CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,387 $216K 0.02% -578 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,376 $215K 0.01% -456 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,371 $215K 0.02% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,367 $215K 0.07% +20 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,367 $215K 0.11% 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,364 $214K 0.03% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,350 $213K 0.01% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,347 $213K 0.02% -3,747 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,413 $212K 0.03% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,328 $212K 0.03% -733 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,325 $212K 0.04% +90 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,298 $210K 0.02% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,290 $210K 0.01% -920 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,294 $210K 0.08% -9,645 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,290 $210K <0.01% +280 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,286 $209K 0.06% +83 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,280 $209K <0.01% +1,200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stone Wealth Partners More: the full row for Stone Wealth Partners 3,257 $209K 0.19% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,259 $208K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,229 $207K 0.05% -967 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,223 $207K 0.05% +39 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,244 $207K 0.02% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,236 $206K 0.01% +11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,233 $206K 0.01% -4,333 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,227 $206K 0.06% +312 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,215 $205K 0.02% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,210 $204K 0.04% +10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,208 $204K 0.03% -619 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,200 $204K 0.05% +10 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,277 $204K 0.04% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,186 $203K 0.07% -19,510 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,177 $202K 0.16% +88 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,172 $202K 0.03% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,164 $202K 0.09% +202 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,162 $201K 0.02% -22 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,153 $201K <0.01% -71,205 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,153 $201K 0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,152 $201K 0.01% +271 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,151 $201K <0.01% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,145 $200K 0.03% -685 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,156 $196K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,009 $192K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3,004 $191K 0.05% -1,123 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 3,000 $191K 0.18% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,992 $191K 0.14% +200 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,968 $189K 0.04% +1,722 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,953 $188K 0.12% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,947 $188K 0.04% +1,677 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,889 $184K 0.01% -1,049 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,808 $179K 0.04% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,800 $178K 0.06% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,786 $177K 0.05% -474 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,728 $174K 0.01% -279 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,725 $174K 0.07% +130 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,716 $173K 0.04% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,699 $172K 0.09% -1,346 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,682 $171K 0.04% -17 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,500 $159K <0.01% -500 13F-HR Timeline Group Unison Asset Management LLC More: the full row for Unison Asset Management LLC 2,469 $157K 0.07% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,429 $155K 0.02% +133 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,402 $153K 0.06% +170 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,366 $151K 0.01% -1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,363 $151K 0.01% -443 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,359 $150K 0.07% -231 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,329 $149K 0.02% -3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,312 $147K 0.02% +47 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 2,270 $145K 0.03% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,242 $143K 0.02% -10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,244 $143K 0.02% -51 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,213 $141K 0.03% -926 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,131 $136K 0.13% 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,100 $134K 0.06% -225 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,061 $131K 0.03% -6,000 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,002 $128K 0.02% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $127K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,955 $125K 0.01% -219 13F-HR Timeline MOTCO More: the full row for MOTCO 1,939 $124K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,887 $120K 0.02% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,883 $120K 0.01% -31 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,877 $120K 0.01% -4,204 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,873 $119K 0.05% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,858 $118K 0.06% -384 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,818 $116K 0.01% -295 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,766 $112K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,752 $112K 0.02% +21 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,725 $110K <0.01% +939 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,704 $109K 0.04% +485 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,703 $108K 0.04% -92 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,624 $103K 0.01% +24 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,620 $103K 0.01% +604 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,588 $101K 0.04% +103 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,583 $101K 0.02% -123 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,575 $100K <0.01% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,500 $98.9K 0.04% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,531 $97.5K 0.05% -490 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,530 $97K 0.01% -1,383 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $95.6K 0.02% 0 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 1,500 $95.6K 0.09% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,472 $93.8K 0.01% -42 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,451 $93.1K 0.01% +206 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,416 $90.2K 0.01% +175 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,390 $88.6K 0.01% +126 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,359 $88.4K 0.04% -3,098 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,378 $87.8K 0.01% -54 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,357 $86.5K 0.02% +1,350 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,342 $85.7K <0.01% -170 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,298 $82.7K 0.04% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,280 $82K 0.04% -10 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 16,616 $80.6K 0.06% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,263 $80.5K 0.05% +61 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,250 $79.6K 0.04% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,236 $78.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,235 $78.7K 0.06% +105 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,229 $78.3K <0.01% -128 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,207 $77.4K 0.03% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,211 $77.2K 0.05% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,200 $76.9K 0.06% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,205 $76.8K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,185 $75K 0.02% -242 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,175 $74.9K 0.02% +1,140 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,126 $71.8K 0.03% +6 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,116 $71.6K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,113 $70.9K 0.04% +1,042 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,106 $70.5K 0.03% +5 13F-HR/A Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,100 $70.1K 0.05% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,096 $69.8K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,093 $69.6K <0.01% -256 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,077 $69K <0.01% -52 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,080 $68.8K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,077 $68.6K 0.01% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,053 $67.1K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,048 $67K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,048 $66.8K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,000 $63.7K 0.03% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 991 $63.1K 0.01% +241 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 985 $62.8K 0.02% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 969 $61.7K 0.03% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 960 $61.2K 0.04% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 948 $60.4K 0.04% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 941 $60K 0.01% -4,131 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 941 $60K 0.04% +574 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 940 $59.9K 0.02% -439 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 922 $58.7K 0.05% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 912 $58.1K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 912 $58.1K 0.06% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 902 $57.5K 0.04% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 900 $57.3K <0.01% 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 894 $57K 0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 887 $56.5K 0.05% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 882 $56.2K 0.02% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 875 $55.7K 0.06% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 871 $55.5K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 817 $52.4K <0.01% -9 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 810 $51.6K 0.01% +174 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 800 $51K 0.02% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 798 $50.9K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 793 $50.6K 0.02% -999 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 779 $49.6K 0.03% -177 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 743 $47.6K 0.01% -3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 746 $47.5K 0.02% -26 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 717 $45.7K 0.03% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 714 $45.5K 0.03% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 713 $45.4K 0.02% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $44.9K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 700 $44.6K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 700 $44.6K 0.03% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 691 $44K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 682 $43.4K 0.01% +4 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 675 $43K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 675 $43K 0.01% -23 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 647 $41.2K 0.01% -723 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 644 $41K <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 642 $40.9K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 639 $40.7K 0.01% +1 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 633 $40.3K 0.02% -42,889 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 630 $40.2K 0.04% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 630 $40.1K 0.01% -120 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 640 $39.8K 0.01% -602 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 621 $39.6K <0.01% -166 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 614 $39.1K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 612 $39K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 612 $39K 0.02% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 600 $38.2K 0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 596 $38K 0.01% +181 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 596 $38K 0.02% 0 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 579 $36.9K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 578 $36.9K 0.01% -241 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 571 $36.4K 0.01% +126 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 569 $36.3K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 569 $36.2K 0.01% -130 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 515 $32.8K 0.03% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 508 $32.4K 0.03% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 461 $32.1K 0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 504 $32.1K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 490 $31.2K 0.03% -72 13F-HR Timeline Trust Co More: the full row for Trust Co 478 $30.5K <0.01% -98 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 472 $30.1K 0.03% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 470 $29.9K 0.01% -59,459 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 468 $29.8K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 449 $29.6K 0.01% -244 13F-HR Timeline