Tradewinds, LLC. More: the full row for Tradewinds, LLC. 16,717 $1.03M 0.29% +325 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 16,686 $1.03M 0.05% -18,418 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 16,658 $1.03M 0.67% -118 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 17,361 $1.03M 0.19% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 16,631 $1.03M 1.32% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 18,363 $1.02M 0.42% -106 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 16,590 $1.02M 0.23% -1,315 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 16,575 $1.02M 0.59% -3,119 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 16,492 $1.02M 0.56% +913 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 16,488 $1.02M 0.28% -913 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 16,410 $1.01M 0.1% +1,710 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 16,385 $1.01M 0.31% +4,610 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 16,380 $1.01M 0.61% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,378 $1.01M 0.21% +3,905 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16,366 $1.01M 0.17% +8,742 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 16,357 $1.01M 0.48% -26 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 16,416 $1.01M 0.08% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 17,734 $1.01M 0.09% +1,506 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 16,299 $1.01M 0.27% -1,275 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,284 $1M 0.1% -437 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,265 $1M 0.07% +51 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 16,260 $1M 0.9% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,249 $1M 0.42% +25 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 16,249 $1M 0.39% -434 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 16,246 $1M 0.21% -6,733 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 16,176 $998K 0.99% -469 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 16,175 $998K 0.28% -602 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 16,171 $998K 0.15% -1,154 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,169 $998K 0.23% -199 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 16,045 $990K 0.07% -36,249 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 16,038 $990K 0.89% +228 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 15,977 $986K 0.09% -300 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 15,959 $985K 0.73% -70 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 15,889 $981K 0.69% +595 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 15,880 $980K 0.31% -175 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 15,866 $979K 0.08% +88 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 16,956 $979K 0.1% -837 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 15,841 $978K 0.55% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 15,827 $977K 0.53% +1,515 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 15,779 $974K 0.57% +157 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 15,682 $968K 0.43% +3,792 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 15,674 $967K 0.26% -1,486 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 15,650 $966K 3.26% -22,000 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 16,287 $964K 0.31% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,514 $957K 0.13% +490 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,496 $956K 0.71% -420 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 16,422 $956K 0.1% +3,172 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,478 $955K 0.12% +812 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 15,466 $954K 0.13% -75 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,439 $953K 0.34% +2,843 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 15,436 $953K 0.06% +1,903 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 15,423 $952K 0.3% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 15,412 $951K 0.05% -4,641 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,364 $948K 0.02% -4,930 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 15,351 $947K 0.22% -12 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 17,788 $946K 0.44% +889 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 15,328 $946K 0.1% +4,090 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 15,321 $945K 0.56% +309 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,309 $945K 0.37% +138 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 15,296 $944K 0.4% -1,201 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 15,283 $943K 1.39% +24 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 15,272 $942K 0.19% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 15,251 $941K 0.62% +6,196 13F-HR/A Timeline Apriem Advisors More: the full row for Apriem Advisors 15,249 $941K 0.11% +514 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 15,245 $941K 0.14% +650 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,225 $940K 0.05% +360 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 15,211 $939K 0.26% -4 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 15,203 $938K 0.12% +47 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15,163 $936K 0.1% -1,619 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,146 $935K 0.15% -8,775 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 15,140 $934K 0.09% -416 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,409 $932K 0.27% +1,225 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 15,104 $932K 0.26% +869 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,076 $932K 0.11% +7,573 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 15,095 $932K 0.2% -3,028 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 15,073 $930K 0.51% -1,194 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,011 $926K 0.06% -1,009 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 15,000 $926K 0.06% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 14,997 $925K 0.19% -73 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 14,958 $923K 0.39% +375 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 14,875 $918K 0.21% -1,327 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,856 $917K 0.32% -1,297 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 14,855 $917K 0.02% -870 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 15,872 $916K 0.74% 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 14,782 $912K 0.16% +104 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 14,746 $910K 0.87% +513 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 14,714 $908K 0.58% -495 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14,681 $907K 0.35% -836 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 14,685 $906K 0.59% -259 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 14,638 $903K 0.37% -759 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,631 $903K 0.35% +93 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 14,611 $902K 0.61% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,591 $900K 0.43% -461 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 14,584 $900K 0.22% -157 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 14,561 $899K 0.3% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,556 $898K 0.2% +899 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14,549 $898K 0.23% -384 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 14,538 $897K 1.28% 0 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 14,531 $897K 0.67% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,485 $894K 0.06% -1,173 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 14,471 $893K 0.56% -1,483 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,459 $892K 0.23% -1,531 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 14,458 $892K 0.63% -150 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 14,448 $892K 0.25% -708 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 14,438 $891K 0.6% -208 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,405 $889K 0.07% -582 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 14,372 $887K 0.12% -1,761 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,348 $885K 0.06% -373 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 14,339 $885K 0.61% +2 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,338 $885K 0.06% +55 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 14,336 $885K 0.07% +461 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 14,285 $882K 0.68% -55 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 14,261 $880K 0.18% -777 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 14,251 $879K 0.12% -650 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 14,207 $877K 0.45% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 14,200 $876K 0.34% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,286 $874K 0.34% -8,965 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 14,168 $874K 0.05% +85 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 14,168 $874K 0.77% +925 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 14,171 $874K 0.83% -58 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 14,133 $872K 0.04% -715 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 14,132 $872K 0.33% -130 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 14,089 $869K 0.35% -210 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,074 $869K 0.08% -799 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 14,061 $868K 0.54% -300 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 14,028 $865K 0.25% +218 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 14,000 $864K 0.76% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,000 $864K 0.23% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 13,954 $861K 0.26% -102 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 13,928 $860K 0.92% -219 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 13,914 $859K 0.48% +278 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13,887 $857K 0.18% -250 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 13,831 $854K 0.1% -781 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 13,808 $852K 1.01% +114 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 13,778 $850K 0.22% -111 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 14,603 $849K 0.03% +2,651 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 13,685 $844K 0.15% +988 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,656 $843K 0.18% -1,948 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,578 $838K 0.87% -8,871 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 13,569 $837K 0.06% -1,648 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 13,565 $837K 0.12% +805 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 13,542 $836K 0.09% -4,486 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 13,500 $833K 0.3% -341 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 13,455 $830K 0.52% +400 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 13,455 $830K 0.18% -6,193 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 13,417 $828K 0.28% -517 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 13,380 $826K 0.43% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 13,371 $825K 0.07% +70 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 13,350 $824K 0.41% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 13,344 $823K 0.32% -560 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,332 $823K 0.53% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,303 $821K 0.36% -1,757 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,280 $819K 0.15% -456 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 13,211 $815K 0.92% -10,654 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,206 $815K 0.23% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 13,161 $812K 0.07% +1,144 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 13,134 $811K 0.45% -825 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 13,129 $810K 0.22% +56 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 13,091 $808K 0.06% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 13,090 $808K 0.06% -11,670 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,069 $806K 0.16% -655 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 13,044 $805K 0.61% +5 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 13,037 $805K 0.57% -140 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 13,020 $803K 0.16% 0 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,997 $802K 0.1% -6,222 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,974 $801K 0.01% +2,769 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,972 $801K 0.16% +1,148 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 12,972 $801K 0.1% +4,630 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 12,964 $800K 0.75% -1,115 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 12,944 $799K 0.25% +717 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 12,898 $797K 0.07% -90,431 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,898 $796K 0.03% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 12,893 $796K 0.33% -757 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,890 $795K 0.03% +2,187 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 14,253 $795K 0.57% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 12,867 $794K 0.32% -2,337 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,782 $789K 0.11% +1,814 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 12,765 $788K 0.44% -480 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,704 $784K 0.62% -2,103 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 12,700 $784K 0.42% +908 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 12,673 $782K 0.23% +285 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 12,604 $778K 0.38% -35 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,565 $775K 0.15% -513 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,550 $774K 0.22% +308 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,546 $774K 0.18% +592 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 12,505 $772K 0.61% +169 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 14,476 $770K 0.07% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 12,469 $769K 0.33% +5 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,467 $769K 0.08% -585 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,462 $769K 0.16% +176 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 12,400 $765K 0.87% +7,100 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 12,392 $765K 0.41% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,351 $762K 0.21% -720 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 12,340 $762K 0.24% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,314 $760K 0.72% +967 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,267 $757K 0.04% -229 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,259 $757K 0.34% -2,371 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 12,256 $756K 0.41% +9,980 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 12,232 $755K 0.14% +127 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 12,182 $752K 0.4% +3,869 13F-HR Timeline