EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,301 $1.44M 0.19% -139 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,631 $1.44M 0.36% +6,015 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,245 $1.43M 0.53% -204 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,207 $1.42M 0.73% -2,292 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,202 $1.42M 0.62% +173 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,156 $1.41M 0.12% -417 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 8,076 $1.4M 0.28% +336 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 7,959 $1.38M 0.56% -15,309 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 7,958 $1.38M 1.05% +100 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,936 $1.37M 0.2% -4,262 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,909 $1.37M 0.15% +640 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,896 $1.37M 0.17% +30 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,895 $1.37M 0.61% -2,046 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,812 $1.35M 0.48% -93 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,797 $1.35M 0.19% -5 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,792 $1.35M 0.4% +940 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,783 $1.35M 0.06% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,722 $1.34M 0.31% -411 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,711 $1.34M 0.06% 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 7,705 $1.33M 1.51% +4,246 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,700 $1.33M 0.73% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,664 $1.33M 0.03% +4,302 13F-HR Timeline Group Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 7,655 $1.33M 0.57% -100 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,654 $1.33M 0.98% +1,052 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,634 $1.32M 0.01% -404 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,624 $1.32M 0.46% +584 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,600 $1.32M 0.02% +2,128 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,600 $1.32M 0.05% +2,280 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,591 $1.31M 0.19% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 7,565 $1.31M 0.27% -88 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,557 $1.31M +801 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,539 $1.31M 0.06% +141 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,517 $1.3M 0.16% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 7,504 $1.3M 0.62% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,504 $1.3M 0.01% -121 13F-HR Timeline Group CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,500 $1.3M 2.54% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,496 $1.3M 0.32% -59 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 7,492 $1.3M 0.76% -716 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,478 $1.3M 0.53% +67 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 7,442 $1.29M 1.07% +20 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,425 $1.29M 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,409 $1.28M 0.03% +514 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,396 $1.28M 0.26% +85 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 7,351 $1.27M 0.66% +512 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 7,961 $1.27M 1.25% +736 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,321 $1.27M 0.06% +390 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 7,315 $1.27M 0.29% +1,927 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,298 $1.26M 0.81% +343 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,239 $1.25M 0.27% -213 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,238 $1.25M 0.17% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 7,222 $1.25M 1.01% +1,284 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,184 $1.24M 0.15% -2,187 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,161 $1.24M 0.34% +235 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 7,140 $1.24M 0.27% -1,027 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 7,107 $1.23M 0.56% +245 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,094 $1.23M 0.53% -280 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 7,085 $1.23M 0.16% +212 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,082 $1.23M 0.98% +1,112 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,069 $1.22M 0.4% -594 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,061 $1.22M 0.4% +1,635 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,016 $1.22M 0.99% +169 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,998 $1.21M 0.11% +3,374 13F-HR/A Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,989 $1.21M 0.33% -60 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,989 $1.21M 0.23% -60 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,978 $1.21M 1.1% +2,490 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 6,948 $1.2M 0.55% -4,838 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,933 $1.2M 0.42% -514 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,919 $1.2M <0.01% -1,537 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 6,822 $1.18M 0.43% -21 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,821 $1.18M 0.45% +3,311 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 6,814 $1.18M 0.22% -1,707 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,798 $1.18M 0.05% +2,431 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,749 $1.17M 0.54% +5,213 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,742 $1.17M 0.33% -3,392 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 6,725 $1.16M 1.04% -116 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,684 $1.16M 0.57% +12 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,636 $1.15M 1.14% 0 13F-HR/A Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,632 $1.15M 1.01% -62 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,631 $1.15M 0.49% +301 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,597 $1.14M 0.37% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 6,537 $1.13M 0.11% -53 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,516 $1.13M 0.44% -1,168 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 6,504 $1.13M 0.19% -17 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,495 $1.13M 0.2% +12 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,488 $1.12M 0.08% -224 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,451 $1.12M 0.04% +70 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,413 $1.11M 0.28% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 6,317 $1.09M 0.93% -7 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 6,310 $1.09M 0.12% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,301 $1.09M 0.27% +844 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 6,340 $1.09M 0.01% -3,160 13F-HR/A Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,253 $1.08M 0.15% +7 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,250 $1.08M 0.15% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,229 $1.08M 0.26% +4,622 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,226 $1.08M 0.04% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 6,214 $1.08M 0.51% +299 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,200 $1.07M 0.15% +5,565 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,162 $1.07M 0.07% -1,583 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,156 $1.07M 0.97% +56 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 