Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,659 $661K 0.04% -1,020 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,648 $660K 0.61% -446 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 9,645 $660K 0.2% -1,402 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 9,621 $658K 0.18% +823 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 9,619 $658K 0.26% +387 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,716 $658K 0.07% +527 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,616 $658K 0.18% -359 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,583 $656K 0.2% +1,510 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,552 $654K 0.08% -4,487 13F-HR/A Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 9,550 $653K 0.28% -319 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,515 $651K 0.51% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 9,467 $648K 0.19% +830 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,466 $648K 0.04% +920 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,453 $647K 0.04% +81 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,441 $646K 0.39% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 9,441 $646K 0.05% +5,953 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,833 $646K 0.14% +135 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,423 $645K 0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,399 $643K 0.16% +2 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,395 $643K 0.25% -130 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,372 $641K 0.34% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,383 $641K 0.02% +628 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,337 $639K 0.05% +167 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 9,336 $639K 0.19% +5,400 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 9,187 $632K 0.05% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 9,226 $631K 0.05% +1,697 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,226 $631K 0.15% +630 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,220 $631K 0.28% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,199 $629K 0.21% +964 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 9,191 $629K 0.14% +3,034 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 9,176 $628K 0.15% +13 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 9,127 $624K 0.29% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 9,108 $623K 0.07% -180 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,107 $623K 0.14% -24 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,101 $623K 0.2% +184 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 9,100 $623K 0.07% -328 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,074 $621K 0.06% +301 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 10,134 $620K 0.01% +1,825 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,068 $620K 0.4% +370 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 9,056 $620K 0.26% -825 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,051 $619K 0.09% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 9,045 $619K 0.09% +1,167 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,042 $619K 0.11% -108 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,042 $619K 0.08% +74 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 9,015 $617K 0.12% -44 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,985 $615K 0.05% -415 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,973 $614K 0.01% +2,673 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 8,942 $612K 0.11% +136 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8,937 $611K 0.05% +97 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,911 $610K 0.07% -296 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,896 $609K 0.33% -426 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 8,873 $607K 0.25% -3,311 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 8,867 $607K 0.01% -604 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 8,865 $607K 0.21% +18 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,862 $606K 0.08% +666 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,851 $606K 0.15% -325 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,842 $605K 0.01% +5,043 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 8,841 $605K 0.14% +126 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,812 $603K 0.04% +15 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,782 $601K 0.2% +1,359 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,777 $601K 0.35% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,770 $600K 0.1% +468 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,759 $599K 0.06% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,756 $599K 0.23% -51 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,754 $599K 0.03% +916 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 8,754 $599K 0.04% -80 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,750 $599K 0.28% +1,743 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,740 $598K 0.27% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 8,736 $598K 0.02% 0 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,714 $596K 0.09% +420 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 8,694 $595K 0.57% -750 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,679 $594K 0.03% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 8,675 $594K 0.17% +47 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 7,622 $593K 0.12% +453 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,634 $591K 0.12% +396 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,388 $590K 0.15% -1,683 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,595 $588K 0.03% -1,732 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,559 $586K 0.04% -79,110 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,564 $586K 0.03% -20 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,551 $585K 0.17% -355 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,546 $585K 0.2% +1,108 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,544 $585K 0.18% 0 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 8,543 $585K 0.35% +109 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 8,539 $584K 0.36% +6,675 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,524 $583K 0.19% +11 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 8,523 $583K 0.37% +5 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 8,513 $582K 0.45% -846 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,508 $582K 0.19% -14 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,500 $582K 0.07% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,935 $580K 0.17% -205 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,477 $580K 0.39% -275 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,457 $579K 0.08% +286 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,442 $578K 0.03% -175 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 8,435 $576K 0.36% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,412 $576K 0.4% -116 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,410 $575K 0.07% +271 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,406 $575K 0.04% +782 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 8,360 $572K 0.37% -236 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,347 $571K 0.04% +848 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,327 $570K 0.09% +22 