EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,483 $698K -212 Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,483 $698K 0.46% -5 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,479 $697K 0.18% -237 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,470 $695K 0.12% +816 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,466 $694K 0.38% +17 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,464 $693K 0.05% +86 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,461 $692K 0.25% +791 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,457 $691K 0.37% +90 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,456 $691K 0.15% -344 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,449 $689K 0.38% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,446 $688K 0.11% -381 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,443 $687K 0.36% -75 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,441 $686K 0.55% 0 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,436 $685K 0.76% -6,992 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,434 $685K 0.41% +19 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,017 $684K 0.06% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,426 $682K 0.13% +26 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,425 $682K 0.2% -140 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,425 $682K 0.28% -198 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,422 $681K 0.11% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,420 $681K 0.27% 0 13F-HR Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 2,420 $681K 0.01% -675 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,420 $681K 0.09% +810 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,420 $681K 0.43% -150 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,418 $680K 0.31% -300 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,413 $679K 0.06% +71 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,405 $676K 0.04% +455 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,403 $676K 0.1% +56 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,400 $675K 0.07% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,400 $675K 0.02% +100 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,400 $675K 0.21% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 2,400 $675K 0.15% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,400 $674K 0.01% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,392 $673K 0.35% +1 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 2,388 $672K 0.11% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,388 $672K 0.21% +1,041 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,385 $671K 0.24% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,382 $670K 0.16% -143 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,310 $668K 0.23% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,368 $666K 0.14% +157 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,367 $666K 0.23% -300 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,364 $665K 0.08% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,362 $664K 0.33% +33 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,361 $664K 0.22% -71 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,363 $664K 0.17% -56 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,361 $664K 0.09% +417 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,358 $663K 0.25% -3 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,358 $663K 0.14% +57 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,355 $662K 0.1% +342 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 2,346 $660K 0.18% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,345 $660K 0.26% -205 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,344 $659K 0.14% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,341 $659K 0.11% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,341 $659K 0.11% 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,336 $657K 0.28% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,334 $657K 0.67% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,329 $655K 0.12% +1,653 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,329 $655K 0.39% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,286 $654K 0.12% +275 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,325 $654K 0.08% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,325 $654K 0.35% -89 13F-HR/A Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,325 $654K 0.32% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,324 $654K 0.24% -30 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,320 $652K 0.2% +14 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,318 $652K 0.09% -2,875 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,318 $652K 0.29% +276 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,316 $651K 0.05% -10 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,312 $650K 0.25% +9 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,969 $649K 0.08% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 2,307 $649K 0.62% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,300 $647K 0.09% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,300 $647K 0.17% -346 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,298 $646K 0.19% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,289 $644K 0.11% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,282 $642K 0.03% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,277 $640K 0.23% +99 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,270 $638K 0.38% -599 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,265 $637K 0.22% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,263 $636K 0.27% +630 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,258 $635K 0.1% -2,306 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,196 $635K 0.31% new 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2,256 $634K 0.54% -1,700 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,255 $634K 0.02% +488 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,254 $634K 0.15% -593 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,253 $634K 0.51% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,252 $633K 0.56% -1,770 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,248 $632K 0.33% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,246 $632K 0.38% +405 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,245 $631K 0.39% -20 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,079 $631K 0.47% -344 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,241 $630K 0.33% -78 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,235 $629K 0.15% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,233 $628K 0.09% -52 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,233 $628K 0.6% -413 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,231 $627K 0.34% -160 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,230 $627K 0.22% -130 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,228 $627K 0.37% +939 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,228 $627K 0.46% +974 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,228 $627K 0.06% -67 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,225 $626K 0.07% -604 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,220 $624K 0.29% +4 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,182 $624K 0.23% +1 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,219 $624K 0.38% +3 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,219 $624K 0.14% +390 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,215 $623K 0.17% -650 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,213 $623K 0.29% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,212 $622K 0.05% -3 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,211 $622K 0.22% +15 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,211 $622K 0.42% -76 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,210 $622K 0.23% -229 13F-HR Timeline City State Bank More: the full row for City State Bank 2,210 $622K 0.18% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,206 $620K 0.14% +15 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,205 $620K 0.2% +309 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,543 $620K 0.28% +526 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,204 $619K 0.21% -506 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,200 $619K 0.23% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,195 $617K 0.21% +525 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,194 $617K 0.16% +3 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,194 $617K 0.14% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,193 $617K 0.21% +139 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,190 $616K 0.14% -412 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,190 $616K 0.34% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,187 $615K 0.48% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,177 $612K 0.34% -5 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,167 $609K 0.21% +191 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,166 $609K 0.12% -6 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,162 $608K 0.03% +304 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,150 $605K 0.09% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,150 $604K 0.15% -2,016 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,149 $604K 0.1% -153 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,142 $602K 0.25% +1,062 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,142 $602K 0.11% +171 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,131 $599K 0.24% -13 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,129 $599K 0.28% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,126 $597K 0.08% +88 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,122 $597K 0.13% -559 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,120 $596K 0.42% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,119 $596K 0.18% +833 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,118 $596K 0.15% +559 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,114 $595K 0.14% -9 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,112 $594K 0.12% +346 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,111 $594K 0.12% +1,529 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,109 $593K 0.2% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,108 $593K 0.2% -50 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,107 $593K 0.39% +430 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,106 $592K 0.16% +200 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,106 $592K 0.23% -629 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,106 $592K 0.57% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,104 $592K 0.08% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,103 $591K 0.11% -531 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,103 $591K 0.07% +319 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,102 $591K 0.03% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,100 $591K 0.25% new 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 2,100 $591K 0.33% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,099 $590K 0.18% +149 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,098 $590K 0.11% +320 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,096 $589K 0.1% -818 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,090 $588K 0.42% +81 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,085 $587K 0.06% -269 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 2,082 $586K 0.26% -386 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 2,082 $586K 0.39% -222 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,081 $585K 0.19% +2 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,079 $585K 0.2% -202 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,079 $585K 0.23% -259 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,077 $584K 0.26% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,076 $584K 0.35% -48 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,073 $583K 0.27% -240 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,066 $581K 0.18% +389 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,065 $581K 0.09% +146 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,063 $580K 0.01% +191 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,061 $580K +821 Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,061 $580K 0.18% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,058 $579K 0.09% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,058 $579K 0.21% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,055 $578K 0.13% -170 13F-HR/A Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,052 $577K 0.19% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,050 $577K 0.05% -9,792 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,050 $577K 0.09% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,047 $576K 0.02% -7 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,044 $575K 0.31% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,044 $575K 0.13% +40 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 2,042 $574K 0.26% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,041 $574K 0.09% -67 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,038 $573K 0.21% +358 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,037 $573K 0.12% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,034 $572K 0.06% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,034 $572K 0.16% -65 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,033 $572K 0.09% -8 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,033 $572K 0.26% -99 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,025 $570K 0.24% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,025 $570K 0.13% -15 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,025 $570K 0.56% -35 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,022 $569K 0.56% -600 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,020 $568K 0.15% -166 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,019 $568K 0.14% +915 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,019 $568K 0.11% +928 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,015 $567K 0.14% -190 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,014 $566K 0.12% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,962 $566K 0.06% +764 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,013 $566K 0.21% 0 13F-HR Timeline