Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,452 $520K 0.04% +577 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,440 $519K 0.33% -79 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,434 $519K 0.26% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,428 $518K 0.12% +22 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,372 $514K 0.07% -8 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,372 $514K 0.05% +1,200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,364 $514K 0.05% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,363 $514K 0.08% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,349 $513K 0.2% -4 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 7,332 $511K 0.14% +2,822 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,324 $511K 0.17% -15 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,295 $509K 0.45% -765 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,286 $508K 0.08% +4,056 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 7,262 $507K 0.04% -1,100 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,245 $505K 0.15% +99 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,212 $503K 0.01% -321 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,198 $502K 0.01% -6,079 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,195 $502K 0.38% +564 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,180 $501K <0.01% +1,145 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 7,154 $499K 0.04% -322 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,123 $497K 0.04% -36,509 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,102 $495K 0.33% -1,182 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,095 $495K 0.14% -9 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,647 $494K 0.04% -407 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,074 $493K 0.04% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 7,022 $490K 0.77% -1,173 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,018 $489K 0.05% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 7,002 $488K 0.13% +2,017 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,976 $487K 0.1% -8 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,953 $485K 0.04% -1,033 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,911 $482K 0.39% -8,492 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,927 $482K 0.02% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,891 $481K 0.12% -211,429 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,880 $480K 0.31% -112 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,847 $478K 0.28% -16 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,846 $478K <0.01% +906 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 6,828 $476K 0.47% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,785 $473K 0.04% +2,573 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,771 $472K 0.03% +1,434 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,767 $472K 0.07% +675 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,726 $469K 0.03% -414 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,711 $468K 0.11% -8,749 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,667 $465K 0.01% +1,956 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,646 $464K 0.03% +229 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,885 $463K 0.03% +1,086 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 6,620 $462K 0.14% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,604 $461K 0.06% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,585 $459K 0.34% +663 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,493 $456K 0.34% -615 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 6,520 $455K 0.25% -31,668 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,500 $453K 0.12% +87 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,498 $453K 0.05% +135 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,467 $451K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,464 $451K 0.33% -62 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,447 $450K 0.04% -44 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,416 $448K 0.05% -13 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 6,385 $445K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,379 $445K 0.04% +71 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,376 $445K 0.01% -1,242 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,373 $445K 0.05% +1,578 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 6,367 $444K 0.15% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,359 $444K 0.03% -140 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,351 $443K 0.04% -555 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,349 $443K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,346 $443K 0.1% +1,156 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,344 $442K 0.24% +50 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,340 $442K 0.04% -364 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,326 $441K 0.01% -279 13F-HR Timeline City State Bank More: the full row for City State Bank 6,325 $441K 0.11% +75 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,317 $441K 0.01% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 6,307 $440K 0.14% +2,121 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,293 $439K 0.21% -632 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,289 $439K 0.03% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,255 $436K 0.33% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,221 $434K 0.39% -189 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,209 $433K 0.09% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,193 $432K 0.09% -8,502 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,167 $430K 0.08% -457 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,122 $427K 0.3% -550 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,116 $427K 0.05% -241 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 6,095 $425K 0.19% -511 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,049 $422K 0.1% +1,093 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,025 $420K 0.04% +74 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,009 $419K 0.06% -10 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,221 $418K 0.02% -58 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,976 $417K 0.02% new 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,976 $417K 0.03% -413 13F-HR/A Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,945 $415K 0.19% -27 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,945 $414K 0.02% -66 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 5,934 $414K 0.08% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,910 $412K 0.05% +600 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,894 $411K 0.12% -470 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 5,854 $408K 0.21% +320 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 5,853 $408K 0.32% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,828 $406K 0.02% +1,313 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,825 $406K 0.27% +119 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,812 $405K <0.01% 0 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,804 $405K 0.41% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,765 $402K 2.19% -22,710 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,742 $401K 0.13% +367 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,740 $400K 0.01% -397 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,710 $398K 0.1% -11,283 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,708 $398K 0.21% +315 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,691 $397K 0.03% +239 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,687 $397K 0.03% +1,859 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,675 $396K 0.07% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,667 $395K 0.02% -394 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,664 $395K 0.17% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,663 $395K 0.21% +126 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,642 $394K 0.24% -222 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,617 $392K 0.11% +889 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,608 $391K 0.05% +350 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,602 $391K 0.07% -694 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 5,601 $391K 0.07% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,599 $391K 0.06% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,595 $390K 0.01% +1,990 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,593 $390K 0.11% -114 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,592 $390K 0.36% -12 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 5,585 $390K 0.1% -121,217 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 5,590 $389K 0.01% +2,590 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,569 $388K 0.21% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 5,562 $388K 0.16% +1,491 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 5,537 $386K 0.34% -613 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,524 $385K 0.26% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,511 $384K 0.12% +710 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 5,510 $384K 0.29% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,500 $384K 0.09% -9,728 13F-HR Timeline Collier Financial More: the full row for Collier Financial 5,499 $384K 0.29% +245 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 5,480 $382K 0.08% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,480 $382K 0.03% +289 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 5,457 $381K 0.25% +672 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,449 $380K 0.2% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,446 $380K 0.04% -359 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,441 $380K 0.16% -290 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,429 $379K 0.02% +86 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 5,404 $377K 0.33% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,397 $376K 0.09% -11,557 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,396 $376K 0.11% -62 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,389 $376K 0.08% +96 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,379 $375K 0.05% -16 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,373 $375K 0.03% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 5,355 $374K 0.35% -23,254 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,318 $371K 0.1% -569 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 5,286 $369K 0.19% +856 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5,285 $369K +977 Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 5,282 $368K 0.3% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,275 $368K 0.18% +175 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,779 $368K 0.19% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,269 $367K 0.05% +2,241 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,465 $367K 0.06% -55 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,246 $366K 0.12% -748 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 5,240 $365K 0.09% +404 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,229 $365K 0.05% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,219 $364K 0.16% +259 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,209 $363K 0.15% +28 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,203 $363K 0.33% +3,336 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 4,359 $362K 0.36% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,179 $361K 0.07% -4,628 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,175 $361K 0.01% +156 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,132 $358K 0.18% +9 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 5,105 $356K 0.15% -1,552 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,087 $355K 0.01% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,068 $353K 0.16% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,040 $352K 0.07% -2,192 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,036 $351K 0.09% +957 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 5,032 $351K 0.04% +90 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 5,022 $350K 0.11% -74 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,022 $350K 0.09% +4,310 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,013 $350K 0.03% -513 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,004 $349K 0.08% +290 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,003 $349K 0.01% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 5,000 $349K <0.01% +2,000 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,972 $347K 0.02% -716 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 4,973 $347K 0.28% -11,765 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,963 $346K 0.08% +150 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,951 $345K 0.11% +109 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,948 $345K 0.04% +1,486 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,924 $343K 0.08% +68 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,918 $343K 0.18% -218 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,914 $343K 0.16% -1,868 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,911 $343K 0.16% -51 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 4,910 $342K 0.26% +195 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 4,904 $342K 0.12% +1,103 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,900 $342K 0.04% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,898 $342K 0.08% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4,112 $341K 0.12% -1,972 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 4,852 $338K 0.76% +404 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 4,850 $338K 0.01% -695 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,842 $338K 0.05% -267 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,840 $338K 0.01% +3,083 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,819 $336K 0.01% +333 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,783 $334K 0.02% -267 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,780 $333K 0.23% +670 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,761 $332K 0.34% -2,673 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,745 $331K 0.06% +965 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,712 $329K 0.04% +1,747 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,700 $328K 0.02% -57,187 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,682 $327K 0.03% +555 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,674 $326K 0.07% 0 13F-HR/A Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,673 $326K 0.11% +306 13F-HR Timeline