Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,974 $1.16M 0.09% -214 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,972 $1.16M 0.12% +1 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,952 $1.16M 0.02% +305 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,947 $1.16M 0.24% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,932 $1.15M 0.1% -400 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,927 $1.15M 0.13% -1,402 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,919 $1.15M 0.1% -63 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,911 $1.14M 0.21% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,906 $1.14M 0.34% -10 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,870 $1.14M 0.05% -256 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,888 $1.14M 0.38% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,883 $1.14M 0.06% +32 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,870 $1.13M 0.41% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,866 $1.13M 0.36% -22 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,842 $1.13M 0.99% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,657 $1.13M 0.27% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,845 $1.13M 0.04% +31 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,811 $1.12M 0.06% +641 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,809 $1.12M 0.05% +211 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,802 $1.11M 0.18% +72 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,802 $1.11M 0.18% +77 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,789 $1.11M 0.34% +16 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,775 $1.11M <0.01% +338 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,755 $1.1M 0.42% -98 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,751 $1.1M 0.52% -6 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,748 $1.1M 0.73% -48 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,741 $1.1M 0.23% -79 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,740 $1.09M 0.03% +204 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,739 $1.09M 0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,731 $1.09M 0.06% +789 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,730 $1.09M 0.03% +139 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,726 $1.09M 0.23% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,725 $1.09M 0.09% +1,117 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,721 $1.09M 0.16% +104 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,719 $1.09M 0.35% +14 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,709 $1.09M 0.13% +559 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,686 $1.08M 0.07% +36 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,683 $1.08M 0.27% -33 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,674 $1.08M 0.14% -301 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,669 $1.07M 0.06% -23 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,664 $1.07M 0.24% +681 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,655 $1.07M 0.01% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,654 $1.07M 0.24% -6,174 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,653 $1.07M 0.26% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,634 $1.06M 0.22% -4,033 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,627 $1.06M 0.71% -77 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,616 $1.06M 0.38% +6 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,608 $1.06M 0.84% 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,600 $1.05M 1.22% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,600 $1.05M 1.13% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,571 $1.05M 0.29% -45 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,587 $1.05M 0.03% +116 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,573 $1.05M 0.32% +98 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,567 $1.04M 0.07% +1,067 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,561 $1.04M 0.13% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,558 $1.04M 0.06% -4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,549 $1.04M 0.1% +159 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,530 $1.04M 0.1% -25 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,525 $1.04M 0.08% +397 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,538 $1.04M 0.01% +1,158 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,527 $1.03M 0.7% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,350 $1.03M 0.38% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,518 $1.03M 0.2% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,504 $1.03M 0.36% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,500 $1.02M 0.09% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,488 $1.02M 0.3% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,462 $1.02M 0.06% +451 13F-HR/A Timeline Group Columbia Bank More: the full row for Columbia Bank 3,485 $1.02M 0.35% +486 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,464 $1.01M 0.04% +164 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,427 $1.01M 0.06% +255 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,470 $1.01M 1.01% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,419 $1M 0.54% +87 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,412 $999K 0.3% +15 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,397 $994K 0.07% +16 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 3,394 $994K 0.01% -778 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,393 $993K 0.18% -2,548 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,334 $981K 0.18% new 13F-HR/A Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,350 $981K 0.33% -118 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,336 $977K 0.1% -257 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 3,310 $969K 0.27% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,308 $968K 0.74% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,300 $966K 0.1% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,299 $966K 0.21% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,281 $966K 0.66% +112 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,285 $962K 0.32% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,276 $959K 0.06% +179 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,275 $959K 0.02% +25 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,275 $959K 0.09% -220 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,270 $957K 0.02% new 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,258 $954K 0.02% -32 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,255 $953K 0.22% -26 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,252 $952K 0.03% +129 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,251 $952K 0.79% +310 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,239 $948K 0.07% +1,032 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,238 $948K 0.11% +72 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,236 $947K 0.28% -110 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 3,234 $947K 0.06% +1,238 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,230 $946K 0.35% -15 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,228 $945K 0.79% -47 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,209 $939K 0.04% +1,784 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,207 $939K 0.14% +159 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,199 $936K 0.55% +84 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,183 $932K 0.11% -1 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,169 $928K 0.41% +205 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,151 $922K 0.13% +1 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,331 $922K 0.31% -63 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,126 $915K 0.13% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,125 $915K 0.6% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,119 $913K 0.11% -9,500 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,115 $912K 0.07% -1,695 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,101 $908K 0.35% -22 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,091 $905K 0.17% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,091 $905K 0.06% +102 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,083 $902K 0.46% -2 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,064 $897K 0.01% +2,644 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,059 $896K 0.07% -4,069 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,051 $893K 0.96% -100 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,050 $893K 0.33% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,049 $893K 0.84% -268 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,047 $892K 0.06% -129 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,041 $890K 0.07% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,036 $889K 0.24% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,035 $889K 0.18% +194 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,030 $887K 0.18% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,020 $884K 0.29% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,000 $878K 0.28% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,000 $878K 0.61% 0 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 2,999 $878K 0.05% +8 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,993 $876K 0.86% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,992 $876K 0.04% -328 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,983 $873K 0.08% +70 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,979 $872K 0.02% -350 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,976 $871K 0.08% +442 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,974 $871K 0.03% +1,460 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,974 $870K 0.1% +54 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,950 $867K 0.13% +16 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,959 $866K 0.05% -100 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 2,944 $862K 0.23% -177 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,842 $861K 0.45% +27 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,941 $860K 0.02% +976 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,937 $860K 0.01% -87 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,921 $855K 0.44% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,917 $854K 0.2% -56 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,796 $854K 0.24% -147 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,915 $853K 0.16% +78 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,911 $852K 0.46% +184 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,905 $851K 0.39% +14 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,897 $848K 0.11% -216 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,884 $848K 0.03% +92 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,891 $846K 0.11% +2 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,888 $845K 0.08% -160 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,888 $845K 0.11% +4 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 2,872 $845K 0.62% 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,886 $845K 0.6% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,886 $845K 0.2% -411 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,874 $841K 0.42% +261 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,874 $841K 0.31% +1,475 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,854 $839K 0.45% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,861 $838K 0.32% -24 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,840 $831K 0.28% +1,141 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,820 $825K 0.24% -59 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,818 $825K 0.24% +11 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,809 $822K 0.03% -6,731 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,806 $821K 0.04% +81 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,804 $821K 0.05% +263 13F-HR/A Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,796 $819K 0.68% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,793 $818K 0.08% +1,169 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,642 $814K 0.09% +226 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,773 $812K 0.17% +212 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,765 $809K 0.37% -203 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,759 $808K 0.17% +884 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,740 $802K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,711 $794K 0.02% -52 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,706 $792K 0.04% +567 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,705 $792K 0.19% -172 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,701 $791K 0.17% -15 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,700 $790K 0.07% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,699 $790K 0.44% -134 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,693 $788K 0.04% +45 13F-HR Timeline MOTCO More: the full row for MOTCO 2,687 $787K 0.08% -87 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,686 $786K 0.1% -11 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,669 $781K 0.28% -40 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,688 $779K 0.06% 0 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,650 $776K <0.01% -16 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,646 $775K 0.22% -109 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,644 $774K 1.14% 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,638 $772K 0.33% -5,030 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,627 $769K 0.69% 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,624 $768K 0.49% -10 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,619 $767K 0.15% -16 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,615 $765K 0.43% 0 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,614 $765K 0.13% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,611 $764K 0.13% -200 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,596 $764K 0.03% +275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,595 $760K 0.05% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,589 $758K 0.07% -104 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,585 $757K 0.21% -35 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,583 $756K 0.24% -389 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,567 $755K 0.38% +10 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,571 $753K 0.25% +5 13F-HR Timeline