Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,030 $1.01M 0.89% +1 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,026 $1.01M 0.7% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,020 $1.01M 0.76% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,016 $1.01M 0.88% -215 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,004 $1.01M 0.67% 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,999 $1.01M 0.64% +1,646 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,992 $1M 0.92% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,988 $1M 0.77% -40 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,987 $1M 1.14% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,979 $1M 0.18% -27 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 5,977 $1M 0.19% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,970 $1M 1% +4,386 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 5,966 $1M 0.32% +66 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 5,929 $994K 0.96% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,895 $988K 0.18% +1,035 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,217 $986K 0.98% +368 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 5,867 $984K 0.06% +106 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,847 $980K 0.07% -13,488 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 5,845 $980K 0.35% +106 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 5,824 $976K 0.12% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,818 $975K 0.41% +293 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,809 $974K 0.07% +3,458 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,808 $974K 0.55% +69 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,804 $973K 0.35% +2 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,802 $973K 0.18% +406 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,087 $972K 0.23% 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,800 $972K 0.31% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,785 $970K 0.5% +66 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 5,785 $970K 0.1% +9 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,784 $970K 0.14% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,781 $969K 0.2% +2,178 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,774 $968K 0.7% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,768 $967K 0.38% +147 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,756 $965K 0.38% -100 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 5,750 $964K 0.19% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 5,738 $962K 0.59% +64 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,735 $961K 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,731 $961K 0.21% +205 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,726 $960K 0.64% +20 13F-HR/A Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 5,713 $958K 0.87% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,706 $957K 0.24% +646 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 5,700 $956K 0.2% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,692 $954K 0.17% +255 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 5,688 $954K 0.07% +33 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 5,742 $953K 0.58% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,683 $953K 0.1% +49 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,680 $952K 0.14% -69 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,885 $952K 0.1% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,664 $950K 0.1% +370 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,664 $950K 0.26% +108 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,656 $948K 0.02% -40,541 13F-HR Timeline City State Bank More: the full row for City State Bank 5,648 $947K 0.33% -9 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 5,646 $947K 0.49% +195 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,636 $945K 0.19% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,630 $944K 0.77% -7 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,625 $943K 0.25% +354 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,618 $943K 0.13% +300 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 5,615 $941K 0.21% -35 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 5,610 $941K 0.22% -847 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5,608 $940K 0.92% 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,592 $937K 0.7% +31 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,583 $936K 0.07% +543 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 5,581 $936K 0.75% -236 13F-HR Timeline TOBAM More: the full row for TOBAM 5,575 $935K 0.29% -1,912 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,568 $933K 0.81% +279 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,562 $932K 0.05% +359 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,561 $932K 0.31% +255 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,553 $931K 0.3% -1 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 5,550 $930K 0.21% +282 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,541 $929K 0.09% -489 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,538 $929K 0.88% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 5,515 $925K 0.58% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,507 $923K 0.21% -227 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,505 $923K 0.35% -77 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,503 $923K 0.46% +299 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,499 $922K 0.09% -107 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,496 $922K 0.04% +47 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,488 $920K 0.08% -264 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,486 $920K 0.33% +49 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 5,459 $915K 0.16% +820 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,453 $914K 0.45% -191 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,449 $914K 0.16% +225 13F-HR/A Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 5,445 $913K 0.02% +275 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,441 $912K 0.72% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,440 $912K 0.14% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,438 $912K 0.24% +1,333 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,431 $911K 0.26% -1,992 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,423 $909K 0.46% +3,547 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,408 $907K 0.07% -8 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,408 $907K 0.21% +50 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 5,377 $901K 0.66% +20 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,368 $900K 0.15% -202 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,366 $900K 0.18% +135 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,363 $899K 0.07% -685 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,355 $898K 0.48% 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 5,353 $897K 0.26% -159 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 5,351 $897K 0.37% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 5,341 $895K 0.13% +785 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,336 $895K 0.38% -22 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,331 $894K 0.68% +41 