E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,990 $725K 0.16% +13 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,982 $723K 0.08% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,980 $722K 0.19% -66 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,977 $722K 0.12% -496 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,974 $721K 0.1% +434 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 2,960 $718K 0.54% 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,959 $717K 0.19% -60 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,955 $716K 0.07% +71 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,949 $715K 0.3% -846 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,946 $714K 0.38% +396 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,940 $713K 0.57% +262 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,935 $711K 0.26% -265 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,934 $711K 0.03% -283 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,933 $711K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,411 $711K 0.31% -332 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,932 $711K 0.2% -2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,932 $711K 0.5% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,928 $710K 0.31% -370 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,928 $710K 0.07% +539 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,928 $710K 0.08% -32 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 2,927 $709K 0.46% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,912 $706K 0.12% -21 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,912 $706K 0.19% +157 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,905 $704K 0.07% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 2,905 $704K 0.23% -10 13F-HR/A Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,902 $703K 0.68% 0 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,900 $703K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,899 $703K 0.18% +150 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,893 $701K 0.3% -21 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,886 $700K 0.03% -22 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,886 $699K 0.24% +4 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,882 $699K 0.08% 0 13F-HR Timeline United Bank More: the full row for United Bank 2,883 $699K 0.23% -1,477 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,877 $697K 0.33% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,876 $697K 0.21% +5 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,869 $696K 0.11% +134 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,868 $695K 0.47% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,864 $694K 0.07% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,862 $694K 0.11% -2,035 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,859 $693K 0.32% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,855 $692K 0.38% -4 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,846 $690K 0.12% -214 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,844 $689K 0.06% +9 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,905 $689K 0.11% +376 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,831 $688K 0.05% -422 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,827 $685K 0.04% -65 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,821 $684K 0.02% +89 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,820 $684K 0.21% +87 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,819 $683K 0.05% +75 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,818 $683K 0.22% -15 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,814 $682K 0.07% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,812 $682K 0.19% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,811 $681K 0.27% +208 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,810 $681K 0.13% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,802 $679K 0.17% +37 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,800 $679K 0.49% 0 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 2,800 $679K 1.56% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,858 $678K 0.12% -4,995 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,797 $678K 0.4% -900 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,796 $678K 0.06% +30 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,783 $675K 0.17% -49 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,782 $674K 0.39% +1,031 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,775 $673K 0.04% +266 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,773 $672K 0.17% +70 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,772 $672K 0.11% -130 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,771 $672K 0.04% -7,261 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,767 $671K 0.05% -90 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,765 $670K 0.07% -4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,761 $669K 0.2% +324 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,757 $668K 0.08% -177 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,755 $668K 0.03% +293 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 2,754 $668K 0.36% -223 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,365 $667K 0.3% +16 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,751 $667K 0.04% +354 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,750 $667K 0.07% +982 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,749 $666K 0.09% +1,176 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,749 $666K 0.15% -176 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,748 $666K 0.05% -1,781 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,744 $665K 0.37% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,745 $665K 0.05% -1,129 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,973 $665K 0.5% -1,086 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,733 $662K 0.04% -2,744 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,733 $662K 0.04% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,730 $662K 0.1% +26 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,729 $661K 0.09% +42 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,727 $661K 0.07% +1,082 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,726 $661K 0.05% -34 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,709 $657K 0.08% -28 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,705 $656K 0.16% +9 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 2,704 $655K 0.83% +360 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,703 $655K 0.2% +22 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,702 $655K 0.23% -48 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 2,700 $654K <0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,700 $654K <0.01% -19,280 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,692 $653K 0.18% -68 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,672 $650K 0.33% +120 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,678 $649K 0.24% -230 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,675 $648K 0.6% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,671 $648K 0.21% -113 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,668 $647K 0.13% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,667 $646K 0.23% +1,059 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,666 $646K 0.03% +641 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,668 $646K 0.17% 0 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 2,663 $645K 0.35% +19 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,662 $645K 0.45% +4 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,662 $645K 0.05% +233 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,658 $644K 0.1% -28 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,657 $644K 0.02% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,655 $644K 0.18% -272 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,645 $641K 0.42% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,644 $640K 0.28% +62 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,638 $639K 0.13% +11 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,633 $638K 0.3% +25 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,628 $637K 0.28% -239 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,628 $637K 0.07% +1,458 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,683 $637K 0.54% +51 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,622 $636K 0.14% -35 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,622 $635K 0.36% +205 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,620 $635K 0.21% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,619 $635K 0.03% -1,046 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,609 $634K 0.26% -4,432 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,609 $632K 0.21% +60 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,608 $632K 0.03% +333 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,605 $631K 0.16% +15 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,600 $630K 0.13% -4,000 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,599 $630K 0.11% -1,911 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,599 $630K 0.18% +1,365 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,597 $629K 0.31% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,597 $629K 0.13% +206 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,595 $629K 0.05% +5 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,593 $628K 0.02% +86 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,592 $628K 0.06% -35 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,582 $626K 0.24% -30 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,570 $625K 0.4% -129 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,577 $625K 0.03% -5 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,576 $624K 0.08% -117 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 2,573 $624K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,572 $623K 0.08% -448 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,571 $623K 0.02% +54 13F-HR/A Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,570 $623K 0.13% +154 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,569 $623K 0.21% +41 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,569 $623K 0.32% +88 13F-HR/A Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,567 $622K 0.18% -2,348 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,566 $622K 0.44% +676 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,506 $622K 0.06% -19 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,562 $621K <0.01% -398 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,559 $620K 0.03% -49 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,555 $619K 0.11% -460 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,553 $619K 0.14% +133 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,553 $619K 0.05% +359 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,553 $619K 0.39% -6 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,537 $615K 0.02% +1,021 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,536 $615K 0.18% -417 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,533 $614K 0.43% new 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,529 $613K 0.32% 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 2,415 $613K 0.13% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,527 $612K 0.16% +376 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,526 $612K 0.21% -495 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,524 $612K 0.1% -45 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,524 $612K 0.15% +76 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,522 $611K 0.35% -338 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 2,519 $611K 0.51% +4 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,517 $610K 0.07% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,514 $610K 0.21% +1,404 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,532 $610K 0.12% +1,260 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,514 $609K 0.14% +31 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,512 $609K 0.31% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,512 $609K 0.15% -138 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,635 $609K 0.12% +1,056 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,508 $608K 0.03% -10 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,507 $608K 0.25% +18 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,505 $607K 0.46% 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,498 $606K 0.29% +85 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,497 $605K 0.5% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,491 $604K 0.03% -17 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,488 $603K 0.16% -561 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,484 $602K 0.04% +16 13F-HR/A Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,483 $602K 0.06% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,483 $602K 0.05% -352 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,479 $601K 0.07% +550 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,475 $600K 0.13% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,474 $600K 0.23% -1,272 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,467 $598K 0.06% -37 13F-HR Timeline Group AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,464 $597K 0.13% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,463 $597K 0.05% -126 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,458 $596K 0.1% +222 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,457 $596K 0.11% -214 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,454 $595K 0.26% -1,100 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,453 $594K 0.02% +8 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,450 $594K 0.03% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,443 $592K 0.09% +605 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,441 $592K 0.13% +269 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,439 $591K 0.25% +2 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,435 $590K 0.04% -862 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,487 $590K 0.09% -2,217 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,432 $589K 0.42% 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,431 $589K 0.47% -10 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,429 $589K 0.05% -43 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,421 $587K 0.07% -51 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,420 $587K 0.2% -1,692 13F-HR Timeline