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,310 $569K 0.13% +16 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 8,307 $568K 0.11% +167 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,294 $567K 0.09% -100 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,270 $566K 0.15% +40 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 8,270 $566K 0.11% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,264 $565K 0.06% +1 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 8,261 $565K 0.11% +48 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,246 $564K 0.56% -263 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 8,244 $564K 0.03% -1,368 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 8,228 $563K <0.01% +5,228 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,217 $562K 0.11% +1,944 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,209 $562K 0.26% +2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,224 $562K 0.07% -254 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,199 $561K 0.31% +34 13F-HR Timeline American Trust More: the full row for American Trust 8,192 $560K 0.05% +1,912 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,175 $559K 0.04% +3,488 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,158 $558K 0.07% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 8,117 $555K 0.49% +417 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,115 $555K 0.19% +34 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,115 $555K 0.15% -1,680 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,101 $554K 0.31% +305 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,097 $554K 0.01% -3,700 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,093 $554K 0.3% +1,946 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 8,079 $553K 0.14% +119 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,077 $553K 0.04% -32 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,070 $552K 0.23% -223 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,054 $551K 0.07% +153 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,050 $551K 0.17% +367 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,043 $550K 0.27% -35 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,026 $549K 0.05% -66 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 8,021 $549K 0.06% +215 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,016 $548K 0.09% +894 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,009 $548K 0.2% +963 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 7,999 $547K 0.19% -595 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,569 $546K 0.11% -1,722 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,971 $545K 0.17% +145 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,968 $545K 0.33% -77 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,957 $544K 0.03% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,007 $544K 0.1% -306 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,946 $544K 0.07% -2,296 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,945 $544K 0.24% +124 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,934 $543K 0.07% +4,386 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,923 $542K 0.09% +627 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 7,888 $542K 0.02% new 13F-HR/A Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,905 $541K 0.37% +3 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,876 $539K 0.24% +4 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 7,871 $539K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,866 $538K 0.11% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,841 $536K 0.34% -180 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,838 $536K 0.04% -10 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 7,788 $535K 0.1% +625 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,608 $535K 0.18% -1,692 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,812 $534K 0.06% +2,050 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 7,788 $533K 1.16% -19 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,788 $533K 0.1% new 13F-HR/A Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 7,775 $532K 0.2% -2,870 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,754 $531K 0.11% +272 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,745 $530K 0.1% +117 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,740 $530K 0.03% +370 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 7,734 $529K 0.19% +557 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,723 $528K 0.06% +157 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,717 $528K 0.46% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,709 $527K 0.1% +42 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,703 $527K 0.32% +231 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 7,700 $527K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,677 $525K 0.02% +6 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 7,675 $525K 0.14% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 7,671 $525K 0.39% -1,500 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,666 $525K 0.05% +12 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,665 $524K 0.12% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,663 $524K 0.38% +742 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,651 $523K 0.13% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,632 $522K 0.4% +2,448 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,524 $522K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,620 $521K 0.04% -780 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,612 $521K 0.03% +1,319 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,607 $520K 0.37% -408 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,604 $520K 0.18% +24 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 7,602 $520K 0.33% +600 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 7,593 $520K 0.28% +2,057 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,583 $519K 0.3% +165 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,581 $519K 0.09% -2,870 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,576 $518K 0.17% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,569 $518K 0.51% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,564 $518K 0.11% +8 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,558 $517K 0.11% +954 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,553 $517K 0.07% -1,273 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,544 $516K 0.18% -463 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 7,533 $515K 0.75% -2,750 13F-HR/A Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,528 $515K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,500 $513K 0.13% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,497 $513K 0.26% +122 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 7,488 $512K 0.11% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 7,485 $512K 0.17% +1,055 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 7,468 $511K 0.37% +65 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,463 $511K 0.11% -192 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,444 $509K 0.15% +324 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 7,428 $508K 0.4% -30 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,427 $508K 0.14% -168 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,384 $508K 0.17% +679 13F-HR Timeline