Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 8,168 $274K 0.03% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 7,400 $274K 0.03% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,145 $273K 0.06% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,134 $273K 0.06% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,120 $272K 0.03% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 8,117 $272K 1% -2,216 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 8,117 $272K 0.18% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,110 $272K <0.01% new 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 8,105 $272K 0.05% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,105 $272K 0.04% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,077 $271K 0.21% +200 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,077 $271K 0.05% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 8,036 $270K 0.03% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 8,000 $268K 0.09% -1,000 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,000 $268K 0.21% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,000 $268K 0.08% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 7,979 $268K 0.06% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,961 $267K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,915 $266K 0.02% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 7,925 $266K 0.17% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,900 $265K <0.01% new 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 7,900 $265K 0.13% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,874 $264K 0.2% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,856 $264K 0.02% new 13F-HR/A Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,800 $262K 0.1% -3,075 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,760 $260K 0.06% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,745 $260K 0.03% -2,667 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,739 $260K 0.06% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,725 $259K 0.01% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 7,716 $259K 0.02% new 13F-HR Timeline Hoya Capital Real Estate, LLC More: the full row for Hoya Capital Real Estate, LLC 7,712 $259K 4.3% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,695 $258K 0.17% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 7,682 $258K 0.18% new 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,667 $257K 0.06% +488 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,659 $257K 0.04% -2,306 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,635 $256K 0.08% -589 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,629 $256K 0.03% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,583 $254K 0.06% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,813 $254K 0.01% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,560 $254K 0.03% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,052 $253K 0.04% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,512 $252K 0.03% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 7,500 $252K 0.02% new 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 7,500 $252K 0.11% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,656 $252K 0.01% -648 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,826 $251K 0.02% +1,890 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,483 $251K 0.05% -3,950 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 7,481 $251K 0.11% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,464 $250K 0.04% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 7,438 $250K 0.15% -6,686 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,422 $249K 0.06% -2,998 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,415 $249K 0.05% new 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 7,413 $249K 0.19% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,407 $248K 0.06% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,384 $248K 0.05% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,500 $248K 0.04% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,381 $248K 0.02% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,376 $247K 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,373 $247K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,370 $247K 0.01% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 7,365 $247K 0.14% -5,145 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,341 $246K 0.02% -1,841 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,342 $246K 0.15% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,307 $245K 0.11% -1,141 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,300 $245K 0.08% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,109 $244K 0.05% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,275 $244K <0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,270 $244K 0.12% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,260 $244K 0.09% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 7,238 $243K 0.1% new 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 7,232 $243K 0.02% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,219 $242K 0.09% -16,146 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,208 $242K 0.01% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,176 $241K 0.06% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,158 $240K 0.02% -1,642 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,156 $240K 0.01% new 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 10,710 $240K 0.11% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,150 $240K 0.09% -400 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 7,136 $239K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7,130 $239K 0.07% +3,807 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,107 $238K 0.07% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,102 $238K 0.01% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 7,100 $238K 0.07% -10,900 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,088 $238K 0.01% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,084 $238K 0.05% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,067 $237K 0.06% -2,844 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,050 $237K 0.02% 0 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 7,050 $237K 0.08% -35,581 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 7,045 $236K 0.09% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,706 $236K 0.06% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,022 $236K 0.03% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,000 $235K 0.06% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,000 $235K 0.07% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 7,000 $235K 0.2% +6,800 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,296 $234K 0.04% -2,862 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,966 $234K 0.03% -565 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,548 $233K 0.03% new 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 6,953 $233K 0.1% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,949 $233K 0.01% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,937 $233K 0.03% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 6,911 $232K 0.13% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,905 $232K 0.02% -1,293 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 6,900 $231K 0.02% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,874 $231K 0.01% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,867 $230K 0.04% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,858 $230K 0.07% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,126 $228K 0.28% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,808 $228K 0.04% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,805 $228K 0.02% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,800 $228K 0.01% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,797 $228K 0.07% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,787 $228K 0.06% -88,124 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,770 $227K 0.05% -100 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,762 $227K 0.02% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,758 $227K 0.04% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,749 $226K 0.06% -1,940 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,748 $226K 0.08% +92 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,747 $226K 0.04% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,741 $226K 0.07% +50 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,741 $226K 0.06% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,732 $226K <0.01% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,724 $226K 0.12% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,720 $225K 0.08% new 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 9,184 $225K 0.21% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,694 $225K 0.02% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,131 $224K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,670 $224K 0.04% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,665 $224K 0.03% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,655 $223K 0.02% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 6,653 $223K 0.08% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 6,635 $223K 0.02% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 6,623 $222K 0.04% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,605 $222K 0.05% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,603 $222K 0.04% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 6,578 $221K <0.01% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 6,578 $221K 0.04% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,556 $220K 0.06% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,554 $220K 0.04% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,540 $219K 0.03% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,540 $219K 0.03% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 6,537 $219K 0.04% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,536 $219K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 6,533 $219K 0.07% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,511 $218K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,510 $218K 0.03% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 6,507 $218K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,521 $218K 0.04% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,476 $217K 0.01% -969 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,475 $217K 0.07% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,462 $217K 0.11% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,458 $217K 0.08% +84 13F-HR/A Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 6,440 $216K 0.05% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6,002 $216K 0.02% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 6,433 $216K 0.26% +4,201 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,691 $216K 0.04% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,425 $216K 0.05% -5,712 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,418 $215K 0.09% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,413 $215K 0.04% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,413 $215K 0.08% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,411 $215K 0.07% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,396 $215K 0.14% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,383 $214K 0.04% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,382 $214K 0.02% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 6,375 $214K 0.05% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 6,366 $214K 0.08% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 6,350 $213K 0.02% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,339 $213K 0.12% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,337 $213K 0.02% -3,264 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,302 $211K 0.03% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 6,300 $211K 0.09% -25,848 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,166 $211K 0.03% +1,250 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,272 $210K 0.05% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,256 $210K 0.25% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,250 $210K 0.03% +1,449 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,245 $210K 0.05% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,208 $208K 0.03% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,208 $208K 0.01% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,200 $208K 0.05% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,190 $208K 0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,190 $208K 0.07% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,186 $208K 0.08% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,177 $207K 0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,170 $207K 0.08% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,820 $207K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,166 $207K 0.02% -2,218 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,154 $206K 0.09% new 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 6,149 $206K 0.09% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 6,143 $206K 0.09% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,142 $206K 0.04% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,115 $205K 0.12% -335 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,461 $204K 0.08% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,091 $204K 0.02% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,085 $204K 0.05% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,084 $204K 0.14% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,082 $204K 0.08% new 13F-HR/A Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,073 $204K 0.06% +1,218 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,066 $203K 0.03% -1,144 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,064 $203K 0.02% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,063 $203K 0.1% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 6,046 $203K 0.04% new 13F-HR Timeline