Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,624 $445K 0.1% +2,319 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 6,620 $445K 0.13% 0 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 6,606 $444K 0.21% -1,367 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,605 $444K 0.01% -190 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,599 $444K 0.04% +32 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,589 $443K <0.01% -878 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,536 $439K 0.19% -17 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,526 $439K 0.33% +25 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,499 $437K 0.03% -270 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,491 $436K 0.04% -120 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,108 $436K 0.35% -95 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,467 $435K 0.04% -42 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 6,467 $435K 0.15% +860 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,417 $431K 0.03% -117 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,413 $431K 0.11% +2,796 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,410 $431K 0.37% +9 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 5,922 $430K 0.27% +93 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,389 $429K 0.03% +424 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 6,385 $429K 0.02% -297 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,367 $428K 0.14% +2,030 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,364 $428K 0.13% +709 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,363 $428K 0.04% +56 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,357 $427K 0.05% +478 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,349 $427K 0.05% +82 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,101 $426K 0.04% +1,627 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,317 $425K 0.01% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,308 $424K 0.04% -1,239 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,296 $423K 0.07% +1,106 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,294 $423K 0.24% +15 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,279 $422K 0.02% -116 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,258 $421K 0.19% -769 13F-HR Timeline City State Bank More: the full row for City State Bank 6,250 $420K 0.12% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,172 $415K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 6,150 $413K 0.39% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,137 $413K 0.02% -539 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,092 $410K 0.06% +9 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,061 $407K 0.02% +2,441 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,050 $407K 0.01% +1,865 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,035 $406K <0.01% -45 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,019 $405K 0.06% +41 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 6,011 $404K 0.39% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,011 $404K 0.02% +431 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 5,999 $403K 0.04% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 5,477 $403K 0.4% 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,994 $403K 0.14% -2,243 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,972 $401K 0.2% +915 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,951 $400K 0.04% +956 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,940 $399K <0.01% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 5,934 $399K 0.07% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,930 $399K 0.13% 13F-HR/A Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,887 $396K 0.13% +1,309 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,864 $394K 0.23% -68 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,812 $391K <0.01% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,805 $390K 0.04% +1,063 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,804 $390K 0.33% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,799 $390K 0.02% -2,859 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,786 $389K 0.02% new 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,731 $385K 0.16% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,721 $385K 0.1% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,707 $384K 0.11% -26 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,706 $384K 0.24% +199 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,688 $382K 0.02% +333 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,675 $381K 0.07% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,675 $381K 0.01% +812 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,668 $381K 0.57% 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,664 $381K 0.16% new 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,604 $377K 0.33% -14 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,599 $376K 0.06% +11 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 5,586 $375K 1.63% -8,234 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,575 $375K <0.01% new 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 5,545 $373K 0.01% 0 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,537 $372K 0.21% +521 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 5,534 $372K 0.19% +897 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,532 $372K 0.06% -295 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,524 $371K 0.27% 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,521 $371K 0.02% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,526 $371K 0.03% +890 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 5,510 $370K 0.29% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 5,480 $368K 0.07% -820 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,458 $367K 0.11% +80 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,452 $367K 0.03% +288 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,449 $366K 0.2% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 6,084 $365K 0.12% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,951 $365K 0.16% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,426 $365K 0.02% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,520 $364K 0.05% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,395 $363K 0.04% +69 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,393 $362K 0.2% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,375 $361K 0.13% -139 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,359 $360K 0.11% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,343 $359K 0.02% -885 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,337 $359K 0.02% +173 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,412 $358K 0.31% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,310 $357K 0.04% -192 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,293 $356K 0.07% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,266 $354K <0.01% +100 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,258 $353K 0.05% -13 13F-HR Timeline Collier Financial More: the full row for Collier Financial 5,254 $353K 0.27% +148 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,191 $349K 0.03% -695 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,190 $349K 0.09% +833 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,181 $348K 0.14% -590 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,157 $347K 0.07% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,661 $346K 0.09% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,136 $345K 0.18% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,123 $344K 0.17% -454 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,109 $343K 0.06% +2 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,779 $343K 0.21% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,918 $343K 0.05% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,100 $343K 0.18% +300 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 5,096 $343K 0.11% +1,793 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,087 $342K 0.01% +73 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,068 $341K 0.14% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 5,059 $340K 0.29% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,050 $339K 0.02% -8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,019 $337K <0.01% +1,189 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,003 $336K 0.01% +181 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,002 $336K 0.12% -74 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,985 $335K 0.09% +52 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,962 $334K 0.16% +986 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,960 $333K 0.14% +1,761 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,956 $333K 0.07% -28 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 4,954 $333K 0.08% -490 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,942 $332K 0.04% -78 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,902 $330K 0.29% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 4,900 $329K 0.25% +202 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,900 $329K 0.04% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,856 $326K 0.07% -472 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,850 $326K 0.24% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,842 $325K 0.11% +82 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 4,836 $325K 0.09% -208 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,813 $324K 0.08% +627 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,801 $323K 0.1% +985 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,795 $322K 0.03% +19 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 4,785 $322K 0.22% +81 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,634 $320K 0.14% +1,883 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,728 $318K 0.08% +364 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,725 $318K 0.17% -29 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 4,715 $317K 0.27% -823 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,714 $317K 0.07% -72 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,711 $317K 0.01% -17 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,700 $316K 0.03% 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,686 $315K 0.11% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,683 $315K 0.02% -514 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,674 $314K 0.08% -317 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,670 $314K 0.14% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,655 $313K 0.15% +135 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,639 $312K 0.06% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,632 $311K 0.16% -1,000 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,631 $311K 0.27% -15 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,606 $310K 0.05% +188 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,605 $310K 0.07% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,603 $309K 0.06% -97 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,575 $308K 0.05% +77 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,548 $306K <0.01% new 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,546 $306K 0.13% +583 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,535 $305K 0.07% -185 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,533 $305K 0.01% -65,624 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 4,525 $304K 0.09% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,525 $304K 0.04% 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,521 $304K 0.09% -1,337 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,515 $303K 0.02% -2,350 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,510 $303K 0.08% -119 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,509 $303K 0.03% +7 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 4,506 $303K 0.34% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,486 $302K 0.01% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,457 $300K 0.07% -6 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 4,448 $299K 0.67% +185 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,430 $298K 0.17% -68 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,418 $297K 0.04% +129 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,376 $294K 0.04% +6 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,367 $294K 0.11% +158 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,359 $293K 0.17% -127 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,346 $292K 0.05% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,311 $290K 0.08% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 4,308 $290K 0.12% +121 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,308 $290K 0.01% +1,658 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,303 $289K 0.04% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,293 $289K 0.04% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 4,292 $289K 0.09% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,974 $287K 0.07% +9 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,261 $286K 0.12% +142 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,251 $286K 0.16% -2,585 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,244 $285K 0.05% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,240 $285K 0.08% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,222 $284K 0.01% -260 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,217 $284K 0.1% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,212 $283K 0.03% +7 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 4,207 $283K 0.19% +339 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 4,202 $282K 0.05% -378 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,191 $282K <0.01% +861 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,181 $282K 0.02% +1,111 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,188 $282K 0.85% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4,187 $281K 0.23% 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 4,186 $281K 0.09% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,170 $280K 0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,145 $279K 0.27% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,127 $277K 0.02% +559 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,110 $276K 0.18% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,109 $276K 0.04% -1,172 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,102 $276K 0.01% +319 13F-HR Timeline