Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,735 $309K 0.03% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,727 $308K 0.01% -675 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,718 $308K 0.04% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,716 $308K 0.24% -152 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,702 $307K 0.04% -1,331 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,681 $305K 0.06% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 4,665 $304K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,661 $304K 0.11% +3 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,645 $303K 0.03% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,638 $303K 0.07% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,633 $302K 0.05% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,633 $302K 0.05% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,627 $302K 0.04% -377 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,622 $302K 0.04% -259 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,611 $301K 0.05% -6,337 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,610 $301K 0.11% -3 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,589 $299K 0.28% +1,125 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,585 $299K 0.12% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,580 $299K 0.07% -291 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,575 $299K 0.07% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,572 $298K 0.07% -2,799 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,571 $298K 0.02% +480 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,565 $298K 0.07% +90 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,561 $298K 0.17% -24 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 4,555 $297K 0.02% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,547 $297K 0.06% -28 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,530 $296K 0.13% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,530 $296K 0.02% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,525 $295K 0.1% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,525 $295K 0.2% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,510 $294K 0.16% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,473 $292K 0.05% +466 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,470 $292K 0.11% -3,071 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,465 $291K 0.17% -128 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,456 $291K 0.07% -8 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,455 $291K 0.1% -300 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,450 $290K 0.04% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,438 $290K 0.13% +52 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,419 $288K 0.05% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,414 $288K 0.09% +42 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,388 $286K 0.05% -163 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 4,388 $286K 0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,370 $285K 0.04% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,339 $283K 0.16% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,331 $283K 0.03% +299 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,320 $282K <0.01% new 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 4,320 $282K 0.12% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,300 $281K 0.02% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,298 $280K 0.07% +618 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,320 $280K 0.06% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,283 $279K 0.04% +566 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,262 $278K 0.02% +59 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 4,256 $278K 0.23% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,254 $278K 0.1% -63 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,247 $277K 0.04% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,240 $277K 0.07% -1,650 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,227 $276K -4,615 Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 4,221 $275K 0.1% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,213 $275K 0.11% +344 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,199 $275K 0.07% +14 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,190 $273K 0.1% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,187 $273K 0.18% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,184 $273K 0.05% 0 13F-HR/A Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,183 $273K 0.07% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,180 $273K 0.14% -34 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 4,175 $272K 0.12% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 4,174 $272K 0.26% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,169 $272K 0.01% -1,051 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,169 $272K 0.17% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,163 $271K 0.19% +13 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,140 $270K 0.09% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,133 $270K 0.22% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,110 $268K 0.09% -997 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,101 $268K 0.1% -360 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 4,091 $267K 0.15% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,048 $264K 0.05% +89 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,038 $263K 0.09% -15 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,017 $262K 0.03% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,003 $261K 0.02% +32 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,000 $261K 0.01% -144 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,000 $261K 0.11% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,999 $261K 0.06% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,997 $261K 0.07% -705 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,991 $260K 0.06% +8 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,987 $260K 0.12% -3,213 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,975 $259K 0.08% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,009 $259K 0.02% +361 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,959 $258K 0.18% +13 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,965 $258K 0.03% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,955 $258K 0.06% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,943 $257K 0.07% +271 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,940 $257K 0.06% +20 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,937 $257K 0.28% +197 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,935 $257K 0.04% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,925 $256K 0.07% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,925 $256K 0.05% +700 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,904 $255K 0.06% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,900 $255K 0.14% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,900 $255K 0.19% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,899 $254K 0.03% -28 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,897 $254K 0.02% +1 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,893 $254K 0.06% +305 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,890 $254K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,884 $253K 0.06% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,880 $253K 0.06% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,873 $253K 0.23% +3 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,865 $252K 0.06% -209 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,865 $252K 0.04% -41 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,853 $251K 0.01% -176 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,835 $250K 0.02% +75 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 3,832 $250K 0.05% +89 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,789 $249K 0.02% -6,397 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,800 $248K 0.04% +82 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,791 $247K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,779 $247K 0.02% -303 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,774 $246K 0.04% +1 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,774 $246K 0.1% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,760 $245K 0.07% +268 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,750 $245K 0.1% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,727 $243K 0.09% -355 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,725 $243K 0.08% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,721 $243K 0.04% +3 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,705 $242K 0.15% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,688 $241K 0.03% +100 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,675 $240K 0.05% +144 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,677 $240K 0.03% -36 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,674 $240K 0.02% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,670 $239K 0.06% +24 13F-HR Timeline Collier Financial More: the full row for Collier Financial 3,662 $239K 0.18% 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,660 $239K 0.04% -1,019 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,650 $238K 0.11% +75 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,640 $238K 0.04% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,635 $237K 0.03% +1 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,631 $237K 0.18% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,623 $236K 0.03% -119 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,620 $236K 0.03% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,620 $236K 0.13% -1,285 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 3,600 $236K 0.24% +113 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,617 $236K 0.07% +391 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,616 $236K 0.01% +173 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,613 $236K 0.06% -1,306 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,610 $236K 0.04% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,599 $235K 0.04% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,592 $234K 0.05% +778 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,583 $234K 0.06% +3 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,575 $233K 0.05% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,568 $233K 0.23% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,558 $232K 0.07% +298 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,535 $231K 0.1% -60 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,533 $231K 0.02% new 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 3,532 $230K 0.07% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,529 $230K 0.05% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,525 $230K 0.14% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,520 $230K 0.04% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,514 $229K 0.01% +10 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,492 $228K 0.02% +155 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,492 $228K 0.04% 0 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,491 $228K 0.17% -72 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,487 $228K 0.08% 0 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 3,480 $227K 0.11% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,477 $227K 0.13% new 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 3,473 $227K 0.12% -1,027 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 3,469 $226K 0.07% new 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,460 $226K 0.14% +10 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,460 $226K 0.06% -471 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,460 $226K 0.1% +12 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,478 $225K 0.1% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,448 $225K 0.03% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,442 $225K 0.02% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,436 $224K 0.05% +3 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,430 $224K <0.01% -280 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,418 $223K 0.04% -162 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,402 $222K 0.03% 0 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 3,400 $222K 0.13% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,385 $221K 0.02% -146 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,377 $220K 0.08% -379 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,375 $220K 0.11% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,373 $220K 0.08% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,370 $220K 0.05% -1,391 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 3,357 $219K 0.07% +11 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,350 $219K 0.05% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,354 $219K 0.14% +11 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,350 $219K 0.06% +10 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,350 $219K 0.06% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,350 $219K 0.02% -550 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,347 $218K 0.13% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,345 $218K 0.04% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,340 $218K 0.02% 0 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 3,338 $218K 0.13% -1 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,335 $218K 0.06% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,325 $217K 0.04% -32 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,322 $216K 0.07% -40 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,309 $216K 0.13% -12 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,309 $216K 0.02% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,301 $215K 0.02% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,300 $215K 0.09% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,298 $215K 0.13% -142 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,295 $215K 0.12% +10 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,275 $214K 0.06% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,273 $214K 0.2% 0 13F-HR Timeline