Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 6,479 $221K 0.17% +29 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,468 $221K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6,465 $220K 0.15% -1,004 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 6,405 $219K 0.05% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,400 $218K 0.12% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,387 $218K 0.17% +3 13F-HR/A Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,365 $217K 0.21% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,361 $217K 0.09% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,358 $217K 0.03% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,355 $217K 0.04% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,351 $217K 0.19% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,349 $217K 0.1% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,915 $216K 0.05% +239 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,323 $216K 0.1% +1,529 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,336 $216K 0.05% -100 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,330 $216K 0.18% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,312 $215K <0.01% +4,957 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,309 $215K 0.04% new 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 6,305 $215K 0.15% -1,100 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,297 $215K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,276 $214K 0.02% -2,181 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,265 $214K 0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,046 $214K 0.13% +111 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 6,230 $213K 0.06% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,202 $212K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,200 $212K 0.06% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 6,177 $211K 0.1% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,719 $211K 0.16% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,152 $210K 0.02% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 6,141 $210K 0.19% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,129 $209K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,100 $208K 0.07% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,080 $208K 0.11% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,091 $208K 0.01% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,084 $208K 0.05% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,075 $207K 0.12% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 6,068 $207K 0.13% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,065 $207K 0.06% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,060 $207K 0.07% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,041 $206K 0.1% +1,000 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,000 $205K 0.05% new 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 6,000 $205K 0.2% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 6,000 $205K 0.07% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 6,000 $205K 0.15% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 6,000 $205K 0.09% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,999 $205K 0.1% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,968 $204K 0.09% -3,099 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,956 $203K 0.03% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 5,933 $203K 0.06% new 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 5,900 $201K 0.15% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,892 $201K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,890 $201K 0.01% +313 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,888 $201K 0.06% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,900 $201K 0.08% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,889 $201K 0.14% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 5,880 $201K 0.07% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 5,875 $201K 0.08% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,875 $201K 0.12% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5,720 $195K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,700 $195K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5,554 $190K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,550 $189K 0.01% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,500 $188K 0.08% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,430 $185K 0.04% +100 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,427 $185K 0.02% +5,137 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,307 $181K 0.03% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 5,290 $181K 0.11% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,256 $179K 0.11% -7,397 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,178 $177K 0.01% +25 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,102 $174K 0.06% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5,057 $173K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,000 $171K 0.06% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,102 $170K 0.17% +81 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,960 $169K 0.15% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,960 $169K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,920 $168K 0.02% +2,200 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,891 $167K 0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,858 $166K 0.05% -80 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,810 $164K 0.08% +10 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,750 $162K 0.14% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,700 $160K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,662 $159K 0.14% +68 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,628 $158K 0.05% +73 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 4,500 $154K 0.11% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,500 $154K 0.06% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,360 $149K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,241 $145K 0.04% +68 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 4,230 $144K <0.01% +345 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,204 $144K 0.06% +3 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,175 $142K 0.11% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,147 $141K 0.12% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,128 $141K 0.01% -7,670 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,052 $138K 0.02% +259 13F-HR/A Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 4,036 $138K 0.08% -427 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,012 $137K 0.06% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,991 $136K 0.02% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,979 $136K 0.02% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,965 $135K 0.03% -185 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,836 $131K 0.06% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,800 $130K 0.01% -1,027 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,757 $128K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,663 $125K 0.04% -242 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,610 $123K 0.05% +626 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,570 $122K 0.02% +51 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,507 $120K 0.09% 0 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,493 $119K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,441 $117K 0.06% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,307 $113K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,300 $113K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,273 $112K 0.05% +51 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,238 $111K 0.02% +21 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,204 $109K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,200 $109K 0.1% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,047 $104K 0.03% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,000 $102K 0.08% -443 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,981 $102K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,900 $99K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,900 $99K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,793 $95.3K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,756 $95K 0.04% +6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,758 $94.2K 0.02% -13,449 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,728 $93.1K +100 Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,000 $92.1K <0.01% +500 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,650 $90.5K 0.07% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,641 $90.2K 0.01% -137 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,640 $90.1K 0.02% +1,040 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,566 $87.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,532 $86.4K 0.01% -400 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 2,500 $85.3K 0.04% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,444 $83.4K 0.03% -3,223 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,383 $81.4K <0.01% -10,279 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,366 $80.8K <0.01% +1,033 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,294 $78.3K 0.04% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,262 $77.2K 0.05% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,190 $74.8K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,150 $73.4K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,132 $72.8K 0.04% -165 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,092 $71.4K 0.01% +32 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,000 $68.3K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,000 $68K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,980 $67.6K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,250 $67.5K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,932 $66K 0.05% -219 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,858 $63.4K 0.04% +30 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,784 $60.9K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,629 $56K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,620 $55.3K 0.02% -2,684 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,600 $54.6K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,551 $53K 0.04% +24 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,513 $51.7K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $51.2K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,500 $51.2K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,443 $49.2K 0.04% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,437 $49.1K <0.01% +1,250 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,418 $48.4K 0.03% 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,400 $47.8K 0.04% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,398 $47.7K 0.02% +63 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,365 $46.6K 0.01% -783 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,323 $45.2K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,266 $43.2K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,250 $42.7K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,248 $42.5K <0.01% -1,253 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,200 $41K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,196 $40.8K 0.03% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,162 $39.7K 0.02% +18 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,133 $38.7K 0.02% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,109 $37.9K 0.04% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,247 $37.8K 0.01% +168 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,104 $37.7K 0.04% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,098 $37.5K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,073 $36.7K 0.02% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,050 $35.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,045 $35.7K <0.01% -1,317 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,025 $35K 0.04% -100 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,010 $34.5K 0.02% -407 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,000 $34.1K <0.01% -325 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,000 $34.1K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,000 $34.1K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,000 $34.1K <0.01% -500 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $34.1K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $34.1K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $34.1K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 977 $33.4K 0.01% +73 13F-HR Timeline MOTCO More: the full row for MOTCO 908 $31K <0.01% +100 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 904 $30.9K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 900 $30.7K <0.01% -360 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 900 $30.7K <0.01% 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 896 $30.6K 0.03% 0 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 875 $29.9K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 855 $29K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 836 $28.5K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 831 $28.4K 0.01% +131 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 819 $28K 0.02% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 782 $26.7K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 772 $26K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 750 $25.6K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 700 $24K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 694 $23.7K <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 684 $23.3K <0.01% -7 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 663 $22.6K 0.01% +2 13F-HR Timeline