RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,185 $3.15M 0.04% -460 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 15,136 $3.14M 0.18% +429 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 15,085 $3.13M 0.34% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 14,956 $3.11M 1.62% +227 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 14,820 $3.08M 2.97% +517 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 14,811 $3.08M 0.09% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,808 $3.07M 0.2% +1,429 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,800 $3.07M 0.45% -709 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,756 $3.06M 0.27% -2,294 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,702 $3.05M 0.14% +813 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,673 $3.05M 0.11% +496 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,069 $3.04M 0.59% +1,526 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 14,456 $3M 1.33% +729 13F-HR Timeline STF Management LP More: the full row for STF Management LP 14,367 $2.98M 1.18% +340 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 14,354 $2.98M 0.07% +3,574 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,330 $2.98M 0.12% +7,823 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 14,323 $2.97M 0.17% +2,024 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 14,316 $2.97M 0.03% +5,232 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,334 $2.96M 0.05% +3,384 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 16,166 $2.95M 1.1% +13 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,125 $2.93M 0.09% +1,724 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,121 $2.93M 0.13% +190 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 14,072 $2.92M 1.2% +2,244 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 14,062 $2.92M 0.31% +4,022 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 14,058 $2.92M 0.69% +150 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,753 $2.91M 0.03% -26,484 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 14,005 $2.91M 1.75% +1,116 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 13,879 $2.88M 0.06% +4,992 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,781 $2.86M 0.03% +769 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,738 $2.85M 0.04% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,730 $2.85M 0.07% +1,708 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 13,706 $2.85M 0.64% -28 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,690 $2.84M 0.45% +975 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13,665 $2.84M 0.82% +420 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 13,561 $2.82M 0.3% +334 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 13,465 $2.8M 1.63% +901 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,403 $2.78M 0.31% +826 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 13,132 $2.76M 0.93% -1,227 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 13,272 $2.75M 0.75% -397 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,263 $2.75M 0.05% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,240 $2.75M 0.08% -456 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 13,224 $2.75M 1.22% +564 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,077 $2.71M 0.34% +482 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 13,067 $2.71M 0.24% -455 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 13,059 $2.71M 0.62% +612 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 13,000 $2.7M 2.06% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 13,000 $2.7M 1.41% 0 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 12,994 $2.7M 0.24% +171 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,971 $2.69M 0.18% -3,568 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,954 $2.69M 0.07% +1,859 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,928 $2.68M 0.11% +1,864 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,880 $2.67M 0.16% -696 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 12,855 $2.67M 0.55% +4 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,828 $2.66M 0.33% -94 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,793 $2.66M 0.05% -767 13F-HR/A Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 12,708 $2.64M 0.54% -1,146 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,689 $2.63M 0.08% -753 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,675 $2.63M 0.29% -19,844 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,588 $2.61M 0.06% -1,002 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,575 $2.61M 0.63% +241 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,488 $2.59M 0.06% -1,311 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,488 $2.59M 0.08% +786 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 12,384 $2.57M 0.27% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,315 $2.56M 0.12% -1,239 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,310 $2.56M 1.01% +2,357 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 13,535 $2.55M 0.66% -10 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 12,293 $2.55M 2.34% 0 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 12,241 $2.54M 0.89% -83 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 12,217 $2.54M 1.75% -36 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,147 $2.52M 0.49% +205 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 12,108 $2.51M 0.1% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 12,101 $2.51M 0.02% -472 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 12,063 $2.5M 0.37% -948 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 12,061 $2.5M 0.16% -334 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,036 $2.5M 0.31% +59 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 12,007 $2.49M 1.66% +112 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 12,000 $2.49M 0.08% -20,860 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 12,000 $2.49M 1.41% -16,688 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 11,967 $2.48M 0.16% -1,729 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 11,874 $2.46M 1.1% -171 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,864 $2.46M 0.06% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,862 $2.46M 0.3% 0 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 11,800 $2.45M 3.66% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,719 $2.43M 0.03% -41 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,681 $2.43M 0.05% +101 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 11,657 $2.42M 0.29% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 11,639 $2.42M 0.16% +6,700 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 11,620 $2.41M 0.76% -260 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 11,618 $2.41M 0.68% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,608 $2.41M 0.01% -21,160 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,434 $2.37M 1.03% +2,548 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,411 $2.37M 0.06% -176 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 11,385 $2.36M 0.29% -291 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,322 $2.35M 0.17% -4,086 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,307 $2.35M 0.07% -2,215 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 11,304 $2.35M 0.83% -1,386 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,271 $2.34M 0.12% +1,216 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 11,271 $2.34M 1.55% -117 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,134 $2.33M 0.05% -6,666 