XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,546 $796K 0.48% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,546 $796K 0.23% +80 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,528 $793K 0.75% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,508 $791K 0.11% -828 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,478 $790K 0.05% +1,306 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,500 $789K 0.31% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,499 $789K 0.24% -1,896 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,498 $789K 0.26% -39 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,500 $789K 0.59% -16 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,487 $788K 0.19% -2,992 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,296 $786K 0.27% +2,188 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,450 $782K 0.07% -185 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,448 $782K 0.44% -10 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,443 $781K 0.02% +42 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,433 $780K 0.18% +120 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,426 $779K 0.12% -287 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,422 $778K 0.04% +210 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,416 $777K 0.35% +75 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,414 $777K 0.06% -316 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,414 $777K 0.06% +309 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,413 $777K 0.77% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,409 $776K 0.07% +797 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,400 $775K 0.23% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,384 $773K 0.37% -1,043 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,359 $769K 0.4% +94 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,358 $769K 0.07% -40 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,357 $769K 0.2% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,299 $768K 0.03% +1,920 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,334 $766K 0.1% -28 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 5,321 $764K 0.12% -15 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,315 $763K 0.4% +85 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,315 $763K 0.05% -254 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,313 $763K 0.62% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,305 $761K 0.18% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,298 $760K 0.82% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,285 $759K 0.03% -25 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,283 $758K 0.25% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,280 $758K 0.41% -12 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,277 $757K 0.21% -429 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,276 $757K 0.07% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,262 $755K 0.17% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,258 $755K 0.48% +457 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,232 $751K 0.24% -368 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,216 $749K -1,571 Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,215 $748K 0.2% +43 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,206 $747K 0.23% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,203 $747K 0.5% -11 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,196 $746K 0.65% +307 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,181 $744K 0.19% -25 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,177 $743K 0.4% -12 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,176 $742K 0.19% -41 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 5,163 $741K 0.66% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,161 $741K 0.05% -337 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,161 $741K 0.4% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,158 $740K 0.38% +649 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 5,125 $735K 0.45% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,124 $735K 0.2% +298 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,112 $734K 0.17% -3,192 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,107 $733K 0.06% -14 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,104 $733K 0.24% +369 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,097 $732K 0.18% +119 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,097 $731K 0.34% -334 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,095 $731K 0.32% +387 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,093 $731K 0.58% +257 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,089 $730K 0.1% -452 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,084 $730K 0.43% -276 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,082 $729K 0.51% +115 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,074 $728K 0.26% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,055 $725K 0.16% +49 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,050 $725K 0.07% -618 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,047 $724K 0.05% +626 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,040 $723K 0.15% +196 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,034 $722K 0.5% +88 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,025 $721K 0.16% +140 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,018 $720K 0.15% -21 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,016 $720K 0.09% -127 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,014 $720K 0.08% -248 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 5,012 $719K 0.47% +202 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 4,999 $717K 0.48% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,997 $717K 0.26% -1,500 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,964 $712K 0.04% -1 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,956 $711K 0.01% -3,001 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 4,954 $711K 0.08% -5 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,947 $710K 0.32% -1,836 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,916 $710K 0.19% -239 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,933 $708K 0.14% +138 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,927 $707K 0.2% -7 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,921 $706K 0.2% +5 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,913 $705K 0.57% -1,721 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,907 $704K 0.16% -235 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 5,138 $704K 0.53% 0 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 4,900 $703K 0.07% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,897 $703K 0.11% -91 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,890 $701K 0.1% -317 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,875 $700K 0.21% +145 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,852 $696K 0.21% +130 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,861 $696K 0.19% +609 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,840 $695K 0.04% -1,221 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,820 $694K 0.21% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,832 $693K 0.11% +1,698 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,817 $691K 0.17% -1,844 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,810 $690K 0.39% +17 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,804 $689K 0.27% 0 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 4,780 $686K 0.12% -661 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,779 $686K 0.17% -62 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,779 $686K 0.12% -44 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,763 $684K 0.25% +984 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,758 $683K 0.08% -463 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,708 $682K 0.18% +1,892 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,750 $682K 0.26% -15 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,738 $680K 0.21% 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,690 $680K 0.34% 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,733 $679K 0.11% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,729 $679K 0.05% -235 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,719 $677K 0.26% -665 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,715 $677K 0.32% +13 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,713 $676K 0.03% -195 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 4,702 $675K 0.56% -1,316 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 4,700 $675K 0.19% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,698 $674K 0.15% +141 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,650 $674K 0.14% -391 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,697 $674K 0.27% -6 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,694 $674K 0.14% 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,686 $673K 0.1% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,659 $669K 0.2% -24 13F-HR/A Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,657 $668K 0.05% -183 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,640 $666K 0.05% +266 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,639 $666K 0.03% +64 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,640 $666K 0.64% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,637 $665K 0.04% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,283 $665K 0.22% +2,965 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,631 $665K 0.06% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,625 $664K 0.4% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,619 $663K 0.06% +897 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,618 $663K 0.07% +1,055 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,604 $661K 0.18% -222 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,590 $659K 0.44% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,589 $659K 0.29% +6 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,582 $658K 0.07% -196 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,576 $657K 0.02% +524 13F-HR/A Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 4,564 $655K 0.1% +9 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,564 $655K 0.09% -1,239 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,532 $654K 0.18% +1,027 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 4,554 $654K 0.42% -175 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,551 $653K 0.09% -24 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,550 $653K 0.18% +1,472 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,549 $653K 0.29% +4,545 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,546 $652K 0.18% -836 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,546 $652K 0.29% -150 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,529 $650K 0.22% -703 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,529 $650K 0.25% -240 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,487 $650K 0.17% -1,113 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,520 $649K 0.1% +348 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,515 $648K 0.09% -46 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,513 $648K 0.16% +81 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,511 $648K 0.08% +337 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,462 $647K 0.28% -1,345 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,489 $644K 0.12% -300 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,487 $644K 0.01% +8 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,191 $644K 0.1% +265 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,481 $643K 0.04% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,477 $643K 0.43% -33 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,539 $642K 0.15% -131 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,469 $641K 0.08% +847 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,461 $640K 0.12% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,447 $638K 0.09% +1,457 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,435 $636K 0.07% -280 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,433 $636K 0.05% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,425 $635K 0.1% +205 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,411 $633K 0.39% -583 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 4,411 $633K 0.45% -38 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,401 $632K 0.03% 13F-HR Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,380 $629K 0.45% -41 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,366 $627K 0.42% +35 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,362 $626K 0.04% -1,189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,359 $626K 0.31% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,357 $625K 0.41% -100 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,357 $625K 0.13% +847 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,696 $625K 0.18% +105 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,352 $625K 0.05% +20 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,351 $624K 0.56% -463 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,329 $621K 0.31% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,327 $621K 0.12% -178 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,321 $620K 0.11% new 13F-HR/A Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,319 $620K 0.07% -29 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,312 $619K 0.03% -320 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,306 $618K 0.06% new 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,305 $618K 0.04% +432 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,297 $617K 0.09% +163 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,286 $615K 0.07% -2 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,267 $613K 0.29% -413 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 4,274 $613K 0.34% -60 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,271 $613K 0.03% +127 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,269 $613K 0.1% +300 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,268 $613K 0.17% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,267 $612K 0.13% -1,020 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,264 $612K 0.7% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,263 $612K 0.1% +192 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 4,262 $612K 0.41% +2,332 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,252 $610K 0.13% 13F-HR Timeline