Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,403 $1.11M 0.23% +109 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,400 $1.11M 0.41% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,392 $1.1M 0.37% -69 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,366 $1.1M 0.29% +186 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,363 $1.1M 0.07% +36 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,310 $1.09M 1.3% +21 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 5,275 $1.08M 0.92% +425 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,246 $1.07M 0.48% -275 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,244 $1.07M 0.08% +56 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,240 $1.07M 0.03% +32 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 5,111 $1.07M +15 Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,201 $1.06M 0.64% -133 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,180 $1.06M 0.09% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,174 $1.06M 0.51% +616 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,171 $1.06M 0.33% +312 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 5,145 $1.05M 0.08% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,142 $1.05M 0.12% +1,613 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,209 $1.05M 0.57% +11 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,104 $1.04M 0.61% +111 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,103 $1.04M 0.16% -2,376 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,706 $1.04M 0.12% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,061 $1.04M 0.06% -48 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,028 $1.03M 0.39% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,022 $1.03M 0.22% +101 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,013 $1.03M 0.3% +3,342 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 5,000 $1.02M 0.22% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,984 $1.02M 0.35% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,973 $1.02M 0.1% +82 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,964 $1.02M 0.17% +16 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,953 $1.01M 0.79% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,907 $1M 0.31% +57 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,899 $1M 0.12% +678 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,892 $1M 0.07% -9 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,887 $1M 0.81% +570 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,465 $1000K 0.29% +12 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,883 $1000K 0.08% +2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,861 $995K 0.04% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,830 $989K 0.61% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,814 $986K 0.01% -2,544 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,809 $985K 0.27% +70 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,782 $979K 0.3% -471 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 4,768 $976K 0.42% +445 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,473 $974K 0.48% -60 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,755 $974K 0.13% +191 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,254 $973K 0.07% +239 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,726 $968K 0.07% +124 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,439 $966K 0.18% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 4,714 $965K 0.66% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,685 $959K 0.38% -88 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,682 $959K 0.12% -183 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 4,663 $955K 0.27% -544 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,658 $954K 0.06% +229 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,648 $952K 0.16% +191 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,646 $951K 0.08% -658 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,642 $950K 0.06% -3,066 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,604 $943K 0.07% +26 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,589 $940K 0.04% +29 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,583 $938K 0.07% -15,881 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,564 $934K 0.39% -387 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,555 $933K 0.26% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,548 $931K 0.11% -3,277 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,542 $930K 0.08% +37 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,535 $928K 0.16% -10 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,516 $925K 0.12% +2,382 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,512 $924K 0.04% -523 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,496 $921K 0.14% -84,253 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,495 $920K 0.05% -19 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,479 $917K 0.15% -123 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,477 $917K 0.04% +1,452 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,463 $914K 0.34% +51 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,450 $911K 0.79% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,424 $906K 0.06% 0 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,407 $902K 0.14% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,407 $902K 0.14% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,404 $902K 0.23% +488 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,380 $897K 0 Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,375 $896K 1.34% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,368 $894K 0.46% -337 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,104 $894K 0.3% -543 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,364 $894K 0.14% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,331 $887K 0.1% +135 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,326 $885K 0.1% -167 13F-HR/A Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,033 $885K 0.27% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,301 $881K 0.03% +62 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,641 $879K 0.28% -63 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,285 $877K 0.1% -31 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,279 $876K 0.2% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,261 $872K 0.2% +499 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,254 $871K 0.23% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,246 $869K 0.04% +264 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 4,218 $864K 0.04% -41 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,203 $861K 0.15% +13 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,201 $860K 0.03% -4,000 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 4,200 $860K 0.4% +300 13F-HR/A Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,198 $859K 0.96% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,194 $859K 0.41% -76 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,170 $854K 0.79% +53 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,157 $851K 0.07% +490 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,160 $849K 0.08% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,136 $847K 0.47% +1,886 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,125 $845K 0.67% -1 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,119 $843K 0.2% +627 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,113 $842K 0.03% +408 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,110 $841K 0.1% +1,049 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,092 $839K 0.13% -10 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,084 $836K 0.12% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,058 $831K 0.01% -28 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,053 $830K 0.04% -75 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,048 $829K 0.07% new 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,044 $828K 0.11% -11,825 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,043 $828K 0.2% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,040 $827K 0.47% -35 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,036 $826K 0.1% +70 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,036 $826K 0.25% 0 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 3,500 $826K 0.68% +2,200 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,026 $824K 0.27% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,023 $824K 0.04% -220 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,016 $822K 0.52% +18 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,010 $821K 0.13% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,003 $820K 0.62% +410 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,996 $818K 0.05% +696 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,993 $818K 0.13% +519 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,974 $814K 0.37% +576 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,961 $811K <0.01% -141 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,957 $810K 0.07% -2,187 13F-HR Timeline City State Bank More: the full row for City State Bank 3,957 $810K 0.23% -230 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,950 $809K 0.37% -408 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,941 $807K 0.06% +798 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,939 $807K 0.53% +173 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,935 $806K 0.31% -200 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,935 $806K 0.33% +260 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,918 $802K 0.04% +124 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,785 $801K 0.09% +3,135 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,908 $800K 0.01% +273 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,905 $800K 0.03% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,901 $799K 0.1% +31 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,886 $796K 0.43% -43 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,869 $792K 0.14% +346 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,862 $791K <0.01% -1,982 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,839 $786K 0.09% -660 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,835 $785K 0.11% -935 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,835 $785K 0.03% +536 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,792 $776K 0.04% +226 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,791 $776K 0.18% -69 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,782 $774K 0.54% +3,777 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,735 $772K 0.09% -726 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,762 $770K 0.04% -144 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,745 $767K 0.21% -3,835 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,742 $766K 0.19% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,731 $764K 0.09% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,716 $761K 0.1% +13 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,189 $758K 0.32% -1,151 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,694 $756K 0.01% -439 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,691 $756K 0.07% -38 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 3,686 $755K 0.01% -96 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,677 $753K 0.01% +302 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,666 $751K 0.08% -130 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,666 $750K 0.24% -6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,658 $749K 0.03% -302 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,656 $749K 0.06% +2,253 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,654 $748K 0.3% +105 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,639 $745K 0.04% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,638 $745K 0.05% +411 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,630 $743K 0.18% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,618 $741K 0.07% -650 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,612 $740K 0.29% -510 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,576 $732K 0.12% -732 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,124 $728K 0.43% +447 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,553 $727K 0.2% +1,244 13F-HR/A Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,531 $723K 0.43% +215 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,524 $722K 0.03% +1,376 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,062 $720K 0.38% +25 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,500 $717K 0.13% +958 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,495 $715K 0.25% -239 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,487 $714K 0.06% -115 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,275 $712K 0.06% +145 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,479 $712K 0.04% -6 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,466 $710K 0.06% -549 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,463 $709K 0.17% -150 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,119 $709K 0.26% 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,458 $708K 0.33% +60 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,455 $707K 0.38% +455 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,454 $707K 0.05% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,450 $706K 0.28% +780 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,061 $706K 0.66% -155 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,445 $705K 0.12% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,237 $704K 0.18% -116 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,437 $704K 0.09% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,431 $702K 0.12% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,431 $702K 0.07% -1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,426 $701K 0.06% -204 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,416 $699K 0.28% -230 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,394 $698K 0.04% -6,023 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,406 $697K 0.24% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,400 $696K 0.02% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 3,374 $691K -1,061 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,371 $690K 0.05% -879 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,369 $690K 0.27% -786 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,359 $688K 0.27% +51 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,354 $687K 0.07% -77 13F-HR/A Timeline Group