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,206 $2.33M 0.71% +156 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,195 $2.32M 0.28% -396 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,184 $2.32M 0.02% -1,891 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,115 $2.31M 0.86% -219 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,153 $2.31M 0.17% -303 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 11,079 $2.3M 1.5% +300 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 11,058 $2.3M 0.24% 13F-HR/A Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,045 $2.29M 0.44% -569 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,998 $2.28M 0.16% -381 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,996 $2.28M 0.12% +48 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,971 $2.28M 0.05% +199 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,970 $2.28M 0.44% -79 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,968 $2.28M 0.1% -3,933 13F-HR Timeline Group Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,915 $2.27M 0.67% -1,026 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 10,834 $2.25M 0.34% -700 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,769 $2.24M 0.03% +1,497 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 10,765 $2.24M 0.04% 0 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,739 $2.23M 1.03% -176 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,658 $2.21M 0.96% +3,211 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,592 $2.2M 0.17% +228 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 10,497 $2.18M 0.16% 0 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 10,450 $2.17M 1.57% +125 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,423 $2.16M 0.05% -706 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,400 $2.16M 0.06% +886 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,256 $2.13M 0.23% +451 13F-HR/A Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,237 $2.12M 0.07% -222 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 10,176 $2.11M 0.54% +2,228 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 10,160 $2.11M 0.34% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,205 $2.11M 0.19% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,136 $2.1M 0.08% +624 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 10,087 $2.09M 0.86% +17 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 10,000 $2.08M 0.82% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $2.08M 0.46% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 9,992 $2.07M 0.17% -295 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 9,987 $2.07M 0.25% -428 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,968 $2.07M 0.05% +527 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,963 $2.07M 0.15% -4,104 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,954 $2.07M 0.05% +582 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,923 $2.06M 0.14% -1,684 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,901 $2.06M 0.04% +86 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,893 $2.05M 0.04% -449 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,869 $2.05M 0.11% +256 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,833 $2.04M 0.5% +1,669 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 9,779 $2.03M 0.02% +6,981 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,757 $2.02M 0.18% -2,121 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,746 $2.02M 0.03% +5,538 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,810 $2M 0.05% -1,255 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 9,617 $2M 1.06% -159 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,597 $1.99M 0.04% +470 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 9,500 $1.97M 0.15% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,480 $1.97M 0.21% +83 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,449 $1.96M 0.12% -136 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,420 $1.96M 0.04% -1,638 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,246 $1.94M 0.5% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,239 $1.92M 0.2% -1,767 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 9,225 $1.92M 0.14% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,175 $1.9M 0.4% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,171 $1.9M 0.07% +135 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,168 $1.9M 1.23% -331 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,134 $1.9M 0.87% +105 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,093 $1.89M 0.28% +123 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 9,055 $1.88M 0.12% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,044 $1.87M 0.09% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,549 $1.87M 0.05% -10,966 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 8,960 $1.86M 1.78% +4,350 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,959 $1.86M 0.05% -1,861 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,948 $1.86M 0.26% +75 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,923 $1.85M 0.32% -227 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 8,900 $1.85M 0.46% +1,600 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,859 $1.84M 0.24% +956 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,853 $1.84M 0.18% -97,448 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,896 $1.84M 0.24% new 13F-HR/A Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 8,837 $1.83M -49 Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 8,770 $1.82M 1.12% +254 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,750 $1.82M 0.12% -530 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,742 $1.82M 0.08% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 10,065 $1.81M 1.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,467 $1.81M 0.05% +44 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 8,682 $1.8M 0.96% -135 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,668 $1.8M 0.12% -1,162 13F-HR/A Timeline Group Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 8,675 $1.8M 1.73% -86 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 8,648 $1.8M 0.07% new 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,601 $1.79M 0.15% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 8,589 $1.78M 0.15% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 8,518 $1.77M 0.04% -2,699 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 8,512 $1.77M 0.16% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,460 $1.76M 0.11% -167 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,262 $1.75M 0.92% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 8,441 $1.75M 0.81% -1,293 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,440 $1.75M 0.48% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,430 $1.75M 0.06% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,423 $1.75M 0.36% +18 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,410 $1.75M 0.11% -11,520 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,407 $1.75M 0.05% +413 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,397 $1.74M 0.38% +900 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,387 $1.74M 0.03% -53 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,937 $1.72M +3,608 Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,274 $1.71M 0.11% -74 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,226 $1.71M 0.22% +1,231 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,195 $1.7M 0.02% -24 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,159 $1.69M 0.27% -149 13F-HR Timeline