Summer Road LLC More: the full row for Summer Road LLC 1,842 $178K 0.12% +1,382 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,841 $177K 0.08% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,827 $176K 0.01% +30 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,797 $173K 0.05% +200 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,795 $173K 0.02% -31 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,790 $173K 0.11% -9 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,781 $172K 0.06% -76 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,779 $171K 0.18% +250 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 1,749 $169K 0.05% -800 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 1,750 $169K 0.2% -636 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,738 $168K 0.09% -1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,732 $167K 0.06% -5,696 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,724 $166K 0.07% -108 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,708 $165K 0.09% -855 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,698 $164K 0.04% -3,364 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,690 $163K 0.1% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,665 $160K 0.01% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,661 $160K 0.04% -2,783 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,650 $159K 0.01% +50 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,629 $157K 0.08% +10 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,624 $157K 0.53% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,600 $154K 0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,591 $153K 0.02% +22 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,584 $153K 0.01% -175,900 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,599 $151K 0.01% +1,161 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,555 $150K 0.01% +31 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,534 $148K 0.01% -89 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,503 $145K 0.03% -90 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,497 $144K 0.02% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,480 $143K 0.07% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,464 $141K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,447 $139K 0.04% +39 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,440 $139K 0.04% +333 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,421 $137K 0.07% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,419 $137K 0.07% +195 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,387 $134K 0.39% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,381 $133K <0.01% -47 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,362 $131K 0.07% -98 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,275 $129K 0.03% -58 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,335 $129K 0.05% -5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,308 $126K 0.05% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,300 $125K 0.07% +301 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,300 $125K <0.01% 0 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,295 $125K 0.07% -9 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,270 $122K 0.06% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,250 $120K 0.07% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,250 $120K 0.02% -45 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1,241 $120K 0.1% -200 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,225 $118K 0.01% -6,063 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,202 $116K 0.03% -203 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,185 $114K 0.07% +278 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,158 $112K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,149 $111K 0.01% +3 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 965 $110K 0.13% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,136 $109K 0.08% +24 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,123 $108K 0.06% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,117 $108K 0.04% -39 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,115 $107K 0.06% +5 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,093 $105K 0.05% +1 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,074 $104K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,037 $100K 0.01% -62 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,035 $99.8K 0.01% +7 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,030 $99.3K 0.02% -43 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,030 $99.3K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,027 $99K 0.02% +47 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,020 $98.3K 0.1% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,014 $97.8K 0.02% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,007 $97.2K 0.08% +494 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,000 $96.4K 0.1% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 999 $96.3K 0.03% -25 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 990 $95K 0.02% -3 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 804 $91.5K 0.03% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 948 $91.4K 0.09% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 945 $91K 0.02% -430 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 943 $91K 0.01% -557 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 944 $91K <0.01% -778 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 922 $89K 0.03% -20 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 920 $88.7K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 912 $87.9K 0.01% +181 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 897 $86.5K 0.02% +162 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 892 $86K 0.07% -8 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 884 $85.3K 0.07% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 883 $85.1K 0.07% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 877 $84.5K 0.03% +245 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 870 $83.9K 0.02% -329 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 832 $80.2K 0.03% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 826 $79.6K 0.02% -403 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 824 $79.4K 0.04% +6 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 809 $78K 0.04% -207 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 800 $77.1K <0.01% -308 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 792 $76.3K 0.05% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 783 $75.5K 0.03% 0 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 780 $75.2K 0.07% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 771 $74.3K 0.01% -3,852 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 756 $72.9K 0.01% -389 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 584 $72.4K 0.03% -1,600 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 742 $71.5K 0.05% +16 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 619 $70.9K 0.03% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 735 $70.8K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 731 $70.5K 0.03% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 729 $70.3K 0.01% -26 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 725 $69.9K <0.01% 0 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 721 $69.5K 0.07% -208 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 714 $68.8K 0.03% -19 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 707 $68.1K 0.01% -3 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 700 $67.5K 0.06% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 685 $66K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 676 $65.2K 0.01% +84 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 662 $63.8K 0.05% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 655 $63.3K 0.09% -29 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 639 $61.6K 0.03% +39 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 637 $61.4K 0.27% -641 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 632 $60.9K 0.03% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 629 $60.7K 0.02% +29 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 629 $60.6K 0.05% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 624 $60.2K 0.01% -295 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 622 $59.9K 0.01% -90 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 611 $58.9K 0.02% -2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 605 $58.4K 0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 601 $57.9K 0.02% -1 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $57.8K 0.05% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 594 $57.2K 0.06% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 578 $55.7K 0.01% +405 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 545 $52.6K 0.01% +33 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 543 $52.3K 0.01% +200 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 534 $51.5K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 533 $51.4K 0.03% -701 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 532 $51.3K 0.05% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 528 $51K 0.01% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 515 $49.6K 0.03% -125 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 512 $49.3K 0.05% +3 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 507 $48.9K 0.02% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 506 $48.8K 0.03% +156 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 505 $48.7K 0.03% +56 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 504 $48.6K 0.02% -133 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 500 $48.2K 0.03% new 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 500 $48.2K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 499 $48.1K 0.03% +11 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 491 $47.3K 0.02% -378 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 488 $47K 0.23% -21 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 480 $46.3K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 478 $46.1K 0.02% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 475 $45.8K 0.05% -48 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 471 $45.4K 0.04% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 452 $43.6K 0.02% -3 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 442 $42.6K 0.01% +437 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 426 $41K 0.02% -1,000 13F-HR Timeline Security National Bank More: the full row for Security National Bank 425 $41K 0.01% +25 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 421 $40.6K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 412 $39.7K 0.02% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 412 $39.7K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 411 $39.6K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 390 $39.6K 0.03% +1 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 411 $39.6K 0.03% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 402 $38.7K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 401 $38.7K <0.01% -109 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 400 $38.6K 0.02% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 400 $38.6K 0.02% -633 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 395 $38.1K 0.01% -2,102 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 404 $38K 0.01% -148 13F-HR/A Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 394 $38K 0.01% +7 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 388 $37.4K 0.01% new 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 384 $37K <0.01% -330 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 382 $36.8K 0.02% +20 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 379 $36.5K 0.03% +2 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 371 $35.8K 0.01% -24 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 371 $35.8K 0.01% -1,786 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 368 $35.5K 0.02% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 366 $35K 0.01% -55 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 361 $34.8K 0.03% +269 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 356 $34.3K 0.02% +42 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 358 $34K 0.01% -81 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 348 $33.5K 0.01% +12 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 337 $32.5K <0.01% new 13F-HR/A Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 335 $32.3K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 302 $32.1K 0.01% +7 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 331 $31.9K 0.02% +41 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 330 $31.8K <0.01% new 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 320 $31.6K 0.02% -35 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 325 $31.3K 0.03% -181 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 317 $31K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 317 $30.6K 0.02% +143 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 315 $30.4K 0.04% -200 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 310 $29.8K 0.01% +85 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 308 $29.7K 0.03% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 308 $29.7K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 308 $29.7K 0.02% +24 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 305 $29.4K 0.02% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 301 $29K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 301 $29K 0.02% -230 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 300 $28.9K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 298 $28.7K 0.01% +46 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 289 $27.9K 0.02% -64 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 279 $26.9K 0.01% +61 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 277 $26.7K <0.01% +24 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 267 $25.7K 0.01% +5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 267 $25.7K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 255 $25.2K 0.02% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 255 $24.6K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 253 $24.4K 0.01% +91 13F-HR Timeline