Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,070 $891K 0.41% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,069 $890K 0.1% -2,100 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,067 $889K 0.14% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,067 $889K 0.59% -30 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,066 $889K 0.25% -199 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,057 $885K 1.22% +1,038 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,055 $884K 0.1% +17 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,051 $883K 0.03% -95 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,048 $881K 0.34% -943 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,047 $881K 0.01% -954 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,046 $880K 0.06% +354 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,043 $879K 0.04% +378 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,042 $879K 0.02% +100 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,042 $879K 0.34% +10 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,041 $878K 0.08% -53 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,040 $878K 0.57% +112 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,029 $873K 0.14% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,027 $872K 0.22% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,025 $871K 0.07% -24 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 2,024 $871K 0.34% +50 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,023 $870K 0.17% -44 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,020 $869K 0.01% -112 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,017 $868K 0.24% +157 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,556 $867K 0.36% +1,009 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 2,012 $866K 0.65% +1,058 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 1,975 $865K 0.86% -62 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,008 $864K 0.18% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. 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More: the full row for CHATHAM CAPITAL GROUP, INC. 1,925 $828K 0.12% -294 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,925 $828K 0.28% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,925 $828K 0.12% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,923 $827K 0.41% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,923 $827K 0.06% +624 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,920 $826K 0.21% -102 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,910 $822K 0.17% -14 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,907 $821K 0.45% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,899 $817K 0.27% -219 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,895 $815K 0.08% -616 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,870 $813K 0.03% -920 13F-HR Timeline North Capital, Inc. 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More: the full row for Capital Advantage, Inc. 1,851 $796K 0.1% -400 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,851 $796K 0.26% -1,311 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,850 $796K 0.72% +50 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 1,850 $796K 0.63% -1,161 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,847 $795K 0.14% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,846 $794K 0.1% +64 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,833 $789K 0.24% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,832 $788K 0.12% -1,673 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,831 $788K 0.4% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,827 $786K 0.39% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,826 $786K 0.08% +10 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,825 $785K 0.28% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,817 $782K 0.06% +317 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,816 $781K 0.09% -140 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,816 $781K 1.75% -226 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,813 $780K 0.1% +218 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,812 $780K 0.19% -66 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,807 $778K 0.45% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,806 $777K 0.05% +1,117 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,806 $777K 0.04% +189 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,806 $777K 0.25% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,799 $777K 0.26% -107 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,805 $777K 0.15% +1,727 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,802 $775K 0.44% -160 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,800 $775K 0.17% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,798 $774K 0.03% +80 13F-HR Timeline SAXON INTERESTS, INC. 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Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,740 $749K 0.1% +490 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,740 $747K 0.16% -5,930 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,736 $747K 0.14% -279 13F-HR Timeline Madden Advisory Services, Inc. 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More: the full row for Stamos Capital Partners, L.P. 1,689 $727K 0.11% -928 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,686 $726K 0.25% -5 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,687 $726K 0.22% +754 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,685 $725K 0.46% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,667 $717K 0.06% -81 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,666 $717K 0.16% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,665 $716K 0.75% +167 13F-HR Timeline Fortitude Advisory Group L.L.C. 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More: the full row for Clark Capital Management Group, Inc. 1,608 $692K <0.01% +705 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,602 $689K 1.33% -29 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,597 $687K 0.24% -44 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,565 $685K 0.25% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,592 $685K 0.37% +368 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,728 $685K 0.29% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,590 $684K 0.02% -436 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,586 $682K 0.02% +47 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,586 $682K 0.09% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,583 $681K 0.04% +55 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,580 $680K 0.67% +1,523 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,503 $680K 0.33% +1,070 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,578 $679K 0.6% 0 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 1,575 $678K 0.23% 0 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,575 $678K 0.49% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,570 $676K 0.06% +65 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,570 $676K 0.12% -200 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,569 $675K 0.29% -90 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,567 $674K 0.02% +3 13F-HR/A Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,565 $673K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,565 $673K 0.51% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,564 $673K 0.13% +976 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,562 $672K 0.16% -258 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,560 $671K 0.11% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,558 $670K 0.13% +381 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 1,557 $670K 0.37% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,555 $669K 0.36% -31 13F-HR/A Timeline