Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 10,450 $5.2M 0.11% -135 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10,409 $5.18M 0.6% -1,097 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,399 $5.18M 2.53% +373 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,194 $5.08M 4.95% -97 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 10,075 $5.02M 3.55% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,052 $5.01M 0.74% +172 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,904 $4.93M 0.9% +315 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,698 $4.83M 0.84% +584 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,674 $4.82M 1.05% +382 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 9,619 $4.79M 0.15% -36 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 9,579 $4.77M 0.78% -100 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 9,512 $4.74M 0.34% -16 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,443 $4.7M 2.43% +25 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,422 $4.69M 1.12% -17 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,324 $4.64M 1.38% -600 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 9,288 $4.62M 2.13% +246 13F-HR/A Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 9,271 $4.62M 1.58% +303 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,217 $4.59M 0.95% -1,404 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9,140 $4.55M 0.78% -56 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,064 $4.51M 0.49% -589 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,875 $4.42M 0.83% -42 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,858 $4.41M 0.3% +238 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,825 $4.39M 0.54% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,825 $4.39M 0.54% +407 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,819 $4.39M 0.92% +719 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,751 $4.36M 0.87% +898 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,709 $4.34M 1.04% -21 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,534 $4.25M 1.83% +76 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,492 $4.23M 2.02% +72 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,368 $4.17M 0.31% +96 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,324 $4.14M 0.16% +1,756 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,269 $4.12M 0.23% -50 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,214 $4.09M 0.79% +5 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,135 $4.05M 0.78% -8 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 8,104 $4.04M 0.24% +850 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,003 $3.99M 0.33% +4,018 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,970 $3.97M 1.35% -1 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,921 $3.94M 0.33% +16 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 7,900 $3.93M 2.24% -70 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 7,880 $3.92M 0.49% +14 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,786 $3.88M 0.26% -9,102 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,762 $3.87M 0.83% +361 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,762 $3.87M 1.71% +3 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,701 $3.83M 0.4% +5,212 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,657 $3.81M 2.17% -35 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,634 $3.8M 0.3% -305 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 7,600 $3.78M 0.64% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 7,586 $3.78M 1.28% +218 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,523 $3.75M 0.67% -420 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,403 $3.69M 1.15% -1,294 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,120 $3.64M 0.16% +394 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,302 $3.64M 0.43% -223 13F-HR Timeline Scheeler Financial LLC More: the full row for Scheeler Financial LLC 7,280 $3.63M 2.74% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,975 $3.61M 0.3% +587 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 7,158 $3.56M 2.52% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 7,146 $3.56M 1.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,113 $3.54M 0.74% -96 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,026 $3.5M 0.91% -14 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 7,020 $3.5M 1.01% -33 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,018 $3.49M 1.81% -296 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,985 $3.48M 0.36% -120 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 6,881 $3.43M 2.11% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 6,855 $3.41M 1.33% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,852 $3.41M 1.83% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,709 $3.34M 2.15% -406 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,638 $3.31M 0.87% -56 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,607 $3.29M 0.61% +254 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,523 $3.25M 0.57% +2,300 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,500 $3.24M 0.62% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triad Investment Management More: the full row for Triad Investment Management 6,490 $3.23M 4.28% +158 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,460 $3.22M 1.03% -354 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,424 $3.2M 0.85% +522 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 6,423 $3.2M 1.41% +50 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,408 $3.19M 1.44% +14 13F-HR Timeline Trust Co More: the full row for Trust Co 6,367 $3.17M 0.28% -1,610 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,345 $3.16M 0.55% -226 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,273 $3.12M 0.05% -25 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,272 $3.12M 0.16% +2,403 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 6,257 $3.12M 1.38% -83 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,120 $3.05M 0.35% +76 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,113 $3.04M 1.66% -99 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,084 $3.03M 0.38% -279 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,933 $2.95M 1.03% +1,166 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,902 $2.94M 0.99% +10 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,851 $2.91M 0.5% -3,888 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,817 $2.9M 0.8% +173 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,813 $2.89M 1.04% +83 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,782 $2.88M 0.54% -304 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 5,762 $2.87M 1.96% -190 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 5,724 $2.85M 0.78% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,654 $2.82M 0.6% -329 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,648 $2.81M 0.4% +1,507 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,645 $2.81M 0.56% -6 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,576 $2.78M 0.24% -144 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,552 $2.76M 0.21% -62 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,549 $2.76M 0.27% -329 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,545 $2.76M 1.18% -47 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,530 $2.75M 0.28% +51 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,429 $2.72M 1% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,403 $2.69M 0.17% -82 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,402 $2.69M 1.25% -398 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,363 $2.67M 0.26% -119 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,271 $2.62M 1.58% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,238 $2.61M 1.3% -220 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,179 $2.58M 0.62% +12 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,125 $2.55M 0.35% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,100 $2.54M 0.21% -14 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,018 $2.5M 1.72% +10 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,006 $2.49M 1.64% +981 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,981 $2.48M 0.14% +229 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,972 $2.48M 1.82% -100 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 4,961 $2.47M 0.42% +126 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,876 $2.44M 1.01% -1,862 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,801 $2.39M 0.55% -2,462 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,731 $2.36M 0.96% -210 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,730 $2.36M 0.94% +11 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,897 $2.34M 0.35% -395 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 4,654 $2.32M 0.34% +2,352 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,652 $2.32M 0.45% -331 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,582 $2.28M 0.87% +26 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,556 $2.27M 0.91% -154 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,526 $2.25M 0.91% +67 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,114 $2.25M 1.21% +1 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,500 $2.24M 0.43% +1 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,487 $2.23M 0.54% +703 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,469 $2.23M 0.74% +808 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,458 $2.22M 0.21% +19 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,456 $2.22M 0.88% -64 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,395 $2.19M 0.41% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,367 $2.17M 1.4% +400 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,366 $2.17M 0.93% +158 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,352 $2.17M 0.61% -147 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,345 $2.16M 0.3% -72 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,325 $2.15M 0.27% -64 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 4,303 $2.14M 2.27% -1,725 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,219 $2.1M 0.73% +107 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,201 $2.09M 0.61% -3,570 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,191 $2.09M 0.12% +575 13F-HR Timeline Group Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 4,173 $2.08M 2.24% +189 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,142 $2.06M 1.23% -14 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 4,136 $2.06M 0.46% +69 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,119 $2.05M 0.33% -819 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,069 $2.03M 0.5% +225 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,057 $2.02M 1.47% -450 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,041 $2.01M 1.02% -94 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 3,966 $2.01M 0.23% -554 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,016 $2M 0.76% -42 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 3,991 $1.99M 0.32% -35 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,990 $1.99M 0.22% +48 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,939 $1.96M 0.35% -90 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,933 $1.96M 0.24% +464 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,915 $1.95M 1.17% -21 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,907 $1.95M 0.46% +2 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,879 $1.94M 0.61% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,896 $1.94M 0.15% -210 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,886 $1.94M 0.79% +80 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,857 $1.92M 0.31% +579 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,734 $1.86M 0.98% -18 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,717 $1.85M 1.1% -74 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,692 $1.84M 1.14% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,657 $1.82M 0.17% +21 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,627 $1.81M 0.62% -12 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,616 $1.8M 1.51% +11 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,513 $1.78M 0.33% -11 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,543 $1.76M 0.52% -75 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,524 $1.76M 0.92% -50 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,511 $1.75M 0.48% +60 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 3,477 $1.75M 0.87% -151 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,487 $1.74M 0.39% +613 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,464 $1.72M 0.12% -364 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,453 $1.72M 0.86% -1,220 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,441 $1.71M 1.24% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,425 $1.71M 0.33% +43 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,418 $1.7M 0.24% +1,385 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,387 $1.69M 0.78% +437 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,369 $1.68M 0.78% +1,455 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,362 $1.67M 0.18% +332 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,350 $1.67M 0.8% -19 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,327 $1.66M 0.45% -369 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,322 $1.65M 0.22% +460 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 3,295 $1.64M 0.52% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,221 $1.61M 0.9% +16 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,233 $1.61M 0.35% +359 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,229 $1.61M 0.55% -237 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,222 $1.6M 3.13% -76 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,210 $1.6M 0.77% +358 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,205 $1.6M 0.24% -184 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,114 $1.57M 0.78% -10 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,129 $1.56M 0.59% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,129 $1.56M 0.14% +217 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,104 $1.55M 0.96% -34 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,102 $1.54M 0.34% -65 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,094 $1.54M 0.24% -131 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,075 $1.53M 0.86% +24 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,966 $1.53M 0.18% -13 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,053 $1.52M 0.26% -5 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,049 $1.52M 1.4% +230 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,033 $1.51M 0.08% -106 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,007 $1.5M 0.24% -1 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,006 $1.5M 0.32% +1,756 13F-HR Timeline