Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,312 $253K 0.11% -9 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,311 $253K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,304 $252K 0.01% +646 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,300 $251K 0.03% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,707 $251K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,054 $251K 0.05% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,288 $250K 0.03% -293 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,285 $250K 0.02% +20 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,287 $250K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,284 $250K 0.02% +36 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,269 $248K <0.01% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,287 $247K 0.04% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,260 $247K 0.05% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,257 $247K 0.07% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,257 $247K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,256 $246K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,255 $246K 0.01% -86 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,253 $246K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,250 $246K 0.11% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,245 $245K 0.03% -412 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,244 $245K 0.02% -135 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,289 $245K 0.14% +18 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,240 $245K 0.07% -10 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,240 $245K 0.03% -95 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,235 $244K 0.02% -733 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,229 $244K 0.12% +17 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,226 $243K 0.01% -306 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,222 $243K 0.02% +13 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,219 $242K 0.11% -62 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,212 $242K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,202 $241K 0.09% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,198 $240K 0.16% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,249 $240K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,188 $239K 0.03% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,175 $238K 0.05% -975 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,174 $237K 0.05% +1 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,168 $237K 0.17% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,167 $237K 0.09% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,162 $236K 0.02% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,149 $235K 0.01% +714 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,140 $234K 0.09% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,137 $234K 0.04% +41 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,136 $233K 0.02% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,128 $233K 0.02% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,126 $232K 0.05% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,121 $232K 0.08% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,119 $231K 0.09% new 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 2,116 $231K 0.14% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,111 $231K 0.02% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,114 $231K 0.04% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,109 $230K 0.1% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,109 $230K 0.05% -24 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 2,106 $230K 0.12% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,099 $229K 0.05% +737 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,145 $229K 0.02% +10 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,091 $228K 0.21% +15 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,078 $227K 0.03% +61 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,064 $226K 0.02% -805 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,058 $225K 0.03% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,058 $225K 0.11% -344 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,052 $224K <0.01% -125 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,052 $224K 0.05% new 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,050 $224K 0.06% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,050 $224K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,049 $224K 0.04% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,032 $222K 0.15% -708 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,033 $222K 0.02% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,030 $222K 0.2% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,029 $222K 0.05% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,189 $221K 0.04% -100 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,023 $221K 0.11% new 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,023 $221K 0.06% -252 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,027 $221K 0.07% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,065 $221K <0.01% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,020 $221K 0.16% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,015 $220K 0.03% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,031 $220K 0.09% new 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,112 $220K 0.05% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,054 $220K 0.02% +438 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,009 $220K 0.02% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,007 $219K <0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,002 $219K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $219K 0.05% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,000 $219K 0.06% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,000 $219K 0.09% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,060 $218K 0.16% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,995 $218K 0.02% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,993 $218K <0.01% new 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,992 $218K 0.13% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,987 $217K 0.09% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,982 $217K <0.01% +434 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,983 $217K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,346 $216K 0.07% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,977 $216K 0.04% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,977 $216K 0.15% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,970 $215K 0.03% -20 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,968 $215K 0.02% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,963 $215K 0.24% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,962 $214K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,960 $214K 0.1% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,954 $214K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,954 $213K 0.02% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,953 $213K 0.02% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,949 $213K 0.1% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,947 $213K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,940 $212K 0.03% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,938 $212K 0.09% -138 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,937 $212K 0.03% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,936 $212K 0.03% -29,726 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,934 $211K 0.06% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,925 $210K 0.06% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,925 $210K 0.09% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,924 $210K 0.03% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,922 $210K 0.01% -46 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,913 $209K 0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,907 $208K 0.02% -217 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,891 $207K 0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,889 $206K 0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,883 $206K 0.02% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,881 $206K 0.02% new 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,878 $205K 0.04% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,877 $205K 0.14% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,878 $205K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,876 $205K 0.02% -3,079 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,874 $205K 0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,871 $204K <0.01% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,866 $204K 0.04% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,862 $203K 0.6% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,858 $203K 0.08% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,859 $203K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,857 $203K 0.02% +107 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,857 $203K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,847 $202K 0.11% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,847 $202K 0.1% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,844 $201K 0.1% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,921 $201K 0.21% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 1,831 $200K 0.08% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,825 $199K 0.05% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,790 $196K 0.03% -1,041 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,761 $192K 0.01% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,748 $191K 0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,731 $189K 0.12% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,722 $188K 0.01% +1,000 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,700 $186K 0 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,626 $178K 0.03% +1,085 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,616 $177K -115 Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,658 $168K 0.11% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,463 $160K <0.01% -395 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,452 $159K 0.04% -336 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,430 $156K 0.08% -25 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,422 $155K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,414 $155K 0.03% +6 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,379 $151K 0.03% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,381 $151K 0.02% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,367 $149K 0.03% -356 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,353 $148K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,350 $148K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,324 $145K 0.04% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,276 $139K 0.11% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,267 $138K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,264 $138K 0.07% -2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,261 $138K 0.04% +14 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,260 $138K 0.08% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,257 $137K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,257 $137K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,253 $137K 0.01% new 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,243 $136K 0.03% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,224 $134K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,218 $133K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,229 $131K 0.06% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,200 $131K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,197 $131K 0.02% +10 13F-HR Timeline Group Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,187 $130K 0.63% +92 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,177 $129K 0.1% -300 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,179 $128K 0.03% -360 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,127 $123K 0.02% -351 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,111 $121K 0.01% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,110 $121K 0.07% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,065 $116K 0.01% +57 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,041 $114K 0.01% +5 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,040 $114K 0.03% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 1,034 $113K 0.12% +23 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,020 $111K 0.03% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,010 $110K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,011 $110K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,000 $109K 0.01% -112 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,000 $109K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 978 $107K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 978 $107K 0.11% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 978 $107K 0.33% +6 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 941 $103K 0.02% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 925 $101K 0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 923 $101K 0.08% +4 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 909 $99.3K 0.11% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 893 $97.6K 0.05% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 891 $97.4K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 889 $97.2K 0.01% +5 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 879 $96K 0.02% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 871 $95.2K 0.08% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 844 $92.2K 0.05% +2 13F-HR Timeline