Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 7,540 $407K 0.03% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,529 $406K 0.17% +805 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,511 $405K 0.03% -2,104 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,488 $404K 0.02% -175 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,483 $404K 0.02% -413 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,474 $403K 0.02% -8 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 7,472 $403K 0.13% -1,104 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,463 $403K 0.05% -6,190 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 7,420 $402K 0.04% -11,221 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,452 $402K 0.03% +84 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,448 $402K 0.03% +1,632 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,403 $399K 0.04% new 13F-HR Timeline City State Bank More: the full row for City State Bank 7,382 $398K 0.11% -1,145 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,380 $398K 0.04% -2,860 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 7,374 $398K 0.01% -1,679 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,368 $397K 0.03% +232 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,358 $397K 0.02% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,350 $396K 0.03% -934 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,329 $395K 0.19% +185 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,313 $394K 0.03% -4,668 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,306 $394K 0.14% +23 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,298 $394K 0.08% -164 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,291 $393K <0.01% +451 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,283 $393K 0.04% +256 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,282 $393K 0.21% +1,166 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 7,262 $392K 0.18% +407 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,259 $392K 0.17% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 7,258 $391K 0.25% -747 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 7,254 $391K 0.41% +1,638 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 7,258 $391K 0.08% +2,269 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,236 $390K 0.26% +213 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,162 $390K 0.03% +325 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,234 $390K 0.11% -87 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,215 $389K 0.11% +2,122 13F-HR Timeline NEW SOUTH CAPITAL MANAGEMENT INC More: the full row for NEW SOUTH CAPITAL MANAGEMENT INC 7,189 $388K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,156 $386K 0.01% +365 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,150 $386K 0.05% 0 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 7,131 $385K 0.42% 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,130 $385K 0.17% -1,140 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 7,111 $384K 0.01% -406 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,117 $384K 0.01% -2,364 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,110 $383K 0.18% -117 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 7,107 $383K 0.07% -258 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,936 $382K 0.17% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,078 $382K 0.3% -1,049 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 7,076 $382K 0.01% -6 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,065 $381K 0.03% -649 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,064 $381K 0.05% -571 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 7,063 $381K 0.38% -615 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,054 $380K 0.14% -87 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,042 $380K 0.09% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 7,000 $378K 0.18% +1,700 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,999 $378K 0.11% -1,285 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,971 $376K 0.19% +1,460 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 6,934 $374K 0.12% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,921 $373K 0.19% -597 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 6,914 $373K 0.03% +2,106 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,901 $372K 0.04% -18,136 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,846 $371K 0.03% -3,726 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,880 $371K 0.2% -10,116 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,861 $370K 0.04% +4,971 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,859 $370K 0.15% -632 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,859 $370K <0.01% new 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,856 $370K 0.06% -283 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,846 $369K 0.33% -172 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 6,837 $369K 0.1% -20 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 6,465 $369K 0.07% +192 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,826 $368K 0.02% +1,219 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,806 $367K 0.14% +425 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,799 $367K 0.08% +957 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,395 $366K 0.04% +321 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,840 $366K 0.14% 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,770 $365K 0.24% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,726 $363K 0.02% -1,655 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,716 $362K 0.05% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 6,700 $361K 0.05% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,674 $360K <0.01% +10 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,666 $360K 0.15% +638 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,661 $359K 0.2% -49 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 6,660 $359K 0.08% 0 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,671 $359K 0.09% -286 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 6,649 $359K 0.2% +879 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,646 $358K 0.01% -19,092 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,620 $357K 0.01% +1,231 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,615 $357K 0.1% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,621 $357K 0.06% +429 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 6,592 $356K 0.12% 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 6,582 $355K 0.01% -29,792 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6,574 $355K 0.19% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,347 $355K 0.04% +31 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,570 $354K 0.07% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 6,566 $354K 0.12% -484 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,566 $354K 0.03% -2,540 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,563 $354K 0.06% +500 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,552 $353K 0.02% +365 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,633 $352K 0.12% -331 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,495 $350K 0.06% +234 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,468 $349K 0.1% -473 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 6,466 $349K 0.05% 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,458 $348K 0.11% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,455 $348K 0.02% +1,019 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 6,444 $348K 0.31% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,425 $347K 0.16% +1,205 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,404 $345K 0.04% +202 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,402 $345K 0.04% +183 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,400 $345K 0.04% -218 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 6,382 $344K 0.25% -66 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,379 $344K 0.13% +164 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,375 $344K 0.17% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,363 $343K 0.03% -169 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,350 $343K 0.3% -150 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 6,349 $342K 0.11% -96 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 6,315 $341K 0.01% -275 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,310 $340K 0.05% -158 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,308 $340K 0.01% -26,594 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,295 $340K 0.25% +113 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 6,293 $339K 0.06% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 6,287 $339K 0.01% +462 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,270 $338K 0.03% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 6,250 $337K 0.23% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,236 $336K 0.01% -151 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,233 $336K 0.09% -2,843 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 6,220 $336K 0.03% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,211 $335K 0.14% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,204 $335K 0.18% -695 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 6,202 $335K 0.31% 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,200 $334K 0.34% -109 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,190 $334K 0.07% +200 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,186 $334K 0.1% +5,112 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,175 $333K 0.01% -530 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,169 $333K 0.09% -158 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,148 $332K 0.15% 0 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 6,135 $331K 0.2% -639 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 6,121 $330K 0.3% +400 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,117 $330K 0.03% -82 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 6,109 $330K 0.05% +15 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 6,108 $329K 0.14% 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,103 $329K +214 Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,102 $329K 0.1% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 6,101 $329K 0.08% +252 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,092 $329K 0.02% -4,589 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,076 $328K 0.17% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,071 $327K 0.25% -2,230 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 6,053 $326K 0.14% 0 13F-HR Timeline Group Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 6,019 $326K 0.02% 13F-HR/A Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,049 $326K 0.18% +11 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,049 $326K 0.21% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Bank & Trust More: the full row for First Bank & Trust 6,048 $326K 0.05% -671 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 6,047 $326K 0.14% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,045 $326K 0.28% +379 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 6,023 $325K 0.3% -1,816 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,018 $325K 0.13% -1,073 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,016 $325K 0.09% -296 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,008 $324K 0.02% -26,966 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,000 $324K <0.01% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,001 $324K 0.25% -600 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 6,000 $324K 0.23% -585 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,969 $322K 0.01% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 5,961 $322K 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,677 $321K 0.03% -608 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,936 $320K 0.01% +830 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 6,900 $319K 0.11% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,916 $319K 0.01% -280 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,920 $319K 0.04% 0 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 5,913 $319K 0.33% +1,205 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,910 $319K 0.11% -8,600 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 5,897 $318K 0.14% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,890 $318K 0.01% -83 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 5,887 $318K 0.01% -32,702 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,879 $317K 0.11% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,857 $316K 0.12% -946 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,858 $316K 0.19% +327 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,836 $315K 0.03% -37 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,827 $314K 0.08% +470 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,822 $314K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,821 $314K 0.07% -6,344 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,815 $314K 0.08% -713 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,805 $313K 0.19% +377 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,791 $312K 0.03% +31 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,790 $312K 0.03% -52 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,783 $312K 0.02% 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,782 $312K 0.01% +300 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,769 $311K 0.07% new 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 5,400 $311K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,764 $311K 0.16% +1,280 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,763 $311K 0.04% -2,731 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,760 $311K 0.02% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,752 $310K 0.04% -3,201 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,745 $310K 0.03% -450 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,743 $310K 0.18% -582 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,732 $309K 0.04% +98 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,726 $309K 0.11% -202 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,725 $309K 0.06% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,724 $309K 0.01% -461 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,701 $308K 0.02% +1,160 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,700 $307K 0.02% -2,800 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 5,491 $307K 0.2% -23 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,685 $307K 0.08% -915 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,676 $306K 0.07% 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,673 $306K 0.02% 0 13F-HR Timeline