WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 25,946 $646K 0.17% -8,601 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,944 $646K 0.03% -1,013 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 25,861 $644K 0.07% -38 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 25,813 $643K 0.1% -63 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 25,810 $643K 0.04% +1,532 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 25,735 $641K 0.1% -114 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 25,629 $638K 0.08% -12,532 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 25,590 $637K 0.32% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 25,548 $636K 0.08% +257 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 25,525 $636K 0.07% -95 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 25,491 $635K 0.53% 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 25,446 $634K 0.12% -3,189 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 25,443 $634K <0.01% -3,962 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 25,433 $633K 0.15% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 25,406 $633K 0.33% -4,604 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 25,353 $631K 0.18% -2,736 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 25,348 $631K 0.1% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25,328 $631K 0.01% +1,002 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 25,282 $630K 0.44% -2,022 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 25,273 $629K 0.32% +1,842 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 25,254 $629K 0.13% +648 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 25,247 $629K 0.34% -3,255 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 25,196 $627K 0.16% -1,593 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 25,193 $627K 0.38% 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 25,135 $626K 0.49% -786 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 25,133 $626K 0.18% 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 25,045 $624K 0.03% -92 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 25,036 $623K 0.46% +10,174 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,014 $623K 0.07% +2,364 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 25,013 $623K 0.03% +2,666 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 25,000 $622K 0.25% +10,000 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 25,000 $622K 0.33% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 24,943 $621K 0.35% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 24,896 $620K 0.35% 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 24,868 $619K 0.16% +1,104 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 24,841 $619K 0.11% -498 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 24,827 $618K 0.34% 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 24,805 $618K 0.21% +254 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 24,762 $616K 0.17% -1,000 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 24,667 $614K 0.22% -1,392 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 24,655 $614K 0.06% +1,872 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 24,641 $614K 0.12% +7,638 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 24,600 $613K 0.05% -219 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 24,524 $611K 0.14% +1,340 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 24,451 $609K 0.07% -2,322 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 24,450 $609K 0.54% +18,625 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 24,445 $609K 0.24% +6,400 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 24,393 $607K 0.14% +458 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 23,236 $606K 0.16% -2,579 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 24,315 $605K 0.06% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 24,314 $605K 0.06% -3,744 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 24,313 $605K 0.18% +1,862 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 24,202 $603K 0.15% -183 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 24,183 $602K 0.09% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 24,177 $602K 0.06% -511 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 24,128 $601K 0.13% +8,513 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 24,059 $599K 0.08% -7,964 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 24,049 $599K 0.01% +6,466 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 23,930 $596K 0.13% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 23,898 $595K 0.2% -650 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 23,895 $595K 0.14% -4,083 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 23,850 $594K 0.34% +2,500 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 23,777 $592K 0.47% -1,034 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 23,777 $592K 0.07% -121 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 23,770 $592K 0.22% +1,306 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23,756 $592K 0.04% -259 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 23,697 $590K 0.25% -2,190 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,684 $590K 0.02% +2,783 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 23,636 $589K 0.03% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 23,602 $588K 0.01% -3,158 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 23,598 $588K 0.13% +109 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 23,524 $586K 0.03% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,505 $585K 0.04% +6,408 13F-HR/A Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 23,497 $585K 0.3% +1,003 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 23,437 $584K 0.1% -4,518 13F-HR/A Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 23,392 $582K 0.08% -800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 23,358 $582K 0.05% -3,038 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 23,256 $579K 0.04% +2 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 23,207 $578K 0.13% -2,000 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 23,202 $578K 0.22% -9,927 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 23,188 $577K 0.21% +4,061 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 23,177 $577K 0.01% -216,429 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 23,150 $576K 0.33% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 23,137 $576K 0.07% -467 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,129 $576K 0.3% -25,887 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23,116 $576K 0.11% +15,319 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 23,065 $575K 0.01% -4,600 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,002 $573K 0.02% -6,631 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 22,881 $570K <0.01% -4,399 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 22,860 $569K 0.08% -1,127 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 