Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,161 $349K 0.14% -124 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,161 $349K 0.09% -15 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,160 $349K 0.03% -264 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,160 $349K 0.04% +175 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,157 $348K 0.08% +761 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,156 $348K 0.16% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,155 $348K 0.09% -350 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,155 $347K 1.28% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,153 $347K 0.02% +67 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,152 $347K 0.03% +117 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,152 $347K 0.16% new 13F-HR/A Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,075 $346K 0.07% +430 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,151 $346K 0.15% -723 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,150 $346K 0.07% +83 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,148 $346K 0.02% +167 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,148 $345K 0.11% +1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,148 $345K 0.03% +90 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,147 $345K 0.01% -1 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 1,146 $345K 0.02% -400 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,146 $345K 0.09% -5 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,144 $344K 0.09% +38 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 1,142 $344K 0.05% -36 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,141 $343K 0.25% -133 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,135 $342K 0.04% +25 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,135 $341K 0.04% +12 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,133 $341K 0.07% -238 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,133 $341K 0.18% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,130 $340K 0.1% -639 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,128 $339K 0.19% +5 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,126 $339K 0.08% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 1,124 $338K 0.09% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,114 $335K 0.04% 0 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 1,112 $335K 0.07% new 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,112 $334K 0.03% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,111 $334K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,109 $334K 0.06% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,293 $333K 0.1% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,105 $333K 0.12% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,105 $332K 0.23% -3 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,105 $332K 0.02% +22 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,057 $332K 0.15% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,104 $332K 0.05% +17 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,103 $332K 0.08% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,102 $332K 0.1% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,101 $331K 0.03% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,100 $331K 0.2% +300 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 1,099 $331K 0.14% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,097 $330K 0.15% +85 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,096 $330K 0.15% -32 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,094 $329K 0.27% -2 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,094 $329K 0.09% +6 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,090 $328K 0.03% +28 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,091 $328K 0.03% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,089 $328K 0.07% +209 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,087 $327K 0.01% new 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,087 $327K 0.07% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,083 $326K 0.02% new 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,083 $326K 0.17% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,082 $325K 0.05% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,081 $325K 0.19% -10 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,080 $325K 0.08% +52 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,079 $325K 0.15% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,076 $324K 0.31% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,076 $323K 0.28% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,074 $323K 0.11% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,073 $323K 0.04% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,068 $321K 0.23% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,067 $321K 0.04% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,066 $321K 0.01% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 1,062 $320K 0.09% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,059 $319K 0.05% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,057 $318K 0.01% +12 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,057 $318K <0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,235 $318K 0.26% -9 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,056 $318K 0.05% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,055 $317K 0.04% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,054 $317K 0.14% -17 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,054 $317K 0.06% +2 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,052 $317K 0.29% -19 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,052 $316K 0.17% -23 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,050 $316K 0.04% -125 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,050 $315K 0.07% +75 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 1,047 $315K 0.14% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,045 $314K 0.02% -55 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,044 $314K 0.11% +1 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,043 $314K 0.07% -160 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,042 $313K 0.07% -411 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,041 $313K 0.2% +10 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,040 $313K 0.06% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,040 $313K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,038 $313K 0.05% +26 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,039 $313K 0.31% -14 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,039 $312K 0.4% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,038 $312K 0.04% -24 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,038 $312K 0.01% +35 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,038 $312K 0.01% +32 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,038 $312K 0.06% 0 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,036 $312K 0.18% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,033 $311K 0.05% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,033 $311K 0.05% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,033 $311K 0.21% +96 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,032 $310K 0.12% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,032 $310K 0.05% +30 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,031 $310K 0.04% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,031 $310K 0.08% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,028 $309K 0.13% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,026 $309K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,025 $308K 0.1% +23 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,023 $308K 0.04% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,021 $307K 0.07% -16 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,020 $307K 0.1% +1 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,019 $307K 0.23% +117 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,019 $307K 0.19% +116 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,020 $306K 0.2% +188 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,017 $306K 0.04% +186 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,016 $306K 0.02% -133 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,014 $305K 0.04% +773 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 1,012 $304K 0.14% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,007 $303K 0.3% -250 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,004 $302K 0.1% +100 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 933 $281K 0.19% +38 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 933 $281K 0.08% +92 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 932 $280K 0.06% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 931 $280K 0.06% +1 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 931 $280K 0.17% -17 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 930 $280K 0.09% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 927 $279K 0.13% -62 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 925 $278K 0.03% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 926 $278K 0.09% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 924 $278K 0.06% new 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 923 $278K 0.19% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,472 $278K 0.15% +2 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 920 $277K 0.05% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 920 $277K 0.05% +106 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 918 $276K 0.02% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 917 $276K 0.21% +51 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 916 $276K 0.05% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 915 $275K 0.08% -4,717 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 915 $275K 0.16% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 914 $275K 0.03% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 914 $275K 0.12% +79 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 913 $275K 0.1% +23 13F-HR Timeline