Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,200 $413K 0.08% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,200 $413K 0.09% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,276 $412K 0.01% +784 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,195 $412K 0.03% -194 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,190 $411K 0.02% -256 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,187 $411K 0.2% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,185 $411K 0.01% +476 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,170 $409K 0.12% -2,672 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,167 $408K 0.03% -35,866 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,165 $408K 0.05% -120 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,152 $406K <0.01% -1,006 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,151 $406K 0.05% +1,775 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,143 $405K 0.15% +363 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,120 $402K 0.14% +186 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,114 $401K 0.02% +1,700 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,106 $400K 0.27% -348 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,106 $400K 0.02% -1,054 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,097 $399K 0.08% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 3,080 $397K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,054 $394K 0.02% -486 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,008 $388K 0.18% -15 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,006 $388K 0.01% +1,288 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,000 $387K 0.12% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,998 $387K 0.03% -255 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,990 $386K 0.02% -45 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,989 $385K 0.08% -330 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,973 $383K 0.12% 0 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,958 $381K 0.02% -1,466 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,930 $378K 0.15% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,929 $378K 0.03% -288 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,905 $375K 0.04% -3 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,905 $375K 0.11% -40 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,905 $375K 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,894 $373K 0.05% +37 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,893 $373K 0.01% -130 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,867 $370K 0.01% -5,714 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,855 $368K 0.12% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,854 $368K 0.01% +1,089 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,841 $366K 0.09% -1,637 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,840 $366K 0.03% -40 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,835 $366K <0.01% +749 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,814 $363K 0.01% -353 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,682 $362K 0.06% -1,193 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,810 $362K <0.01% -350 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,809 $362K 0.08% +56 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,833 $361K 0.01% +81 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,083 $360K 0.03% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,758 $356K 0.27% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,816 $355K 0.12% +214 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,749 $354K 0.09% +40 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,746 $354K 0.02% -595 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 2,731 $352K 0.06% +890 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for Accredited Investors Inc. 2,708 $349K 0.02% -1,030 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,706 $349K 0.09% +1,789 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,682 $346K <0.01% -49 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,661 $343K 1.85% +89 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,650 $342K 0.03% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,648 $341K 0.03% -163 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,648 $341K 0.04% +456 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,640 $340K 0.03% -322 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,636 $340K 0.02% -13 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,627 $339K 0.14% +457 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,626 $339K <0.01% -10,537 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,625 $338K 0.02% +55 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,621 $338K 0.02% -14 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,615 $337K 0.06% -248 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,611 $337K 0.29% +83 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,604 $336K 0.04% -36 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. 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More: the full row for Eisler Capital Management Ltd. 2,511 $327K 0.01% +2,371 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,534 $327K 0.13% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,532 $326K 0.06% +164 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,520 $325K 0.02% 0 13F-HR Timeline Santori & Peters, Inc. 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More: the full row for SBI Securities Co., Ltd. 2,427 $313K 0.01% +1,288 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,410 $311K 0.08% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,400 $309K 0.01% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,400 $309K 0.13% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,377 $306K 0.32% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,376 $306K 0.15% -9 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,363 $305K 0.11% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,355 $304K 0.01% new 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,340 $302K 0.08% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,337 $301K 0.05% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,315 $298K 0.03% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,304 $297K 0.05% -51 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,307 $297K 0.04% 0 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,297 $296K 0.13% +498 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,294 $296K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,286 $295K 0.01% -388 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,280 $294K 0.06% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,316 $293K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,269 $293K <0.01% +386 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,259 $291K 0.02% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,250 $290K 0.18% -281 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,242 $289K 0.02% -62 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,238 $289K 0.15% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,231 $288K 0.02% +420 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,229 $287K 0.07% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,488 $287K <0.01% +2,282 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,219 $286K 0.01% +612 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,201 $284K 0.24% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,200 $284K 0.46% +800 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,200 $284K 0.07% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,199 $284K 0.02% +116 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,186 $282K <0.01% +100 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,177 $281K 0.01% -265 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,169 $280K 0.03% -81 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 2,157 $278K 0.04% -144 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,562 $278K 0.08% +471 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,156 $278K 0.05% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,153 $278K 0.01% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,150 $277K 0.16% -184 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,138 $276K 0.25% -586 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,113 $272K 0.06% +46 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,111 $272K 0.06% -6,554 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,100 $271K 0.07% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,086 $269K 0.1% -1,192 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,087 $269K 0.01% -194 13F-HR Timeline TLS Advisors LLC More: the full row for TLS Advisors LLC 4,000 $267K 0.78% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,061 $266K 0.04% +61 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,050 $264K 0.08% +65 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,048 $264K 0.11% +9 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,046 $264K 0.08% -1,177 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,037 $263K <0.01% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,029 $262K 0.09% -3,204 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,024 $261K 0.03% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,022 $261K 0.01% +45 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,022 $261K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,020 $260K 0.04% +234 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 2,017 $260K <0.01% -6,576 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,001 $258K 0.02% +198 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $258K 0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,000 $258K 0.52% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,000 $258K 0.12% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,998 $258K 0.19% +40 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,990 $257K 0.05% -95 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,974 $255K 0.08% +46 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,952 $252K <0.01% -597 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,951 $252K 0.2% -170 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,948 $251K 0.01% -1,470 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,944 $251K 0.01% +550 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,945 $251K 0.01% -2,783 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,938 $250K 0.09% -10 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,998 $250K 0.21% +62 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,920 $248K 0.01% +549 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,919 $247K 0.06% -250 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,916 $247K 0.08% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,915 $247K 0.03% -15 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,909 $246K 0.01% -63 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,905 $246K 0.03% +77 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,900 $245K 0.09% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,897 $245K 0.03% -135 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,882 $243K 0 Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,871 $241K 0.14% +175 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,847 $238K 0.1% +16 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,840 $237K 0.1% +400 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,837 $237K 0.07% -82 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,825 $235K 0.03% -198 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,820 $235K 0.01% +146 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,817 $234K 0.04% -1,075 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,810 $233K 0.02% +65 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,807 $233K 0.12% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,800 $232K 0.04% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,780 $229K 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,770 $228K 0.02% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,767 $228K 0.08% +97 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,764 $227K 0.02% +26 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,755 $226K 0.07% +1,734 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,750 $226K 0.04% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,747 $225K 0.06% -28 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,904 $225K 0.08% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,779 $224K 0.09% 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,739 $224K 0.04% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,734 $224K 0.1% +12 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for First Heartland Consultants, Inc. 1,706 $220K 0.02% -8 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,702 $219K 0.02% -93 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,700 $219K 0.14% 0 13F-HR Timeline