BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,895 $411K 0.17% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,894 $411K 0.02% +324 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,886 $409K 0.3% +85 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,885 $409K 0.03% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,884 $409K 0.05% +10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,883 $409K 0.02% +80 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,883 $409K 0.03% +62 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,882 $409K 0.08% +102 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,702 $408K 0.06% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,878 $408K 0.09% +233 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,878 $408K 0.27% -80 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 1,625 $406K 0.3% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,872 $406K 0.01% +33 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,864 $405K 0.06% -113 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,860 $404K 0.27% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,853 $402K 0.4% +263 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,851 $402K 0.06% +50 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,851 $402K 0.07% -219 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,850 $402K 0.11% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,849 $401K 0.17% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,848 $401K 0.09% 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,844 $400K 0.18% -60 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,842 $400K 0.13% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,839 $399K 0.09% +45 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,837 $399K 0.22% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,837 $399K 0.01% +101 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 1,835 $398K 0.13% 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,834 $398K 0.06% -50 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,833 $398K 0.02% +5 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,830 $397K 0.13% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,829 $397K 0.17% +4 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,826 $397K 0.04% -50 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,826 $396K 0.03% +13 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,825 $396K 0.05% +148 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,812 $393K 0.3% +35 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,812 $393K 0.05% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,810 $393K 0.23% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,798 $390K 0.22% +258 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,790 $389K 0.08% -42 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,790 $388K 0.02% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,787 $388K 0.13% +711 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,787 $388K 0.13% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,785 $388K 0.01% +303 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,785 $388K 0.19% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,848 $387K 0.13% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,781 $387K 0.08% new 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,775 $385K 0.15% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,773 $385K 0.26% +3 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,772 $385K 0.08% 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,770 $384K 0.16% -19 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,766 $383K 0.16% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,759 $382K 0.2% +150 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,757 $382K 0.07% -25 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,751 $380K 0.08% +19 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,750 $380K 0.02% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,750 $380K 0.01% -144 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 1,750 $380K 0.13% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,747 $379K 0.23% +137 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,745 $379K 0.1% +128 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,741 $378K 0.02% +124 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,740 $378K 0.03% +9 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,736 $377K 0.05% -84 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,735 $377K 0.01% -50 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,735 $377K 0.15% +905 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,734 $376K 0.06% -2,127 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,733 $376K 0.05% +20 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,733 $376K 0.03% +305 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,730 $376K 0.08% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 1,730 $376K 0.21% 0 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,728 $375K 0.06% -353 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,727 $375K 0.12% +14 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,726 $375K 0.03% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,725 $375K 0.06% +15 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,722 $374K 0.19% +16 13F-HR Timeline City State Bank More: the full row for City State Bank 1,718 $373K 0.1% -100 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,717 $373K 0.13% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,712 $372K 0.3% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,712 $372K 0.02% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,703 $370K 0.11% +12 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,701 $369K 0.18% 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,690 $367K 0.15% +50 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,689 $367K 0.06% +751 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 1,686 $366K 0.23% -99 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,685 $366K 0.02% -1 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,565 $366K 0.16% -752 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,685 $366K 0.07% +70 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,684 $366K 0.24% +34 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,672 $365K 0.04% +112 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,681 $365K 0.16% -770 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,676 $364K 0.07% +76 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,676 $364K 0.25% +432 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,581 $363K 0.01% -1,654 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,667 $362K 0.05% +309 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,664 $361K 0.22% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,660 $360K 0.15% -50 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,659 $360K 0.13% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,659 $360K 0.12% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,656 $360K 0.06% -499 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,655 $359K 0.02% -1,463 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,655 $359K 0.09% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,654 $359K 0.03% +241 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,652 $359K 0.03% -109 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,650 $358K 0.04% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,648 $358K 0.09% 0 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,648 $358K 0.35% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,645 $357K 0.22% 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 1,645 $357K 0.13% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,645 $357K 0.08% +60 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,639 $356K 0.17% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,635 $355K 1% -100 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,635 $355K 0.06% +513 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,633 $355K 0.03% +324 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 1,633 $355K 0.25% -179 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,628 $353K 0.09% -105 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,627 $353K 0.1% +22 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,626 $353K 0.05% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,625 $353K 0.04% +40 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,622 $352K 0.09% -4 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,621 $352K 0.27% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,618 $351K 0.15% +297 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,617 $351K 0.05% 0 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 1,410 $350K 0.31% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,612 $350K 0.03% +132 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,612 $350K 0.08% -130 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,610 $350K 0.04% -108 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,610 $350K 0.05% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,610 $350K 0.33% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,606 $349K 0.04% -4,484 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,601 $348K 0.04% -3,330 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,596 $347K 0.04% +365 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,596 $347K 0.06% -192 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,595 $346K 0.13% -119 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,594 $346K 0.03% +236 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,583 $344K 0.2% +210 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,580 $343K 0.16% 0 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1,505 $343K 0.21% -250 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,452 $343K 0.07% -71 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,577 $342K 0.03% +183 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,574 $342K 0.14% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,573 $341K 0.14% +100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,572 $341K 0.08% -155 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,571 $341K 0.34% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,567 $340K 0.02% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,565 $340K 0.03% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,489 $340K 0.06% +267 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,562 $339K 0.09% -18 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,561 $339K 0.01% +293 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,561 $339K 0.07% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,560 $339K 0.08% +400 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,559 $338K 0.06% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,556 $338K 0.03% +156 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,552 $337K 0.21% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,551 $337K 0.11% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,550 $337K 0.09% +1,058 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,549 $336K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,544 $335K 0.02% -26 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,386 $335K 0.03% -2,710 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,537 $334K 0.07% -21 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,462 $333K 0.06% +965 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,535 $333K 0.11% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,534 $333K 0.17% +1 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,532 $333K 0.03% +80 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,531 $332K 0.03% -420 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,531 $332K 0.05% -149 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,530 $332K 0.13% -3 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,527 $332K 0.09% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,524 $331K 0.04% -79 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,524 $331K 0.07% -4 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,518 $330K 0.1% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,518 $330K 0.35% -946 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,634 $328K 0.03% -2 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,512 $328K 0.09% -468 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,508 $327K 0.13% +28 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,507 $327K 0.15% +27 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,507 $327K 0.01% -11 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,503 $326K <0.01% -369 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,502 $326K 0.17% -862 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,144 $326K 0.03% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,501 $326K 0.05% +41 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,500 $326K 0.07% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,500 $326K 0.18% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 1,500 $326K 0.12% -2,640 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,500 $326K 0.1% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,496 $325K 0.07% +393 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,305 $324K 0.2% +140 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,489 $323K 0.11% -89 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,481 $322K 0.06% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,480 $321K 0.1% +37 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,479 $321K 0.03% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,476 $320K 0.04% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,473 $320K 0.06% +453 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 1,471 $319K 0.13% -63 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,470 $319K 0.11% +185 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,469 $319K 0.23% -225 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,469 $319K <0.01% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,462 $317K 0.18% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,460 $317K 0.02% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,460 $317K 0.06% -2 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,459 $317K 0.06% -1 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,458 $317K 0.04% new 13F-HR Timeline