Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,950 $635K 0.1% -92 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,909 $634K 0.24% +354 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,905 $633K 0.14% +209 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $633K 0.18% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,902 $633K 0.3% -359 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,897 $632K 0.08% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,895 $632K 0.04% +760 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,882 $630K 0.08% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,871 $628K 0.09% +256 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,861 $626K 0.15% -20 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,860 $626K 0.23% +866 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,859 $626K 0.03% -1,765 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,855 $625K 0.14% -64 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,850 $624K 0.08% -3,104 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,843 $623K 0.04% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,831 $621K 0.04% +466 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,821 $620K 0.1% -594 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,820 $620K 0.28% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,809 $618K 0.36% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,805 $617K <0.01% -4,191 13F-HR/A Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,787 $614K 0.15% -140 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,771 $612K 0.05% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,765 $611K 0.19% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,764 $611K 0.05% +119 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,763 $610K 0.25% +100 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,761 $610K 0.25% +4 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,760 $610K 0.34% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,751 $608K 0.05% -26 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,750 $608K 0.1% +903 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 3,748 $608K 0.96% +1,214 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,727 $605K <0.01% +225 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,729 $605K 0.05% +106 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,724 $604K 0.1% -3,092 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,718 $602K 0.1% +299 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,711 $602K 0.05% +42 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,698 $600K 0.31% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,696 $599K 0.3% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,686 $598K 0.08% -8 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,666 $595K 0.07% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,662 $594K 0.12% -3,822 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,655 $593K 0.06% -25 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,649 $592K 0.36% +300 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,649 $592K 0.33% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,639 $590K 0.29% -455 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,637 $590K 0.08% +278 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,635 $590K 0.53% -84 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,630 $589K 0.09% +421 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,628 $588K 0.03% +18 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,625 $588K 0.25% +25 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,622 $588K 0.04% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,620 $587K 0.07% +496 13F-HR/A Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,619 $587K 0.05% +238 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,816 $585K 0.04% -177 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,605 $585K 0.42% +9 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,600 $584K 0.08% 0 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,597 $583K 0.05% -53 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,593 $583K 0.25% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,593 $583K 0.14% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,592 $583K 0.11% +8 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,792 $582K 0.48% -56 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,588 $582K 0.21% +315 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,587 $582K 0.2% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,587 $582K 0.17% +82 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,615 $582K 0.15% -18 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,584 $581K 0.08% -4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,577 $580K 0.07% -159 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,572 $579K 0.13% +103 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,568 $579K 0.05% -30 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,566 $578K 0.03% +78 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,566 $578K 0.35% +3 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,554 $576K 0.84% 0 13F-HR/A Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,534 $573K 0.15% +2 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,532 $573K 0.42% +789 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,511 $569K 0.07% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,508 $569K 0.05% +124 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,488 $566K 0.24% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,480 $565K 0.45% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kentucky Trust Co More: the full row for Kentucky Trust Co 3,474 $563K 0.3% -245 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,471 $563K 0.07% +73 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,471 $563K 0.02% -400 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,465 $562K 0.06% -384 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,464 $562K 0.25% +7 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 3,454 $560K 0.7% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,443 $558K 0.06% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,441 $558K 0.15% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,435 $557K 0.03% +36 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,431 $557K 0.15% -225 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,424 $555K 0.02% -1,926 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 3,423 $555K 0.37% -188 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,418 $554K 0.67% -4,233 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,413 $554K 0.17% -50 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,387 $549K 0.07% +1,142 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,380 $548K 0.31% +39 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,379 $548K 0.05% +21 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,375 $547K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 3,365 $546K 0.01% -58 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,359 $545K 0.06% -1,370 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,356 $544K 0.12% -420 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,352 $544K 0.13% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,348 $543K 0.04% -6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,328 $540K 0.08% +15 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,316 $538K 0.27% -114 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,314 $537K 0.13% +15 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,313 $537K 0.27% +1,963 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,311 $537K 0.08% +385 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,307 $536K 0.04% -519 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,304 $536K 0.08% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,303 $536K 0.11% +441 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,300 $535K 0.16% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,293 $534K 0.11% -237 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,293 $534K 0.11% -237 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,289 $534K 0.08% -20 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,307 $532K 0.2% +1 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,266 $530K 0.19% +108 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,263 $529K 0.15% -199 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,259 $529K 0.04% +342 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,258 $528K 0.13% +1,289 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,252 $527K 0.17% +1,108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 3,248 $527K 0.4% -2,246 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,242 $526K 0.19% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,227 $523K 0.06% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,225 $523K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,212 $521K 0.02% 0 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,211 $521K 0.12% +50 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,203 $520K 0.02% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,201 $519K 0.21% +2,050 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,200 $519K <0.01% -3,600 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,199 $519K <0.01% +3,166 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,346 $518K 0.24% -2,107 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,193 $518K 0.03% -516 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,175 $515K 0.02% -4,951 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,171 $514K 0.34% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,165 $513K 0.19% +1,492 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,161 $513K 0.06% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,150 $511K 0.03% +1,784 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,680 $511K 0.01% new 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,142 $510K 0.25% +1,521 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,134 $508K 0.04% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,126 $507K 0.22% -101 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,124 $507K 0.13% +79 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,119 $506K 0.08% -300 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,113 $505K 0.03% +252 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,107 $504K 0.1% +3 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,104 $503K 0.05% -120 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,098 $502K 0.49% -630 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,097 $502K 0.01% new 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,091 $501K 0.02% +493 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,086 $501K 0.16% +308 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,085 $500K 0.09% -5 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,082 $500K 0.07% -28 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,082 $500K 0.23% +1,080 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,081 $500K 0.12% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,071 $498K 0.28% +588 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,070 $498K 0.14% -308 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,060 $496K 0.04% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,058 $496K 0.01% +449 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,064 $496K 0.06% +548 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,056 $496K 0.02% +950 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,054 $495K 0.21% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,044 $494K 0.07% -78 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,041 $493K 0.01% +441 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,119 $493K 0.08% +1,535 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,030 $491K 0.05% +69 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,026 $491K 0.48% -18 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,056 $490K 0.16% +15 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,020 $490K 0.12% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,017 $489K 0.16% -698 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,017 $489K 0.33% +687 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,014 $489K 0.03% -50 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,007 $488K 0.09% +50 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,006 $488K 0.27% +700 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $487K 0.32% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 2,993 $485K 0.16% -7 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,989 $485K 0.13% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,987 $485K 0.07% -42 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,987 $484K 0.1% +21 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,982 $484K 0.4% +1,850 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,975 $483K 0.04% +190 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,965 $481K 0.07% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,957 $480K 0.07% +6 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,941 $477K 0.01% +745 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,940 $477K 0.05% -160 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,937 $476K 0.05% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,934 $476K 0.07% -14,414 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,926 $475K 0.06% +191 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,925 $474K 0.02% +97 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,925 $474K 0.32% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,919 $473K 0.04% -1,258 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,918 $473K 0.18% -138 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,907 $472K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,906 $471K 0.17% +3 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,970 $471K 0.01% +1,475 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,000 $471K 0.05% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,893 $469K 0.03% -1,010 13F-HR/A Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 2,889 $469K 0.37% -50 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,878 $467K 0.15% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,876 $466K 0.04% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,870 $466K 0.34% +54 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,868 $465K 0.08% +1 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,863 $464K 0.32% +25 13F-HR Timeline