waypoint wealth counsel More: the full row for waypoint wealth counsel 3,217 $439K 0.22% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,350 $438K 0.25% +512 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,208 $437K 0.06% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,201 $436K 0.02% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,200 $436K 0.05% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,182 $434K 0.04% +393 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,181 $434K 0.16% -9,831 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,173 $433K 0.15% +432 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,166 $432K 0.1% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 3,164 $431K 0.14% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,149 $429K 0.04% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,143 $428K 0.14% +446 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,141 $428K 0.15% +461 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,137 $428K 0.03% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,135 $427K 0.09% -142 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,129 $427K 0.22% +377 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,128 $426K 0.05% +600 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,115 $425K 0.09% -1,196 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,107 $424K 0.12% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,103 $423K 0.15% +489 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,100 $423K 0.14% -500 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 3,099 $422K 0.19% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,096 $422K 0.18% -3,490 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,096 $422K 0.01% -795 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,094 $422K 0.03% new 13F-HR/A Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,079 $420K 0.11% +162 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,074 $419K 0.03% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,065 $418K 0.4% -365 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,060 $417K 0.15% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,050 $416K 0.15% -575 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,047 $415K 0.1% +32 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,047 $415K 0.09% -801 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,045 $415K 0.1% +281 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,044 $415K 0.03% -1,000 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,172 $415K 0.08% +59 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,020 $412K 0.34% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,010 $410K 0.21% +80 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 3,000 $409K 0.16% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 3,000 $409K 0.15% new 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,000 $409K 0.23% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,000 $409K 0.29% +200 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,000 $409K 0.3% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,000 $409K 0.09% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,998 $409K 0.09% +84 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,988 $407K 0.26% +550 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,988 $407K <0.01% +1 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,983 $407K 0.12% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,978 $406K 0.24% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,969 $405K 0.02% +115 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,969 $405K 0.27% +4 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,961 $404K 0.26% -1,157 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,957 $403K 0.05% -633 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,951 $402K 0.2% -627 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,950 $402K 0.27% -216 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,948 $402K 0.11% -122 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,948 $402K 0.12% -200 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,947 $402K 0.15% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,947 $402K 0.45% +347 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,944 $401K 0.01% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,940 $401K <0.01% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,930 $399K 0.02% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,925 $399K 0.21% -1,675 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,922 $398K 0.24% +4 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,917 $398K 0.02% -451 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,913 $397K 0.29% +43 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,909 $397K 0.1% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,892 $394K 0.22% -271 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,890 $394K 0.13% +1,200 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,890 $394K 0.17% -55 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,883 $393K 0.05% +190 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,870 $391K 0.07% -1,487 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,866 $391K 0.05% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,852 $389K 0.16% +467 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,846 $388K 0.04% -3,270 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,843 $388K 0.14% -75 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,835 $386K 0.15% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,832 $386K 0.04% +15 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,830 $386K 0.02% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,829 $386K 0.04% +97 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,828 $386K 0.11% -119 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,767 $385K 0.2% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,825 $385K 0.12% +450 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,823 $385K 0.02% +576 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,820 $384K 0.05% -5,056 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,818 $384K 0.13% +88 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,807 $383K 0.07% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,807 $383K 0.01% new 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,800 $382K <0.01% new 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,800 $382K 0.16% +1,475 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,795 $381K 0.3% -310 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,793 $381K 0.08% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,792 $381K 0.14% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,790 $380K 0.01% new 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,790 $380K 0.1% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,784 $379K 0.06% -216 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,779 $379K 0.22% +73 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 2,769 $377K 0.16% -442 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,754 $375K 0.03% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,752 $375K <0.01% +555 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,748 $375K 0.29% +2,664 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,750 $375K 0.17% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,749 $375K 0.21% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,746 $374K 0.03% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,741 $374K 0.11% -41 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,735 $373K 0.02% -1,009 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,730 $372K 0.09% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,729 $372K 0.05% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,730 $372K <0.01% +2,000 13F-HR/A Timeline Group Avion Wealth More: the full row for Avion Wealth 2,722 $371K 0.08% +2,185 13F-HR/A Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,720 $371K 0.04% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,715 $370K 0.27% -460 13F-HR Timeline Group Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,714 $370K 0.17% +7 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,706 $369K 0.28% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,703 $368K 0.16% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,699 $368K 0.08% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,699 $368K 0.23% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,699 $368K 0.09% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,696 $368K 0.07% +286 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,680 $365K 0.06% -5 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,680 $365K 0.38% -800 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,680 $365K 0.17% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,679 $365K 0.06% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,670 $364K 0.02% -2,200 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,667 $364K 0.17% -400 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,666 $363K 0.14% +250 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,657 $362K 0.01% +61 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,649 $361K 0.08% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,648 $361K 0.25% -655 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,647 $361K 0.14% +134 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,636 $359K 0.09% +81 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,617 $357K 0.24% -877 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,612 $356K 0.06% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,609 $356K 0.03% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,605 $355K 0.08% -456 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,602 $355K 0.1% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,600 $354K 0.05% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,600 $354K 0.21% -400 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,610 $354K 0.29% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,510 $354K 0.09% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,591 $353K 0.05% -512 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,589 $353K 0.12% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,585 $352K 0.13% +4 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,584 $352K 0.08% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,581 $352K 0.24% -133 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,576 $351K 0.13% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,564 $350K 0.09% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,563 $349K 0.07% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,546 $347K 0.05% +704 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,546 $347K 0.11% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,548 $347K 0.01% +1,811 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,545 $347K 0.05% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,654 $347K 0.06% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,544 $347K 0.12% -150 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,195 $347K 0.18% +335 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,542 $347K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,538 $346K 0.08% +766 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,537 $346K 0.16% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,534 $345K 0.14% -15 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,534 $345K 0.16% -150 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,530 $345K 0.03% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,529 $345K 0.02% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,520 $344K 0.04% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,519 $343K 0.13% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,514 $343K 0.78% -1,208 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,506 $342K 0.17% +73 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,506 $342K 0.2% 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 2,500 $341K 0.18% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,500 $341K 0.09% 0 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 2,498 $341K 0.11% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,493 $340K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,492 $340K 0.17% -810 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,487 $339K 0.13% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,424 $339K 0.16% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,475 $337K 0.13% +50 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,476 $337K 0.03% -919 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,471 $337K 0.26% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,471 $337K 0.05% -250 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,471 $337K 0.19% +46 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,467 $336K 0.07% new 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,465 $336K 0.23% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,462 $336K 0.22% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,451 $334K 0.03% +1 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,448 $334K 0.08% +30 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 2,450 $334K 0.18% -1,350 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,449 $334K <0.01% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,445 $333K 0.04% -100 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,443 $333K 0.25% +64 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,442 $333K 0.02% -13,590 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,438 $332K 0.05% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,438 $332K 0.06% -1,300 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,435 $332K 0.11% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,424 $330K 0.02% +3 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,422 $330K 0.08% +25 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,905 $330K 0.18% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,416 $329K 0.1% +409 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,413 $329K 0.06% -1,148 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,412 $329K 0.01% +80 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,405 $328K 0.11% -193 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,406 $328K 0.04% -2,309 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,405 $328K 0.23% +500 13F-HR Timeline