BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,490 $380K 0.02% -100 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 3,400 $380K 0.18% +800 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,488 $380K 0.07% +452 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,468 $377K 0.21% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,467 $377K 0.26% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,452 $375K 0.01% -57 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,463 $374K 0.03% +8 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,450 $374K 0.04% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,450 $374K 0.07% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,435 $372K 0.02% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,555 $372K 0.16% +1,085 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,423 $370K 0.2% +685 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,405 $367K 0.01% +265 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,405 $367K 0.25% -20 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,399 $366K 0.05% +45 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,391 $365K 0.01% -2,484 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,374 $363K 0.39% 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,376 $363K 0.05% -68 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,376 $363K 0.02% +138 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,375 $363K 0.12% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,372 $362K 0.11% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,370 $362K 0.02% +314 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,363 $361K 0.01% +465 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,363 $361K 0.06% -154 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 2,353 $359K 0.01% -3,037 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,350 $359K 0.05% -725 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,335 $357K 0.02% -120 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,335 $357K 0.11% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,297 $356K 0.06% -1,228 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,326 $355K 0.12% -3 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,320 $354K 0.01% new 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 2,319 $354K 0.79% new 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,315 $354K 0.02% +220 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,310 $353K 0.01% +49 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,310 $353K 0.03% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,301 $351K 0.2% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,300 $351K 0.06% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,300 $351K 0.21% 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,295 $351K 0.07% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,291 $350K 0.04% +196 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,284 $349K 0.02% +311 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,283 $349K 0.12% +336 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,272 $347K 0.08% +2 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,264 $346K 0.06% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,280 $345K 0.02% +55 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,255 $344K 0.05% +5 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,250 $344K 0.03% -686 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,250 $344K 0.01% -2,897 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,250 $344K 0.01% -103 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,231 $341K 0.24% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,230 $341K 0.08% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,460 $339K 0.05% -90 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 2,181 $338K 0.32% +11 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,185 $338K 0.02% +64 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,211 $338K 0.04% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,205 $337K 0.02% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,205 $337K 0.04% +23 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,204 $337K 0.07% +2 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,200 $336K 0.31% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,196 $335K 0.21% -37 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,194 $335K 0.11% 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,200 $335K 0.1% -50 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,190 $335K 0.18% +172 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,181 $333K 0.26% +218 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,177 $333K 0.31% -65 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,151 $331K 0.03% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,167 $331K 0.06% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,145 $328K 0.07% -41 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,134 $326K 0.3% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,129 $325K 0.24% -1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,104 $325K 0.24% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,123 $324K 0.11% +137 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,119 $324K 0.12% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,118 $324K 0.01% +109 13F-HR/A Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,109 $322K 0.16% -214 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,102 $321K 0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,100 $321K 0.05% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,099 $321K 0.05% -507 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,091 $319K 0.03% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,090 $319K 1.08% -53 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,080 $318K 0.17% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,060 $315K 0.05% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,058 $314K 0.06% +50 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,052 $313K 0.2% -23 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,050 $313K 0.29% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. F/m Investments LLC More: the full row for F/m Investments LLC 2,050 $313K 0.02% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,050 $313K 0.06% 0 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 2,040 $312K 0.08% 0 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,031 $311K 0.04% -171 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,030 $310K 0.03% +5 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,028 $310K 0.04% -129 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,025 $309K 0.13% +199 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,085 $309K 0.25% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,020 $309K 0.07% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,014 $308K 0.16% +552 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,014 $308K 0.01% -166 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,013 $307K 0.12% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,004 $306K 0.01% -21,335 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,002 $306K 0.26% -155 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,000 $306K 0.05% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,000 $306K 0.04% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,000 $306K 0.05% 0 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 1,999 $305K <0.01% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,988 $304K 0.13% -21 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,984 $303K 0.1% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,973 $301K 0.03% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,973 $301K 0.07% +78 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,970 $301K 0.2% +17 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,970 $301K 0.35% +60 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,967 $300K 0.02% -231 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,962 $300K 0.07% +22 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,962 $300K 0.11% -232 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,960 $299K 0.07% +1,560 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,959 $299K 0.02% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,957 $299K 0.09% +305 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,934 $295K 0.04% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,931 $295K 0.09% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,926 $294K 0.21% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,924 $294K 0.01% -8 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,985 $293K 0.1% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,910 $292K 0.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,906 $291K 0.03% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,900 $290K <0.01% -410 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,895 $289K 0.07% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,875 $286K 0.05% -900 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,874 $286K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,870 $286K 0.02% -119 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,867 $285K +1,688 Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,863 $285K 0.13% -4 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,861 $284K 0.23% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,846 $282K 0.04% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,839 $281K 0.07% -350 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,830 $280K 0.05% new 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,829 $279K 0.02% +86 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,828 $279K 0.01% -101 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,828 $279K 0.1% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,828 $279K 0.11% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,825 $279K 0.21% 0 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 1,825 $279K 0.2% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,820 $278K 0.09% -982 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,819 $278K 0.04% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 1,816 $277K 0.16% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,871 $277K 0.01% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,815 $277K 0.12% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,812 $277K 0.03% -75 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,806 $276K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,805 $276K 0.27% 0 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,759 $269K 0.04% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,750 $267K 0.09% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,747 $267K <0.01% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,737 $265K 0.02% -300 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,736 $265K 0.13% -19 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,735 $265K 0.06% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,730 $264K 0.03% -89 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,729 $264K 0.08% -408 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,718 $262K 0.01% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,713 $262K 0.04% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,713 $262K 0.01% +18 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,710 $261K 0.12% -24 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,710 $261K 0.01% +42 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,681 $261K 0.21% -8 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,706 $261K 0.24% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,705 $260K 0.02% -191 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,705 $260K 0.07% -1,353 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,700 $260K 0.1% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,695 $259K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,692 $258K 0.03% -11 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,691 $258K 0.11% -215 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,689 $258K 0.03% -57 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,687 $258K 0.06% +109 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,681 $257K 0.18% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,697 $256K 0.01% -358 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,674 $256K 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,670 $255K 0.03% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,669 $255K 0.07% +32 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,667 $255K 0.14% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,653 $252K 0.22% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,648 $252K 0.01% 0 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,646 $251K 0.02% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,637 $250K <0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,629 $249K <0.01% +75 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,628 $249K 0.06% -600 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,626 $248K 0.06% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,621 $248K 0.06% -8 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,618 $247K 0.02% -178 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,613 $246K 0.01% +173 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,600 $244K 0.05% -16 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,598 $244K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,597 $244K 0.01% +41 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,596 $244K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,596 $244K 0.01% -8,907 13F-HR Timeline