Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 516 $411K 0.03% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 515 $410K 0.19% +21 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 514 $409K 0.02% -75 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 513 $408K 0.03% +1 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 511 $407K 0.25% +78 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 510 $406K 0.02% -103 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 509 $405K 0.04% -72 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 508 $405K 0.14% +7 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 508 $405K <0.01% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 508 $405K 0.04% +6 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 508 $405K 0.22% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 507 $404K 0.12% +3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 506 $403K 0.38% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 525 $403K 0.11% +17 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 506 $403K 0.01% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 501 $399K 0.16% +163 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $398K 0.03% 0 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 500 $398K 0.06% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 500 $398K 0.2% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 500 $398K 0.29% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 500 $398K 0.09% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 500 $398K 0.14% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 500 $398K 0.07% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 500 $398K 0.13% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 499 $398K 0.21% +3 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 494 $393K 0.01% -240 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 494 $393K 0.33% +23 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 493 $393K 0.06% -22 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 493 $393K 0.19% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 493 $392K 0.33% -24 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 491 $391K 0.03% -13 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 491 $391K 0.13% 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 491 $391K 0.03% +46 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 490 $390K 0.16% -54 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 489 $390K 0.22% -6 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 486 $387K 0.13% +170 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 486 $387K 0.2% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 485 $386K 0.26% -483 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 484 $385K 0.2% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 484 $385K 0.09% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 483 $385K 0.26% -9 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 482 $384K 0.01% +30 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 481 $383K 0.01% +57 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 481 $383K 0.04% +43 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 480 $382K 0.31% -25 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 479 $381K 0.06% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 478 $381K <0.01% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 478 $381K 0.04% -10 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 477 $380K 0.07% +183 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 476 $379K 0.16% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 476 $379K 0.23% +100 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 475 $378K 0.11% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 475 $378K 0.06% +16 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 475 $378K 0.07% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 474 $377K 0.19% +33 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 485 $376K 0.07% +35 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 472 $376K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 472 $376K 0.06% +107 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 471 $375K 0.25% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 471 $375K 0.07% +37 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 470 $374K <0.01% 0 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 469 $374K 0.15% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 467 $372K 0.09% +14 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 466 $371K 0.02% +135 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 466 $371K 0.1% +26 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 464 $370K 0.19% -4 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 464 $369K 0.15% +1 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 464 $369K 0.05% +7 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 463 $369K 0.06% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 462 $368K 0.08% +413 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 462 $368K 0.11% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 462 $368K 0.03% +33 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 461 $367K 0.3% +1 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 461 $367K 0.17% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 461 $367K 0.13% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 460 $366K 0.07% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 460 $366K 0.05% +25 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 465 $365K 0.21% +2 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 457 $364K 0.04% +34 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 456 $363K 0.05% +13 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 456 $363K 0.05% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 459 $361K 0.09% +1 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 451 $359K 0.26% -20 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 451 $359K 0.11% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 450 $358K 0.21% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 450 $358K 0.1% +5 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 448 $357K 0.01% +18 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 448 $357K 0.15% 0 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 447 $356K 0.05% -1,553 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 447 $356K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 446 $355K 0.04% -52 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 445 $354K 0.03% +8 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 445 $354K <0.01% -1,468 13F-HR Timeline Group Westwood Wealth Management More: the full row for Westwood Wealth Management 445 $354K 0.13% +50 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 445 $354K 0.04% -52 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 444 $354K 0.01% +106 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 444 $354K 0.06% +31 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 443 $353K 0.1% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 443 $353K 0.14% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 442 $352K 0.01% new 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 441 $351K 0.03% +112 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 441 $351K 0.05% +34 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 441 $351K 0.12% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 440 $350K 0.22% -98 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 439 $349K 0.21% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 437 $348K 0.04% -200 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 437 $348K 0.05% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 437 $348K 0.42% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 437 $348K 0.15% +2 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 435 $346K 0.01% +110 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 435 $346K 0.13% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 433 $345K 0.16% -10 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 433 $345K 0.05% +1 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 430 $342K 0.16% +9 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 428 $341K 0.07% +23 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 427 $340K 0.06% -38 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 427 $340K 0.01% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 421 $339K 0.04% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 425 $338K 0.05% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 421 $335K 0.05% -87 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 421 $335K 0.22% -32 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 421 $335K 0.2% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 420 $334K 0.13% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 432 $333K 0.1% -394 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 418 $333K 0.14% +7 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 418 $333K 0.04% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 417 $332K 0.07% +1 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 436 $330K 0.01% +31 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 414 $330K 0.04% +32 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 412 $328K 0.08% +12 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 411 $327K 0.03% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 411 $327K 0.33% 0 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 411 $327K 0.08% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 410 $327K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 409 $326K 0.04% +76 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 408 $325K 0.2% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 407 $324K 0.36% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 406 $323K 0.25% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 406 $323K 0.25% -41 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 404 $322K 0.29% +398 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 404 $322K 0.3% -85 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 403 $321K 0.18% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 403 $321K 0.06% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 402 $320K 0.04% -886 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 402 $320K 0.04% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 400 $319K 0.02% -3 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. 400 $319K 0.02% 0 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 400 $319K 0.1% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 400 $319K 0.19% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 400 $319K 0.04% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 400 $318K 0.22% +1 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 400 $318K 0.13% +56 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 399 $318K 0.07% -19 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 399 $318K 0.08% +52 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 398 $317K 0.04% +1 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 397 $316K 0.04% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 396 $315K 0.01% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 395 $315K 0.05% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 395 $315K 0.03% -3 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 394 $313K 0.07% -42 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 393 $313K <0.01% +58 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 392 $312K 0.04% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 391 $311K 0.01% -1 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 391 $311K 0.16% +1 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 390 $311K 0.21% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 389 $310K 0.11% -14 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 388 $309K 0.1% +13 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 386 $307K 0.02% -302 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 386 $307K 0.08% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 386 $307K 0.5% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 385 $307K 0.21% -69 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 385 $306K 0.05% +13 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 382 $304K 0.06% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 382 $304K 0.22% +5 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 381 $304K 0.16% +1 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 381 $303K 0.09% -2 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 381 $303K 0.02% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 379 $302K 0.09% +1 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 379 $302K 0.05% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 379 $302K 0.06% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 378 $301K 0.04% -19 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 378 $301K 0.06% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 378 $301K 0.09% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 425 $301K 0.02% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 376 $299K 0.3% -128 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 375 $299K 0.06% -663 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 375 $299K 0.15% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 373 $297K 0.08% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 373 $297K 0.04% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 370 $295K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 370 $295K 0.09% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 368 $293K 0.05% +8 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 368 $293K 0.04% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 365 $291K 0.06% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 364 $290K 0.16% +18 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 364 $290K 0.08% -53 13F-HR/A Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 364 $290K 0.02% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 367 $290K 0.08% +14 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 363 $289K 0.08% +6 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 362 $288K 0.06% -24 13F-HR Timeline