SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,097 $694K 0.01% -803 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,083 $692K 0.08% -1,375 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 6,066 $690K 0.44% +74 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,056 $689K 0.04% +132 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,041 $687K 0.16% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,027 $686K 0.3% +65 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,025 $685K 0.21% -141 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,024 $685K 0.29% -316 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,008 $684K 0.04% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 6,002 $683K 0.25% -56 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,988 $681K 0.17% +53 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,982 $681K 0.15% +2,536 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,977 $680K 0.06% +25 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,926 $674K 0.21% -3,553 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,921 $674K 0.16% -726 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,913 $673K 0.02% +465 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,425 $671K 0.34% +56 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,889 $670K 0.23% -426 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 5,885 $670K 0.19% -158 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,878 $669K 0.08% -877 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,876 $669K 0.2% +89 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,864 $667K 0.11% -866 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,855 $666K 0.05% +3,260 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,840 $664K 0.09% +598 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,840 $664K 0.53% +166 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,825 $663K 0.08% -228 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,820 $662K 0.03% +2,472 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,810 $661K 0.17% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 5,787 $658K 0.79% new 13F-HR/A Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,418 $657K 0.29% -2,985 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,770 $656K 0.26% -384 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,253 $656K 0.26% -126 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,766 $656K 0.14% +775 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,713 $654K 0.19% 0 13F-HR/A Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,730 $652K 0.15% -70 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,713 $650K 0.03% -609 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,711 $650K 0.33% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,687 $647K 0.09% -1,383 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,686 $647K 0.06% -174 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,680 $646K 0.07% +80 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,670 $645K 0.01% +168 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,669 $645K 0.04% -1,226 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,669 $645K 0.38% -50 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,642 $642K 0.22% -83 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,642 $642K 0.04% -652 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,642 $642K 0.13% -100 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,635 $641K 0.1% +195 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,635 $641K 0.14% -404 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,614 $639K 0.23% -12 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,594 $636K 0.27% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 5,593 $636K 0.07% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,590 $636K 0.06% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,586 $636K 0.02% +29 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,317 $635K 0.02% -1,232 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,578 $635K 0.09% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,578 $635K 0.17% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 5,570 $634K 0.29% -295 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,564 $633K 0.5% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,540 $630K 0.06% +4 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 5,539 $630K 0.91% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,517 $628K 0.03% -8 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,512 $627K 0.16% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,509 $627K 0.33% -71 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,506 $626K 0.21% -714 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,514 $626K 0.1% -222 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,492 $625K 0.11% -115 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,489 $625K 0.23% -92 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,486 $624K 0.07% -1 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,469 $622K 0.22% -228 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 5,468 $622K 0.35% 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 5,465 $622K 0.65% -4,343 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,548 $621K 0.56% +45 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,448 $620K 0.01% -366 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 5,443 $619K 0.11% +18 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,438 $619K 0.05% -127 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,414 $616K 0.01% -1,419 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,400 $614K 0.29% -223 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,049 $614K 0.12% -288 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 5,395 $614K 0.29% -64 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,391 $613K 0.4% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,383 $612K 0.32% -127 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 5,371 $611K 0.11% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,358 $610K 0.13% +61 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,355 $609K 0.27% +1,615 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,344 $608K 0.07% -171 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,334 $607K 0.12% +339 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,332 $607K 0.09% +71 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,319 $605K 0.21% -782 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,314 $605K 0.02% +83 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,309 $604K 0.06% -2,037 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,305 $604K 0.24% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,301 $603K 0.02% -588 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,256 $602K 0.33% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,289 $602K 0.06% +1,037 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,254 $602K 0.04% -1,638 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,280 $601K 0.08% -65 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,275 $600K 0.36% +270 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 5,268 $599K 0.25% +2,296 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 5,266 $599K 2.42% -276 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,260 $598K 0.32% 13F-HR/A Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 5,254 $598K 0.36% -56 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,250 $597K 0.07% -146 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,227 $595K 0.14% -200 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,221 $594K 0.02% -137 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,215 $593K 0.08% -48 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,207 $592K 0.03% +521 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,204 $592K 0.26% -192 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,203 $592K 0.2% 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 5,631 $591K 0.35% -2,077 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,193 $591K 0.01% -7,535 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,185 $590K 0.21% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,185 $590K 0.05% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 5,178 $589K 0.56% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,159 $587K 0.04% -8,512 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,352 $586K 0.01% +2,331 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,149 $586K 0.04% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,147 $586K 0.16% -3 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 5,147 $586K 0.47% 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,143 $585K 0.11% -136 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,142 $585K 0.09% -515 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 5,125 $583K 0.21% -695 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 5,120 $583K 0.05% -249 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,117 $582K 0.33% -2,320 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,112 $582K 0.17% +47 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,112 $582K 0.11% +507 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,110 $581K 0.06% +380 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 5,103 $581K 0.46% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,070 $581K 0.08% -475 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,102 $580K 0.17% -13,282 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,092 $579K 0.07% -1,150 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,090 $579K 0.43% +22 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,070 $577K 0.12% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,069 $577K 0.09% +271 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,065 $576K 0.09% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,063 $576K 0.18% +263 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,054 $575K 0.21% +749 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,012 $574K 0.02% -88 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,043 $574K 0.1% -78 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,040 $573K 0.06% -135 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,035 $573K 0.3% -100 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,030 $572K 0.25% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,019 $571K 0.16% -50 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 5,000 $569K 0.03% 0 13F-HR/A Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,000 $569K 0.79% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,990 $568K 0.09% +181 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,983 $567K 0.09% -4 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,976 $566K 0.11% -860 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 4,963 $565K 0.37% -2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,979 $565K 0.15% +1,446 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,964 $565K 0.16% -40 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,940 $563K 0.07% -90 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,948 $563K 0.08% -2,594 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,948 $563K 0.3% -200 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,948 $563K 0.38% +24 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,935 $561K 0.07% -11 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,918 $560K 0.05% -534 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,901 $558K 0.18% +228 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,901 $558K 0.03% -159 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,898 $557K 0.1% +298 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,880 $555K 0.3% -2,859 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,066 $555K 0.05% -5,464 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,868 $554K 0.13% -35 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,861 $553K 0.05% +1,449 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,855 $552K 0.1% -537 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,854 $552K 0.03% -357 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,845 $551K 0.28% -16 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,845 $551K 0.11% +147 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,840 $551K 0.08% +55 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,838 $550K 0.17% -1,020 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,836 $550K 0.03% +58 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,828 $549K 0.03% +2,311 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,825 $549K 0.14% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,824 $549K 0.11% -675 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,823 $549K 0.04% +428 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,812 $547K 0.04% +546 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,810 $547K 0.07% -24,328 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,808 $547K <0.01% +242 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,808 $547K 0.32% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,805 $547K 0.2% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,807 $547K 0.09% -112 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,803 $546K 0.13% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,802 $546K 0.05% -10 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,801 $546K 0.22% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,783 $544K 0.24% -315 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,765 $542K 0.13% -1,132 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,765 $542K 0.03% -621 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,764 $542K 0.05% -495 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,760 $542K 0.26% -90 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,754 $541K 0.22% +73 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 4,750 $540K 0.1% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,748 $540K 0.01% -581 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,782 $539K 0.07% +111 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,738 $539K 0.28% -436 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,731 $538K 0.02% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 4,731 $538K 0.08% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,718 $537K 0.18% -15 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,688 $537K 0.04% +102 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 4,710 $536K 0.18% -571 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,707 $536K 0.14% -10 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,703 $535K 0.38% -386 13F-HR Timeline