Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,231 $992K 0.34% -50 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,230 $992K 0.53% -1,412 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,228 $991K 0.04% -777 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,212 $984K 0.4% +174 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,206 $981K 0.32% -203 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,202 $979K 0.07% -707 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2,200 $978K 0.4% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,195 $976K 0.18% -49 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,194 $976K 0.34% -356 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,191 $974K 0.94% 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 2,189 $973K <0.01% +773 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,182 $970K 0.24% -254 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,176 $968K 0.22% -55 13F-HR/A Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,173 $966K 0.61% +723 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,169 $965K 0.21% -6 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,167 $964K 0.54% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,164 $962K 0.76% +237 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,163 $962K 0.08% -151 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,161 $961K 0.1% +963 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,160 $961K 0.22% +26 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,159 $959K 0.35% -136 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,152 $957K 0.13% -162 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,142 $953K 0.2% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,141 $952K 0.62% -78 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 2,129 $947K 0.58% 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,126 $946K 0.61% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,125 $945K 0.04% -221 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,124 $944K 0.16% -1,088 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,115 $940K 0.48% -345 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,112 $939K 0.03% -113 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,111 $939K 0.12% 0 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,108 $937K <0.01% -151 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,105 $936K -18 Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,102 $935K 0.26% -110 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,101 $934K 0.62% 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,100 $934K 0.22% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,099 $933K 0.3% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,089 $929K 0.02% +512 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 1,799 $928K 0.68% +39 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,085 $927K 0.06% -76 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,085 $927K 0.07% +118 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,081 $925K 0.1% +100 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,076 $923K 1% 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,076 $923K 0.02% new 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 2,070 $920K 0.11% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,114 $920K 0.27% 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,069 $920K 0.12% +757 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,065 $918K 0.01% -159 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,064 $918K 0.27% -85 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,062 $917K 0.03% -258 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,061 $916K 0.04% +150 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,049 $911K 0.06% -2,510 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,048 $911K 0.2% -1,439 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,046 $910K 0.4% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,029 $902K 0.29% -4,431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,010 $894K 0.14% -3,070 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,004 $891K 0.09% +178 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,000 $889K 0.13% +700 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,987 $884K 0.37% -34 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,986 $883K 0.06% -511 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,984 $882K 0.09% +1,401 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,979 $880K 0.45% +106 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,978 $880K 0.23% +198 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,971 $876K 0.1% -770 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,962 $872K 0.55% -85 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,960 $872K 0.19% +482 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,957 $870K 0.1% +312 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,955 $869K 0.08% +143 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,955 $869K 0.73% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,954 $869K 0.05% -3 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,954 $869K 0.63% +65 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,953 $869K 0.02% +866 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,952 $868K 0.16% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,951 $868K 0.37% +33 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,951 $867K 0.5% -119 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,950 $867K 0.01% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,947 $866K 0.11% -50 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,943 $864K 0.05% +1,684 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,938 $862K 0.08% +4 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,934 $860K 0.42% -1,723 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,925 $856K 0.64% -404 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,924 $856K 0.47% +381 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,920 $854K 0.58% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,919 $853K 0.75% +307 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,915 $852K 0.26% -37 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,803 $849K 0.02% -115 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,909 $849K 0.04% -603 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,909 $849K 0.02% -269 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 1,902 $846K 1.13% -1,123 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,900 $845K 0.11% 0 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,900 $845K 0.17% -147 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,898 $844K 0.06% -105 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,897 $844K 0.19% +405 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,897 $844K 0.39% +130 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,896 $843K 0.04% -104 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,895 $843K 0.41% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,882 $837K 0.28% +599 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,880 $836K 0.16% -177 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,872 $832K 0.08% -273 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,866 $830K 0.23% -199 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,801 $827K 0.34% +133 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,859 $827K 0.11% +79 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,859 $827K 0.4% -389 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,858 $826K 0.33% -847 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,850 $823K 0.31% -343 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,847 $821K 0.2% +257 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,846 $821K 0.2% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,842 $819K 0.05% -3,020 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,825 $812K 0.16% +444 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,824 $811K 0.06% +114 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,824 $811K 0.1% -127 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,815 $807K 0.27% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,813 $806K 0.03% -402 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,982 $805K 0.15% +1,244 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,809 $804K 0.06% -66 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,807 $804K 0.04% -766 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,804 $802K 0.49% -104 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,800 $800K 0.05% +500 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,800 $800K 0.24% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,800 $800K 0.68% -7 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,800 $800K 0.64% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,793 $799K 0.56% +2 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,797 $799K 0.13% -15 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,796 $799K 0.11% -1,208 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,796 $799K 0.14% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,790 $796K 0.12% +149 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,789 $795K 0.02% -466 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,777 $790K 0.45% -219 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,769 $787K 0.07% -120 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,765 $785K 0.03% -5,254 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,765 $785K 0.15% -113 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,760 $783K 0.33% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,758 $782K 0.12% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,755 $780K 0.3% 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,754 $780K 0.16% 0 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 1,748 $777K 0.01% -1,575 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,744 $776K 0.06% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,742 $775K 0.67% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,741 $774K 0.33% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,740 $774K 0.47% +145 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 1,740 $774K -4,281 Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,731 $770K 0.13% +469 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,728 $768K 0.73% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,892 $768K 0.33% 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,725 $767K 0.12% +15 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,715 $763K 0.17% -696 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,656 $762K 0.18% -3 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,711 $761K 0.23% +220 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,709 $760K 0.24% +141 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,708 $760K 0.11% +258 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,699 $756K 0.69% -31 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,686 $750K 0.13% -221 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,680 $747K 0.23% -104 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,676 $745K 0.59% -1,146 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,671 $743K 0.06% +76 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,667 $741K 0.11% +98 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,655 $736K 0.19% +51 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,650 $734K 0.03% -79 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,650 $734K 0.65% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,647 $732K 0.01% +817 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 1,644 $731K 0.14% -4,170 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,643 $731K 0.08% +9 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,641 $730K 0.17% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,632 $725K 0.28% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,630 $725K 0.05% +108 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,626 $723K 0.35% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,625 $723K 0.07% -205 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,613 $717K 0.13% +98 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 252 $715K 0.04% -1,283 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,591 $708K 0.17% +367 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,586 $705K 0.72% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,586 $705K 0.43% +850 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,584 $704K 0.06% +74 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,576 $701K 0.26% +200 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,576 $701K 0.23% -219 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,567 $697K 0.2% +89 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,563 $695K 0.02% -228 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,560 $694K 0.21% +60 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,677 $692K 0.1% 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,556 $692K 0.03% +5 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,546 $687K 0.24% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,543 $686K 0.56% -88 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,539 $684K 0.04% -123 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,538 $684K 0.25% +93 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,533 $682K 0.12% +615 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,529 $680K 0.17% -36 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,527 $679K 0.35% +773 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,522 $677K 0.17% -350 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,517 $675K 0.22% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,517 $675K 0.11% -547 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,509 $671K 0.25% -171 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,503 $668K 0.5% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,500 $667K 0.23% new 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 1,500 $667K 0.61% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,493 $664K 0.15% -40 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,493 $664K 0.27% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,488 $662K 0.21% -272 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,485 $660K 0.14% -416 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,485 $660K 0.32% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,485 $660K 0.52% 13F-HR Timeline