Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,810 $2.41M 0.32% +429 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,806 $2.4M 0.74% -107 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,800 $2.4M 0.44% -38 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 4,790 $2.4M 1.93% +97 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,784 $2.39M 0.27% -279 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,774 $2.39M 0.34% +175 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 4,773 $2.39M 0.02% +341 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,772 $2.39M 1.23% +3,012 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,772 $2.39M 0.44% +45 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,767 $2.39M 0.31% -79 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,767 $2.39M 0.86% +961 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,755 $2.38M 0.27% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,752 $2.38M 0.12% -768 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,748 $2.38M 1.61% -295 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,741 $2.37M 1.1% -177 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,736 $2.37M 1.04% -48 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,731 $2.37M 0.28% +257 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 4,729 $2.37M 1.26% -284 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,728 $2.37M 0.44% -342 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,724 $2.36M 0.84% -73 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,719 $2.36M 0.94% -103 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,718 $2.36M 0.59% -80 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,713 $2.36M 0.59% +247 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,764 $2.36M 0.82% -154 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,710 $2.36M 0.92% -10 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,704 $2.35M 1.29% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 4,702 $2.35M 0.21% new 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,692 $2.35M 1.38% +740 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,682 $2.34M 1.58% -20 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 4,680 $2.34M 0.98% +847 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,677 $2.34M 0.96% +371 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,676 $2.34M 0.91% -119 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 4,673 $2.34M 1.2% -876 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,669 $2.34M 1.25% -161 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,661 $2.33M 1.64% +55 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,658 $2.33M 0.29% -220 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,656 $2.33M 2.23% +3,370 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,656 $2.33M 1.3% -733 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,648 $2.33M 1.76% +1,041 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,646 $2.32M 1.72% +3 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,646 $2.32M 0.86% -64 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,645 $2.32M 1.15% -3,758 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,639 $2.32M 1.26% -5 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 4,634 $2.32M 0.34% -220 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,633 $2.32M 0.79% -104 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,632 $2.32M 0.55% -17 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,620 $2.31M 0.45% +30 13F-HR/A Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,618 $2.31M 0.58% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,615 $2.31M 0.56% -444 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,611 $2.31M 0.48% +229 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,594 $2.3M 0.27% +679 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,589 $2.3M 1.93% -142 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,587 $2.3M 0.47% +15 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,585 $2.29M 1.76% +763 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,583 $2.29M 0.21% -292 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,581 $2.29M 0.94% +168 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,581 $2.29M 0.7% -30 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,577 $2.29M 0.72% -12 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,574 $2.29M 0.2% -409 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,573 $2.29M 1.28% -6,296 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,571 $2.29M 1.41% -17 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,570 $2.29M 1.23% -60 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,518 $2.29M 0.76% -26 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,564 $2.28M 0.57% -305 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,559 $2.28M 0.82% -46 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,556 $2.28M 0.87% +3,027 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,552 $2.28M 4.07% -2,519 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,545 $2.27M 0.32% +92 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 4,542 $2.27M 0.24% +89 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,536 $2.27M 0.97% +6 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,535 $2.27M 0.19% -65 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,528 $2.27M 0.49% +714 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,521 $2.26M 0.18% -384 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,521 $2.26M 0.51% +24 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,520 $2.26M 0.87% -5 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,520 $2.26M 1.69% +132 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,520 $2.26M 0.27% -14 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,519 $2.26M 0.69% +635 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,529 $2.26M 0.42% +60 13F-HR/A Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,514 $2.26M 1.03% -349 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,513 $2.26M 0.95% -184 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,507 $2.26M 1.81% -291 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,499 $2.25M 0.67% +35 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,499 $2.25M 0.52% +851 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,490 $2.25M 0.04% +135 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,487 $2.25M 1.95% +100 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 4,485 $2.24M 0.58% -105 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,484 $2.24M 0.12% -30,136 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,541 $2.24M 0.81% +70 