Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,772 $1.83M 1.24% -621 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,769 $1.83M 0.94% +825 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,762 $1.83M 0.26% +76 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,760 $1.83M 1.59% +348 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,723 $1.83M 0.3% +365 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,759 $1.83M 0.6% +19 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,756 $1.82M 0.44% +96 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,756 $1.82M 0.54% -41 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 3,753 $1.82M 2.04% -5 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,742 $1.82M 0.42% +513 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,725 $1.81M 1.06% +777 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 3,722 $1.81M 1.8% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,721 $1.81M 0.32% -77 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 3,721 $1.81M 0.61% -23 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,719 $1.81M 0.57% -2,739 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,717 $1.81M 0.55% +29 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,714 $1.8M 0.19% +437 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,710 $1.8M 0.24% +30 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,704 $1.8M 0.79% +186 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,696 $1.8M 0.36% -313 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,696 $1.8M 0.18% +463 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,694 $1.79M 1.46% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,691 $1.79M 0.57% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,686 $1.79M 0.74% -46 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,683 $1.79M 0.46% -11 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,680 $1.79M 0.66% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,680 $1.79M 0.29% -282 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,679 $1.79M 0.41% -554 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,668 $1.78M 0.25% -246 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,662 $1.78M 1.23% 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,659 $1.78M 0.02% +627 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,655 $1.78M 1.13% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,654 $1.78M 0.11% +11 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,653 $1.77M 0.27% +113 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,646 $1.77M 0.59% +118 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,639 $1.77M 0.89% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,636 $1.77M 1.31% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,634 $1.77M 0.89% -550 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,631 $1.76M 1.42% -88 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,628 $1.76M 1.13% 0 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 3,628 $1.76M 0.75% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,627 $1.76M 0.88% +2,586 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,626 $1.76M 0.3% -60 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,624 $1.76M 0.58% +329 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,623 $1.76M 0.46% +90 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,620 $1.76M 0.78% +15 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,685 $1.76M 0.41% -362 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,614 $1.76M 0.16% -42 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,612 $1.75M 0.14% +1,081 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,609 $1.75M 0.66% -40 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,607 $1.75M 0.37% -5 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,603 $1.75M 0.38% +1,030 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,600 $1.75M 0.06% -200 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,596 $1.75M 0.44% +547 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,571 $1.73M 0.27% -34 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,558 $1.73M 0.5% +14 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,543 $1.72M 0.21% -10 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,540 $1.72M 0.62% +682 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,537 $1.72M 1.22% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,535 $1.72M 0.52% +440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,535 $1.72M 0.06% -125 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,535 $1.72M 0.96% -145 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,535 $1.72M 0.56% +97 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,535 $1.72M 0.52% +770 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 3,534 $1.72M 0.73% -120 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,532 $1.72M 0.32% -3 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,531 $1.72M 0.5% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,526 $1.71M 0.28% +30 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,520 $1.71M 0.62% +68 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,508 $1.7M 1.36% -28 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,508 $1.7M 0.34% -1,029 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,564 $1.7M 0.33% +41 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,503 $1.7M 0.17% -7 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 3,500 $1.7M 1.31% -650 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,494 $1.7M 0.55% +35 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,493 $1.7M 0.23% -935 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,492 $1.69M 1.17% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,563 $1.69M 1.03% +283 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,474 $1.69M 0.15% -163 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 3,474 $1.69M 0.39% 0 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,465 $1.68M 0.45% -295 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,451 $1.68M 0.4% -738 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,451 $1.68M 1.45% +74 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,449 $1.68M 0.27% +193 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,441 $1.67M 0.62% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,435 $1.67M 0.2% -65 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,431 $1.67M 0.17% -705 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,431 $1.67M 0.89% -97 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,426 $1.66M 0.33% +14 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,421 $1.66M 0.63% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,421 $1.66M 0.45% -75 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,420 $1.66M 0.87% -45 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,420 $1.66M 0.68% +1,229 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,421 $1.66M 0.08% -4,317 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 3,415 $1.66M 0.12% +48 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,388 $1.66M 0.66% +3 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,410 $1.66M 0.3% -363 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,408 $1.66M 0.8% -210 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,407 $1.65M 0.52% +316 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,406 $1.65M 0.63% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,405 $1.65M 0.18% +295 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,404 $1.65M 1.28% -13 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,393 $1.65M 0.29% -68 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,380 $1.64M 0.29% -45 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,376 $1.64M 0.14% -105 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,374 $1.64M 0.64% +976 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,075 $1.64M 0.64% 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,369 $1.64M 0.53% -903 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,368 $1.64M 0.83% -10 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,366 $1.64M 0.6% +927 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,365 $1.63M 0.52% 0 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 3,364 $1.63M 0.68% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,361 $1.63M 0.16% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,344 $1.62M 0.02% 0 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,341 $1.62M 0.13% +1,564 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 3,325 $1.62M 0.42% -1,584 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,323 $1.61M 0.3% +317 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,310 $1.61M 0.42% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,309 $1.61M 0.69% +100 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,306 $1.61M <0.01% -21,143 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,304 $1.6M 0.58% +15 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,303 $1.6M 1.01% -68 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,303 $1.6M 0.52% -210 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,303 $1.6M 0.22% -402 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,292 $1.6M 0.09% -80 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,290 $1.6M 0.59% +209 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,287 $1.6M 1.3% -9 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,284 $1.6M 0.26% -2,764 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,282 $1.59M 0.26% +717 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,278 $1.59M 0.4% +165 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,267 $1.59M 0.59% +140 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,268 $1.59M <0.01% +1,232 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,264 $1.59M 0.59% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,253 $1.58M 0.73% -77 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,253 $1.58M 0.66% +176 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,252 $1.58M 0.09% +4 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,251 $1.58M 0.27% -63 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,250 $1.58M 0.08% -1,151 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,249 $1.58M 0.73% -18 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,248 $1.58M 0.41% +5 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,237 $1.57M 1.12% -200 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,232 $1.57M 1.3% +1,164 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,227 $1.57M 0.43% +102 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,221 $1.56M 1.08% -41 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 3,218 $1.56M 0.66% -8 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,218 $1.56M 0.76% -161 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,216 $1.56M 0.4% +195 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,212 $1.56M 0.34% +10 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,207 $1.56M 0.2% +22 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,199 $1.55M 0.29% +229 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 3,198 $1.55M 0.24% -56 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,198 $1.55M -416 Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,193 $1.55M 1.05% -187 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,190 $1.55M 0.51% +25 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,188 $1.55M 0.14% +228 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,188 $1.55M 0.86% +2,014 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,183 $1.55M 0.04% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,183 $1.55M 1.27% +36 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,179 $1.54M 0.26% +42 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 3,170 $1.54M 0.9% 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,170 $1.54M 0.21% +2,339 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,166 $1.54M 0.66% -44 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,164 $1.54M 0.7% +6 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,166 $1.54M 0.2% +380 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,160 $1.54M 0.25% +1,156 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,158 $1.53M 0.16% +772 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 3,155 $1.53M 0.46% -278 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,150 $1.53M 0.38% 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 3,149 $1.53M 0.6% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,146 $1.53M 0.46% +348 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,136 $1.52M 2.74% -1,670 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,133 $1.52M 0.03% +524 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,132 $1.52M 1.54% +80 13F-HR/A Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,128 $1.52M 0.65% +10 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,122 $1.52M 0.91% -85 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 3,110 $1.51M 0.33% +536 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 3,107 $1.51M 0.44% +378 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,107 $1.51M 1.14% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,104 $1.51M 0.14% +59 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,102 $1.51M 0.91% -137 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,100 $1.51M 1.13% -480 13F-HR/A Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,097 $1.5M 0.22% -40 13F-HR Timeline American Trust More: the full row for American Trust 3,095 $1.5M 0.14% +80 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,094 $1.5M 0.19% +27 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,090 $1.5M 1.29% -192 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,084 $1.5M 0.23% +60 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,084 $1.5M 0.18% +81 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,080 $1.5M 1.18% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 3,074 $1.49M 0.64% -11 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,074 $1.49M 0.52% +160 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,073 $1.49M 0.47% +482 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,072 $1.49M 1.13% -128 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,071 $1.49M 0.12% -483 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,069 $1.49M 0.59% +11 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 3,066 $1.49M 0.23% +100 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,097 $1.49M 0.42% -16 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,061 $1.49M 0.34% +23 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,059 $1.49M 0.59% +836 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,058 $1.49M 2.14% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,057 $1.48M 0.49% -19 13F-HR Timeline