LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,903 $1.52M 0.28% +834 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,895 $1.52M 0.76% -64 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,892 $1.51M 0.6% -340 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,890 $1.51M 1% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,876 $1.51M 0.22% -197 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 4,875 $1.51M 0.57% +375 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,872 $1.51M 1% +194 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,864 $1.51M 0.37% -12 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,863 $1.51M 0.09% -2,909 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,860 $1.5M 0.03% -209 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,848 $1.5M 0.89% +1,012 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 4,844 $1.5M 1.07% -756 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,839 $1.5M 1.27% +83 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,834 $1.5M 1.48% +67 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 4,831 $1.5M 0.88% +229 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,830 $1.49M 0.14% +2,182 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,821 $1.49M 1.06% +38 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,821 $1.49M 0.48% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,817 $1.49M 0.15% +501 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,816 $1.49M 0.88% +564 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,811 $1.49M 0.66% +141 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 4,808 $1.49M 1.28% -4,286 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 4,805 $1.49M 0.53% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4,802 $1.49M 0.29% +12 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,791 $1.48M 0.59% +1,510 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,786 $1.48M 0.25% +165 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,759 $1.47M 0.23% +53 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,756 $1.47M 0.99% +2,879 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,750 $1.47M 0.37% -1,029 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,744 $1.47M 1.27% +2,715 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,735 $1.47M 0.54% +3,365 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,726 $1.46M 0.71% -98 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,726 $1.46M 0.37% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,720 $1.46M 0.02% -60 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,712 $1.46M 0.61% -173 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,708 $1.46M 0.31% -162 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,702 $1.46M 0.6% +633 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,700 $1.46M 1.36% +110 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 4,694 $1.45M 0.7% +13 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,693 $1.45M 0.1% +3,604 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,690 $1.45M 0.71% 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,680 $1.45M 0.63% -237 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,673 $1.45M 0.17% +364 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,664 $1.44M 0.35% -124 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,660 $1.44M 0.53% -124 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,655 $1.44M 1.34% +185 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,652 $1.44M 0.86% +429 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,643 $1.44M 0.34% -281 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,633 $1.43M 0.41% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,621 $1.43M 1.35% -143 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,616 $1.43M 0.15% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,614 $1.43M 0.69% -60 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,612 $1.43M 0.77% +83 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 4,609 $1.43M 0.73% -87 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 4,605 $1.43M 1.39% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,604 $1.42M 0.24% +3,749 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,602 $1.42M 0.29% -14,340 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,600 $1.42M 0.1% -445 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,591 $1.42M 0.73% -152 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,586 $1.42M 0.45% -109 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,585 $1.42M 0.21% +201 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 4,572 $1.42M 0.5% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,556 $1.41M 0.92% +1,972 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,541 $1.41M 0.29% +60 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,519 $1.4M 0.59% +1,280 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,517 $1.4M 0.14% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,514 $1.4M 0.11% -189 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,500 $1.39M 0.07% -28,500 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,500 $1.39M 0.48% new 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 4,500 $1.39M 0.97% 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 4,499 $1.39M 0.51% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,493 $1.39M 0.27% +336 13F-HR/A Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,486 $1.39M 0.18% +1,349 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,480 $1.39M 0.18% -246 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,459 $1.38M 0.8% +252 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,459 $1.38M 0.04% -228,463 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 4,458 $1.38M 1.81% +1,813 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,458 $1.38M 0.12% +151 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,453 $1.38M 0.53% +399 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,452 $1.38M 0.36% +2,650 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,451 $1.38M 0.88% +1 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,447 $1.38M 0.11% -28 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,438 $1.37M 0.64% +89 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,431 $1.37M 0.13% +567 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,431 $1.37M 1.22% +667 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,416 $1.37M 0.88% +1 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,416 $1.37M 0.41% +82 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,415 $1.37M 0.35% +957 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,414 $1.37M 0.84% +110 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 4,410 $1.36M 1.13% -275 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,403 $1.36M 0.63% -734 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,403 $1.36M 0.16% +81 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,398 $1.36M 0.24% +22 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,397 $1.36M 0.74% +188 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,390 $1.36M 0.2% +141 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,389 $1.36M 0.18% +707 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,331 $1.36M 0.22% -30 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,387 $1.36M 1.67% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,381 $1.36M 0.25% +1,837 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,377 $1.35M 0.38% +18 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,375 $1.35M 0.23% +412 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,367 $1.35M 0.93% -256 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 4,350 $1.35M 0.33% -44 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,348 $1.35M 0.04% -157 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,347 $1.35M 0.56% -90 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,342 $1.34M 0.29% +171 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 4,342 $1.34M 0.85% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,340 $1.34M 0.46% +24 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,340 $1.34M 0.37% +563 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,338 $1.34M 0.39% +218 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,320 $1.34M 0.18% -2,237 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 4,318 $1.34M 0.67% +235 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,311 $1.33M 0.17% +90 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,305 $1.33M 0.39% -42 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,302 $1.33M 0.43% +338 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,299 $1.33M 0.58% -8 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,298 $1.33M 0.58% +112 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,296 $1.33M 0.58% +2 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 4,295 $1.33M 3.6% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,292 $1.33M 0.04% -7,771 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,288 $1.33M 0.25% +3,190 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,285 $1.33M 0.57% -53 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 4,280 $1.32M 0.02% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,279 $1.32M 0.26% -130 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,277 $1.32M 0.13% +210 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,260 $1.32M 0.54% +1,318 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,258 $1.32M 0.71% -85 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,252 $1.32M 0.06% +18 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,248 $1.31M 0.29% +175 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,236 $1.31M 0.07% -6 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,238 $1.31M 0.58% -24 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,228 $1.31M 1.12% +153 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,154 $1.31M 0.49% -333 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,151 $1.31M 0.12% +106 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,214 $1.3M 0.13% +86 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,210 $1.3M 0.71% +40 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,210 $1.3M 0.38% -214 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,204 $1.3M 0.7% +2 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,201 $1.3M 0.86% +66 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,178 $1.29M 0.16% +390 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,150 $1.28M 0.06% -22 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,144 $1.28M 0.19% -685 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,130 $1.28M 0.23% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,126 $1.28M 1.01% -700 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,122 $1.28M 0.4% +30 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,121 $1.28M 0.29% +275 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,120 $1.28M 0.12% +627 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,119 $1.27M 0.03% -34,759 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 4,119 $1.27M 1.39% +184 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,115 $1.27M 0.9% +75 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,112 $1.27M 0.3% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,108 $1.27M 0.24% +2,023 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,107 $1.27M 0.04% -32 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,106 $1.27M 0.34% -315 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,105 $1.27M 0.64% +32 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,102 $1.27M 0.28% -246 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,099 $1.27M 0.98% +1,756 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,096 $1.27M 0.14% -478 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,092 $1.27M 1% -546 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,086 $1.26M 1.99% +99 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 4,079 $1.26M 1.25% +441 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,077 $1.26M 1.09% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,067 $1.26M 0.15% +581 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,063 $1.26M 0.1% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,054 $1.25M 1.34% -9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,935 $1.25M 0.17% +353 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 4,000 $1.25M 2.2% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,050 $1.25M 0.65% +433 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,049 $1.25M 0.56% +563 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,045 $1.25M 0.54% -4,200 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,044 $1.25M 0.41% +28 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,039 $1.25M 0.87% -1,269 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,025 $1.25M 0.09% -66 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,022 $1.24M 0.17% -161 13F-HR Timeline Cannon Advisors, Inc. 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