PFG Advisors More: the full row for PFG Advisors 11,576 $1.25M 0.06% -4,277 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 11,571 $1.25M 0.34% -1,206 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 11,465 $1.23M 0.31% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,441 $1.23M 0.21% -935 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 11,423 $1.23M 0.52% +1,905 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,405 $1.23M 0.69% +704 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 11,398 $1.23M 0.22% -305 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 11,350 $1.22M 0.66% -200 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,278 $1.21M 0.07% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,272 $1.21M 0.04% +6,931 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,250 $1.21M 0.07% +1,073 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 11,401 $1.21M 0.27% 0 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 11,239 $1.21M 0.77% +973 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,220 $1.21M 0.33% +3,952 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,218 $1.21M 0.07% +883 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,210 $1.21M 0.07% -1,088 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,167 $1.2M 0.37% +65 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,115 $1.2M 0.45% +400 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 11,059 $1.19M 0.16% 0 13F-HR/A Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11,057 $1.19M 0.03% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 11,036 $1.19M 1.01% -208 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 10,988 $1.18M 0.29% +343 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 10,971 $1.18M 0.14% +19 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 10,911 $1.17M 0.44% -50 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,887 $1.17M 0.01% +789 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 10,852 $1.17M 0.64% -1,479 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,831 $1.17M 0.04% +6,010 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,765 $1.16M 0.03% -834 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,764 $1.16M 0.12% -563 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,725 $1.15M 0.07% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,709 $1.15M 0.01% -3,291 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10,697 $1.15M 0.09% +1,354 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 10,720 $1.14M 1.01% +27 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,606 $1.14M 0.03% -305 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,591 $1.14M 0.1% +255 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,678 $1.13M 0.06% +6,401 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 10,527 $1.13M 0.99% +3,085 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 10,490 $1.13M 0.17% +2,158 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 10,471 $1.13M 0.32% -7,704 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 10,446 $1.12M 0.12% -312 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 10,423 $1.12M 0.12% -510 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,396 $1.12M 0.02% -122 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,382 $1.12M 0.05% +1,378 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,370 $1.12M 0.1% 0 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 10,345 $1.11M 0.06% -3,545 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 10,340 $1.11M -1,052 Timeline LongView Wealth Management More: the full row for LongView Wealth Management 10,307 $1.11M 0.28% -1,086 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 10,287 $1.11M 0.18% -637 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,229 $1.1M 0.01% -287 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 10,200 $1.1M 1.79% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 10,200 $1.1M 0.78% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,193 $1.1M 0.15% -155 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,191 $1.1M 0.06% -239 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 10,180 $1.1M 0.45% +3,883 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 10,158 $1.09M 0.59% -2,467 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 10,085 $1.09M 0.52% -943 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 10,084 $1.09M 0.46% -311 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 10,080 $1.08M 0.21% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,067 $1.08M 0.25% +67 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,053 $1.08M 0.13% -1,402 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 10,053 $1.08M 0.29% +681 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,016 $1.08M 0.37% +288 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 10,000 $1.08M 0.84% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,989 $1.08M 0.03% -31 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 9,987 $1.07M 0.5% +1,490 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,970 $1.07M 0.08% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 9,943 $1.07M 0.72% -936 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 9,832 $1.06M 0.32% -10,885 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 9,796 $1.05M 0.43% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 9,788 $1.05M 0.07% +975 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,695 $1.04M 0.57% +758 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 9,677 $1.04M 0.45% -151 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 9,642 $1.04M 0.49% +591 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 9,611 $1.03M 0.86% +1,877 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,592 $1.03M 0.01% -17,207 13F-HR Timeline Friday Financial More: the full row for Friday Financial 9,592 $1.03M 0.28% +4,436 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,558 $1.03M 0.06% +87 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 9,521 $1.02M 0.3% +730 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,506 $1.02M 0.12% -1,228 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,473 $1.02M 0.15% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 9,454 $1.02M 0.53% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 9,450 $1.02M 0.09% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 9,443 $1.02M 0.24% -1,686 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 9,425 $1.01M 0.92% 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 9,384 $1.01M 0.35% -2,210 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 9,379 $1.01M 0.55% -4,019 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,370 $1.01M 0.03% +1,095 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 9,348 $1.01M 0.7% +74 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,337 $1M 0.26% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,305 $1M 0.24% +39 