VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 21,674 $1.3M 2.73% -895 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 21,662 $1.3M 0.11% +144 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 21,531 $1.29M 0.38% +332 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 21,501 $1.29M 0.79% +1,052 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 21,453 $1.29M <0.01% 0 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 21,356 $1.28M 0.63% -76 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 21,204 $1.27M 0.28% -126,477 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 21,037 $1.26M 0.19% +2,711 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 21,006 $1.26M 0.05% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,967 $1.26M 0.08% -51,906 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 20,925 $1.26M 0.26% +380 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,900 $1.25M 0.58% -280 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20,892 $1.25M 1.05% +12,389 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 20,878 $1.25M 0.07% +1,321 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 20,551 $1.23M 0.62% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 20,454 $1.23M 0.16% +2,417 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 20,449 $1.23M 0.66% -6,996 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 20,427 $1.23M -838 Timeline One Day In July LLC More: the full row for One Day In July LLC 20,407 $1.23M 0.11% -12,900 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,120 $1.21M 0.15% -402 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 23,109 $1.21M 0.83% +7,710 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 20,098 $1.21M 0.27% -1,960 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 19,984 $1.2M 0.3% +9,888 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 19,964 $1.2M 0.04% -565 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 19,905 $1.19M 0.52% +355 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 19,808 $1.19M 0.9% -1,301 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 19,755 $1.19M 0.22% -2,111 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 19,617 $1.18M 0.28% +79 13F-HR Timeline BAILARD, INC. 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More: the full row for Warwick Investment Management, Inc. 19,281 $1.16M 0.22% -1,733 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 19,200 $1.15M 0.18% +704 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 19,186 $1.15M 0.07% -5,783 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 19,177 $1.15M 0.43% +9,877 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,142 $1.15M 0.14% -4,207 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 19,138 $1.15M 0.54% -1,575 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 18,897 $1.13M 0.41% -6,348 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 18,831 $1.13M 0.35% +2,228 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,748 $1.13M 0.03% +4,167 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 18,731 $1.12M 0.05% +746 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 21,491 $1.12M 0.69% -12,797 13F-HR Timeline Friday Financial More: the full row for Friday Financial 18,714 $1.12M 0.57% +3,066 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 18,635 $1.12M 0.54% -159 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,628 $1.12M 0.18% -1,468 13F-HR/A Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 18,624 $1.12M 0.47% +922 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 18,504 $1.11M 0.07% -303 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 18,493 $1.11M 0.89% +7,798 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,421 $1.11M 0.14% -446 13F-HR Timeline TAGStone Capital, Inc. 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More: the full row for CIBC WORLD MARKET INC. 18,257 $1.1M <0.01% +181 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,217 $1.09M 0.05% -168 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,202 $1.09M 0.08% +7,099 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 18,184 $1.09M 0.38% +3,115 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 17,842 $1.09M 0.21% +350 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 18,128 $1.09M 0.93% +656 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 18,092 $1.09M 0.16% +970 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 18,045 $1.08M +5,278 Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,796 $1.07M 0.2% -14,555 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,740 $1.06M 0.05% -202 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 17,732 $1.06M 0.64% -1,069 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,711 $1.06M 0.07% -147,580 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,669 $1.06M 0.01% -1,121 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 17,659 $1.06M 0.1% +6,289 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 17,657 $1.06M 0.67% +898 13F-HR/A Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 17,653 $1.06M 0.43% +855 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 17,629 $1.06M 0.92% -323 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 17,593 $1.06M 0.38% +661 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 17,574 $1.05M 0.09% -291 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,542 $1.05M 0.36% -784 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 17,493 $1.05M 0.02% -2,579 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,456 $1.05M 0.06% +3,126 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,436 $1.05M 0.08% -1,523 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 17,423 $1.05M 0.42% -716 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 17,345 $1.04M 0.19% +108 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,337 $1.04M 0.07% +687 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 17,323 $1.04M 0.04% -329 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 17,320 $1.04M 0.26% -128 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 17,280 $1.04M 0.05% -448 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 17,257 $1.04M 0.62% 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 17,220 $1.03M 0.17% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,148 $1.03M 0.02% +1,076 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 17,112 $1.03M 0.53% -340 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 17,097 $1.03M 0.02% -2,752 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,060 $1.02M 0.04% +1,048 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 17,008 $1.02M 1.5% +14,015 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 17,002 $1.02M 0.28% +8,322 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 16,982 $1.02M 0.05% +4,365 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 16,935 $1.02M 0.92% -1,370 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 16,932 $1.02M 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 16,902 $1.01M 0.07% +14,762 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 16,873 $1.01M 0.18% -543 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 16,836 $1.01M 0.55% +7,170 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,698 $1M 0.17% -1,848 13F-HR/A Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,273 $1M 0.66% +11,257 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,631 $998K 0.04% -5,972 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 16,597 $996K 0.17% -575 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,571 $995K 0.05% -8,286 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16,479 $991K 0.21% +11,242 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 16,500 $990K 0.69% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 16,396 $984K 0.35% +697 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,343 $981K 0.43% +85 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 16,267 $976K 0.14% +181 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,241 $975K 0.13% +3,754 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 16,226 $974K 0.22% -1,524 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 16,220 $974K 0.09% -148,424 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 16,184 $972K 0.65% +2,207 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 16,176 $971K +322 Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,128 $968K 0.06% +406 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,071 $965K 0.3% +2,041 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16,030 $962K 0.13% -6,900 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 15,978 $959K 2.87% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,944 $957K 0.05% +4,200 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 15,889 $954K 0.37% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 15,887 $954K 0.21% -43 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 15,845 $952K 0.44% +6,373 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,820 $950K 0.25% +7,759 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 15,741 $945K 0.1% +2,395 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 15,675 $941K 0.09% -1,001 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 15,657 $940K 0.18% -2,237 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 15,617 $937K 0.18% +6,433 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 15,212 $934K 0.24% +8,107 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 15,555 $934K 0.35% -1,542 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 15,539 $933K 0.07% +424 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,531 $932K 0.22% +6,980 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 15,528 $932K 0.66% +8,314 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 15,340 $921K 0.44% +8,685 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 15,328 $920K 0.13% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 14,820 $919K 0.31% +4,963 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,294 $918K +5,249 Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 15,283 $917K 0.32% -919 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 15,223 $914K 0.8% -119 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 15,000 $900K 0.5% 0 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 14,986 $900K 0.41% -152 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,914 $895K 0.38% -992 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 14,892 $894K 0.29% +4,631 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 14,778 $887K 0.22% +32 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,732 $884K 0.05% +548 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,714 $883K 0.07% +2,567 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,710 $883K 0.1% -622 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 14,698 $882K 0.72% +973 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,677 $881K 0.07% +8,253 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 14,665 $880K 0.25% -13,403 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 14,638 $879K 0.54% -425 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,580 $875K 0.45% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 14,480 $869K <0.01% +440 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 14,426 $866K 0.32% +1,148 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,414 $865K 0.04% +581 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 14,397 $864K 0.11% +2,228 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,387 $864K 0.07% +3,146 13F-HR Timeline Tudor Financial Inc. 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