Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,697 $1.03M 0.56% -4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,690 $1.02M 0.24% +1 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,683 $1.02M 0.15% +630 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,681 $1.02M 0.33% -167 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,680 $1.02M 0.62% +1 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,679 $1.01M 0.19% -7 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,678 $1.01M 0.22% -9 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,678 $1.01M 0.42% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,666 $1.01M 0.51% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,665 $1.01M 0.96% +24 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,664 $1.01M 0.18% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,659 $1M 0.2% -13 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,653 $999K 0.23% +82 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,653 $999K 0.31% +799 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,651 $998K 0.01% -69 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,650 $997K 0.09% +349 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,650 $997K 0.8% +61 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,649 $997K 0.05% +370 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,645 $994K 0.36% -7 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,644 $993K 0.16% +1,061 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,642 $992K 0.07% -1,061 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,642 $992K 0.09% +134 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,641 $992K 0.67% -8 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,640 $991K 0.23% -26 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,635 $988K 0.03% -295 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,632 $986K 0.01% -126 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,632 $986K 0.39% -103 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,630 $985K 0.71% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,627 $983K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,617 $977K 0.07% +1,173 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,613 $975K 0.1% +135 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,605 $970K 0.5% -233 13F-HR Timeline CROBAN More: the full row for CROBAN 1,603 $969K 0.46% -3 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,600 $968K 0.07% -83 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,600 $967K 0.05% +528 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,596 $964K 0.1% +147 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,592 $962K 0.1% -39 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,590 $961K 0.04% +55 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,590 $961K 0.33% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,587 $959K 0.09% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,577 $953K 0.25% -31 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,577 $953K 0.04% -269 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,576 $952K 0.47% +38 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,575 $952K 0.39% -24 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,572 $950K 0.92% +62 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,570 $949K 0.2% +570 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,569 $948K 0.21% -200 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,554 $948K 0.15% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,568 $948K 0.27% +53 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,565 $946K 0.12% -3 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,565 $946K 0.32% +216 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,564 $945K 0.06% +163 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,558 $942K 0.95% -9 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,554 $939K 0.21% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,552 $938K 0.41% -195 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,547 $935K 0.12% -17 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,537 $929K 0.01% -3,844 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,536 $928K 0.34% -252 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,531 $925K 0.83% -31 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,529 $924K 0.32% -100 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,526 $922K 0.22% -6 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,524 $921K <0.01% -6 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,523 $920K 0.1% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,522 $920K 0.15% -50 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,512 $914K 0.03% +14 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,512 $914K 0.09% +998 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,509 $912K 0.4% +14 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,504 $909K 0.17% -993 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,504 $909K 0.02% -13 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 1,500 $907K 0.05% +500 13F-HR Timeline Group Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,497 $905K 0.3% -80 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,495 $904K 0.13% -64 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,495 $904K 0.12% +213 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,494 $903K 0.09% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,493 $902K 0.16% -181 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,492 $902K 0.06% +31 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,489 $900K 0.78% +480 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 1,489 $900K 0.21% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,488 $899K 0.04% +10 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,486 $898K 0.38% -267 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,481 $895K 0.05% +728 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,480 $895K 0.11% -35 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,452 $891K 0.08% +166 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,474 $891K 0.71% -2,874 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,472 $890K 0.2% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,471 $889K 0.87% -50 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,467 $887K 0.32% +4 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,465 $886K 0.12% +47 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,464 $885K 0.53% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,462 $883K 0.08% +230 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,461 $883K 0.06% +181 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,460 $882K 0.02% 0 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,460 $882K 0.36% +5 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,454 $879K 0.13% -4 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,451 $877K 0.23% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,450 $877K 0.4% -133 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,450 $876K 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,449 $876K 0.02% +16 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,449 $876K 0.14% +1 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,448 $875K 0.18% +11 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,444 $873K +356 Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,439 $870K 0.14% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,433 $866K 0.06% -25 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,425 $861K 0.05% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,425 $861K 0.03% -13 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,420 $858K 0.23% +6 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,411 $853K 0.04% -52 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,399 $846K 0.16% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,399 $846K 0.78% +14 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,395 $843K 0.4% +8 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,378 $843K 0.35% +174 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,391 $841K 0.31% +5 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,385 $837K 0.17% -1,385 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,629 $836K 0.39% -114 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,380 $834K <0.01% -4 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,380 $834K 0.03% +659 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,350 $834K 0.06% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,379 $833K 0.23% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,377 $832K 0.12% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,376 $832K 0.06% +25 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,370 $828K 0.22% +3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,368 $827K 0.09% +9 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,366 $826K 0.05% -217 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,364 $825K 0.58% +43 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,619 $824K 0.44% -60 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,363 $824K 0.24% -15 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,359 $821K 0.26% 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,357 $820K 0.33% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. River Street Advisors LLC More: the full row for River Street Advisors LLC 1,353 $818K 0.28% +584 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,350 $816K 0.32% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,349 $815K 0.4% +30 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,346 $814K 0.31% -105 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,345 $813K 0.58% +65 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,562 $812K 0.05% +47 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 1,341 $810K 0.1% -26 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,338 $809K 0.26% -40 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,336 $807K 0.08% -197 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,333 $806K 0.04% -163 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,329 $803K 0.11% +463 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,329 $803K 0.24% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,326 $802K 0.07% -397 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,325 $801K 0.19% -72 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,322 $799K 0.55% +262 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,315 $795K 0.38% +4 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,311 $792K 0.05% -38 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,310 $792K 0.14% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,307 $790K 0.01% +27 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,305 $788K 0.1% -600 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,303 $788K 0.28% -42 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,302 $787K 0.19% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 1,298 $784K 0.36% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,298 $784K 0.36% +6 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,298 $784K 0.08% -76 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,290 $780K 0.16% -25 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,289 $779K 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,288 $778K 0.01% +72 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,287 $778K 0.35% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,287 $778K 0.08% -77 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,285 $776K 0.06% +1 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,242 $775K 0.06% +119 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,281 $774K 0.09% -249 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,280 $774K 0.16% -239 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,278 $772K 0.06% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,278 $772K 0.32% +1 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,278 $772K 0.52% -60 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,276 $771K 0.19% +21 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,275 $771K 0.13% +634 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,275 $771K 0.09% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,275 $771K 0.38% +149 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,274 $770K 0.09% -270 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,270 $768K 0.2% -106 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,265 $765K 0.01% +1 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,264 $764K 0.42% -36 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,264 $764K 0.6% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 829 $763K 0.23% +605 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,260 $762K 0.11% -20 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,259 $761K 0.07% +31 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,258 $760K 0.39% +765 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,256 $759K 0.42% -197 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,254 $758K 0.3% +29 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,254 $758K 0.29% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,253 $757K 0.15% -125 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,252 $757K 0.65% +39 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,251 $756K 0.12% +548 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,250 $755K 0.52% -216 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,249 $755K 0.1% -468 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,248 $754K 0.05% -76 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,248 $754K 0.26% -103 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,247 $753K 0.71% -8 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,246 $753K 0.07% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,246 $753K 0.1% +216 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,245 $752K 0.19% -3 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,245 $752K 0.48% -9 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,243 $751K 0.16% +3 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,239 $749K 0.27% +20 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,212 $749K 0.38% -63 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,237 $748K 0.31% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 1,235 $747K 0.3% -24 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,186 $745K 0.2% +29 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 1,233 $745K 0.28% 0 13F-HR Timeline