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 5,325 $893K 0.21% -70 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,322 $892K 0.31% +97 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 5,321 $892K 0.6% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 5,299 $888K 0.51% +59 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 5,296 $888K 0.18% -10 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 5,288 $886K 0.31% +370 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,271 $884K 0.71% +21 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,253 $881K 0.2% -130 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,233 $877K 0.18% +243 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,231 $877K 0.04% +700 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 5,229 $877K 0.16% -73 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,222 $876K 0.36% -46 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,222 $875K 0.24% +651 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,221 $875K 0.16% +4,059 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 5,217 $875K 0.63% -1,963 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,206 $873K 0.11% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 5,200 $872K 0.76% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,196 $871K 0.23% +147 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,194 $871K 0.11% +124 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,190 $870K 0.43% +47 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,190 $870K 0.24% -218 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,185 $869K 0.6% -345 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,179 $868K 0.72% +138 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,171 $867K 0.21% +242 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,167 $866K 0.55% +733 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 5,164 $866K 0.62% -41 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,210 $865K 0.47% +38 13F-HR/A Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,152 $864K 0.69% 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 5,144 $862K 0.1% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,137 $861K 0.17% +182 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,136 $861K 0.09% -326 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,105 $858K 0.11% +2,367 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 5,113 $857K 0.3% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,109 $856K 0.56% 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 5,107 $856K 0.64% -196 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,098 $855K 0.15% +1,766 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 5,094 $854K 0.36% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 5,089 $853K 0.42% -319 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,087 $853K 0.69% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,083 $852K 0.13% +1,115 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,081 $852K 0.26% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 5,076 $851K 0.32% +106 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,076 $851K 0.77% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 5,065 $849K 0.75% 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,060 $848K 0.51% +36 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,018 $848K 0.31% -9 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,058 $848K 0.42% -365 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,039 $845K 0.17% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,038 $845K 1.18% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,036 $844K 0.45% +35 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,030 $843K 0.31% -38 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,021 $842K 0.13% -1,341 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,016 $841K 0.71% -2,366 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,010 $840K 0.02% +255 13F-HR/A Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,002 $839K 0.36% +4 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,000 $838K 0.33% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,988 $836K 0.07% +14 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 4,665 $836K 0.62% +32 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,972 $834K 0.42% -301 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 4,972 $834K 0.44% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,969 $833K 0.08% +105 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,969 $833K 0.38% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,968 $833K 0.78% +327 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,963 $832K 0.36% 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 4,961 $832K 0.15% -1,061 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,957 $831K 0.28% -614 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,956 $831K 0.49% -76 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,955 $831K 0.32% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,945 $829K 0.05% -1,761 13F-HR Timeline Group Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 4,940 $828K 0.09% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,935 $827K 0.15% +41 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,914 $824K 0.15% -30 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,901 $822K 0.05% -54 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,897 $821K 0.26% -15 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,893 $820K 0.66% -61 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 4,881 $818K 0.17% -1,085 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,880 $818K 0.48% +219 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 4,856 $814K 0.13% -131 13F-HR/A Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,852 $813K 0.06% -3 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,849 $813K 0.56% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,846 $812K 0.08% +157 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,835 $811K 0.31% +18 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 4,833 $810K 0.16% +10 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,828 $809K 0.7% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,822 $808K 0.05% +931 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,955 $807K 0.19% -459 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 4,815 $807K 0.67% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,814 $807K 0.5% -340 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,808 $806K 0.12% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,807 $806K 0.57% +236 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,016 $805K 0.2% +140 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,783 $802K 0.37% -6 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,781 $801K 0.61% +320 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4,780 $801K 0.32% -85 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,763 $801K 0.4% 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,776 $801K 0.07% -149 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,773 $800K 0.2% +365 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,771 $800K 0.18% -72 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 4,762 $798K 0.28% -94 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,749 $796K 0.48% -712 13F-HR Timeline