Tidemark, LLC More: the full row for Tidemark, LLC 4,978 $412K 0.09% -44 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,966 $411K 0.12% -280 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,962 $411K <0.01% +4,890 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,960 $411K 0.06% -3,107 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,948 $410K 0.01% +98 13F-HR Timeline Group Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 4,943 $409K 0.02% -2,319 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,928 $408K 0.05% +1,560 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,918 $407K 0.19% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 4,915 $407K 0.24% -542 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 5,124 $406K 0.06% -3,259 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,904 $406K 0.05% +486 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 4,904 $406K 0.13% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,901 $406K 0.31% -4,836 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,900 $406K 0.05% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,885 $405K 0.04% -384 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 4,864 $403K 0.25% +428 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,825 $400K 0.04% -621 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,824 $400K 0.12% +1,644 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,819 $399K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,817 $399K 0.17% -97 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,814 $399K 0.06% +521 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,779 $396K 0.08% -225 13F-HR/A Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,779 $396K 0.18% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,729 $392K 0.09% -888 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,706 $390K 0.16% -1,587 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,689 $388K 0.08% -274 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,688 $388K 0.16% +18 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,686 $388K 0.04% +75 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,674 $387K 0.08% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,663 $386K 0.05% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,655 $386K 0.02% -128 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,651 $385K 0.02% new 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,642 $385K 0.09% +205 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,639 $384K 0.07% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,632 $384K 0.19% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,610 $382K 0.05% +35 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,605 $381K 0.08% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,465 $381K 0.06% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,593 $380K 0.29% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,592 $380K 0.28% -39 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 4,572 $379K 0.09% +47 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,571 $379K 0.22% +1 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,570 $379K 0.06% +1,008 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,568 $378K 0.01% +2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,549 $377K 0.25% -1,573 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,545 $377K 0.04% +1,585 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,539 $376K 0.04% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,536 $376K 0.16% -8,738 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,515 $374K 0.29% +3,120 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,420 $366K 0.2% -1,104 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,405 $365K 0.01% +183 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,401 $365K 0.13% +220 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,399 $364K 0.1% -14 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,387 $363K 0.02% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,386 $363K 0.07% +500 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,370 $362K 0.02% -3,906 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 4,356 $361K 0.31% -999 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,351 $360K 0.01% +434 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,341 $360K 1.01% +44 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,331 $359K 0.06% -222 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,331 $359K 0.05% +784 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,327 $358K 0.3% +182 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,324 $358K 0.03% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,301 $356K 0.05% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 4,289 $355K 0.12% -19 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,280 $355K 0.17% +203 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 4,359 $354K 0.34% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,277 $354K 0.22% +245 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 4,272 $354K 0.27% -90 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,269 $354K 0.01% +9 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 4,252 $352K 0.37% -229 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,238 $351K 0.01% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,234 $351K 0.07% +677 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,234 $351K 0.06% +232 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,233 $351K 0.14% -1,431 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,232 $351K 0.07% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,232 $351K 0.04% +3,141 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,231 $350K 0.13% +204 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,218 $349K 0.04% -1 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,216 $349K 0.08% +9 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,199 $348K 0.16% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,192 $347K 0.03% +712 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,182 $346K 0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,165 $345K 0.05% -2,002 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,140 $343K 0.02% -151 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $342K 0.08% new 13F-HR Timeline Amount filed as zero, left out of ratios. Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 5,059 $340K 0.29% -13,023 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,103 $340K 0.03% -125 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 4,103 $340K 0.19% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,093 $339K 0.15% +74 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 4,081 $338K 0.63% -181 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,066 $337K 0.02% +73 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,051 $336K 0.09% +257 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,026 $334K 0.05% -354 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,031 $333K 0.05% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,017 $333K 0.03% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,017 $333K 0.09% -1,725 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,013 $332K 0.04% -829 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,005 $332K 0.03% -224 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,003 $332K 0.05% +1,075 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 4,000 $331K 0.07% new 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 3,999 $331K 0.04% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,988 $330K 0.03% -174 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,988 $330K 0.13% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,982 $330K 0.07% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4,060 $330K 0.11% -52 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,974 $329K 0.18% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,974 $329K 0.16% +389 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,965 $328K 0.01% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 3,964 $328K 0.05% -123 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,962 $328K 0.15% -192 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,956 $328K 0.22% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,948 $327K 0.05% +24 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,210 $327K 0.07% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,942 $327K 0.13% +100 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 3,932 $326K 0.23% -978 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,928 $325K 0.19% -79 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,924 $325K 0.06% +2,241 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,922 $325K 0.04% +9 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,915 $324K 0.04% -5,780 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,904 $323K 0.07% -1,336 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 3,883 $322K 0.26% +30 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,876 $321K 0.02% -178 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,856 $319K 0.06% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,838 $318K 0.09% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,835 $318K 0.08% -329 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,827 $317K 0.02% +910 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,810 $316K 0.08% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,801 $315K 0.05% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $313K 0.22% 0 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 3,778 $313K 0.26% -304 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,775 $313K 0.1% +657 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,749 $311K 0.03% +3,245 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,745 $310K 0.04% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,883 $310K 0.09% -30 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,738 $310K 0.03% +23 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,732 $309K 0.38% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,732 $309K 0.11% -195 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 3,730 $309K 0.07% +222 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,730 $309K 0.04% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,725 $309K 0.05% +146 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,975 $308K 0.04% -737 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,717 $308K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,920 $307K 0.24% +2,703 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,704 $307K 0.11% -272 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,696 $306K 0.06% +195 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,690 $306K 0.09% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,689 $306K 0.07% -18,731 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,682 $305K 0.02% -1,331 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,674 $304K 0.07% -52,112 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,660 $303K 0.13% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,912 $302K 0.03% +1,368 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,641 $302K 0.15% +193 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,637 $301K 0.09% -802 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,634 $301K 0.07% +250 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,625 $300K 0.02% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,602 $298K 0.07% -346 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 3,590 $297K 0.19% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,588 $297K 0.02% -1,112 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,581 $297K 0.16% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,576 $296K 0.62% -1,276 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,562 $295K 0.14% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 3,564 $295K 0.21% -591 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,556 $295K 0.08% -722 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,554 $294K 0.08% +619 13F-HR Timeline MOTCO More: the full row for MOTCO 3,550 $294K 0.03% -812 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,529 $292K 0.06% +3,300 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,526 $292K 0.14% -978 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,526 $292K 0.35% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,514 $291K 0.14% -18 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,511 $291K 0.01% +111 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,503 $290K 0.11% -200 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,501 $290K 0.07% -453 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,500 $290K 0.03% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,487 $289K 0.02% +26 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,484 $289K 0.02% +865 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,481 $288K 0.21% -1,722 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,479 $288K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,477 $288K 0.01% -232 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,469 $287K 0.14% -31 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,456 $286K 0.03% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,438 $285K <0.01% -53 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,432 $284K 0.31% +51 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,414 $283K <0.01% 0 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 3,389 $281K <0.01% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,388 $281K 0.06% +4 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,384 $280K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,400 $280K 0.07% +442 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,378 $280K 0.25% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 3,349 $277K 0.18% -1,624 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,331 $276K 0.06% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,326 $276K 0.11% +2,061 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,309 $274K 0.04% new 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,304 $274K 0.04% -1,231 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,300 $273K 0.09% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,298 $273K 0.04% +54 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,297 $273K 0.08% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,291 $273K 0.08% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 3,287 $272K 0.41% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,286 $272K 0.16% -124 13F-HR Timeline