22,830 $568K 0.16% -3,607 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,825 $568K 0.03% +79 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 22,789 $567K 0.29% +1,919 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 22,786 $567K 0.03% +8,266 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,772 $567K 0.01% +10,363 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 22,765 $567K 0.12% -400 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 22,737 $566K 0.25% +8,316 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 22,158 $565K 0.38% +1,304 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 22,700 $565K 0.04% -500 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 22,662 $564K 0.57% -385 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 22,638 $564K 0.27% -1,666 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 22,498 $560K 0.17% -99 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 22,483 $560K 0.24% -146 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 22,475 $559K 0.03% +9,414 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 22,428 $558K 0.02% +5,545 13F-HR/A Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 22,414 $558K 0.04% +3,558 13F-HR/A Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 22,409 $558K 0.52% -1,392 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 22,374 $557K 0.04% -3,839 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 22,362 $557K 0.09% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 22,295 $555K 0.13% +160 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 22,195 $553K 0.19% +144 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 22,158 $552K 0.07% -1,335 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 19,031 $551K 0.05% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 22,106 $550K 0.3% -5,470 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 22,045 $549K 0.02% +1,037 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,988 $547K 0.06% -721 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 21,954 $547K 0.01% new 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 21,930 $546K 0.02% +1,475 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 21,830 $544K 0.02% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 21,811 $543K 0.02% -1,715 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 21,798 $543K 0.22% +2,151 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 21,795 $543K 0.15% -810 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 20,937 $540K 0.46% -151 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 21,638 $539K 0.03% +1,465 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 21,615 $538K 0.1% -310 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 21,612 $538K 0.19% -9,400 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 21,584 $537K 0.24% +6,750 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21,538 $536K 0.01% +7,766 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 21,455 $534K 0.03% -162 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 21,440 $534K 0.05% -616 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 21,436 $534K 0.05% -561 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,416 $533K 0.02% -831 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 21,412 $533K 0.07% +165 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 21,403 $533K 0.34% +929 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 21,358 $532K 0.03% +219 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 21,350 $532K 0.28% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 21,346 $532K 0.4% -1,032 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 21,333 $531K 0.08% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 21,303 $530K 0.28% -115 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 21,286 $530K 0.22% -566 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 21,252 $529K 0.01% +3,051 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 21,146 $527K 0.33% +2,955 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 21,135 $526K 0.47% -16,247 13F-HR Timeline 111 Capital More: the full row for 111 Capital 21,114 $526K 0.11% -31,364 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 21,094 $525K 0.08% +344 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 21,026 $524K 0.5% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 21,017 $523K 0.02% +2,684 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 19,467 $521K 0.23% -922 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 20,912 $521K 0.07% -255 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 20,897 $520K 0.1% -2,939 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,893 $520K 0.04% -5,291 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 20,400 $520K 0.31% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 20,867 $520K 0.15% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,837 $519K 0.04% +3,857 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20,833 $519K 0.01% -55,645 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 20,774 $517K 0.09% -3,146 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 18,626 $517K 0.15% 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 20,742 $516K 0.18% +1,318 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 20,738 $516K 0.37% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 20,712 $516K 0.06% +63 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 20,706 $516K 0.04% -2,673 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 20,529 $511K 0.07% -46,492 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 20,491 $510K 0.03% +132 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 20,489 $510K 0.44% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 20,482 $510K 0.22% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 20,466 $510K 0.05% +386 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 20,394 $508K 0.04% -64 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 20,355 $507K 0.37% +136 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 20,307 $506K 0.49% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 20,289 $505K 0.03% +2,034 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 20,190 $503K 0.02% +102 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 20,187 $503K 0.1% -165 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 20,164 $502K 0.14% 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 22,080 $502K 0.16% +969 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 19,358 $501K 0.04% +9,084 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 20,045 $501K 0.03% +4,948 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 20,084 $500K 0.15% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 20,067 $500K 0.16% -207 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 20,053 $499K 0.02% +5 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 20,053 $499K 0.06% +2,131 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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