Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,602 $520K 0.02% -1,590 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,771 $520K 0.26% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,766 $519K 0.15% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,758 $518K 0.06% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,737 $515K 0.21% -673 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 3,727 $514K 0.18% +45 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,717 $512K 0.46% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,715 $512K 0.02% -1,240 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,712 $512K 0.04% -100 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,677 $507K 0.07% -172 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,654 $504K 0.23% -58 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,651 $503K 0.01% +32 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,631 $501K 0.05% -67 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,589 $495K <0.01% -116 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,562 $491K 0.05% -61 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,549 $489K 0.21% +150 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,546 $489K <0.01% +367 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,525 $486K 0.09% -371 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,503 $483K <0.01% -326 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,500 $483K 0.01% +955 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,500 $483K 0.2% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,499 $482K 0.1% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,499 $482K 0.3% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,498 $482K 0.21% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,362 $481K 0.04% -70 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,488 $481K 0.12% +299 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,479 $480K 0.16% +126 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,476 $479K 0.14% +135 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,469 $478K 0.09% -3,255 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,466 $478K 0.01% +86 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,462 $477K 0.07% -289 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,452 $476K 0.25% -100 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,450 $476K 0.26% -10 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,450 $476K 0.42% +721 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,436 $474K 0.09% +20 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,436 $474K 0.04% +30 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,424 $472K 0.02% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,225 $471K 0.03% -177 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,410 $470K 0.03% -100 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,400 $469K 0.04% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,393 $468K 0.21% +50 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,392 $468K 0.02% 0 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 3,392 $468K 0.29% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,378 $466K 0.14% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,371 $465K 0.08% +201 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,355 $463K 0.25% -18 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 3,352 $462K 0.22% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,350 $462K 0.02% -121 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,350 $462K 0.01% -174 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,344 $461K 0.1% -987 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,343 $461K 0.01% +698 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,342 $461K 0.34% -36 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,340 $460K 0.15% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,337 $460K 0.06% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,331 $459K 0.01% -2,334 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,331 $459K 0.06% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,321 $458K 0.31% +232 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,314 $457K +1,498 Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,313 $457K 0.16% +191 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,306 $456K 0.03% -238 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,298 $455K -2,175 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,296 $454K 0.01% -19 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,294 $454K 0.03% -80 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,293 $454K 0.13% -85 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,191 $452K 0.11% +10 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,272 $451K 0.08% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,268 $451K 0.18% -22 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,249 $448K 0.31% -23 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,244 $447K 0.01% +569 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,226 $445K 0.03% -36 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,224 $444K 0.04% +172 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,215 $443K 0.21% -12 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,200 $441K 0.02% +545 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 3,200 $441K 0.05% -58 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,199 $441K 0.01% -340 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,195 $440K <0.01% new 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 3,169 $437K 0.04% -8 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,153 $435K 0.1% +125 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,143 $433K 0.05% +135 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,138 $433K 0.21% -484 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,124 $431K 0.05% +2,372 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,121 $430K 0.08% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,121 $430K 0.06% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,114 $429K <0.01% +88 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,111 $429K 0.07% +551 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,102 $428K 0.25% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,100 $427K 0.23% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,900 $427K 0.01% +246 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 3,077 $424K 0.04% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,080 $424K 0.03% +61 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,075 $424K 0.05% -100 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,066 $423K 0.04% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,066 $423K 0.08% -220 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,058 $422K 0.12% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,050 $421K 0.13% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,047 $420K 0.02% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,028 $417K 0.17% -56 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,011 $415K 0.34% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,010 $415K 0.11% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,010 $415K 0.23% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,000 $414K 0.04% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,000 $414K 0.17% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,992 $413K 0.05% +229 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,990 $412K 0.04% +149 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,984 $411K 0.09% +111 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,971 $410K 0.01% +600 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,966 $409K 0.04% +505 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,960 $408K 0.01% -216 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,517 $406K 0.07% -116 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,936 $405K 0.03% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,923 $403K 0.11% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,919 $402K 0.07% -33 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,913 $402K 0.02% -150 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,906 $401K 0.06% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,886 $398K 0.24% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,884 $398K 0.02% +867 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,865 $395K 0.33% -60 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,852 $393K 0.09% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,851 $393K 0.08% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,842 $392K 0.14% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,828 $390K 0.03% -296 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,817 $388K 0.03% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,802 $386K 0.11% +240 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 2,800 $386K 0.39% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,800 $386K 0.01% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,796 $385K 0.24% -1 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,780 $383K 0.02% -34 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,779 $383K 0.09% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,781 $383K 0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,778 $383K 0.03% -116 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,775 $383K 0.06% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,773 $382K 0.16% -36 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,767 $381K 0.03% +206 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,755 $380K <0.01% +799 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,751 $379K 0.05% +223 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,740 $378K 0.02% +112 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,733 $377K 0.02% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,729 $376K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,720 $375K 0.12% -3 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,711 $374K 0.02% +66 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,706 $373K 0.09% +152 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,700 $372K 0.03% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,695 $372K 0.18% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,683 $370K 0.02% new 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,674 $369K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,668 $368K 0.02% -181 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,665 $367K 0.11% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,656 $366K 0.29% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,647 $365K 0.1% +52 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,635 $363K 0.21% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,632 $363K 0.08% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,631 $363K 0.01% +728 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,618 $361K 0.03% 0 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,617 $361K 0.03% -76 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,614 $360K 0.03% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,606 $359K 0.05% +480 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,603 $359K 0.05% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,601 $359K 0.05% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,600 $358K 0.17% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,600 $358K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,592 $357K 0.07% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,590 $357K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,589 $357K 0.03% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,575 $355K 0.15% -499 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,573 $355K 0.02% +342 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,573 $355K 0.08% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,564 $353K 0.04% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,560 $353K 0.03% -164 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,553 $352K 0.07% -79 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,547 $351K 0.28% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,039 $350K 0.03% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,524 $348K 0.16% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,524 $348K 0.04% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,521 $348K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,509 $346K 0.01% -271 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,481 $342K 0.07% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,467 $340K 0.22% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,461 $339K 0.16% 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,455 $338K 0.02% +228 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,455 $338K 0.02% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,450 $338K 0.04% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,450 $338K 0.06% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,446 $337K 0.05% -372 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,444 $337K 0.05% -28,788 13F-HR/A Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,430 $335K 0.03% +618 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,425 $334K 0.24% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 2,416 $333K 0.23% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,414 $333K 0.01% +205 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,401 $331K 0.11% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,389 $329K 0.02% +538 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,384 $329K 0.08% +317 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,375 $327K 0.11% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,372 $327K 0.09% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,550 $327K 0.05% -225 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,354 $325K 0.05% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,353 $324K 0.01% +440 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,350 $324K 0.02% -846 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,343 $323K 0.02% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,335 $322K 0.09% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,333 $322K 0.15% -381 13F-HR Timeline