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,304 $1M 0.08% 0 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,291 $1000K 0.19% -8,594 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 9,273 $998K 0.13% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,178 $988K 0.24% -14 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 9,168 $987K 0.02% +6,080 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,144 $984K 0.08% -986 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,142 $984K 0.45% +416 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 9,088 $978K 0.08% -29 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,083 $978K <0.01% -864 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 9,036 $972K 0.42% +1,531 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 8,969 $965K 0.59% +165 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,968 $965K 0.04% +1,348 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 8,946 $963K 0.15% -4,465 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,901 $958K 0.01% -3,490 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 8,857 $953K 0.53% +339 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,828 $950K 0.01% +69 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,767 $944K 0.05% +585 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,764 $943K 0.05% +23 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,759 $943K 0.7% +330 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,714 $938K 0.41% +36 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,696 $936K <0.01% +16 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,690 $935K 0.06% +3,695 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,656 $932K 0.06% +2,393 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,648 $931K 0.03% +353 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 8,582 $924K 0.33% +206 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 8,538 $919K 0.11% -8,214 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,496 $914K 0.01% -2,699 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 8,447 $909K 0.2% -2,718 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 8,429 $907K 0.44% -33,038 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,351 $899K 0.12% -434 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 8,319 $895K 0.24% +7 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 8,286 $891K 0.25% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 8,232 $886K 0.57% -81 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,220 $885K 0.18% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 8,212 $884K 0.27% -128 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 8,210 $884K 0.14% -175 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 8,170 $879K 0.19% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,170 $879K 0.07% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,150 $877K 0.06% +743 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,106 $872K 0.08% -1,275 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,097 $871K 0.08% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 8,041 $865K 0.34% +35 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,027 $864K 0.21% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,017 $863K 0.05% -794 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,000 $861K 0.3% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,000 $861K 0.43% -190 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,994 $860K 0.02% -373 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 7,990 $860K 0.17% +419 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 7,965 $857K 0.8% 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,910 $851K 0.11% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,903 $850K 0.07% -561 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,900 $850K 0.03% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,881 $848K 0.16% +404 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,700 $829K 0.09% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 7,700 $829K 0.41% -53 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,663 $825K 0.25% +19 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,640 $822K 0.18% +90 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 7,639 $822K 0.61% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,600 $818K 0.01% +1,802 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,595 $817K 0.14% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,591 $816K 0.1% +468 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 7,536 $811K 0.29% +1,038 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 7,465 $803K 0.35% +144 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,450 $802K 0.08% -16 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 7,418 $798K 0.17% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 7,484 $796K 0.42% +897 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,367 $793K 0.12% -49 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 7,364 $793K 0.41% +660 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,319 $788K 0.06% +1 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,292 $785K 0.06% +9 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 7,261 $781K 0.57% +206 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 7,255 $781K 0.33% +1,660 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,216 $777K 0.04% +23 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 7,147 $769K 0.38% -610 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 7,111 $765K 0.11% -368 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 7,106 $765K 0.52% -597 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 7,103 $764K 0.12% +19 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 7,100 $764K 0.49% +2,021 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 7,177 $762K 0.39% +1,379 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,074 $761K 0.05% -18 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,043 $758K 0.08% +23 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,022 $756K 0.06% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,015 $755K 0.12% +2,851 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 6,998 $753K 0.35% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 6,999 $752K 0.59% -960 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,982 $751K 0.1% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,981 $751K 0.19% -915 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 6,977 $751K 0.54% +1,562 13F-HR/A Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,954 $748K 0.36% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,937 $747K 0.2% -2,228 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,918 $745K 0.05% +76 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,913 $744K 0.28% 0 13F-HR Timeline Cogent Private Wealth, Inc. 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