Optas, LLC More: the full row for Optas, LLC 7,513 $1.89M 0.26% -56 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,492 $1.89M 0.3% +760 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 7,490 $1.88M 1.3% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 7,506 $1.88M 0.03% +1,544 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,499 $1.88M 0.41% +325 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,480 $1.88M 0.27% +1,626 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 7,470 $1.88M 0.29% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,426 $1.87M 0.61% +51 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 7,425 $1.87M 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,424 $1.87M 0.12% +427 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,403 $1.86M 0.59% +720 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,491 $1.86M 1.1% -910 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,382 $1.86M 0.21% -68 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,378 $1.86M 0.32% +4,041 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,355 $1.85M 0.4% +292 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,339 $1.85M 0.86% +51 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 7,318 $1.84M 0.22% +3,153 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,304 $1.84M 0.13% -5,155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,303 $1.84M 0.08% +573 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,300 $1.84M 0.39% -9,100 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,298 $1.84M 0.6% -30 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,294 $1.84M 0.45% -37 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,291 $1.83M 0.38% +19 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,287 $1.83M 0.11% +111 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,267 $1.83M 0.84% +103 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 7,258 $1.83M 0.29% -37 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,247 $1.82M 0.28% -22 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 7,228 $1.82M 0.24% +518 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 7,224 $1.82M 1.22% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 7,211 $1.81M 0.16% +225 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 7,204 $1.81M 1.05% -455 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,203 $1.81M 0.07% +729 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,190 $1.81M 0.16% +307 13F-HR Timeline NBH Bank More: the full row for NBH Bank 7,182 $1.81M 0.76% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,173 $1.81M 0.05% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 7,172 $1.8M 0.15% +54 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,158 $1.8M 0.93% -78 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,152 $1.8M 0.02% +5,715 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,148 $1.8M 0.65% +3,090 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,146 $1.8M 1.11% -387 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 7,128 $1.79M 0.23% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,115 $1.79M 0.24% +1,714 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,111 $1.79M 0.06% -4,169 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,085 $1.78M 0.97% -88 13F-HR Timeline CROBAN More: the full row for CROBAN 7,077 $1.78M 0.78% +172 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,072 $1.78M 0.35% +254 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 7,082 $1.78M 0.48% -75 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,055 $1.78M 0.04% +194 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,057 $1.78M 1.21% -123 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,047 $1.77M 0.14% -119 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,045 $1.77M 0.09% +801 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,039 $1.77M 0.07% +51 13F-HR/A Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 7,026 $1.77M 0.22% +2 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 7,031 $1.77M 0.87% +276 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,024 $1.77M 0.33% +24 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 7,000 $1.76M 0.83% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,991 $1.76M 0.85% +37 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,979 $1.76M 0.4% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,977 $1.76M 0.28% -19,281 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,976 $1.76M 0.11% +463 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,906 $1.75M 0.18% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,960 $1.75M 1% -70 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 6,950 $1.75M 1.46% -37 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,948 $1.75M 0.74% -709 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 6,933 $1.74M 0.12% -1,442 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,930 $1.74M 0.24% +240 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 6,918 $1.74M 1.51% +623 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 6,913 $1.74M 0.1% +1,880 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,899 $1.74M 0.11% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,899 $1.74M 0.16% -1,170 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,895 $1.74M 0.13% +1,031 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,889 $1.73M 0.11% -7,330 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,880 $1.73M 0.4% +5 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,868 $1.73M 1.24% -882 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,866 $1.73M 0.08% -71 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,863 $1.73M 0.49% +204 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,848 $1.72M 0.5% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,845 $1.72M 0.12% +51 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,840 $1.72M 0.26% -153 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,825 $1.72M 0.11% +1,797 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,807 $1.71M 0.35% -25 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,804 $1.71M 0.31% -33 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,802 $1.71M 0.44% -1,079 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,775 $1.71M 1.47% +4,377 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,770 $1.7M 0.87% -90 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,765 $1.7M 0.39% 0 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,759 $1.7M 0.47% +253 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,728 $1.69M 0.11% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,725 $1.69M 0.28% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,715 $1.69M 0.49% -7 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 6,803 $1.69M 1.18% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,697 $1.69M 0.27% -52 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,695 $1.68M 1.11% -250 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 6,690 $1.68M 1.62% -1,172 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,650 $1.67M 0.09% -342 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 6,625 $1.67M 0.46% -300 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,617 $1.67M 0.05% -376 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,595 $1.66M 0.08% +397 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,582 $1.66M 0.09% -14 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 6,582 $1.66M 0.58% -445 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,577 $1.66M 0.31% -6,171 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 6,575 $1.65M 1.61% 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,568 $1.65M 0.96% +4,035 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,567 $1.65M 0.28% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,561 $1.65M 1.16% +1,007 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 6,557 $1.65M 0.12% +1,664 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,539 $1.65M 0.07% -204 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,538 $1.65M 0.3% +208 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,526 $1.64M 0.34% -68 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,503 $1.64M 0.33% +320 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 6,500 $1.64M 0.47% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,483 $1.63M 0.31% +9 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,471 $1.63M 0.91% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,466 $1.63M 0.06% +734 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,462 $1.63M 1.11% -244 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 6,451 $1.62M 1.01% -12 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,446 $1.62M 1.23% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,433 $1.62M 0.16% +1,702 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,419 $1.62M 0.15% +200 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,415 $1.61M 0.27% -203 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,409 $1.61M 0.15% +255 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,406 $1.61M 0.21% -21 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 6,390 $1.61M 0.49% -160 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,382 $1.61M 0.3% -43 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,376 $1.6M 0.18% +261 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,229 $1.6M 0.96% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,346 $1.6M 0.86% -158 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,343 $1.6M 0.2% +483 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 6,336 $1.59M 0.76% -350 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 6,335 $1.59M 0.59% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 6,332 $1.59M 1.02% +1,377 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,318 $1.59M 0.94% -244 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,308 $1.59M 0.55% +38 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,944 $1.59M 0.65% +204 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,305 $1.59M 0.22% +142 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,304 $1.59M 2.09% -475 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,233 $1.57M 0.86% +351 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,201 $1.56M 0.19% -729 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,192 $1.56M 0.19% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 6,182 $1.56M 0.13% +4,296 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,176 $1.55M 0.64% +12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,171 $1.55M 0.34% +1,619 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,164 $1.55M 0.3% -6,310 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,161 $1.55M 1.11% +877 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,161 $1.55M 0.1% +1,897 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,155 $1.55M 0.22% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,149 $1.55M 0.46% +3,141 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,143 $1.55M 0.09% +21 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,106 $1.54M 0.07% -252 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 6,102 $1.54M 0.45% -9 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,092 $1.53M 0.08% +185 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,083 $1.53M 0.16% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 6,081 $1.53M 0.18% -1,126 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,071 $1.53M 0.14% +50 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,063 $1.53M 0.25% +801 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 6,042 $1.52M 1.12% +501 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,023 $1.52M 0.73% -290 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,018 $1.51M 0.41% +96 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,013 $1.51M 0.15% +276 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,010 $1.51M 0.32% +138 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,008 $1.51M 0.33% -113 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,997 $1.51M 0.47% +24 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,939 $1.51M 0.19% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,987 $1.51M 0.18% -293 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 5,983 $1.51M 1.17% +503 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,980 $1.5M 0.24% -16 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,970 $1.5M 0.51% +163 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,964 $1.5M 0.08% +299 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,962 $1.5M 0.64% +6 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,837 $1.5M 0.93% -114 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,955 $1.5M 0.61% +900 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,954 $1.5M 0.27% +66 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,951 $1.5M 0.49% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,944 $1.5M 0.42% +1,998 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,928 $1.49M 0.43% +72 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,923 $1.49M 0.94% 0 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,911 $1.49M 1.45% +609 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 5,899 $1.48M 1.09% -500 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,893 $1.48M 0.67% +663 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,893 $1.48M 0.05% -363 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,888 $1.48M 0.32% -204 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,884 $1.48M 1.35% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,877 $1.48M 0.09% +20 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5,873 $1.48M 0.94% +813 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,870 $1.48M 0.32% -616 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 5,859 $1.47M 0.02% +959 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,858 $1.47M 0.03% +45 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,852 $1.47M 0.92% +43 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,841 $1.47M 0.48% +21 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,809 $1.46M 0.02% +3,719 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,807 $1.46M 0.1% -315 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 5,805 $1.46M <0.01% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,805 $1.46M 0.76% +502 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 5,801 $1.46M 0.72% +82 13F-HR Timeline GHP Investment Advisors, Inc. 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