Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,647 $453K 0.04% +17 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,642 $453K 0.14% -3 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,633 $452K 0.26% 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,633 $452K 0.3% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 5,629 $452K 0.24% +525 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,615 $451K 0.07% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,613 $451K 0.23% 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 5,588 $449K 0.25% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,575 $448K 0.07% +165 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,562 $447K 0.06% +300 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,555 $446K 0.03% 0 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,539 $445K 0.19% -660 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,518 $443K 0.03% -373 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,510 $442K 0.41% -192 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,507 $442K 0.06% +17 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,506 $442K 0.02% +144 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,505 $442K 0.07% -160 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 5,498 $441K 0.1% -35 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,453 $441K 0.4% +296 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,476 $441K 0.13% -125 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,486 $440K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,482 $440K 0.07% +243 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 5,468 $439K 0.16% +1,045 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,458 $438K 0.1% +14 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,451 $438K 0.2% 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 5,449 $437K 0.03% -30 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,432 $436K 0.03% +214 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,427 $436K 0.04% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,425 $436K 0.21% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,419 $435K 0.27% +132 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,408 $434K 0.21% -13 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,405 $434K 0.03% -5,665 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,400 $434K 0.13% +25 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,392 $433K 0.04% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,412 $432K 0.08% +36 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 5,379 $432K 0.36% -66 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,359 $430K 0.13% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,355 $430K 0.08% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,346 $429K 0.08% +345 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,338 $429K 0.16% -4 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,337 $428K 0.34% 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,329 $428K 0.05% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,326 $428K 0.14% -170 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 5,320 $427K 0.04% -1,740 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,319 $427K 0.13% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,316 $427K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,309 $426K 0.28% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,299 $425K 0.04% +335 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,299 $425K 0.07% -220 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,292 $425K 0.18% +920 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,284 $424K 0.11% +29 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,265 $423K 0.07% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,264 $423K 0.39% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,258 $422K 0.02% 0 13F-HR Timeline CENTERSQUARE INVESTMENT MANAGEMENT LLC More: the full row for CENTERSQUARE INVESTMENT MANAGEMENT LLC 5,250 $421K <0.01% -1,250 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,249 $421K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,247 $421K 0.02% -286 13F-HR Timeline Group KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 5,247 $421K 0.07% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,246 $421K 0.21% +376 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,233 $420K 0.02% -413 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,613 $420K 0.01% -14,020 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,226 $420K 0.15% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,219 $419K 0.11% +58 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,219 $419K 0.12% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,202 $418K 0.24% 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,200 $417K 0.15% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,190 $417K 0.16% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,186 $416K 0.36% 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,185 $416K <0.01% -105 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 5,182 $416K 0.05% +703 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,177 $416K 0.13% +478 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,174 $415K 0.18% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,166 $415K 0.04% -1,877 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,160 $414K 0.08% +36 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,895 $413K 0.11% -262 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,149 $413K 0.03% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,144 $413K 0.08% +85 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,144 $413K 0.09% +2,157 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,142 $413K 0.1% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,137 $412K 0.03% +1,908 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,137 $412K 0.15% +9 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,130 $412K 0.29% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,129 $412K 0.01% -208 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,123 $411K 0.07% -2,171 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,119 $411K 0.15% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,117 $411K 0.26% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,113 $410K <0.01% +65 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 5,090 $409K 0.21% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,086 $408K 0.15% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,069 $407K 0.14% +305 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,066 $407K 0.06% +6 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,065 $407K 0.1% +564 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 5,057 $406K 0.28% -207 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,052 $406K 0.17% -219 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,044 $405K 0.04% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,008 $402K 0.04% +992 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,004 $402K 0.17% -38 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,498 $401K 0.16% -116 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,998 $401K 0.06% -938 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,996 $401K 0.01% -505 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,986 $400K 0.09% +24 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 4,984 $400K 0.2% -156 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,975 $399K 0.13% -68 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,522 $399K 0.09% +30 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,967 $399K 0.12% +803 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,958 $398K 0.56% +1,785 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,957 $398K 0.22% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,763 $398K 0.09% +1,743 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,377 $398K 0.24% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,950 $397K 0.02% +1,100 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,935 $396K 0.21% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 4,929 $396K 0.25% +62 13F-HR/A Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,929 $396K 0.08% -27 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,926 $395K 0.25% +45 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,926 $395K 0.13% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,920 $395K 0.17% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,903 $394K 0.21% +158 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,902 $394K 0.22% +285 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,898 $393K 0.25% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,888 $392K 0.23% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,878 $392K 0.08% 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,877 $392K 0.29% -266 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,867 $391K 0.04% +9 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 4,850 $389K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,849 $389K 0.21% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,848 $389K 0.05% +101 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,836 $388K 0.1% +70 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,825 $387K 0.05% +1,325 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 4,824 $387K 0.01% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,822 $387K 0.04% -921 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,819 $387K 0.04% -20 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,806 $386K 0.03% +33 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,805 $386K 0.11% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,795 $385K 0.22% 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 4,794 $385K 0.13% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,785 $384K 0.09% -296 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,775 $383K 0.05% +75 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,758 $382K 0.13% -3,256 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,756 $382K 0.26% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 4,755 $382K 0.41% 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,751 $381K 0.23% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,748 $381K 0.03% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,744 $381K 0.09% +7 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,743 $381K 0.22% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,734 $380K 0.04% +7 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,727 $379K 0.09% -159 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,725 $379K 0.1% +57 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,717 $379K 0.04% -44 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,708 $378K 0.04% -11 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,707 $378K 0.09% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,706 $378K 0.27% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,694 $377K 0.03% +328 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 4,694 $377K 0.06% -2,669 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,690 $377K 0.03% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,688 $376K 0.06% +427 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,687 $376K 0.05% +650 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,679 $376K 0.02% +161 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,679 $376K 0.03% +1,416 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,672 $375K 0.03% +4 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,670 $375K 0.21% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,668 $375K 0.21% -17 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 4,660 $374K 0.17% 0 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 4,659 $374K 0.16% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,657 $374K 0.11% +183 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,653 $373K 0.17% +141 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 4,639 $372K 0.26% +462 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,636 $372K 0.06% +841 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,516 $371K 0.11% +4,460 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,617 $371K 0.05% -42 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,613 $370K 0.05% -36 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,612 $370K 0.11% +39 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,598 $369K 0.02% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,596 $369K 0.04% +924 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,595 $369K 0.32% -102 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,583 $368K 0.02% +152 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,579 $368K 0.04% +695 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,868 $367K 0.09% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,568 $367K 0.04% -127 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,548 $365K 0.11% -370 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,531 $364K 0.1% -636 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,527 $363K 0.03% +954 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,521 $363K 0.07% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,516 $363K 0.05% +1,242 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,515 $362K 0.1% 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 4,500 $361K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,490 $360K 0.26% +5 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,487 $360K 0.06% +357 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,485 $360K 0.07% -463 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,483 $360K 0.11% -195 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,478 $359K 0.11% +1,092 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,477 $359K 0.1% +160 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,475 $359K 0.19% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,450 $357K 0.05% -102 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,447 $357K 0.04% +1,350 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,446 $357K 0.36% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,443 $357K 0.02% +33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,443 $357K 0.19% -3,286 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,423 $355K 0.19% 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,410 $354K 0.32% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,953 $354K 0.26% +1,077 13F-HR Timeline