Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,372 $340K 0.03% +1,063 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,345 $339K 0.21% -892 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,336 $338K <0.01% -2,895 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,323 $338K <0.01% -757 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,310 $337K 0.09% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,307 $337K 0.05% -200 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,301 $336K 0.17% -21 13F-HR Timeline Nokomis Capital, L.L.C. More: the full row for Nokomis Capital, L.L.C. 6,300 $336K 0.12% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,296 $336K 0.12% -8 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,288 $336K 0.06% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,276 $335K 0.04% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 6,251 $334K 0.1% -1,846 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,238 $333K 0.19% -449 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,238 $333K 0.05% +93 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,233 $333K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,222 $332K 0.05% -15 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 6,202 $331K 0.19% +143 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,174 $330K 0.04% +1,000 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,164 $329K 0.07% -12 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,144 $328K 0.04% +397 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,100 $326K 0.07% -8 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,093 $325K 0.13% -67 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,080 $325K 0.15% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,072 $324K 0.07% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,984 $323K 0.07% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,041 $323K 0.04% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,039 $322K 0.06% -1,138 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 6,006 $321K 0.16% -35,950 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,000 $320K 0.01% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,994 $320K 0.09% -228 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,987 $320K 0.01% 0 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 5,966 $319K 0.11% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,956 $318K 0.01% -315 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,944 $317K 0.02% -65 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,940 $317K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,926 $316K 0.04% -155 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,911 $316K 0.01% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,884 $314K 0.05% -59 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,861 $313K 0.01% -833 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,865 $313K 0.05% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,848 $312K 0.05% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,836 $312K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,828 $311K 0.05% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,716 $305K 0.23% +1,051 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,666 $303K 0.13% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,656 $302K 0.01% -5,017 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,639 $301K 0.16% +107 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,619 $300K 0.02% +25 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,609 $300K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,608 $299K <0.01% +5,452 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,569 $297K 0.07% -150 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,564 $297K 0.07% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,562 $297K 0.03% -1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,568 $297K 0.01% +1,401 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,349 $296K 0.09% -101 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,500 $294K 0.11% +345 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,500 $294K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,492 $293K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,466 $292K 0.01% +690 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,453 $291K 0.04% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,440 $290K 0.3% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,439 $290K 0.02% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,330 $290K 0.03% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 5,408 $289K 0.25% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,400 $288K 0.15% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,370 $287K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,362 $286K 0.01% -303 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,351 $286K 0.05% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,340 $285K 0.19% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,331 $285K 0.02% -200 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,300 $283K 0.02% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,300 $283K 0.04% +780 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 5,264 $281K 0.03% -175 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,222 $279K 0.01% +3,074 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,207 $278K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,207 $278K 0.01% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,170 $276K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,162 $276K 0.02% -70 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,138 $274K 0.01% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,129 $274K 0.09% -705 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,127 $274K 0.02% 0 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,108 $273K 0.05% 0 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,100 $272K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,071 $271K 0.08% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5,062 $270K 0.07% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,025 $270K 0.14% +107 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 5,052 $270K 0.1% -60 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,050 $270K 0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,048 $270K 0.05% new 13F-HR Timeline Group JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 5,041 $269K <0.01% -3,300 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,029 $269K 0.07% -67 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,020 $268K 0.03% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 5,000 $267K 0.02% 0 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,969 $265K 0.05% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 4,967 $265K 0.09% +3,926 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,960 $265K 0.13% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,950 $264K 0.02% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,925 $263K 0.08% -30 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 4,879 $261K 0.08% -12 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,877 $260K 0.06% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,863 $260K 0.02% -12 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,851 $259K 0.02% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,845 $259K -4,945 Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,838 $258K 0.04% -300 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 4,817 $257K 0.17% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,816 $257K 0.15% +54 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 4,810 $257K 0.56% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,795 $256K 0.2% -40 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,800 $256K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,793 $256K 0.11% -292 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 4,701 $251K 0.04% -60 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,700 $251K 0.19% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,690 $250K <0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,574 $249K 0.03% -99 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,661 $249K 0.07% -179 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,623 $247K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,618 $247K 0.02% -2,765 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,613 $246K 0.03% -395 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,609 $246K 0.06% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,602 $246K <0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,485 $244K 0.06% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 4,562 $244K 0.09% +41 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 4,536 $242K 0.04% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,527 $242K 0.04% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,522 $241K 0.02% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,510 $241K 0.1% -4,791 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,502 $240K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 214 $240K 0.03% -4,277 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,486 $240K 0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,479 $239K 0.01% 0 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 4,475 $239K 0.05% -17 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,474 $239K 0.04% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,470 $239K 0.04% -92 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,448 $238K 0.09% -703 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,415 $236K 0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,409 $235K 0.08% +139 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,400 $235K 0.2% -2,000 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,399 $235K 0.03% -18,468 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,392 $235K 0.04% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,375 $234K 0.02% -36,655 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,344 $232K 0.1% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 4,328 $231K 0.05% -160 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,300 $230K 0.02% +1,150 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,298 $230K 0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 4,258 $227K 0.01% +125 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,210 $227K 0.17% -392 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,242 $227K 0.04% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,204 $224K 0.1% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,255 $223K <0.01% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,128 $220K 0.15% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,120 $220K 0.04% -298 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,114 $220K 0.08% -393 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 4,111 $220K <0.01% new 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,104 $219K 0.14% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,101 $219K 0.02% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,100 $219K 0.2% -380 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,078 $218K <0.01% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,077 $218K 0.12% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,070 $217K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,068 $217K 0.11% -24 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,063 $217K <0.01% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,051 $216K 0.03% new 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 4,051 $216K 0.18% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,025 $215K 0.07% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,051 $215K 0.06% -270 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,017 $215K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,015 $214K 0.09% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,010 $214K 0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,998 $214K 0.06% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,987 $213K 0.1% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,953 $211K <0.01% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,932 $210K 0.01% -108 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,930 $210K 0.03% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,925 $210K 0.05% new 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,905 $209K 0.09% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,903 $208K 0.01% new 13F-HR/A Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,882 $207K 0.16% new 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,853 $206K 0.16% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,844 $205K <0.01% +2,170 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,840 $205K <0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,839 $205K 0.01% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,838 $205K 0.18% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,830 $205K 0.03% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,825 $204K 0.15% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,820 $204K 0.01% -950 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,815 $204K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,791 $202K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,786 $202K <0.01% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 3,777 $202K 0.09% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,775 $202K 0.1% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,767 $201K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,723 $199K 0.01% -767 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,701 $198K 0.01% -198 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,591 $195K 0.14% +250 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,656 $195K 0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,618 $193K 0.11% -2,508 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,601 $192K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,485 $186K 0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,470 $185K 0.03% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,375 $180K 0.08% -824 13F-HR Timeline