CHOREO, LLC More: the full row for CHOREO, LLC 14,740 $453K 0.01% -19,802 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,707 $452K 0.02% -990 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,521 $446K 0.02% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,490 $445K <0.01% +2,640 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,412 $443K <0.01% +10 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 14,394 $442K 0.77% -335,757 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,343 $441K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 14,322 $440K 0.12% +869 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 14,278 $439K 0.07% +1,036 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 14,244 $438K 0.44% -1,371 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,145 $435K 0.15% +329 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,119 $434K 0.02% +93 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 14,064 $432K 0.07% -419 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,013 $431K 0.03% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,009 $430K 0.14% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,000 $430K 0.06% +1,304 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,000 $430K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,982 $430K 0.01% -1,612 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,972 $429K 0.04% -1,815 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,759 $428K 0.19% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 13,886 $427K 0.23% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13,876 $426K 0.13% -1,820 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,738 $422K 0.03% 0 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 13,661 $421K 0.03% +110 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 13,678 $420K 0.06% -1,402 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 13,616 $418K 0.1% -125 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,552 $416K 0.08% +10 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 13,542 $416K 0.1% -13,449 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 13,500 $415K 0.11% -205 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 13,471 $414K 0.14% -998 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,448 $413K 0.01% -1,483 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 13,411 $412K 0.16% -837 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 13,422 $412K 0.09% -478,365 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 13,402 $412K 0.07% +35 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13,394 $412K 0.17% -10 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,300 $409K <0.01% 0 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 13,295 $409K 0.34% -100 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 13,275 $408K 0.37% -330 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13,122 $403K 0.14% +2,371 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 13,114 $403K 0.01% -231 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 13,083 $402K 0.01% +1,448 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 13,083 $402K 0.29% +40 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,053 $401K 0.12% -280 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 13,020 $400K 0.15% +5,700 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12,960 $398K 0.08% -62,656 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,906 $397K 0.14% +1,827 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 12,768 $392K 0.07% -297 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,713 $391K 0.04% -7,154 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,647 $389K 0.03% -1,125 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 12,632 $388K 0.06% -750 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,619 $388K 0.13% +6 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,575 $386K 0.04% -112 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,513 $385K 0.18% -410 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,500 $384K 0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 12,765 $383K 0.09% +780 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,417 $382K 0.25% +27 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 12,364 $380K 0.02% -1,367 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 12,313 $378K 0.05% -250 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,302 $378K 0.13% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,261 $377K 0.04% -290 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 12,243 $376K 0.18% -268 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 12,216 $375K 0.22% -1,052 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 12,207 $375K 0.01% -3,920 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,121 $372K 0.04% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,091 $372K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,089 $371K 0.19% +3,136 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 12,082 $371K 0.45% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,070 $371K 0.02% +7,939 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 11,979 $368K 0.13% +75 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,925 $366K 0.04% -484 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 11,881 $365K 0.31% +744 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 11,862 $365K 0.12% -1,243 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 11,843 $364K 0.09% -135,893 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,827 $363K 0.01% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,824 $363K 0.21% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,791 $362K 0.03% -5,285 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 11,768 $362K 0.3% +111 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,759 $361K 0.04% +24 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,745 $361K 0.26% -5,598 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 11,650 $358K 0.31% +950 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,734 $358K <0.01% +1,978 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,628 $357K 0.02% -9,817 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 11,533 $354K 0.13% +1,000 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 11,481 $353K 0.06% -483 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 11,475 $353K 0.09% -105 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 11,475 $353K 0.32% +300 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 11,354 $349K 0.23% +4,356 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 11,337 $348K 0.22% -5,453 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,316 $348K <0.01% +8 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,269 $346K 0.01% -48,312 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,235 $345K 0.03% -3,545 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 11,139 $342K -4,182 Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 11,061 $341K 0.01% +4,417 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 11,090 $341K 0.14% +235 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 10,964 $337K 0.16% -988 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 10,905 $335K 0.25% -2,895 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,905 $335K 0.09% +109 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,800 $332K 0.25% +800 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,495 $330K 