ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,956 $393K 0.24% +819 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,931 $391K 0.12% +1,037 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,890 $389K 0.03% -109 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,876 $388K 0.03% -553 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,875 $388K <0.01% +1,032 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,868 $387K 0.06% +1,091 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,855 $386K 0.11% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,848 $386K 0.05% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 51 $386K 0.17% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,841 $385K 0.12% -629 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,837 $385K 0.22% +602 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,836 $385K 0.05% +1,704 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,823 $384K 0.35% +6 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,822 $384K 0.02% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,820 $384K 0.29% -470 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,818 $384K 0.03% +79 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 5,810 $383K 0.14% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,809 $383K 0.03% +183 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 5,800 $383K 0.2% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,800 $383K 0.19% +119 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 5,797 $383K 0.1% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,796 $382K 0.19% +8 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,761 $380K 0.21% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,760 $380K 0.07% +267 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,759 $380K 0.1% -1 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,753 $380K 0.3% new 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 5,745 $379K 0.08% +104 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,738 $379K 0.21% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,616 $377K 0.21% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,704 $376K 0.24% -61 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 5,697 $376K 0.3% +1,044 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,697 $376K 0.23% -647 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,686 $375K 0.03% -427 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,685 $375K 0.18% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,680 $375K 0.07% -1,070 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,158 $375K 0.23% +783 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,675 $374K 0.02% +490 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,704 $374K 0.16% -110 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,655 $373K 0.12% +713 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,653 $373K 0.09% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,653 $373K 0.25% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,537 $371K 0.03% +486 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,624 $371K 0.03% -513,885 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 5,600 $370K 0.12% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,596 $369K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,591 $369K 0.05% -1,200 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,588 $369K 0.07% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,568 $367K 0.11% +116 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,568 $367K 0.23% +212 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,561 $367K 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,546 $366K 0.09% -1,231 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,535 $365K 0.05% +13 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,446 $365K 0.03% +1,839 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,532 $365K 0.01% -10,616 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,530 $365K 0.08% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,522 $364K 0.19% -15,386 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,507 $363K 0.04% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,503 $363K 0.16% +33 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,503 $363K 0.02% +169 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,498 $363K 0.1% -3,623 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,485 $362K 0.16% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 5,462 $360K 0.08% -572 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 5,500 $360K 0.35% -100 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,456 $360K 0.03% +43 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,449 $360K 0.19% +35 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 5,491 $360K 0.28% +298 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,442 $359K 0.08% +542 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,440 $359K 0.14% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,438 $359K 0.04% +1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,432 $358K 0.03% +1,052 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,423 $358K 0.14% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,410 $357K 0.19% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,400 $356K 0.02% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,399 $356K 0.19% +17 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,386 $355K 0.12% +60 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 5,351 $353K 0.21% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,343 $353K 0.02% +277 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 5,341 $352K 0.09% -506 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,340 $352K 0.1% -81 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,832 $352K 0.11% -3,046 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,297 $350K 0.02% +66 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,289 $349K 0.05% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,009 $348K 0.04% -268 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,280 $348K 0.03% +680 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,274 $348K 0.34% -671 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,272 $348K 0.08% +199 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,264 $347K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,248 $346K 0.29% +308 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,240 $346K 0.03% -35 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,238 $346K 0.02% +498 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,223 $345K 0.08% +2 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,216 $344K 0.02% +9 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 5,200 $343K 0.18% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 5,191 $343K 0.15% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,179 $342K 0.24% +10 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 5,178 $342K 0.09% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,172 $341K 0.02% +1,219 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,171 $341K 0.13% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,171 $341K 0.02% -241 13F-HR Timeline United Bank More: the full row for United Bank 5,170 $341K 0.11% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,155 $340K 0.14% -463 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,150 $340K 0.22% -225 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 5,143 $339K 0.3% +416 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,142 $339K 0.21% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,133 $339K 0.01% -239 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,128 $338K 0.06% +995 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,126 $338K 0.13% 0 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 5,125 $338K 0.01% -97 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 5,113 $337K 0.08% -4,854 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,110 $337K 0.07% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,700 $337K 0.16% +2,400 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 5,097 $336K 0.22% -83 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,087 $336K 0.03% -1,600 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,082 $335K 0.02% -93 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,071 $335K 0.11% +25 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,063 $334K 0.14% +63 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,978 $334K <0.01% +1,515 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,038 $332K 0.05% -167 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,053 $332K 0.01% -3,233 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,018 $331K 0.23% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,005 $330K 0.34% -702 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,001 $330K 0.02% -51 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 5,000 $330K 0.25% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 4,996 $330K 0.06% +1,500 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,995 $330K 0.04% -76 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,995 $330K 0.14% -172 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,992 $329K 0.03% +307 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,986 $329K 0.01% -1,171 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,983 $329K 0.29% +382 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,982 $329K 0.13% -366 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,970 $328K 0.02% -32 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,969 $328K 0.1% +443 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 4,883 $327K 0.27% -510 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 4,953 $327K 0.29% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,948 $327K 0.06% +842 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,948 $327K 0.04% +24 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,938 $326K 0.07% -349 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,933 $326K 0.11% -88 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 4,933 $326K 0.1% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,850 $325K 0.06% +91 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,926 $325K 0.04% -46 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,925 $325K 0.03% +50 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,918 $325K 0.14% 0 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 4,911 $324K 0.2% -567 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,839 $324K 0.05% +515 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $323K 0.41% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,897 $323K 0.05% +430 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,890 $323K 0.01% 0 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,891 $323K 0.04% +828 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,888 $323K 0.02% +70 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 4,867 $321K 0.16% -479 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,864 $321K 0.12% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,859 $321K 0.08% +458 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,979 $321K 0.1% +2 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,854 $320K 0.01% -14 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,853 $320K 0.05% -3,020 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,844 $320K 0.07% +530 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,844 $320K 0.06% +530 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,841 $319K 0.17% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,808 $317K 0.02% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,806 $317K 0.03% -8 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,772 $315K 0.17% -185 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 4,767 $315K 0.08% 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,758 $314K 0.13% +53 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,757 $314K 0.02% -31 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,752 $314K 0.06% -2,400 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,750 $313K 0.07% +172 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,736 $313K 0.04% +84 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,728 $312K 0.18% 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,724 $312K 0.01% -89 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,719 $311K 0.09% +64 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,704 $310K 0.15% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,703 $310K 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,703 $310K 0.03% +12 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,689 $309K 0.05% -487 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,687 $309K 0.1% +3 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,670 $308K 0.15% -269 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,670 $308K 0.13% +38 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,665 $308K 0.06% +58 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,329 $307K 0.01% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,628 $305K 0.03% -11,824 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,624 $305K 0.1% -1,000 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,614 $304K 0.08% +5 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,741 $304K 0.03% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,607 $304K 0.24% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,600 $304K 0.02% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,599 $303K 0.05% +516 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 4,597 $303K 0.06% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,597 $303K 0.02% +2 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,582 $302K 0.14% -87 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,615 $302K 0.2% -304 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,569 $302K 0.16% +1,519 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,563 $301K <0.01% +2 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,560 $301K 0.11% +45 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,558 $301K 0.13% +349 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,550 $300K 0.23% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,549 $300K 0.07% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 4,471 $300K 0.08% +3,608 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,534 $299K 0.17% +100 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,523 $298K 0.27% 0 13F-HR Timeline Group