Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,443 $391K 0.02% -18 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,440 $390K 0.05% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,440 $390K 0.23% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,435 $389K <0.01% -111 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,424 $388K 0.21% +551 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,412 $386K 0.11% +9 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,545 $384K 0.02% +309 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,392 $382K 0.01% -222 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,387 $382K 0.13% -82 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,386 $381K 0.09% -162 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,384 $381K 0.15% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,371 $379K 0.03% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,361 $377K 0.08% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,356 $377K 0.29% -163 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,321 $375K <0.01% +31 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,343 $375K 0.15% +500 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,341 $374K 0.07% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,334 $373K 0.01% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,332 $373K 0.03% new 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,332 $373K 0.03% 0 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,327 $372K 0.16% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,322 $371K <0.01% -6 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,321 $371K 0.03% -86 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,310 $369K 0.09% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,238 $369K 0.19% +11 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,300 $368K 0.02% -75 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,296 $367K <0.01% -56 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,295 $367K 0.28% -36 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,285 $365K 0.28% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,275 $364K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,275 $364K 0.01% +155 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,273 $363K 0.04% -779 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,271 $363K 0.18% -180 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,254 $360K 0.02% -118 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,250 $360K 0.02% +13 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,249 $360K 0.12% -10 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,243 $359K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,243 $359K 0.12% -232 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,227 $356K 0.17% -23 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,226 $356K 0.01% -2 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,219 $355K 0.14% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,218 $355K 0.13% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,216 $354K 0.01% -350 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,206 $353K 0.01% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,192 $350K 0.03% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,191 $350K <0.01% -48 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,187 $350K 0.02% -56 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,177 $348K 0.01% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,159 $345K 0.22% +10 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,153 $344K 0.08% -231 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,144 $343K 0.03% +11 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,143 $343K 0.26% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,143 $343K 0.09% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,139 $342K <0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,136 $341K 0.04% -51 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,128 $340K 0.01% -45 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,118 $339K 0.07% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,114 $338K 0.07% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,256 $336K 0.02% -2,180 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,243 $332K 0.05% -2 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,073 $331K 0.02% +558 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,066 $330K 0.02% -13 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,058 $329K 0.02% +709 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,056 $329K 0.01% -82 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,053 $328K 0.01% -45 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,632 $328K 0.08% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,050 $328K 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,043 $327K 0.03% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,032 $325K 0.02% +71 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 2,027 $324K 0.1% +2 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,020 $323K 0.02% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,016 $322K 0.02% -789 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,013 $322K 0.08% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,013 $322K 0.01% +42 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,012 $322K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,012 $322K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,002 $320K 0.07% -190 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,000 $320K 0.11% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 2,000 $320K 0.23% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,934 $320K 0.2% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,996 $319K 0.01% +15 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,985 $317K 0.07% -18 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,975 $316K 0.02% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,967 $314K 0.05% +7 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,965 $314K 0.07% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,956 $313K 0.03% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,954 $312K 0.01% -15 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,937 $310K 0.04% +629 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,929 $308K 0.02% +19 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,923 $307K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,918 $307K 0.09% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,915 $306K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,915 $306K <0.01% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,914 $306K 0.26% +8 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,909 $305K 0.1% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,905 $305K 0.03% +57 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,022 $304K 0.02% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,900 $304K 0.09% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,896 $303K 0.03% -47 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,896 $303K 0.06% -5 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,889 $302K 0.04% -2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,888 $302K 0.02% -21 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,938 $301K 0.01% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,885 $301K 0.04% +120 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,879 $300K 0.16% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,871 $299K 0.16% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,861 $297K 0.02% +25 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,857 $297K 0.01% +3 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,848 $295K 0.01% +811 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,844 $295K 0.01% +9 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,837 $294K 0.16% -41,023 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,836 $294K 0.01% +49 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,833 $293K 0.07% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,823 $291K 0.04% -189 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,823 $291K 0.08% -210 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,820 $291K 0.09% +5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,820 $291K <0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,818 $291K <0.01% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,816 $290K 0.02% +560 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,815 $290K 0.02% +4 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,810 $289K 0.02% -88 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,809 $289K 0.01% +201 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,807 $289K 0.09% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,806 $289K <0.01% -60 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,043 $288K 0.02% -65 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,800 $288K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,800 $288K 0.09% 0 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,798 $287K 0.02% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,798 $287K 0.08% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,792 $287K 0.02% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,781 $285K 0.03% +6 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,780 $285K 0.05% -55 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,780 $285K 0.01% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,776 $284K 0.06% +20 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,773 $283K 0.04% -964 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,772 $283K 0.06% +68 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,770 $283K 0.02% +7 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,768 $283K 0.07% -112 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,767 $282K 0.01% -233 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,764 $282K 0.02% -500 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,763 $282K 0.01% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,760 $281K 0.01% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,754 $279K 0.03% -286 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,735 $277K 0.13% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,735 $277K 0.02% +3 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,730 $277K 0.09% -29 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,729 $276K <0.01% +97 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,720 $275K 0.05% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,718 $275K 0.15% +15 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,713 $274K 0.04% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,704 $272K 0.05% -63 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,702 $272K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,700 $272K <0.01% +138 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,699 $272K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,693 $271K 0.02% -27 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,680 $269K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,724 $268K 0.01% +259 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,665 $266K 0.12% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,664 $266K 0.05% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,661 $266K 0.22% +44 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,651 $264K 0.01% +50 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,650 $264K 0.03% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,650 $264K 0.2% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,639 $262K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,636 $262K 0.01% +141 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,625 $260K 0.07% -53 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,625 $260K 0.21% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,619 $259K 0.08% -10 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,616 $258K 0.01% +22 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,615 $258K 0.03% +104 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,609 $257K 0.08% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,600 $256K <0.01% 0 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,600 $256K 0.01% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,585 $253K 0.11% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,585 $253K 0.02% -110 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,585 $253K 0.07% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,579 $252K 0.03% +80 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,577 $252K 0.02% -57 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,570 $251K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,566 $250K <0.01% +100 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,564 $250K 0.02% -44 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,559 $249K 0.04% +22 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,641 $248K 0.1% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,550 $248K 0.12% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,548 $248K 0.01% -35 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,544 $247K 0.02% +44 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,537 $246K 0.03% -334 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,537 $246K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,527 $244K 0.01% +37 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,525 $244K 0.06% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,525 $244K 0.03% -35 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,516 $242K 0.03% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,513 $242K 0.11% +4 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,511 $242K <0.01% +99 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,507 $241K 0.01% -419 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,501 $240K 0.02% +8 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,500 $240K 0.01% -104 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,500 $240K 0.01% -16,400 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,500 $240K 0.21% -1,500 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,499 $240K 0.01% +18 13F-HR Timeline