SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,048 $337K 0.02% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,026 $335K 0.06% -2,285 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,023 $334K 0.01% +302 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,003 $332K 0.07% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,000 $332K 0.05% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,000 $332K 0.28% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,990 $331K 0.06% +22 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,988 $330K 0.17% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,986 $330K 0.01% +392 13F-HR/A Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,984 $330K 0.2% -23,957 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,981 $330K 0.06% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,975 $329K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,972 $329K 0.07% +151 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,962 $328K 0.04% new 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,951 $326K 0.04% +152 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,948 $326K 0.05% +42 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,945 $326K 0.01% +179 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,943 $326K 0.03% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,935 $325K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,932 $324K 0.03% +2,009 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,916 $322K 0.06% -2,811 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,915 $322K 0.03% +121 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,910 $322K 0.02% +455 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 2,906 $321K 0.02% +399 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,895 $320K 0.01% -850 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,891 $320K 0.13% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,891 $320K 0.02% +55 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,863 $317K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,818 $316K 0.02% -15 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,844 $315K 0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,834 $313K 0.02% -80 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,824 $312K 0.02% +391 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,819 $312K 0.17% +317 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,815 $311K 0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,864 $310K 0.07% -221 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,800 $310K 0.17% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,785 $308K 0.12% +111 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,781 $307K 0.03% +2,779 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,770 $306K 0.03% -20 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,760 $305K 0.02% -341 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,757 $305K 0.09% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,750 $304K 0.01% -138 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,750 $304K 0.1% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,750 $304K 0.24% -500 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,749 $304K 0.14% +20 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,728 $302K 0.07% +165 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,700 $299K 0.15% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,694 $298K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,693 $298K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,679 $296K 0.01% +277 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,663 $295K 0.11% -104 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,649 $293K 0.15% -21 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,629 $291K 0.05% -362 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,612 $289K 0.05% +5 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,605 $288K 0.08% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,600 $288K 0.04% -63 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,600 $288K 0.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,600 $288K 0.04% 0 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 2,597 $287K 0.07% +78 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,585 $286K 0.02% +3 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,576 $285K 0.01% +6 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,567 $284K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,558 $283K 0.02% -381 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,558 $283K 0.06% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,555 $283K 0.07% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,543 $281K 0.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,538 $281K 0.03% +188 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,531 $280K 0.02% -200 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,516 $278K -94 Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,505 $277K 0.01% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,495 $276K 0.13% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,469 $273K 0.12% new 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,464 $272K 0.06% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,460 $272K 0.1% -127 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,460 $272K 0.06% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,456 $272K 0.06% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,451 $271K 0.03% -255 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,429 $269K 0.02% -408 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,427 $268K 0.12% -823 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,422 $268K 0.02% -19 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,419 $268K 0.01% +390 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,418 $267K 0.03% +662 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 2,404 $266K 0.08% +46 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,402 $266K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,398 $265K 0.02% +84 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,350 $264K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,393 $264K 0.01% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,384 $264K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,382 $263K 0.01% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,374 $263K <0.01% -28 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,367 $262K 0.03% +1 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,359 $261K 0.02% +4 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,356 $261K 0.03% -39,036 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,354 $260K 0.09% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,353 $260K 0.03% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,351 $260K 0.1% +15 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,348 $260K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,351 $259K 0.14% -2 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,338 $259K 0.01% +1 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,337 $258K 0.31% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,337 $258K 0.06% +2 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,324 $257K 0.12% -113 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,318 $256K <0.01% -50 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,317 $256K 0.01% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,314 $256K 0.16% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,303 $255K 0.06% +7 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,303 $255K <0.01% -548 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,300 $254K 0.02% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,294 $254K 0.01% -345 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,286 $253K 0.06% +33 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,285 $253K 0.03% 0 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 2,285 $253K 0.07% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,284 $253K 0.04% -91 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,279 $252K 0.12% +6 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,277 $252K 0.04% -333 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,255 $249K <0.01% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,230 $247K 0.12% -160 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,230 $247K 0.05% new 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,225 $246K 0.02% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,224 $246K 0.12% -60 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,223 $246K 0.13% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,223 $246K 0.2% new 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,222 $246K 0.01% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,200 $243K 0.02% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,200 $243K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,200 $243K 0.1% 0 13F-HR/A Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,200 $243K 0.06% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,195 $243K 0.03% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,194 $243K 0.11% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,189 $242K 0.04% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,187 $242K 0.04% new 13F-HR Timeline United Bank More: the full row for United Bank 2,184 $242K 0.1% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,172 $240K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,166 $240K 0 Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,162 $239K 0.07% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,158 $239K 0.04% new 13F-HR/A Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,153 $238K 0.15% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,138 $236K 0.01% +518 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,126 $235K 0.01% -147 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 2,125 $235K 0.01% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,126 $235K <0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,120 $234K 0.25% -8,680 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,119 $234K 0.04% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,113 $234K 0.77% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,111 $233K 0.13% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,107 $233K <0.01% -737 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,101 $232K <0.01% new 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 2,097 $232K 0.01% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,595 $232K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,093 $231K 0.03% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,596 $231K 0.06% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,086 $231K 0.1% -195 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,042 $230K 0.02% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,066 $228K 0.1% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,065 $228K 0.05% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,052 $227K 0.02% -1,363 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,051 $227K 0.02% -562 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,050 $227K 0.08% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,050 $227K 0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,039 $225K 0.02% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,039 $225K 0.04% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,038 $225K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,031 $225K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,030 $224K 0.01% -165 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,020 $223K 0.02% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,018 $223K 0.2% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,014 $223K 0.15% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,009 $222K 0.08% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,005 $222K 0.23% -694 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,000 $221K 0.07% new 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2,000 $221K 0.02% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,000 $221K 0.06% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $221K 0.05% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,000 $221K 0.04% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,000 $221K 0.11% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 2,000 $221K 0.15% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,999 $221K 0.08% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,005 $221K 0.15% +1,018 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,000 $221K 0.03% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,997 $221K <0.01% -34,152 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,987 $220K 0.09% new 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 1,986 $220K 0.05% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,985 $220K 0.01% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,982 $219K 0.21% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,973 $218K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,964 $217K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,938 $214K 0.01% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,934 $214K 0.08% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,924 $213K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,902 $210K 0.03% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,900 $210K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,897 $210K 0.01% +76 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,870 $210K 0.01% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,889 $209K 0.05% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,884 $208K 0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,881 $208K 0.01% -3,458 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,880 $208K 0.04% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 1,875 $207K 0.07% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,873 $207K 0.08% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,873 $207K 0.11% new 13F-HR Timeline