QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,649 $1.94M 1.47% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,643 $1.94M 0.13% +363 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,641 $1.94M 1.05% +235 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,639 $1.94M 1.06% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,637 $1.94M 0.17% -76 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,636 $1.94M 1.57% -589 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,628 $1.93M 1.39% 0 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 3,628 $1.93M 0.92% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,631 $1.93M 1.26% -4,460 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,618 $1.93M 0.16% +680 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,618 $1.93M 1.02% +65 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,614 $1.92M +513 Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,612 $1.92M 0.44% -139 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3,611 $1.92M 1.1% +90 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,605 $1.92M 0.94% -210 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,605 $1.92M 0.33% -849 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,604 $1.92M 0.32% +5 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,585 $1.91M 0.74% +789 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,580 $1.91M 1.44% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,580 $1.91M 0.65% +351 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,577 $1.91M 0.7% +269 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,575 $1.9M 0.48% +75 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,554 $1.89M 0.16% -42 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,553 $1.89M 0.26% 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 3,552 $1.89M 0.28% -374 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,550 $1.89M 1.72% +1,412 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,545 $1.89M 1.61% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,544 $1.89M 0.59% +10 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,540 $1.89M 0.28% +2 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,536 $1.88M 1.05% -35 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,535 $1.88M 0.41% -34 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,533 $1.88M 0.71% +498 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,531 $1.88M 0.56% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,528 $1.88M 0.73% -9 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 3,530 $1.88M 1.44% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,529 $1.88M 0.27% -3,107 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,528 $1.88M 1.06% +81 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,523 $1.88M 0.41% +29 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,518 $1.87M 0.98% -5 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,515 $1.87M 0.54% +134 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,513 $1.87M 0.64% +19 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,510 $1.87M 0.21% -1,200 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,500 $1.86M 0.25% -102 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,496 $1.86M 0.33% +102 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,496 $1.86M 0.57% -13 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,494 $1.86M 1.66% +35 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,492 $1.86M 1.39% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,481 $1.85M 0.17% -283 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 3,474 $1.85M 0.45% 0 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,470 $1.85M 0.95% +159 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,465 $1.85M 1.14% -59 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,461 $1.84M 0.36% +109 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,459 $1.84M 0.63% +47 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,452 $1.84M 0.75% +179 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,441 $1.83M 0.74% -145,652 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,438 $1.83M 0.66% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,437 $1.83M 1.35% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,437 $1.83M 0.6% -161 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 3,433 $1.83M 0.57% -557 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,425 $1.82M 0.36% +214 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,421 $1.82M 0.75% +40 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,417 $1.82M 1.54% +187 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,417 $1.82M 0.6% +599 13F-HR/A Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,412 $1.82M 0.41% -36 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,412 $1.82M 1.79% -19 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,411 $1.82M 1.48% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,405 $1.81M 0.05% +135 13F-HR/A Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,406 $1.81M 0.73% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,397 $1.81M 0.38% -63 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,389 $1.8M 0.25% -482 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,380 $1.8M 1.22% +112 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,379 $1.8M 0.99% +3 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,378 $1.8M 1.01% -10 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,377 $1.8M 1.7% 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,374 $1.8M 0.73% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,372 $1.8M 0.1% -125 13F-HR/A Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,371 $1.8M 1.3% +20 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,367 $1.79M 0.15% +1,331 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,365 $1.79M 0.66% +95 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 3,364 $1.79M 0.79% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 3,362 $1.79M 0.18% +1,400 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,361 $1.79M 0.18% -279 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,358 $1.79M 0.39% -6 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,351 $1.78M 0.68% -150 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,348 $1.78M 1.41% +584 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,344 $1.78M 0.13% 0 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,344 $1.78M 0.02% 0 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,330 $1.77M 0.89% +210 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,314 $1.76M 0.31% +200 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,310 $1.76M 0.46% +630 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,296 $1.76M 1.54% +26 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,295 $1.76M 0.63% +2,537 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 3,295 $1.75M 2.49% -3,989 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,292 $1.75M 0.44% +2,573 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,400 $1.75M 0.07% +216 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,289 $1.75M 0.7% 0 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,282 $1.75M 1.76% +70 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,280 $1.75M 1.31% +252 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,277 $1.75M 0.2% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,276 $1.74M 0.36% +2,620 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,267 $1.74M 0.87% +4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,262 $1.74M 1.41% -76 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,256 $1.73M 0.3% -80 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 3,254 $1.73M 0.31% -1,064 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,248 $1.73M 0.11% -58 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,246 $1.73M 0.15% -76 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,243 $1.73M 0.48% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,239 $1.73M 1.16% -96 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,233 $1.72M 0.19% +50 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,229 $1.72M 0.44% +1,016 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,227 $1.72M 0.56% -163 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 3,226 $1.72M 0.78% +177 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,222 $1.72M 0.43% -450 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,338 $1.72M 0.32% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,214 $1.71M 0.33% +148 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,210 $1.71M 0.76% -23 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,209 $1.71M 0.84% +48 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,207 $1.71M 1.07% +125 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,202 $1.71M 0.43% -12 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,200 $1.7M 1.48% +2,116 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,187 $1.7M 0.17% +67 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,185 $1.7M 0.22% +16 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,176 $1.69M 0.5% -1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,165 $1.69M 0.61% +12 13F-HR Timeline MOTCO More: the full row for MOTCO 3,162 $1.68M 0.18% -53 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,158 $1.68M 0.83% +331 13F-HR Timeline Trigran Investments, Inc. More: the full row for Trigran Investments, Inc. 3,150 $1.68M 0.25% 0 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,150 $1.68M 0.2% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 3,149 $1.68M 0.98% +16 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 3,148 $1.68M 0.47% +1,488 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,147 $1.68M 1.62% -56 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,139 $1.67M 0.09% -65 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,137 $1.67M 0.27% -140 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,137 $1.67M 0.32% +148 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 3,136 $1.67M 1.21% +791 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,127 $1.67M 0.71% +15 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,126 $1.66M 0.4% +1,203 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,125 $1.66M 0.58% +263 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,118 $1.66M 0.77% +278 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,385 $1.66M 0.78% +59 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,113 $1.66M 0.47% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,110 $1.66M 0.2% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,109 $1.66M 0.44% -1,061 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,107 $1.65M 2.11% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,100 $1.65M 0.5% +411 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,095 $1.65M 0.54% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,091 $1.65M 0.56% +486 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,085 $1.64M 0.72% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 3,085 $1.64M 0.79% -37 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,082 $1.64M 0.29% +7 13F-HR/A Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,081 $1.64M 1.06% +244 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,081 $1.64M 0.71% +144 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,080 $1.64M 1.38% -400 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,113 $1.64M 0.56% +2,095 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,078 $1.64M 1.27% +320 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,077 $1.64M 0.76% +157 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,076 $1.64M 0.59% -55 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,067 $1.63M 0.23% -282 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,064 $1.63M 0.23% -2 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,061 $1.63M 0.21% -512 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,061 $1.63M 0.17% +521 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,059 $1.63M 1.46% -12 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,058 $1.63M 2.49% -1,734 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,058 $1.63M 0.69% -153 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,054 $1.63M 0.39% -372 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,052 $1.63M 1.71% -649 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,049 $1.62M 0.48% +408 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,047 $1.62M 0.78% +832 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,045 $1.62M 0.16% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,038 $1.62M 0.45% +184 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,038 $1.62M 0.17% -33 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,037 $1.62M 0.6% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,032 $1.61M 0.02% +144 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,028 $1.61M 1.7% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,027 $1.61M 0.52% +18 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,026 $1.61M 1% +38 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,024 $1.61M 0.28% -38 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,021 $1.61M 0.45% +255 13F-HR Timeline American Trust More: the full row for American Trust 3,015 $1.61M 0.4% -32 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,009 $1.6M 0.36% +239 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,008 $1.6M 0.42% -62 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,006 $1.6M 0.35% +80 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,004 $1.6M 0.59% -5 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,004 $1.6M 1.54% +14 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,003 $1.6M 0.21% +215 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,000 $1.6M 3.12% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 3,000 $1.6M 0.05% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,999 $1.6M 0.31% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,994 $1.59M 0.3% -43 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 2,993 $1.59M 2.5% -942 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,990 $1.59M 1.56% -556 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,988 $1.59M 0.34% -227 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,987 $1.59M 1.44% -6 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,987 $1.59M 1.08% -210 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,984 $1.59M 4.73% -123,873 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,984 $1.59M 1.01% -365 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,982 $1.59M 0.43% +73 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,977 $1.59M 0.73% +357 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,974 $1.58M 0.62% +60 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,970 $1.58M 0.33% -60 13F-HR Timeline