0.11% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 10,713 $329K 0.17% +76 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,654 $327K <0.01% -1,312 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,608 $326K 0.05% -230 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,603 $326K 0.04% +3,088 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,568 $325K 0.04% +317 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,462 $321K 0.12% -206 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,761 $321K 0.24% +256 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,447 $321K 0.03% -1,072 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,570 $320K 0.03% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,365 $319K 0.07% -435 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,357 $318K 0.01% 0 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 10,287 $316K 0.08% -1,373 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 10,285 $316K 0.02% -200 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,269 $316K 0.02% +2,866 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 10,231 $314K 0.05% -26,346 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,183 $313K 0.03% -1,022 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,155 $312K 0.01% +60 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 10,141 $312K 0.12% +220 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,130 $311K <0.01% +310 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 10,118 $311K 0.1% +111 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 10,085 $310K 0.03% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,083 $310K 0.03% -55 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,076 $310K 0.04% +400 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 10,057 $309K 0.14% +82 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,408 $307K 0.13% -10,547 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 10,000 $307K 0.22% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,000 $307K 0.04% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 10,000 $307K 0.14% +750 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 9,996 $307K 0.2% -842 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,945 $306K 0.1% -380 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,851 $303K 0.01% -914 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,842 $302K 0.02% +63 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,822 $302K 0.06% +523 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,774 $300K 0.01% +294 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,747 $300K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,733 $299K +2,701 Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,716 $299K 0.08% -2,767 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,705 $298K 0.09% -780 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,695 $298K 0.01% +200 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 9,623 $296K 0.15% -783 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 9,555 $294K 0.17% -425 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 9,542 $293K 0.1% +27 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,432 $290K 0.04% -764 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,425 $289K 0.07% +337 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,374 $288K 0.23% 0 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 9,342 $287K 0.06% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,339 $287K 0.03% +845 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,295 $286K 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,184 $282K 0.08% -10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,996 $282K 0.01% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,160 $281K 0.23% +38 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 9,110 $280K 0.1% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 8,997 $276K 0.04% -3,400 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 8,942 $275K 0.03% -1,490 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,913 $274K 0.02% -153 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,893 $273K 0.06% -850 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 8,995 $272K 0.25% +170 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,794 $270K 0.06% -152 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,779 $270K <0.01% +265 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,200 $268K 0.13% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,706 $268K 0.04% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 8,701 $267K 0.23% +790 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,685 $267K 0.05% -330 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,621 $265K 0.02% +1,017 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 8,594 $264K 0.1% +1,761 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,587 $264K 0.06% +1 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,545 $263K 0.06% -69,951 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,526 $262K <0.01% -72 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,474 $260K 0.01% -10,119 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,726 $260K 0.01% -1,047 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 8,466 $260K 0.21% +641 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,474 $259K 0.01% -10,119 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,409 $258K 0.11% -941 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,400 $258K 0.01% -1,200 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,380 $258K 0.03% -11,394 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,217 $253K 0.1% -1,100 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,151 $250K <0.01% -1,078 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,093 $249K 0.01% -3,555 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,068 $248K 0.02% -5,033 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $246K 0.01% -344 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,964 $245K 0.23% +1,476 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,948 $244K 0.06% +670 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,941 $244K 0.24% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,935 $244K 0.06% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 7,915 $243K 0.23% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,892 $243K +31 Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,870 $242K 0.23% -1,222 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,802 $240K 0.1% -130 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,750 $238K 0.01% -2,300 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,737 $238K <0.01% -8,644 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,717 $237K 0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,600 $234K 0.11% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,561 $232K 0.11% -1,420 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,550 $232K 0.17% -133 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,522 $231K 0.12% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,504 $230K 0.08% +2 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,592 $229K 0.02% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,440 $229K 0.14% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,416 $228K 0.03% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 7,406 $228K 0.1% -150 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 7,367 $226K 0.1% -1,397 13F-HR Timeline