OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,294 $2.1M 1.99% -135 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,282 $2.09M 1.73% +254 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,278 $2.09M 0.19% +4 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 5,274 $2.09M 0.12% -4,521 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,955 $2.09M 0.47% -714 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,258 $2.08M 0.68% +409 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,247 $2.08M 0.19% +67 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,234 $2.07M 0.81% +593 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,232 $2.07M 0.73% -26 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,223 $2.07M 0.24% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,179 $2.05M 0.24% -901 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,174 $2.05M 0.15% -30 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,173 $2.05M 0.74% +468 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,161 $2.05M 0.74% +474 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 5,150 $2.04M 0.53% +812 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,121 $2.03M 0.18% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,120 $2.03M 0.03% +375 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,118 $2.03M 1.33% +484 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,080 $2.02M 0.41% +50 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,098 $2.02M 0.15% +1,582 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 5,096 $2.02M 1.81% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,085 $2.02M 0.5% +1,191 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,084 $2.01M 0.14% +525 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,074 $2.01M 0.04% +2,179 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,069 $2.01M 0.52% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,062 $2.01M 0.79% -14 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 5,058 $2M 0.17% 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,050 $2M 0.03% -21 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,049 $2M 0.23% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,048 $2M 0.86% -624 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,022 $1.99M 0.65% +2,082 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,007 $1.98M 0.7% 0 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 5,000 $1.98M 0.12% 0 13F-HR/A Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,000 $1.98M 0.26% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,000 $1.98M 0.11% +161 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,980 $1.97M 0.32% +41 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,979 $1.97M 0.12% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,959 $1.97M 0.33% -55 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,942 $1.96M 0.46% -33 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,926 $1.95M 0.33% +800 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,915 $1.95M 0.03% +508 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,912 $1.95M 0.57% +349 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 4,900 $1.94M 0.68% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 4,278 $1.94M 0.16% +3,700 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,898 $1.94M 0.2% -153 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,870 $1.94M 0.3% +1,444 13F-HR/A Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,887 $1.94M +205 Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,883 $1.94M 0.24% +334 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,876 $1.93M 0.62% -10 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,868 $1.93M 1.1% 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 4,866 $1.93M 2.16% 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,862 $1.93M 1.77% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,852 $1.92M 0.08% +303 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,838 $1.92M 0.46% -1,360 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,822 $1.91M 0.52% +73 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,809 $1.91M 0.82% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,804 $1.9M 0.36% +3,314 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,800 $1.9M 1.25% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,797 $1.9M 1.33% -250 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.9M 1.15% 13F-HR Timeline Amount filed as zero, left out of ratios. COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,773 $1.89M 0.15% -690 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,772 $1.89M 0.18% +169 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 4,772 $1.89M 0.47% -216 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,741 $1.88M 1.9% -2,388 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,736 $1.88M 0.13% +30 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,731 $1.87M 1.04% +851 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,699 $1.87M 0.45% -1,111 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,720 $1.87M 0.27% -236 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 4,703 $1.86M 0.75% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,703 $1.86M 0.35% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,700 $1.86M 0.02% +474 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,690 $1.86M 0.39% +334 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 4,690 $1.86M -338 Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,687 $1.86M 0.9% +1,097 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,681 $1.86M 0.04% -245 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,641 $1.84M 0.32% +3,692 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,634 $1.84M 1.11% -9 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,585 $1.82M 0.12% -260 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 4,575 $1.81M 1.1% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,550 $1.8M 0.45% -5,700 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,540 $1.8M 0.56% -1 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 4,538 $1.8M 0.89% +914 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,870 $1.8M 2% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,513 $1.79M 0.17% -48 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,470 $1.77M 0.18% +66 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,468 $1.77M 0.15% +2,240 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,464 $1.77M 0.41% +562 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,455 $1.77M 0.24% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 4,454 $1.77M 1.91% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,451 $1.76M 0.05% +71 13F-HR Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,450 $1.76M 2.01% -100 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,441 $1.76M 0.1% +61 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,438 $1.76M 0.41% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,437 $1.76M 0.63% -10 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 4,432 $1.76M 2.55% 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 4,421 $1.75M 1.32% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,417 $1.75M 0.11% +539 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $1.74M 1.32% -4,455 13F-HR Timeline Amount filed as zero, left out of ratios. Community Bank, N.A. More: the full row for Community Bank, N.A. 4,399 $1.74M 0.21% +74 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,395 $1.74M 0.35% +19 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,390 $1.74M 0.15% -36 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,383 $1.74M 0.32% +1,086 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,382 $1.74M 0.18% -217 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,380 $1.74M 0.19% +1,175 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,708 $1.73M 0.51% +27 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,205 $1.73M 0.66% +2,520 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,353 $1.73M 0.55% +2,140 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,323 $1.71M 0.13% +256 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,318 $1.71M 0.11% -529 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,315 $1.71M 0.02% -210 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,301 $1.7M 0.21% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,298 $1.7M 0.19% -257 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,286 $1.7M 0.85% -170 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,282 $1.7M 1.04% -210 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,279 $1.7M 0.24% +263 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,279 $1.7M 0.88% new 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,278 $1.7M 0.97% -31 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,268 $1.69M 0.7% +58 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,264 $1.69M 0.04% +71 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,254 $1.69M <0.01% -253 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,240 $1.68M 0.14% +95 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,239 $1.68M 0.73% -214 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,234 $1.68M 0.89% -75 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,234 $1.68M 0.68% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,233 $1.68M 0.03% +2,126 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,220 $1.67M 0.32% +49 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,208 $1.67M 1.47% 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 4,202 $1.67M 0.9% +174 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,189 $1.66M 0.14% -83 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,188 $1.66M 0.05% -119 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,176 $1.66M 0.05% +663 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,169 $1.65M 0.19% +12 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,163 $1.65M 1.21% +233 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 4,150 $1.64M 0.08% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,141 $1.64M 0.11% +591 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 4,127 $1.64M 1% -486 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,123 $1.63M 0.79% +498 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,112 $1.63M 1.03% -118 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,071 $1.61M 0.09% +269 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,069 $1.61M 0.58% +944 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,065 $1.61M 0.05% +198 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,055 $1.61M 0.3% +1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,050 $1.61M 0.06% +1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,022 $1.59M 0.13% +312 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,021 $1.59M 0.1% +3 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,021 $1.59M 1.24% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,020 $1.59M 0.24% +1,370 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,020 $1.59M 0.72% -544 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,017 $1.59M 0.89% +141 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,016 $1.59M 1.08% +67 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,014 $1.59M 0.36% +391 13F-HR Timeline MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 4,000 $1.59M 1.74% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,999 $1.58M 0.36% -325 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,991 $1.58M 0.04% -790 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,551 $1.58M 0.18% -28 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,981 $1.58M 0.38% +13 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,806 $1.58M 0.38% +243 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,976 $1.58M 0.92% +156 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,972 $1.57M 0.6% -134 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,959 $1.57M 0.08% -39 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,959 $1.57M 0.23% +188 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,949 $1.57M 0.2% -89 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,934 $1.56M 0.28% 0 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 3,930 $1.56M 1.34% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,918 $1.55M 0.09% -5,225 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,904 $1.55M 0.25% -15 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,904 $1.55M 0.73% -137 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,876 $1.55M 0.05% new 13F-HR Timeline Group Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 3,901 $1.55M 1.2% 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,900 $1.55M 1.02% -21,725 13F-HR/A Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,891 $1.54M 0.21% +106 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,877 $1.54M 0.06% -130 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 3,876 $1.54M 0.05% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,860 $1.53M 0.66% -2,990 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,843 $1.52M 0.1% +595 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,837 $1.52M 0.47% -129 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,834 $1.52M 0.25% -5 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,811 $1.51M 0.7% +183 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,810 $1.51M 0.02% +68 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,791 $1.5M 0.48% +232 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,776 $1.5M 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,775 $1.5M 0.15% +150 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,759 $1.49M 0.46% +1,000 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,756 $1.49M 1.66% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,749 $1.49M 0.62% +1,459 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,083 $1.48M 0.34% -47 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,744 $1.48M 0.28% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,735 $1.48M 0.1% +1,109 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,733 $1.48M 0.6% +84 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,728 $1.48M 1.3% +16 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,721 $1.47M 0.78% +85 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,715 $1.47M 0.25% -687 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,711 $1.47M 0.17% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,711 $1.47M 0.04% -391 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,708 $1.47M 0.16% -9 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,685 $1.46M 0.84% +80 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,682 $1.46M 0.49% -4,187 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,670 $1.45M 0.88% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,669 $1.45M 0.43% -7 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,665 $1.45M 0.77% +930 13F-HR Timeline