FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,698 $534K 0.17% +110 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,697 $534K 0.11% -32 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,694 $534K 0.21% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,690 $534K 0.31% +2,860 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,690 $534K 0.02% +133 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,686 $533K 0.24% -190 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,685 $533K 0.12% -83 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,676 $532K 0.53% -30 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,669 $531K 0.11% -35 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,660 $530K 0.1% -768 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,626 $526K 0.31% -470 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,626 $526K 0.12% -5,393 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,624 $526K 0.06% -195 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4,623 $526K 0.1% +4,116 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,585 $522K 0.16% -3,906 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,584 $522K 0.06% -35 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,581 $521K 0.33% -155 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,579 $521K 0.15% -161 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,577 $521K 0.2% +12 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,566 $520K 0.08% -643 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,566 $519K 0.03% +1,295 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,563 $519K 0.09% -11 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,547 $517K 0.38% 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,544 $517K 0.12% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,532 $516K 0.09% -133 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,526 $515K 0.34% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,523 $515K 0.17% +211 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,503 $512K 0.51% +2,177 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,502 $512K 0.29% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,496 $512K 0.02% +81 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 4,462 $511K 0.17% +185 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,490 $511K 0.06% -169 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,484 $510K 0.14% +127 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,480 $510K 0.32% 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,480 $510K 0.14% -60 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,477 $509K 0.06% -80 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,436 $508K 0.05% +87 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,464 $508K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,456 $507K 0.18% +4,283 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,453 $507K <0.01% -254,012 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,444 $506K 0.11% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,440 $505K 0.01% -174 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,439 $505K 0.4% -3 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,430 $504K 0.15% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,428 $504K 0.07% +24 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 4,427 $504K 0.06% +772 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,427 $504K 0.17% -561 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,420 $503K 0.08% -70 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,417 $503K 0.28% -503 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,413 $502K 0.37% -162 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 4,400 $501K 0.14% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,396 $500K 0.02% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,423 $499K 0.05% -42 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,386 $499K 0.28% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,356 $499K 0.13% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,383 $499K 0.1% -1,289 13F-HR Timeline TOBAM More: the full row for TOBAM 4,371 $497K 0.12% +4,206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,364 $496K 0.06% -1,063 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4,000 $496K 0.17% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,357 $496K 0.16% +490 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,352 $495K 0.4% 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,349 $495K 0.08% -24 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,347 $495K 0.63% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,334 $493K 0.1% +1,523 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,323 $492K 0.23% -1,214 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,321 $492K 0.04% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,308 $491K 0.04% -109 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,388 $491K 0.08% +177 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,311 $490K 0.09% -501 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 4,300 $489K 0.29% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,297 $489K 0.19% -20 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,288 $488K 0.16% +506 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,278 $487K 0.73% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,270 $486K 0.05% +914 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,266 $485K 0.04% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,262 $485K 0.06% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,257 $484K 0.07% +115 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,245 $483K 0.42% -453 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,240 $481K 0.04% -72 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,214 $479K 0.3% +122 13F-HR/A Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,211 $479K 0.08% -117 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,211 $479K <0.01% -2,138 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,207 $479K 0.42% -318 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,206 $479K 0.02% -158 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 4,197 $478K 0.36% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,172 $475K 0.07% +113 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,169 $474K 0.16% -469 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,157 $473K 0.07% -32 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,156 $473K 0.15% +63 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,151 $472K 0.01% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,196 $471K 0.12% -212 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,127 $469K 0.11% +27 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,118 $469K 0.03% +128 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,105 $467K 0.42% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,099 $466K 0.13% -80 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,072 $466K 0.09% +41 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,090 $465K 0.23% +226 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,086 $465K 0.35% -669 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,086 $465K 0.35% +31 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,085 $465K 0.16% +7 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,060 $465K 0.22% -743 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 4,080 $464K 0.18% 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,077 $464K 0.35% +384 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,062 $462K 0.2% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,056 $461K 0.02% +85 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,045 $460K 0.08% +55 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 891 $460K 0.27% -2,942 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 4,033 $459K 0.12% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,019 $457K 0.1% -180 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,016 $457K 0.02% -149 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,009 $456K 0.09% -7 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $455K 0.06% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,969 $455K 0.1% +2,170 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,990 $454K 0.23% -25 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,979 $453K 0.11% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,978 $453K +131 Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,975 $452K 0.07% +1,291 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,964 $451K 0.2% +110 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,957 $450K 0.12% -1,950 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,950 $449K 0.01% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,016 $449K 0.16% -625 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,948 $449K 0.02% -579 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,945 $449K 0.06% -260 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,950 $448K 0.34% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,938 $448K 0.14% +54 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,937 $448K 0.18% -188 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,933 $447K 0.13% 0 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 3,928 $447K 0.17% -50 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,920 $446K 0.07% -304 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,915 $445K 0.05% +5 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,900 $444K 0.34% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 3,892 $443K 0.33% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,884 $442K 0.04% +432 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 3,880 $441K 0.41% 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,880 $441K 0.04% -128 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,851 $441K 0.06% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,874 $441K 0.05% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,866 $440K 0.09% 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,852 $438K 0.45% +1,326 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,853 $438K 0.02% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,831 $436K 0.05% +82 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,828 $435K 0.03% -50 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,826 $435K 0.3% +179 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,815 $434K 0.01% new 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,812 $434K 0.05% -389 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,810 $433K 0.21% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,802 $433K 0.09% +78 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,797 $432K 0.16% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,793 $432K 0.29% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,793 $431K 0.09% +66 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,789 $431K 0.16% -4,325 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,791 $431K 0.04% -33,418 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,787 $431K 0.18% +628 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,782 $430K 0.01% +99 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,769 $429K 0.02% -323 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,737 $428K 0.03% -804 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,758 $428K 0.41% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,753 $427K 0.13% -1,896 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 3,739 $425K 0.16% 13F-HR/A Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,738 $425K 0.37% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,735 $425K 0.1% +3,131 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,726 $424K 0.32% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,722 $423K 0.23% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,719 $423K 0.07% -700 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,718 $423K 0.04% +152 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,713 $422K 0.15% -84 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,709 $422K 0.44% -105 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,679 $419K 0.11% +965 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,655 $418K 0.08% -1,482 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,675 $418K 0.07% -658 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,675 $418K 0.09% +203 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,665 $417K 0.01% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,647 $415K 0.04% -219 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,640 $414K 0.04% -686 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,634 $413K 0.09% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,633 $413K 0.02% -636 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,621 $412K 0.05% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,619 $412K 0.06% -455 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,614 $411K 0.03% +216 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,613 $411K 0.04% -23 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,612 $411K 0.14% -65 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,600 $411K 0.02% +1,800 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,586 $408K 0.02% +219 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,312 $408K 0.1% -293 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,580 $407K 0.19% +80 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,575 $407K 0.09% -1,000 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,568 $406K 0.12% -70 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,567 $406K 0.03% -379 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,690 $406K 0.18% +829 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,562 $405K 0.29% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,552 $404K 0.16% +13 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,546 $403K 0.18% -469 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,604 $403K 0.12% -38 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,541 $403K 0.18% -418 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,539 $403K 0.04% +18 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,536 $402K 0.19% -10 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,530 $402K 0.02% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 3,528 $401K 0.07% +29 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,521 $401K 0.17% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,520 $401K 0.05% -108 13F-HR Timeline