Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,974 $857K 0.02% +59 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,972 $856K 0.13% +38 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,970 $856K 0.5% +70 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,967 $855K 0.42% +2,931 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,955 $851K 0.12% +51 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,950 $850K 0.16% 0 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,944 $848K 0.19% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,942 $848K 0.05% +263 13F-HR/A Timeline Finivi Inc. More: the full row for Finivi Inc. 2,940 $847K 0.68% +120 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,934 $845K 0.14% -3,027 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,934 $845K 0.14% +361 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,933 $845K 0.22% +17 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,930 $844K 0.58% -126 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,925 $843K 0.29% -50 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,922 $842K 0.22% +373 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,920 $841K 0.41% -12 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,915 $840K 0.69% +363 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,903 $836K 0.18% +106 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 2,901 $836K 0.45% -173 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,898 $835K 0.36% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,886 $832K 0.11% +1,082 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,886 $832K 0.18% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,884 $831K <0.01% -1,082 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,879 $830K 0.72% -30 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,869 $827K 0.62% -50 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,866 $826K 0.03% -520 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,864 $825K 0.06% +421 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,864 $825K 0.06% +78 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,607 $822K 0.1% +1,507 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,846 $820K 0.24% -35,465 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,844 $819K 0.47% +36 13F-HR Timeline United Bank More: the full row for United Bank 2,841 $819K 0.34% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,833 $816K 0.04% +131 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,806 $809K 0.04% +40 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,805 $808K 0.17% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,800 $807K 0.4% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,800 $807K 0.25% -20 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,800 $807K 0.46% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,798 $806K 0.07% +2,796 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,787 $803K 0.63% +175 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,786 $803K 0.2% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,782 $802K 0.01% -250 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,782 $802K 0.06% +23 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,780 $801K 0.59% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,765 $797K 0.24% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,762 $796K 0.03% -3,210 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,761 $796K 0.11% -46 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,759 $795K 0.28% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,757 $794K 0.31% -25 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,750 $792K 0.32% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 2,748 $792K 0.55% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,742 $790K 0.2% +61 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,738 $789K 0.43% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,560 $788K 0.09% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,251 $787K 0.06% 0 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,730 $787K 0.79% -174 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,689 $786K 0.32% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,727 $786K 0.56% +200 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,723 $785K 0.01% new 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,720 $784K 0.8% +290 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,720 $784K 0.1% +1,400 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,720 $784K 0.36% -9 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,716 $783K 0.14% +587 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,713 $782K 0.01% +119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Finward Bancorp More: the full row for Finward Bancorp 2,712 $781K 0.68% +25 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,712 $781K 0.1% +223 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,710 $781K 0.16% +18 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,707 $780K 0.05% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,705 $779K 0.21% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,705 $779K 0.3% 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,700 $778K 0.18% +261 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 2,700 $778K 0.37% +300 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,690 $775K 0.13% +219 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,684 $773K 0.09% new 13F-HR Timeline Group Heritage Investment Group, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,634 $759K 0.1% -40 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,625 $756K 0.04% +118 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,620 $755K 0.63% +1,335 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 2,618 $754K 0.7% -401 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,618 $754K 0.54% +7 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,617 $754K 0.05% -81 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,616 $754K 0.24% +201 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,610 $752K 0.49% +130 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,604 $750K 0.21% +1,346 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,597 $748K 0.38% -850 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,595 $748K 0.09% -280 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,715 $747K 0.54% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,622 $745K 0.05% -20 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,578 $743K 0.27% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,576 $742K 0.03% +984 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,575 $742K 0.03% -8 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,573 $741K 0.11% +9 13F-HR Timeline Alternative Investment Advisors, LLC. 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More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,545 $733K 0.57% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,541 $732K 0.07% +229 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,539 $732K 0.06% +103 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,510 $723K 0.33% +14 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,505 $722K 0.2% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,500 $720K 0.03% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,500 $720K 0.21% new 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,500 $720K 0.1% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for AIFG Consultants Ltd. 2,257 $650K 1.07% +433 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,254 $649K 0.11% -200 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,247 $647K 0.22% +405 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,246 $647K 0.06% -20 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,170 $647K 0.12% -61 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,240 $645K 0.33% +100 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,239 $645K 0.15% +137 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,234 $644K 0.15% +1,117 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 2,233 $643K 0.47% +770 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,232 $643K 0.05% +5 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,219 $639K 0.26% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,216 $638K 0.08% -370 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,213 $638K 0.09% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,212 $637K 0.05% +230 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,201 $634K 0.1% -1,235 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,198 $633K 0.19% -9 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,197 $633K 0.22% -150 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,196 $633K 0.02% -13,788 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,195 $633K 0.09% +565 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,192 $632K 0.13% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,182 $629K 0.17% -50 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,180 $628K 0.6% -150 13F-HR Timeline