24% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,822 $1.37M 0.79% +121 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,805 $1.36M 0.31% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,805 $1.36M 0.31% +139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,803 $1.36M 0.5% -426 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,797 $1.36M 0.05% -1,338 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,791 $1.35M 0.12% -15 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,790 $1.35M 0.46% -30 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,388 $1.35M 0.09% +38 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,767 $1.34M 0.02% -2,174 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,766 $1.34M 0.48% +9 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,759 $1.34M 0.06% -464 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,747 $1.33M <0.01% +594 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,731 $1.32M 0.4% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,730 $1.32M 0.35% -22 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,723 $1.32M 0.49% +1,767 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,721 $1.32M 0.16% -160 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,716 $1.32M 0.09% +557 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,715 $1.32M 0.6% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,705 $1.31M 0.09% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,701 $1.31M 0.13% new 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,689 $1.3M 0.06% -633 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 2,686 $1.3M 0.03% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,686 $1.3M 0.12% +13 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,680 $1.3M 0.37% -76 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,661 $1.29M 0.87% +6 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,647 $1.28M 0.09% +9 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,644 $1.28M -1,475 Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,637 $1.28M 0.13% -693 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,628 $1.27M 0.14% -2,776 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,617 $1.27M 0.24% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,607 $1.26M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,600 $1.26M 0.33% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,584 $1.25M 0.15% -654 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,577 $1.25M 0.12% -104 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,567 $1.25M 0.49% +25 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 2,538 $1.23M 0.48% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,532 $1.23M 0.18% -29 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,523 $1.22M 0.05% -1,638 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,521 $1.22M 0.78% +68 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,521 $1.22M 0.04% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,501 $1.21M 0.48% +59 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,498 $1.21M 0.17% +134 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,494 $1.21M 0.13% +128 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $1.2M 0.9% -2,377 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 2,477 $1.2M 0.92% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,476 $1.2M 0.29% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,466 $1.2M 0.08% -611 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,465 $1.2M 0.17% +17 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,458 $1.19M 0.58% +45 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,435 $1.18M 0.02% +288 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 2,432 $1.18M 0.39% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,429 $1.18M 0.23% +13 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,420 $1.17M 0.81% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,422 $1.17M 0.25% -135 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,416 $1.17M 0.03% -83 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,411 $1.17M 0.13% +35 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,403 $1.17M 0.54% -145 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,521 $1.16M 0.12% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,391 $1.16M 0.29% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,382 $1.16M 0.41% -61 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,382 $1.16M 0.08% -210 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,384 $1.16M <0.01% -2,513 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,367 $1.15M 0.08% +237 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,366 $1.15M 0.31% +66 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,363 $1.15M 0.4% -115 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,357 $1.14M 0.2% +1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,347 $1.14M 0.02% +27 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,346 $1.14M 0.02% +96 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,341 $1.14M 0.12% -5,293 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,340 $1.14M 0.07% +895 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,339 $1.13M 0.31% +102 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,330 $1.13M 0.4% +455 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,329 $1.13M 0.27% -23 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,329 $1.13M 0.47% +217 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,324 $1.13M 0.17% -25 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,318 $1.12M 0.77% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,317 $1.12M 0.08% -7,164 13F-HR Timeline PFM Health Sciences, LP More: the full row for PFM Health Sciences, LP 2,314 $1.12M 0.1% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,308 $1.12M 0.1% -236 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,304 $1.12M 0.29% -395 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,303 $1.12M 0.13% +396 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,301 $1.12M 0.56% -435,426 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,300 $1.12M 0.07% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,290 $1.11M 0.04% -2,353 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,286 $1.11M 0.53% +385 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,282 $1.11M 0.16% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,281 $1.11M 0.14% -929 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,274 $1.1M 0.11% -567 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,274 $1.1M 0.69% +423 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 2,161 $1.1M 0.89% -385 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,271 $1.1M 0.21% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,269 $1.1M 0.27% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,257 $1.09M 0.46% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,250 $1.09M 0.16% +433 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,227 $1.08M 0.36% -533 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,226 $1.08M 0.47% -35 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,217 $1.08M 0.28% +54 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,215 $1.07M 0.08% -852 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,211 $1.07M 0.33% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,202 $1.07M 0.44% +275 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,197 $1.07M 0.12% +96 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,192 $1.06M 0.06% +164 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,184 $1.06M 0.46% -468 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 2,180 $1.06M 0.24% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,170 $1.05M 1.59% -15 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,159 $1.05M 0.05% +54 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,159 $1.05M 0.11% -69 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,152 $1.04M 0.43% -34 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,138 $1.04M 0.11% -43 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,122 $1.03M 0.02% -640 13F-HR Timeline