MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 29,299 $742K 0.21% +596 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 29,269 $742K 0.05% -10,425 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 29,207 $740K 0.35% +4,141 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 29,185 $740K 0.82% +517 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 29,163 $739K 0.05% -3,012 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 29,142 $738K 0.03% -7,192 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 29,127 $738K 0.03% -2,412 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 33,287 $737K 0.1% -1,617 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 28,945 $733K 0.15% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 28,800 $730K 0.06% +2,345 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 28,727 $728K 0.02% +2,596 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 28,679 $727K 0.16% -1,289 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 28,666 $726K 0.14% -5,100 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 28,656 $726K 0.05% +2,998 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 28,555 $724K 0.03% +3,210 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 28,495 $722K 0.28% -3,036 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 28,507 $722K 0.23% +4,303 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 28,575 $720K 0.07% +5,086 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 28,366 $719K 0.14% +2 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 28,363 $719K 0.14% +2,855 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 28,343 $718K 0.19% -944 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 28,245 $716K 0.87% 13F-HR Timeline CROBAN More: the full row for CROBAN 28,213 $715K 0.66% +2,839 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 28,195 $714K 0.32% +13,239 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 28,180 $714K 0.17% +763 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 28,171 $714K 0.23% +2,539 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 28,170 $714K 0.43% +3,031 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 32,226 $710K 0.29% -1,199 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 28,012 $710K 0.72% -651 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,995 $709K 0.04% -7,440 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 27,911 $707K 0.36% -1,513 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 27,923 $707K 0.2% -550 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 27,890 $707K 0.12% -290 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 27,882 $707K 0.02% -161 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 27,869 $706K 0.03% +780 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 27,859 $706K 0.72% +2,716 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 27,760 $703K 0.07% +6,234 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 27,653 $701K 0.02% +4,022 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 27,589 $699K 0.02% -19,169 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 27,587 $699K 0.07% -2,793 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 27,542 $698K 0.15% +12,786 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 27,460 $696K 0.1% +42 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 27,428 $695K 0.02% 0 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 27,379 $694K 0.18% +664 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 27,350 $693K 0.09% -12,927 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27,317 $692K 0.15% -150 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 27,281 $691K 0.11% +100 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 27,278 $691K 0.53% -1,704 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 27,197 $689K 0.6% -300 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 27,180 $689K 0.63% -1,005 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 27,106 $687K 0.07% -638 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 27,088 $686K 0.62% +1,037 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 27,075 $686K 0.04% +3,627 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,035 $685K 0.07% +3,198 13F-HR/A Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 26,866 $681K 0.42% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 26,858 $681K 0.04% -1,875 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 26,817 $680K 0.09% +594 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 26,761 $678K 0.13% -1,440 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 26,739 $678K 0.06% -2,062 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 26,729 $677K 0.13% -1,383 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 26,657 $676K 0.13% -2,589 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 26,644 $675K 0.14% +1,507 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 26,643 $675K 0.12% -111 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 26,619 $675K 0.1% +64 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 26,535 $672K 0.2% -769 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 26,531 $672K 0.09% +1,554 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 26,456 $669K 0.36% -3,661 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 26,354 $668K 0.07% +1,145 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 26,335 $667K 0.05% -7,187 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 26,264 $666K 0.04% -3,044 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 26,245 $665K 0.11% +394 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 26,178 $663K 0.66% -522 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 26,060 $660K 0.05% -2,595 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 26,041 $660K 0.1% -9,186 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 26,032 $660K 0.02% +608 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 26,032 $660K 0.03% -715 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 25,948 $658K 0.23% -3,735 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 25,947 $657K 0.05% -363 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 25,844 $655K 0.33% -1,495 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,831 $655K 0.14% -29 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 25,814 $654K 0.65% +54 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 25,784 $653K 0.08% +3,625 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 25,668 $650K 0.24% +14,647 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 25,630 $649K 0.32% +935 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 25,610 $649K 0.3% -1,391 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 25,433 $644K 0.17% -2,756 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 25,402 $644K 0.13% +2,426 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 25,402 $644K 0.13% +2,426 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 25,334 $642K 0.11% -3,391 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 25,294 $641K 0.25% -882 