Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,607 $906K 0.47% -672 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,587 $902K 0.1% +56 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,572 $898K 0.52% +4 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,565 $896K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,562 $895K 0.05% -145 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 3,553 $893K 0.07% +294 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,532 $888K 0.24% +7 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,530 $887K 0.07% -2,257 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,512 $882K 0.42% +774 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,741 $882K 0.08% +35 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,500 $880K 0.31% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,476 $874K 0.64% +1,133 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,469 $872K 0.09% +2,366 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,467 $871K 0.08% -9 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,460 $869K 0.12% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,457 $869K 0.88% +17 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,448 $867K 0.27% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,445 $866K 0.21% +400 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3,442 $865K 0.5% +200 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,442 $865K 0.09% +84 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,441 $865K 0.15% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,440 $865K 0.57% -200 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,427 $861K 0.07% -350 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,425 $861K 0.21% +20 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,417 $859K 0.34% -13 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,414 $858K 0.59% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,395 $853K 0.05% +1,794 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,392 $853K 0.19% -1,385 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,391 $852K 0.21% -50 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,390 $852K 0.04% +540 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,370 $847K 0.72% -848 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,367 $846K 0.12% -25 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,358 $844K 0.11% +404 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,357 $844K 0.24% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,349 $842K 0.38% +29 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,345 $841K 0.24% +3 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,342 $840K 0.16% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,341 $840K 0.03% -185 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,329 $837K 0.21% -2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,470 $836K 0.11% +323 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,322 $835K 0.34% -13 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,320 $834K 0.57% +101 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,319 $834K 0.1% -15 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,318 $834K 0.1% -200 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,291 $834K 0.01% +24 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,301 $830K 0.35% -124 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 3,301 $830K 0.49% -620 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,299 $829K 0.07% -247 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,297 $829K 0.04% +366 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,293 $828K 0.06% +1 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,289 $827K 0.2% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,282 $825K 0.16% -4 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,282 $825K 0.33% -106 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,280 $824K 0.25% -14 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,280 $824K 0.07% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,276 $823K 0.2% +29 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,274 $823K 0.19% +220 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,259 $819K 0.06% +364 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,257 $819K 0.17% +464 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,250 $817K 0.15% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,249 $816K 0.08% -5 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,248 $816K 0.27% +2 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,247 $816K -3,429 Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,244 $815K 0.13% +413 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,662 $813K 0.13% -4 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,226 $811K 0.83% +1 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 3,215 $808K 0.06% -3,750 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,398 $808K 0.28% -42 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 3,213 $807K 0.1% -158 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,212 $807K 0.51% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,200 $804K 0.16% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,191 $802K 0.08% -264 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,190 $802K 0.2% -150 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 3,181 $799K 0.26% +75 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,180 $799K 0.41% +110 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,156 $793K 0.12% -1,981 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,155 $793K 0.17% -2 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,151 $792K 0.03% new 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,151 $792K <0.01% new 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,150 $792K 0.3% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,139 $789K 0.18% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,135 $788K 0.23% +36 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,127 $786K 0.32% +360 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,128 $786K 0.62% +183 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,126 $786K 0.11% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,122 $785K 0.11% +1,711 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,115 $783K 0.07% -1,648 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,104 $780K 0.21% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,103 $780K 0.35% +5 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,100 $779K 0.5% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,099 $779K 0.04% +158 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,091 $777K 0.26% +2,031 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,083 $775K 0.02% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,080 $774K 0.17% +5 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,073 $772K 0.11% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,070 $772K 0.22% +394 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 3,069 $771K 0.87% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,067 $771K 0.11% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,064 $770K 0.09% +20 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,051 $767K 0.1% +2,822 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,049 $766K 0.46% +34 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,042 $764K 0.21% -84 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,041 $764K 0.16% +2,216 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,035 $763K 0.05% -71 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,028 $761K 0.06% +90 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,028 $761K 0.08% +4 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,015 $758K 0.25% +150 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,005 $755K 0.91% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,005 $755K 0.13% +200 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,003 $755K 0.09% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,000 $754K <0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,982 $749K 0.07% -16 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,982 $749K 0.71% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,971 $747K 0.08% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,968 $746K 0.09% +1,413 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,953 $742K 0.06% -162 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,951 $742K 0.16% +7 13F-HR Timeline City State Bank More: the full row for City State Bank 2,946 $740K 0.21% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,939 $739K 0.16% +14 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,939 $739K 0.06% +213 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,937 $738K 0.5% -204 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,936 $738K 0.05% +45 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,929 $736K 0.18% +60 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,919 $734K 0.16% +1,262 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,916 $733K 0.1% +24 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,916 $733K 0.17% +55 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,909 $731K 0.07% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,909 $731K 0.01% -534 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,905 $730K 0.6% -65 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,901 $729K 0.2% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,405 $728K 0.02% +2,766 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,878 $723K 0.02% +179 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,875 $723K 0.37% +190 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,867 $721K 0.86% -96 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,859 $718K 0.22% -280 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,858 $718K 0.13% -6 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,854 $717K 0.41% -30 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,852 $717K 0.13% +1,455 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,850 $716K 0.05% 0 13F-HR Timeline Group Bridgewater Advisors Inc. 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More: the full row for Flavin Financial Services, Inc. 2,804 $705K 0.5% +858 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,786 $700K 0.05% -23 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,755 $698K 0.07% +237 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,776 $698K 0.38% -36 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,766 $695K 0.17% -6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,761 $694K 0.05% +182 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,750 $691K 0.02% +1,162 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,115 $691K 0.56% -416 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,748 $691K 0.06% +5 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,740 $689K 0.03% +362 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,739 $688K <0.01% -56 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,730 $686K 0.12% -290 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,726 $686K 0.01% -418 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,727 $685K 0.42% -10 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,727 $685K 0.17% -57 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,726 $685K 0.21% -38 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,723 $684K 0.23% -290 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,714 $682K 0.62% +222 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,712 $682K 0.05% -200 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,713 $682K 0.1% +139 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,713 $682K 0.21% 0 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,701 $679K 0.46% +21 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,699 $678K 0.23% -70 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,698 $678K 0.08% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,691 $676K 0.05% +26 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,690 $676K 0.27% -140 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,689 $676K 0.02% +79 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,680 $674K 0.14% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,677 $673K 0.07% +83 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,663 $669K 0.06% +1,234 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,659 $668K 0.01% -178 13F-HR Timeline Group M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,656 $667K 0.14% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,655 $667K 0.02% +61 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,647 $665K 0.06% -138 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,646 $665K 0.08% +6 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,644 $664K 0.13% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,635 $662K 0.04% -2 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,634 $662K 0.1% +125 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,632 $662K 0.06% -13 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,630 $661K 0.05% -80 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,630 $661K 0.07% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,614 $657K 0.37% -1,013 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,608 $655K 0.02% -80 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,605 $655K 0.27% -5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,601 $654K 0.11% +1,233 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,600 $653K 0.04% +93 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,600 $653K 0.3% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,600 $653K 0.31% -450 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,588 $650K 0.09% -67 13F-HR Timeline