Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,069 $453K 0.24% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,072 $453K 0.03% +236 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,067 $453K 0.15% +13 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,065 $453K 0.03% -39 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,052 $451K 0.23% -175 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,039 $450K 0.09% -1,612 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 4,038 $450K 0.09% -50,271 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,033 $449K 0.09% +1,406 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,033 $449K 0.08% -82 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 4,033 $449K 0.13% +33 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,029 $449K 0.17% -18,313 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,027 $448K 0.34% -372 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,022 $448K 0.07% -10 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,018 $447K 0.16% +1,100 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,018 $447K 0.14% -96 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,016 $447K 0.03% -23 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,016 $447K 0.17% -979 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,015 $447K 0.07% -540 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,002 $446K 0.16% +190 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,001 $446K 0.05% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,001 $445K 0.06% -76 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,990 $444K 0.21% -141 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $443K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,977 $443K 0.49% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,986 $442K 0.24% -560 13F-HR/A Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,950 $440K 0.01% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,946 $439K 0.17% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,941 $439K 0.06% +1,099 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,930 $438K 0.17% -250 13F-HR Timeline BCK CAPITAL MANAGEMENT LP More: the full row for BCK CAPITAL MANAGEMENT LP 3,925 $437K 0.32% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,922 $437K 0.06% -355 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,914 $436K 0.12% -1,133 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,908 $435K 0.19% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,900 $434K 0.43% 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,897 $434K 0.03% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,890 $433K -6,564 Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,887 $433K 0.16% new 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,885 $433K 0.25% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,886 $433K 0.01% -378,080 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,873 $431K 0.08% -14 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,869 $431K 0.08% -450 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,868 $431K 0.23% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,853 $429K 0.13% -142 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,839 $427K 0.03% -1,370 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,832 $427K 0.38% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,826 $426K 0.08% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,826 $426K <0.01% +98 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,824 $426K 0.2% -12 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,823 $426K 0.08% +420 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,817 $425K 0.29% 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,805 $424K 0.05% -417 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,802 $423K 0.4% 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,800 $423K 0.29% -1,343 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,787 $422K 0.08% -123 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,786 $422K 0.15% +71 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,781 $421K 0.04% -50 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,781 $421K 0.41% 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,774 $420K 0.12% -490 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,770 $420K 0.06% -438 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,769 $420K 0.22% -15 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,768 $420K 0.31% -13 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 3,738 $418K 0.1% -147 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,754 $418K <0.01% -3,012 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 3,751 $418K 0.01% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,750 $418K 0.1% -474 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,748 $417K 0.32% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,743 $417K 0.14% -65 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,737 $416K 0.11% +147 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,735 $416K 0.24% -408 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,732 $416K 0.24% -188 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,726 $415K 0.32% +1,176 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,719 $414K 0.06% -78 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,718 $414K 0.03% -100 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,718 $414K 0.03% -630 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,714 $414K 0.01% -236 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,700 $412K 0.19% +833 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,680 $411K 0.21% -90 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,690 $411K 0.07% +441 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,681 $410K 0.19% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,680 $410K 0.06% +25 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,680 $410K 0.04% -33 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,671 $409K 0.31% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,671 $409K 0.05% +515 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,668 $408K 0.09% +850 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,665 $408K 0.02% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,665 $408K 0.23% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,655 $407K 0.38% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,655 $407K 0.06% -27 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,653 $407K 0.09% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,652 $407K 0.04% +8 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,650 $406K 0.2% -703 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 3,647 $406K 0.05% -170 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,634 $405K 0.11% -151 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,634 $405K 0.04% -115 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,634 $405K 0.27% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,620 $403K 0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,626 $403K 0.12% +387 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,616 $403K 0.01% -198 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,615 $403K 0.01% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,606 $402K 0.04% -785 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,594 $400K 0.1% -103 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,591 $400K 0.13% +211 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,590 $400K 0.04% -252 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,588 $400K 0.1% -14 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,586 $399K 0.32% +81 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 3,585 $399K 0.13% -596 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,585 $399K 0.2% +850 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,584 $399K 0.16% +859 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,582 $399K 0.09% -366 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,598 $399K 0.08% -149 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,580 $399K 0.08% -22 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,574 $398K 0.04% +8 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,573 $398K 0.03% -5 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,571 $398K <0.01% -314 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,570 $398K 0.05% -122 13F-HR/A Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,570 $398K 0.37% 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,566 $397K 0.02% -219 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,563 $397K 0.3% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,562 $397K 0.36% 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,558 $396K 0.01% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,557 $396K 0.27% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,555 $396K 0.26% -125 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,555 $396K 0.05% -7,413 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,550 $395K 0.43% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,536 $394K 0.22% +118 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,523 $392K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,518 $392K 0.05% -100 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,513 $391K 0.15% -384 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,509 $391K 0.06% -600 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,509 $391K 0.15% -237 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,506 $390K 0.21% -254 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,489 $390K 0.22% -299 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,503 $390K 0.12% -121 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 3,500 $390K 0.07% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 3,500 $390K 0.16% -300 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $390K 0.17% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,492 $389K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,485 $388K 0.05% -239 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,479 $387K 0.08% +626 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,471 $386K 0.09% +92 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,467 $386K 0.1% +1,387 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,467 $386K 0.08% +16 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,462 $385K 0.38% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,459 $385K 0.08% -3,649 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,455 $385K 0.12% +1,260 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,446 $384K 0.22% +1,101 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,439 $383K 0.19% -106 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,436 $383K 0.05% +32 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,434 $382K 0.04% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,431 $382K 0.31% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,427 $382K 0.06% +6 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,421 $381K 0.08% +264 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,412 $380K 0.17% +93 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,411 $380K 0.16% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,411 $380K 0.12% 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,410 $380K 0.11% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,410 $380K 0.1% -194 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,408 $379K 0.03% +133 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,398 $378K 0.03% -7 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,389 $377K 0.03% -853 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 3,386 $377K 0.09% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,375 $376K 0.08% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,395 $375K 0.09% -613 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 3,366 $375K 0.03% +16 13F-HR/A Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,365 $375K 0.17% +46 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,356 $374K 0.14% -656 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,349 $373K 0.09% -267 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,344 $372K 0.04% +124 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,340 $372K 0.14% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,335 $371K 0.34% 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,328 $371K 0.06% -1,431 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,328 $371K 0.08% -100 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,326 $370K 0.11% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,427 $370K 0.17% +24 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,323 $370K 0.19% -5 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,318 $369K 0.1% -655 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,309 $369K 0.18% -186 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,308 $368K 0.21% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,303 $368K 0.09% +139 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,289 $366K 0.02% +2 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,289 $366K 0.13% -1,067 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,274 $365K 0.18% -63 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,265 $364K 0.14% +1,377 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,261 $363K 0.02% -327 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,264 $363K 0.07% -151 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,255 $362K 0.14% -253 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,257 $362K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,241 $361K 0.03% -1,731 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,227 $359K 0.08% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,224 $359K 0.3% 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,216 $358K 0.06% -153 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,214 $358K 0.27% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,204 $357K 0.04% -5 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,204 $357K 0.06% +41 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,317 $357K 0.16% +1,055 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,201 $356K 0.3% -4,189 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,201 $356K 0.06% -38,715 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,192 $355K 0.25% 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,190 $355K 0.3% 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 3,189 $355K 0.11% +1 13F-HR Timeline