LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,551 $325K 0.17% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,534 $324K 0.12% +3 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,525 $323K 0.2% +593 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,767 $322K 0.04% -95 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,186 $322K 0.08% -9,688 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,498 $321K 0.03% -190 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,500 $321K <0.01% -1,500 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,500 $321K 0.06% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,477 $320K 0.09% -113 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,466 $319K 0.06% +437 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,464 $319K 0.03% -2,301 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,460 $318K 0.19% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,458 $318K 0.03% -285 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,456 $318K 0.07% -899 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,443 $317K 0.1% +392 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,299 $317K 0.12% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,432 $316K 0.08% -89 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 4,425 $316K 0.15% +4,411 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,416 $315K 0.15% +71 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,412 $315K 0.01% +1,012 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,410 $315K 0.05% +190 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,404 $314K 0.14% +409 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 4,400 $314K 0.02% -180 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,396 $314K 0.96% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,395 $314K 0.06% -13,166 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 4,395 $314K 0.06% 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,388 $313K 0.2% -969 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,366 $312K 0.03% -378 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,357 $311K 0.16% -616 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,357 $311K 0.05% -222 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 4,343 $310K 0.45% +415 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,330 $309K 0.26% +700 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,317 $308K 0.02% +595 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,310 $308K 0.05% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,290 $306K 0.06% -230 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,275 $305K 0.03% -311 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 4,273 $305K 0.15% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,271 $305K 0.03% -33 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,263 $304K 0.12% -982 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,260 $304K 0.06% +2,453 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,256 $304K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,252 $304K 0.02% -9,205 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,250 $303K 0.19% +10 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 4,250 $303K 0.1% -18,575 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,245 $303K 0.04% -18 13F-HR/A Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,245 $303K 0.04% +170 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,242 $303K 0.04% -5,240 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,240 $303K 0.03% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,238 $303K 0.09% -78 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,230 $302K 0.1% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,221 $301K 0.05% -774 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,216 $301K 0.05% +9 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 4,215 $301K 0.03% +323 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,214 $301K 0.04% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,208 $300K 0.06% +1,549 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,194 $299K 0.14% +20 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,191 $299K 0.01% -47 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 4,189 $299K 0.25% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,187 $299K 0.05% +274 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,175 $298K 0.1% -675 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 4,007 $298K 0.11% +896 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,154 $298K 0.04% -550 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,171 $298K 0.18% +273 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,153 $297K 0.08% +840 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,148 $296K 0.03% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,140 $296K 0.14% +222 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 4,133 $295K 0.25% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,122 $294K 0.06% -495 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 4,120 $294K 0.08% +500 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,109 $293K 0.08% +136 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,108 $293K 0.14% -2 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,101 $293K 0.06% new 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,100 $293K 0.17% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,080 $291K 0.14% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,079 $291K 0.01% -30 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,077 $291K 0.08% +418 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,076 $291K 0.02% +1,760 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,068 $290K 0.16% -170 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,040 $288K 0.21% -2,790 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,040 $288K 0.13% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,039 $288K 0.14% -397 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,038 $288K 0.08% +215 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,024 $287K 0.06% +573 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,021 $287K 0.03% +92 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,020 $287K 0.2% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,016 $287K 0.16% +127 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,011 $286K 0.13% -489 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 4,009 $286K 0.16% -21 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,000 $286K 0.17% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,000 $286K 0.04% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $286K 0.07% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,997 $285K 0.05% -1,751 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,995 $285K 0.16% +28 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,990 $285K 0.09% -350 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,988 $285K 0.08% -576 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,984 $284K 0.16% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,982 $284K 0.08% +284 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,976 $284K 0.06% -484 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,971 $284K 0.02% +1,083 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,970 $283K 0.19% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,965 $283K 0.1% -110 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,960 $283K 0.01% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 3,959 $283K 0.09% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 3,956 $282K 0.06% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,956 $282K 0.15% -965 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,954 $282K 0.21% -688 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,951 $282K 0.12% -254 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,951 $282K 0.01% +412 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,945 $282K 0.04% -10 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,944 $282K 0.02% -3,846 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,940 $281K 0.25% -370 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,938 $281K 0.1% +116 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 3,935 $281K 0.25% -40 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,933 $281K 0.29% -2,292 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,920 $280K 0.1% -2,075 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,919 $280K 0.16% +4 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,915 $280K 0.01% -70 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,913 $279K 0.08% +157 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,908 $279K 0.04% +130 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,903 $279K 0.26% +356 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,900 $278K 0.4% -67 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,900 $278K 0.11% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,897 $278K 0.03% -43 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,894 $278K 0.16% -260 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,892 $278K 0.17% -1,210 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,890 $278K 0.02% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,880 $277K 0.11% -60 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,871 $276K 0.04% -168 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,871 $276K 0.12% -4,405 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,861 $276K 0.05% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,861 $276K 0.17% -566 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3,855 $275K 0.13% -690 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 3,852 $275K 0.13% +52 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,851 $275K 0.09% -619 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,851 $275K 0.21% -575 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,848 $275K 0.12% +330 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,846 $275K 0.04% -1,250 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,835 $274K 0.12% -170 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,834 $274K 0.21% +850 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,825 $273K 0.04% -1,213 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,825 $273K 0.16% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,806 $272K 0.03% -309 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,162 $272K 0.14% +830 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,806 $272K 0.02% +620 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,800 $271K 0.06% -2,500 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 3,800 $271K 0.19% -700 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,790 $271K 0.1% +710 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,785 $270K 0.08% +370 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,778 $270K 0.07% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,774 $269K 0.18% -390 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,765 $269K 0.22% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 3,763 $269K 0.06% 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,760 $268K 0.06% -4 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,760 $268K 0.22% -13 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 3,756 $268K 0.22% +78 13F-HR Timeline TLWM More: the full row for TLWM 3,750 $268K 0.04% +550 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 3,750 $268K 0.37% +250 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,746 $267K 0.05% +72 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,742 $267K 0.02% +2,689 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,741 $267K 0.02% -125 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,732 $266K 0.04% +166 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,727 $266K 0.1% -5,606 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,726 $266K 0.04% +678 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,618 $266K 0.08% +288 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 3,720 $266K 0.06% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,718 $265K 0.01% +950 13F-HR Timeline Group Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,701 $265K 0.08% +1,046 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,715 $265K 0.02% -450 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,715 $265K 0.03% +179 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 3,710 $265K 0.05% +200 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,700 $264K 0.06% +88 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,700 $264K 0.15% -20 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,697 $264K 0.06% +463 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,697 $264K 0.07% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,687 $263K 0.02% +745 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,677 $263K 0.07% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,672 $262K 0.25% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,666 $262K 0.07% -5,033 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,661 $261K 0.05% +100 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,538 $261K 0.1% +38 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,655 $261K 0.1% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,650 $261K 0.08% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,648 $260K 0.08% +12 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,647 $260K 0.19% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,643 $260K 0.09% +672 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,636 $260K 0.01% +967 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,634 $259K 0.15% +310 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,631 $259K 0.12% +1,391 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,630 $259K 0.08% +580 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,395 $259K 0.05% +32 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,620 $258K 0.03% -312 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,610 $258K 0.23% -681 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,605 $257K 0.15% -250 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,600 $257K 0.03% -13 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,600 $257K 0.19% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,600 $257K 0.06% -1,500 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,591 $256K 0.02% -1,015 13F-HR/A Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,588 $256K 0.19% -240 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 3,585 $256K 0.08% +93 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,585 $256K 0.12% +750 13F-HR Timeline