Severin Investments, LLC More: the full row for Severin Investments, LLC 4,508 $423K 0.37% +3,995 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,500 $422K 0.09% +4,050 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,492 $421K 0.04% +4,054 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,474 $419K 0.05% +3,996 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 4,470 $419K 0.01% +4,027 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,456 $418K 0.14% +3,997 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,455 $418K 0.07% +3,994 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,453 $418K 0.02% +3,963 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,450 $417K 0.04% +4,005 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 4,450 $417K 0.19% 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,447 $417K 0.18% +4,005 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,440 $416K 0.06% +3,964 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,440 $416K 0.24% +3,996 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,433 $416K 0.09% +3,995 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,429 $415K 0.08% +3,935 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 4,424 $415K 0.16% 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 4,421 $415K 0.41% 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 4,413 $414K 0.5% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,410 $413K 0.03% +4,009 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,405 $413K 0.04% +3,971 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,400 $413K 0.03% +631 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,389 $412K 0.03% +3,996 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,383 $411K 0.05% +3,954 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,381 $411K 0.32% +3,939 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,380 $411K 0.07% +3,859 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,370 $410K 0.04% +3,928 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,357 $408K 0.09% +3,921 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,350 $408K 0.15% +3,912 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,349 $408K 0.35% +4,088 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,346 $407K 0.17% +3,929 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,330 $406K 0.27% +3,875 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,327 $406K 0.3% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,326 $406K 0.07% +3,840 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 3,812 $405K 0.17% -291 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,310 $404K 0.38% +3,873 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,291 $402K 0.07% +3,862 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 4,284 $402K 0.25% +3,878 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,277 $401K 0.38% +4,087 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,260 $399K 0.14% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,245 $398K 0.06% +3,818 13F-HR/A Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,245 $398K 0.12% +3,612 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Advance Capital Management, Inc. 4,219 $396K 0.02% +3,855 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,215 $395K 0.2% +3,816 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 4,210 $395K 1.22% +3,601 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,203 $394K 0.12% +3,767 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 4,197 $394K 1.2% +3,527 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 4,197 $394K 0.26% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,190 $393K 0.21% +3,228 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,188 $393K 0.13% +3,659 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 4,185 $392K 0.22% +4,171 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 4,181 $392K 0.33% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,181 $392K 0.06% +3,844 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,176 $392K 0.05% +3,712 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 4,153 $389K 0.35% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,150 $389K 0.02% +3,609 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,144 $389K 0.09% +3,802 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 4,140 $388K 0.21% +3,674 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,406 $388K 0.05% +3,620 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,130 $387K 0.21% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,100 $384K 0.37% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,100 $384K 0.1% +3,820 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,100 $384K 0.36% +3,690 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,098 $384K 0.37% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 4,095 $384K 0.35% 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,093 $384K 0.09% 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,080 $383K 0.03% +3,701 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,080 $383K 0.22% +3,637 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,075 $382K 0.16% +3,663 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,070 $382K 0.09% +3,718 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,067 $381K 0.02% +3,685 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,064 $381K 0.42% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,064 $381K 0.07% +3,607 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,061 $381K 0.12% +3,703 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 4,060 $381K 0.06% +3,654 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,050 $380K 0.12% +3,645 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,049 $380K 0.32% +3,647 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,037 $379K 0.09% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,040 $379K 0.03% +3,651 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,035 $378K 0.27% +3,551 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,028 $378K 0.06% +3,633 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,026 $377K 0.08% +3,545 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,401 $377K 0.1% +4,177 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,013 $376K 0.16% +3,645 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,010 $376K 0.18% +3,609 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,005 $376K 0.04% +3,593 13F-HR/A Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,000 $375K 0.06% +3,600 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,000 $375K 0.23% +3,582 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,991 $374K 0.03% +3,709 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,990 $374K 0.23% +3,580 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,980 $373K 0.06% +3,616 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,964 $372K 0.39% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,961 $371K 0.14% +3,536 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,960 $371K 0.02% +3,564 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,960 $371K 0.09% +3,618 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,958 $371K 0.36% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 309 $370K 0.09% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,946 $370K 0.1% +3,539 