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 25,246 $640K 0.28% +13,144 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 25,207 $639K 0.17% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 25,167 $638K 0.09% -635 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 25,162 $638K 0.17% -16,115 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 25,162 $638K 0.63% +8,851 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 25,148 $637K 0.21% +9,519 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 25,134 $637K 0.18% -299 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 25,086 $636K 0.07% +1,794 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 25,031 $634K 0.06% -6,307 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,025 $634K 0.06% -1,399 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 25,000 $634K 0.44% +1,200 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 24,943 $632K 0.31% -342 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 24,939 $632K 0.22% +5,124 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 24,924 $632K 0.06% -629 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,932 $632K 0.07% +10,644 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 24,922 $631K 0.07% +2 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 28,127 $631K 0.25% -11,684 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 24,876 $630K 0.06% -6,934 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 24,873 $630K 0.32% -279 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 24,749 $627K 0.24% -6,392 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 24,722 $626K 0.18% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 24,684 $625K 0.65% -2,320 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 24,669 $625K 0.1% -5,193 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 24,680 $625K 0.05% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 24,634 $624K 0.19% -134 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 24,598 $623K 0.09% -462 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 24,542 $622K 0.06% +830 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 24,525 $621K 0.08% +414 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 24,504 $621K 0.13% +13,430 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 24,421 $619K 0.17% +869 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 24,403 $618K 0.08% +1,459 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 24,396 $618K 0.09% -1,297 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 24,350 $617K 0.2% +7,465 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Granite FO LLC More: the full row for Granite FO LLC 24,242 $614K 0.35% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 24,239 $614K 0.09% -728 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 24,192 $613K 0.05% +2,127 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,109 $611K 0.02% -4,431 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 24,096 $611K 0.12% -3,150 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 24,094 $611K 0.34% +369 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24,080 $610K 0.08% -1,319 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 23,990 $608K 0.32% -1,822 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 23,919 $606K 0.49% -188 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 23,915 $606K 0.05% +5,287 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,858 $605K 0.01% -1,108 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 23,831 $604K 0.07% -464 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 23,773 $602K 0.35% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 23,706 $601K 0.16% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 23,679 $600K 0.03% -6,590 13F-HR Timeline Group MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 23,636 $599K 0.04% -2,950 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 23,549 $597K 0.05% +829 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 23,500 $595K 0.03% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 23,484 $595K 0.16% -943 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 23,481 $595K 0.35% -2,708 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 23,479 $595K 0.17% -2,527 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 23,454 $594K 0.21% +1,933 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 23,293 $590K 0.11% -10,204 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 23,289 $590K 0.01% -1,034 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 23,267 $590K 0.1% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 22,194 $589K 0.37% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,216 $588K 0.05% +2,200 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 23,208 $588K 0.05% +1,995 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 23,175 $587K 0.02% +467 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 23,150 $587K 0.46% +3,300 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 23,139 $586K 0.32% +4,100 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 23,134 $586K 0.02% +320 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 23,070 $585K 0.2% -1,300 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 23,040 $584K 0.08% -4,088 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 23,013 $583K 0.03% -2,681 13F-HR Timeline City State Bank More: the full row for City State Bank 23,001 $583K 0.19% +435 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 22,964 $582K 0.19% -4,859 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 22,884 $580K 0.07% -191 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 22,858 $579K 0.17% +5,089 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 22,842 $579K 0.55% -2,565 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 22,810 $578K 0.15% -471 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 22,793 $578K 0.1% -3,631 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 22,776 $577K 0.44% -197 13F-HR/A Timeline one8zero8, LLC More: the full row for one8zero8, LLC 22,737 $576K 0.14% -39,670 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 22,720 $576K 0.32% -4,963 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 22,711 $575K 0.3% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 22,679 $575K 0.1% +34 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 23,733 $574K 0.65% -235 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 22,634 $574K 0.06% +12,476 13F-HR/A Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 22,633 $574K 0.25% +8,824 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 22,588 $572K 0.2% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 22,523 $571K 0.07% -2,484 13F-HR/A Timeline First Western Trust Bank More: the full row for First Western Trust Bank 22,516 $571K 0.03% -102 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 22,515 $571K 0.52% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 22,508 $570K 0.34% +2,557 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. 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