Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,441 $308K 0.15% +189 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 4,420 $307K 0.08% +24 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,420 $307K 0.04% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,420 $307K 0.08% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,500 $306K 0.22% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,412 $306K 0.23% 0 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 4,344 $306K 0.2% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,403 $305K 0.11% -195 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,400 $305K 0.2% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 4,391 $305K 0.16% -139 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,387 $304K 0.28% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,381 $304K 0.22% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,374 $303K 0.12% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,367 $303K 0.01% +289 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,366 $303K 0.2% -1,623 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,362 $303K 0.04% -864 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,359 $302K 0.09% -23 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,359 $302K 0.16% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,350 $302K 0.04% +1 13F-HR Timeline City State Bank More: the full row for City State Bank 4,345 $301K 0.09% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,344 $301K 0.1% +378 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,272 $301K 0.14% -1,804 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 4,323 $300K 0.29% +112 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,320 $300K 0.05% -960 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,312 $299K 0.21% +280 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,310 $299K 0.16% +13 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,309 $299K 0.04% -10 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,294 $298K 0.07% -422 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,289 $298K 0.07% -109 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,281 $297K 0.06% +114 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 4,270 $296K 0.06% -300 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,270 $296K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,267 $296K 0.27% +1,321 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,267 $296K 0.13% new 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 4,265 $296K 0.03% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,262 $296K 0.03% -266 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,260 $296K 0.16% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,252 $295K 0.08% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,248 $295K 0.13% +245 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,247 $295K 0.19% +761 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,245 $295K 0.08% -364 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,245 $295K 0.13% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,219 $293K 0.08% +466 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,210 $292K 0.09% -113 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,208 $292K 0.16% +108 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,204 $292K 0.06% -54 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,204 $292K 0.11% +2,566 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,201 $291K 0.27% +76 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,200 $291K 0.27% -425 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,200 $291K 0.18% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,197 $291K 0.07% -77 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,193 $291K 0.19% +5 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,192 $291K 0.09% -181 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,057 $290K 0.09% +112 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,173 $290K 0.16% +48 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,172 $289K 0.04% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,160 $289K 0.13% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,146 $288K 0.05% +46 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,144 $288K 0.09% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,142 $287K 0.12% -45 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,139 $287K 0.03% -478 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,137 $287K 0.06% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,144 $287K 0.09% -200 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,122 $286K 0.19% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,122 $286K 0.21% +329 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,121 $286K 0.07% -69 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,121 $286K 0.05% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,118 $286K 0.08% -486 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 4,112 $285K 0.42% +9 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,109 $285K 0.32% +1 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,102 $285K 0.06% -314 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,093 $284K <0.01% +117 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 4,087 $284K 0.26% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,082 $283K 0.28% -532 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,078 $283K 0.14% -2,817 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,122 $283K 0.03% +180 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,075 $283K 0.17% +355 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,061 $282K 0.25% -80 13F-HR/A Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,060 $282K 0.05% -900 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,038 $280K 0.05% -29 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,028 $279K 0.07% -1,239 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,024 $279K 0.07% -340 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,022 $279K 0.04% +36 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 4,011 $278K 0.19% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,011 $278K 0.04% -23 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 4,006 $278K 0.13% +2 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,000 $278K 0.09% +54 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 4,000 $278K <0.01% new 13F-HR/A Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 4,000 $278K 0.24% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 4,000 $278K 0.6% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,993 $277K 0.09% +424 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,993 $277K 0.05% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 3,995 $277K 0.03% -150 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,988 $277K 0.21% -700 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,991 $277K 0.01% +73 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,981 $276K 0.21% +5 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,976 $276K 0.15% +725 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,966 $275K 0.08% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,959 $275K 0.03% +138 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,955 $274K 0.15% +8 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,950 $274K 0.03% +415 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 11,561 $274K 0.16% 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,946 $274K 0.03% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,945 $274K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,945 $274K 0.06% +63 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,943 $274K 0.04% -13,429 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,937 $273K 0.08% -86 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,936 $273K 0.09% -83 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,926 $272K 0.12% +480 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 3,922 $272K 0.31% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,918 $272K 0.07% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,914 $272K 0.12% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,913 $271K 0.02% -325 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,903 $271K 0.17% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 3,903 $271K 0.13% -12 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,900 $271K 0.09% -673 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,895 $270K 0.04% -1,600 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,895 $270K 0.04% +41 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,894 $270K 0.07% -91 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,891 $270K 0.22% -870 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,884 $269K 0.06% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,867 $268K 0.03% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,859 $268K 0.07% +4 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 3,856 $268K 0.26% -1,020 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,855 $267K 0.05% -1,019 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,854 $267K 0.01% +126 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 3,836 $266K 0.56% -168 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,833 $266K 0.02% -87 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,872 $266K 0.24% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,814 $265K 0.02% +548 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,811 $264K 0.21% -885 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,808 $264K 0.02% -74 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,804 $264K 0.11% -225 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,802 $264K 0.14% +244 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,800 $264K 0.18% -416 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,799 $264K <0.01% +96 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,794 $263K 0.09% -193 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,794 $263K 0.16% -1,940 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,787 $263K 0.17% -32 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,764 $261K 0.12% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,764 $261K 0.06% +75 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,770 $261K 0.1% -334 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,748 $260K 0.08% -178 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,744 $260K 0.03% +339 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,740 $259K 0.2% -47 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,725 $258K 0.05% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,718 $258K 0.17% -58 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,618 $258K 0.37% 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,710 $257K 0.21% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,707 $257K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,707 $257K 0.02% -495 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 3,825 $257K 0.23% -762 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,688 $256K 0.05% -415 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,687 $256K 0.2% -348 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,677 $255K 0.12% +37 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3,677 $255K 0.24% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,672 $255K 0.05% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,660 $254K 0.12% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,654 $254K 0.16% +372 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,653 $253K 0.05% -533 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,650 $253K 0.04% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,650 $253K 0.1% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,642 $253K 0.06% 0 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 3,655 $252K 0.16% new 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 3,635 $252K 0.05% +386 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,629 $252K 0.06% +53 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,628 $252K 0.07% -19,392 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,622 $251K 0.09% +5 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,618 $251K 0.12% -290 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,610 $250K 0.09% -149 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,601 $250K 0.03% -50 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,598 $250K 0.02% -2,747 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,594 $249K 0.04% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,586 $249K 0.12% -353 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,615 $248K 0.09% -220 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,576 $248K 0.09% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,568 $248K 0.07% +293 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,568 $248K 0.2% -300 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,563 $247K 0.02% -48 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,561 $247K 0.03% -21 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,548 $246K 0.04% -106 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,539 $246K 0.14% -20 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,557 $245K 0.11% +10 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,629 $244K 0.2% -3,629 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,510 $244K 0.04% -12,736 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,507 $243K 0.21% -1,573 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,500 $243K 0.05% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,495 $242K 0.14% 0 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,493 $242K 0.2% +22 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,488 $242K 0.02% +135 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,480 $241K 0.12% +150 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,478 $241K 0.14% -41 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,475 $241K 0.04% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,470 $241K 0.04% -147 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,458 $240K 0.08% -917 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 3,453 $240K 0.07% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,453 $240K 0.03% +206 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,429 $238K 0.06% +3 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,428 $238K 0.04% -378 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,428 $238K 0.08% new 13F-HR Timeline