Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,790 $250K 0.05% +500 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,791 $250K 0.04% -67 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,787 $250K 0.03% +204 13F-HR Timeline Almanack Investment Partners, LLC. 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More: the full row for SGL Investment Advisors, Inc. 1,647 $248K 0.13% +86 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,770 $247K 0.12% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,767 $247K 0.01% -729 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,767 $247K 0.04% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,754 $247K 0.22% +118 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,765 $247K 0 Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,764 $247K 0.02% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,762 $246K 0.02% +188 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,761 $246K 0.09% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,760 $246K 0.3% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,754 $245K 0.07% -2 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,754 $245K 0.14% +100 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,752 $245K 0.03% +12 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,750 $245K 0.02% -101 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 1,742 $244K 0.1% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,742 $244K 0.08% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,742 $244K 0.2% +510 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,735 $243K 0.02% -95 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,731 $242K 0.14% -42 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,729 $242K 0.03% new 13F-HR/A Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,727 $241K 0.03% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,727 $241K 0.08% +289 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,726 $241K 0.11% -8 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 1,658 $241K 0.18% +60 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,723 $241K 0.09% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,722 $241K 0.06% +11 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,719 $240K 0.08% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,693 $240K 0.09% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,717 $240K 0.07% -44 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,710 $239K 0.02% -86 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,709 $239K 0.08% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,706 $238K 0.08% +500 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,703 $238K 0.03% +33 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,700 $238K 0.07% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,699 $238K 0.07% -72 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,698 $237K 0.1% -156 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,698 $237K 0.09% -10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,698 $237K 0.09% +18 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,697 $237K 0.07% +47 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,695 $237K 0.05% -220 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,686 $236K 0.13% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,683 $235K 0.09% -296 13F-HR Timeline Broadway Wealth Solutions, Inc. 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More: the full row for Tarbox Family Office, Inc. 1,639 $229K 0.04% +7 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,637 $229K 0.14% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,632 $228K 0.18% -40 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 1,631 $228K 0.05% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,626 $227K 0.02% +204 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for Hopwood Financial Services, Inc. 1,620 $226K 0.17% +50 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,619 $226K 0.17% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,618 $226K 0.02% +45 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,615 $226K 0.01% +192 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,525 $225K 0.15% +144 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,608 $225K 0.11% -484 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,599 $224K 0.09% +71 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 438 $224K 0.15% -1,161 13F-HR Timeline Fingerlakes Wealth Management, Inc. 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More: the full row for LifeSteps Financial, Inc. 1,577 $221K 0.18% -50 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,575 $220K 0.05% -445 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,573 $220K 0.08% -2 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,573 $220K 0.05% +4 13F-HR Timeline Pachira Investments Inc. 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More: the full row for TigerOak Management, L.L.C. 1,528 $214K 0.08% -95 13F-HR Timeline Conservest Capital Advisors, Inc. 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More: the full row for Kozak & Associates, Inc. 1,567 $211K 0.05% +3 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,507 $211K 0.02% -9,069 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,506 $211K 0.09% +129 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,504 $210K 0.02% -9 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,477 $210K 0.05% -24 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,500 $210K 0.13% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,496 $209K 0.07% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,495 $209K 0.16% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,482 $207K 0.02% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,477 $206K 0.03% -4 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,473 $206K 0.14% -165 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,472 $206K 0.1% +250 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,463 $205K 0.04% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,462 $204K 0.16% new 13F-HR Timeline Mullooly Asset Management, Inc. 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