6,141 $1.06M 0.82% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,114 $1.06M 0.05% -489 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,104 $1.06M 0.38% +1,940 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,098 $1.06M 0.21% +106 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,094 $1.06M 0.29% -10,110 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,089 $1.05M 0.5% -629 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,084 $1.05M 0.08% +1,055 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,083 $1.05M 0.24% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,074 $1.05M 0.49% -50 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,072 $1.05M 0.36% +662 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,034 $1.05M 0.07% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,022 $1.04M 0.04% +1,744 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,020 $1.04M <0.01% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,989 $1.04M 0.21% +1,467 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,980 $1.04M 0.74% -1,612 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 5,967 $1.03M 0.18% -7,130 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,958 $1.03M 0.93% -17 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,955 $1.03M 0.03% +271 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,953 $1.03M 0.23% +1 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,951 $1.03M 0.12% +15 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 5,939 $1.03M 1.46% -15,912 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,957 $1.03M 0.05% -148 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,877 $1.02M 0.03% +244 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,876 $1.02M 0.11% +147 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,866 $1.02M 0.05% -975 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,865 $1.02M 0.59% +28 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,856 $1.01M 0.12% +2,871 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,841 $1.01M 0.03% +962 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,832 $1.01M 0.3% +5,638 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,820 $1.01M 0.01% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,880 $1.01M 0.53% -15,337 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,779 $1M 0.21% -520 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,778 $1M 0.14% -145 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,767 $999K 0.08% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,755 $997K 0.23% +206 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,723 $991K 0.14% +2,404 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,040 $988K 0.38% +672 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,690 $986K 0.1% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,667 $982K 0.87% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,656 $980K 0.14% -321 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,634 $976K -4,082 Timeline Trust Co More: the full row for Trust Co 5,625 $974K 0.12% -8,729 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,614 $973K 0.05% +22 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,579 $966K 0.48% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,531 $958K 0.05% +647 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,525 $957K 0.35% -750 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,510 $955K 0.46% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,486 $950K 0.03% -12,980 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,477 $949K 0.13% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,469 $947K 0.02% +1,102 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,469 $947K 0.04% +1,197 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 5,751 $944K 0.4% +4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,438 $942K 0.02% +1,128 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,435 $942K 0.63% -48 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,433 $941K 0.45% -249 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,430 $941K 0.21% +9 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,423 $939K 0.07% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,419 $939K 0.19% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,407 $937K 0.25% -1,906 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,405 $936K 0.07% -12,731 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,396 $935K 0.05% +451 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,369 $930K 0.91% -1,556 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,367 $930K 0.46% -22 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,361 $929K 0.77% +14 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,337 $925K 0.09% +9 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,319 $921K 0.43% +2,910 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,440 $921K 0.15% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 5,315 $921K 0.04% -84 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,634 $920K 0.24% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,311 $920K 0.77% -951 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,294 $917K 0.29% -5,089 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 5,289 $916K 0.27% +77 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,283 $915K 0.07% +189 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 5,269 $913K 0.15% +2,383 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,265 $912K 0.13% 0 13F-HR/A Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,251 $910K 0.18% -263 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,237 $907K 0.19% +184 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 5,205 $902K 0.3% -21,456 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,170 $895K 0.02% +546 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,158 $894K 0.11% +582 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 5,114 $886K 0.38% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,113 $886K 0.14% +1,142 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,103 $884K 0.09% -11,606 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 5,096 $883K 1% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,096 $883K 0.37% +3,072 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,085 $881K 0.2% +2,062 13F-HR/A Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,085 $881K 0.66% +38 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,080 $880K 0.59% +69 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,073 $879K 0.08% -27,168 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,046 $874K 0.25% +1,033 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 5,037 $873K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,038 $873K 0.07% +309 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 5,025 $870K 0.27% -125 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,000 $866K 0.21% -9,899 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 4,986 $864K 0.16% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,970 $861K 0.09% +2,417 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 4,965 $860K 0.62% +315 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,958 $859K 0.04% -2,952 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,950 $857K 0.01% new 13F-HR Timeline Group Waycross Investment Management Co More: the full row for Waycross Investment Management Co 4,947 $857K 0.97% +1,400 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,153 $851K 0.28% +24 13F-HR Timeline