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,472 $2.24M 0.61% +204 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,468 $2.24M 0.73% -290 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,465 $2.23M 0.51% +3 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,463 $2.23M 0.31% +32 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,461 $2.23M 0.69% +210 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,460 $2.23M 0.2% +334 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,459 $2.23M 0.93% -34 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,453 $2.23M 0.17% +2,169 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 4,450 $2.23M 0.42% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,448 $2.23M 0.7% -99 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,441 $2.22M 1.3% +94 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,440 $2.22M 0.84% -297 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,439 $2.22M 0.18% +227 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 4,430 $2.22M 0.49% +5 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,426 $2.21M 0.88% -36 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,421 $2.21M 0.29% +992 13F-HR/A Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,419 $2.21M 0.67% +124 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 4,434 $2.21M 1.64% +565 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,417 $2.21M 0.3% +1,139 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 4,410 $2.21M 1.35% -20 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,409 $2.21M 0.53% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,395 $2.2M 0.41% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,389 $2.2M 0.28% +147 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,381 $2.19M 0.11% +18 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 4,381 $2.19M 2.14% +433 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 4,379 $2.19M 1.12% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 4,356 $2.18M 0.64% +301 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,346 $2.17M 0.15% +235 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 4,344 $2.17M 1.36% +11 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,343 $2.17M 0.14% +1,171 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,342 $2.17M 1.51% +755 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,336 $2.17M 0.2% +501 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,328 $2.17M 0.56% +187 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,328 $2.17M 1.36% -421 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,325 $2.16M 0.21% +2,762 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,324 $2.16M 1.29% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,322 $2.16M 0.33% +97 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,315 $2.16M 0.41% +145 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,310 $2.16M 0.22% -548 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,298 $2.15M 0.09% +100 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,298 $2.15M 0.5% +415 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 4,290 $2.15M 2.15% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,284 $2.14M 0.21% +463 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,269 $2.14M 0.68% -301 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,267 $2.14M 1.14% +260 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 4,265 $2.13M 0.28% -103 13F-HR/A Timeline Group Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,264 $2.13M 12.31% +10 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,259 $2.13M 0.32% +19 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,249 $2.13M 0.41% +1,814 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,247 $2.13M 0.66% -309 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,247 $2.13M 0.86% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,242 $2.12M 0.41% +657 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,239 $2.12M 1.83% +1,143 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,230 $2.12M 0.53% -792 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,224 $2.11M 0.39% +146 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,223 $2.11M 0.45% -4,337 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 4,220 $2.11M 0.84% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,218 $2.11M 0.39% +259 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,216 $2.11M 0.07% -64 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,208 $2.11M 0.95% +2,378 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 4,208 $2.11M 2.37% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,205 $2.1M 0.18% -48 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,191 $2.1M 0.18% +1,705 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,186 $2.09M 0.19% -156 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,092 $2.09M 0.28% -81 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,176 $2.09M 0.17% +646 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,175 $2.09M 0.53% +149 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,169 $2.09M 0.04% +3,676 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 4,164 $2.08M 0.96% -73 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,159 $2.08M 0.23% -15 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,156 $2.08M 0.63% -560 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,156 $2.08M 1.25% +172 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,153 $2.08M 0.36% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,151 $2.08M 0.59% +322 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,149 $2.08M 1.11% -50 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,149 $2.08M <0.01% +541 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,141 $2.07M 0.3% -215 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,139 $2.07M 0.6% +50 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 4,135 $2.07M 0.86% -146 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,135 $2.07M 1.22% -270 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,133 $2.07M 0.9% +85 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,131 $2.07M 1.18% +3,908 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 4,129 $2.07M 1.4% -122 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,123 $2.07M 1.1% +90 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,118 $2.06M 0.32% +645 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,112 $2.06M 0.73% +397 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,107 $2.06M 1.34% -190 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,106 $2.05M 0.15% +309 13F-HR Timeline JMG Financial Group, Ltd. 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