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,940 $369K 0.09% +3,373 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,937 $369K 0.08% +3,699 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,937 $369K 0.14% +3,686 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 3,918 $367K 0.23% +3,517 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,911 $367K 0.01% +3,736 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,902 $366K 0.02% +3,563 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,898 $365K 0.04% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,442 $365K 0.27% +4,002 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,890 $365K 0.11% +3,501 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,880 $364K 0.18% +3,486 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,876 $363K 0.18% +3,593 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,860 $362K 0.08% +3,474 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,860 $362K 0.25% +3,582 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,855 $361K 0.1% +3,493 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,852 $361K 0.1% +3,514 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,850 $361K 0.02% +3,417 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,850 $361K 0.05% +3,467 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,847 $361K 0.15% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,841 $360K 0.17% +3,588 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 3,835 $360K 0.31% 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 307 $359K 0.13% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,830 $359K 0.08% +3,489 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,830 $359K 0.13% +3,452 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,823 $358K 0.15% +3,417 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 3,818 $358K 0.29% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,803 $357K 0.05% 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 3,800 $356K 0.18% +3,420 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,781 $355K 0.07% +3,506 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,775 $354K 0.05% +3,394 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,755 $352K 0.23% +3,400 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,750 $352K 0.05% +3,371 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,750 $352K 0.1% +3,375 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,740 $351K 0.03% +3,303 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,733 $350K 0.13% +3,338 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,731 $350K <0.01% +682 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,723 $349K 0.05% +3,567 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,720 $349K 0.25% +3,348 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,717 $349K 0.1% +1,389 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,715 $348K 0.15% +3,354 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,712 $348K 0.1% +3,384 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,711 $348K 0.12% +3,333 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 3,710 $348K 0.09% +3,339 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,710 $348K 0.23% 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,706 $347K 0.16% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,700 $347K 0.14% +3,328 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,699 $347K 0.25% +3,343 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,691 $346K 0.05% +3,319 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,689 $346K 0.13% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,675 $345K 0.02% +3,317 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,660 $343K 0.07% +3,204 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,655 $343K 0.08% +3,314 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,650 $342K 0.19% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,650 $342K 0.12% +3,285 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,650 $342K 0.21% +3,360 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,640 $341K 0.27% +3,365 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,630 $340K 0.01% +3,267 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,620 $339K 0.05% +3,276 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,620 $339K 0.09% +3,306 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 3,620 $339K 0.1% +3,157 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,619 $339K 0.03% +3,265 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,610 $338K 0.21% +3,226 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,610 $338K 0.22% 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,600 $338K 0.29% +3,240 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,449 $338K 0.14% +3,961 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,595 $337K 0.06% 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,581 $336K 0.11% 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,574 $335K 0.03% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,573 $335K 0.07% +3,366 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,565 $334K 0.02% +3,210 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,560 $334K 0.12% +3,204 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,560 $334K 0.03% +3,256 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,559 $334K 0.12% +3,205 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 3,550 $333K 0.06% +3,197 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,550 $333K 0.1% +3,144 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,550 $333K 0.17% +3,260 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,543 $332K <0.01% +3,169 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,540 $332K 0.01% +3,215 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,540 $332K 0.06% +3,180 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,540 $332K 0.07% +3,187 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 4,330 $331K 0.26% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,510 $329K 0.17% +3,143 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,500 $328K 0.16% +3,150 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,500 $328K 0.06% +3,155 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,500 $328K 0.09% +3,150 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,500 $328K 0.12% +3,090 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 3,500 $328K 0.18% +3,150 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,491 $327K 0.2% +3,106 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,485 $327K 0.12% +3,133 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,480 $326K 0.09% +2,863 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,610 $326K 0.07% +3,268 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,470 $325K 0.18% +3,138 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,470 $325K 0.3% +3,123 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,462 $325K 0.06% +3,141 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,460 $324K 0.07% +3,120 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,440 $323K 0.02% +3,118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Square, LLC More: the full row for Capital Square, LLC 3,440 $323K 0.16% +2,514 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,439 $322K 0.02% +3,128 13F-HR Timeline