Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,952 $634K 0.33% +1 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,942 $632K 0.52% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,942 $632K 0.15% +408 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,939 $632K 0.21% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $631K 0.18% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,931 $631K 0.08% -420 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,930 $630K 0.28% -10,571 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,927 $630K 0.06% +1,001 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,893 $629K 0.03% -2 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,913 $628K 0.08% +283 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,911 $627K 0.14% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,899 $625K 0.05% +170 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,893 $624K 0.04% +50 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,892 $624K 0.24% +129 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,820 $621K 0.27% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,872 $621K 0.14% +300 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,835 $615K 0.55% +200 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,812 $611K 0.05% +48 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,809 $611K 0.34% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 3,800 $610K 0.28% -1,000 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,794 $609K 0.14% +7 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,790 $608K 0.22% -119 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,775 $606K 0.34% -2,978 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,771 $605K 0.05% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,767 $604K 0.21% +6 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,756 $602K 0.08% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,756 $602K 0.15% +325 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,882 $602K 0.08% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,750 $602K 0.1% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,750 $602K 0.3% +52 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,749 $601K 0.05% -2 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,736 $599K 0.13% -935 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,734 $599K 0.63% -2,991 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,733 $599K 0.19% -321 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,727 $598K 0.37% -350 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,724 $597K 0.14% +466 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,695 $597K 0.04% -16 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 3,716 $596K 0.32% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,708 $595K 0.18% -279 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,707 $595K 0.02% +236 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,672 $594K 0.09% -149 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,696 $593K 0.15% +340 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,696 $593K 0.3% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,691 $592K 0.04% +1,296 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,686 $591K 0.45% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,668 $588K 0.32% -897 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,666 $588K 0.07% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,665 $588K 0.05% +358 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,662 $587K 0.04% -567 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 3,626 $587K 0.03% -500 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,659 $587K 0.01% -4,372 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,655 $586K 0.06% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,646 $585K 0.31% +575 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,645 $585K 0.05% +77 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,642 $584K 0.08% -255 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,642 $584K 0.33% -7 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,640 $584K 0.08% +3 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,639 $584K 0.27% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,633 $583K 0.03% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,587 $581K 0.2% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,619 $580K 0.05% +22 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,618 $580K 0.1% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,616 $580K 0.4% +11 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,610 $579K 0.11% +18 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,609 $579K 0.37% +1,806 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,600 $577K 0.03% +586 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,600 $577K 0.07% 0 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 3,600 $577K 0.57% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,593 $576K 0.24% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,593 $576K 0.13% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,090 $576K 0.17% +34 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,588 $575K 0.04% -669 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,583 $575K 0.05% -477 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,581 $574K 0.05% -38 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,578 $574K 0.07% +1 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 3,574 $573K 0.36% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,571 $573K 0.08% -13 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,569 $572K 0.34% +3 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,561 $571K 0.12% -294 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,559 $571K 0.08% -312 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,554 $570K 0.02% +629 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,108 $568K 0.2% +202 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,540 $568K 0.08% +458 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,539 $568K 0.03% -27 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,532 $567K 0.42% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,528 $566K 0.03% -331 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,522 $565K 0.03% -100 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,518 $564K 0.18% -70 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,515 $564K 0.2% +249 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,511 $563K 0.07% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,507 $563K 0.07% -2,151 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,507 $562K 0.08% +646 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,502 $562K 0.14% -113 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,489 $560K 0.3% +109 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,488 $559K 0.23% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,487 $559K 0.45% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,483 $559K 0.05% -25 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,445 $558K 0.02% +21 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,474 $557K 0.19% +1,722 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,474 $557K 0.3% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,468 $556K 0.11% -2,768 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,464 $556K 0.24% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,461 $555K 0.07% -10 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 3,461 $555K 0.32% +38 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,457 $555K 0.16% -308 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,443 $552K 0.06% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,440 $552K 0.35% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,435 $551K 0.15% -152 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,431 $550K 0.05% +456 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,386 $548K 0.03% -445 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,413 $547K 0.17% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,409 $547K 0.02% +206 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,403 $546K 0.01% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 3,375 $541K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,372 $541K 0.07% +61 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,332 $539K 0.12% +18 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,359 $539K 0.48% -2,451 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,358 $539K 0.05% -21 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,942 $538K 0.21% 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,352 $538K 0.12% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,348 $537K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,336 $535K 0.08% +379 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,320 $533K 0.17% +78 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,304 $530K 0.08% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,303 $530K 0.12% +965 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,300 $529K 0.15% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,295 $529K 0.06% -92 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,302 $528K 0.18% -5 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,290 $528K 0.11% -3 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,290 $528K 0.1% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,284 $527K 0.01% -81 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,278 $526K 0.02% -350 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,261 $523K 0.14% -2 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,257 $522K 0.1% +250 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,241 $520K 0.13% -200 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,241 $520K 0.03% -3,006 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,240 $520K 0.01% +199 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,990 $519K 0.02% +335 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,238 $519K 0.08% +417 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,234 $519K 0.04% -25 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,225 $517K 0.04% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 3,223 $517K 0.01% +914 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,196 $517K 0.24% -150 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,216 $516K 0.11% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,212 $515K 0.02% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,176 $514K 0.05% -993 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,200 $513K <0.01% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,187 $511K 0.3% +16 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,174 $509K <0.01% -2,338 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,166 $508K 0.03% +16 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,166 $508K 0.06% +5 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 3,156 $506K 0.03% +237 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,155 $506K 0.29% +733 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,771 $506K 0.19% +234 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,151 $505K 0.08% +32 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,118 $505K 0.01% +60 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,143 $504K 0.24% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,114 $499K 0.07% +70 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,109 $499K 0.09% +2 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,109 $499K 0.05% +79 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 3,107 $498K 0.02% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,104 $498K 0.05% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,100 $497K 0.07% -586 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,091 $496K 0.06% -3,456 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,088 $495K 0.09% -1,033 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,081 $494K 0.11% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,067 $492K 0.15% +718 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,066 $492K 0.21% -583 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,062 $491K 0.24% -254 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,060 $491K 0.04% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,051 $489K 0.2% -75 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,046 $489K 0.4% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,043 $488K 0.12% -81 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,000 $488K 0.05% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,033 $486K 0.03% -80 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,030 $486K 0.2% -24 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,029 $486K <0.01% +1,886 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,028 $486K 0.18% -832 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,026 $485K 0.51% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,023 $485K 0.09% -62 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,020 $484K 0.12% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,019 $484K 0.27% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,706 $483K 0.01% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,012 $483K 0.1% +25 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,000 $481K 0.07% +35 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $481K 0.31% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,989 $479K 0.12% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,983 $478K 0.01% -29,888 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,954 $478K 0.01% +513 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,945 $472K <0.01% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,945 $472K 0.07% +141 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,935 $471K 0.41% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,929 $470K 0.08% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,928 $470K 0.05% -12 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,925 $469K 0.31% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,916 $468K 0.07% +180 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,912 $467K 0.22% -1,193 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,907 $466K 0.03% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,905 $466K 0.13% -1,178 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,901 $465K 0.07% -86 13F-HR Timeline