TrustBank in group TrustBank More: the full row for TrustBank 5,541 $1.07M 0.41% +1,201 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,520 $1.06M 0.07% +131 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,519 $1.06M 0.17% +1,187 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,518 $1.06M 0.44% +10 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,513 $1.06M 0.82% -56,417 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,506 $1.06M 0.64% -312 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,505 $1.06M 0.44% -73 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,496 $1.06M 0.19% +131 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 5,494 $1.06M +2,915 Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 5,492 $1.06M 0.33% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,475 $1.06M 0.09% +71 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,475 $1.06M 0.81% +3 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,754 $1.06M 0.16% -464 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,467 $1.05M 0.04% +285 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,466 $1.05M 0.37% -148 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,463 $1.05M 0.13% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,461 $1.05M 0.08% +154 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,752 $1.05M 0.21% +1,276 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,450 $1.05M 0.09% -118 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,436 $1.05M 0.31% +1,835 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 5,434 $1.05M 0.62% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,431 $1.05M 0.22% -129 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,423 $1.05M 0.14% -95 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,421 $1.05M 0.13% -463 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 5,400 $1.04M 0.83% -147 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,397 $1.04M 0.04% -6,370 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 5,381 $1.04M 0.56% -761 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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Goldman & Co LP 5,200 $1M 0.05% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,190 $1M 0.91% -20 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,188 $1M 0.34% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,185 $1M 0.19% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,121 $999K 0.28% +302 13F-HR Timeline PFC CAPITAL GROUP, INC. 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More: the full row for Advance Capital Management, Inc. 4,979 $960K 0.04% +29 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,977 $960K 0.68% +12 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,973 $959K 0.3% +4 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,973 $959K 0.62% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,969 $959K 0.84% -12,187 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,969 $958K 0.11% +2 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 4,961 $957K 1.83% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,950 $955K 0.11% -567 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,938 $953K 0.35% -831 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,933 $952K 0.19% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,930 $951K 0.13% -20 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,923 $950K 0.11% -465 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,913 $948K 0.18% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,911 $947K 0.21% -46 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,903 $946K 0.94% +134 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,900 $945K 0.16% -7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,891 $943K 0.09% -637 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,879 $941K 0.41% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,868 $939K 0.12% +339 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,860 $937K 0.53% -15 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,859 $937K 0.5% -1,789 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,858 $937K 0.01% +322 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,849 $935K 0.1% +2,157 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,848 $935K 0.46% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,837 $933K 0.42% +39 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,837 $933K 0.11% -316 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,831 $932K 0.13% +16 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 4,826 $931K 0.53% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,822 $930K 0.22% +8 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,822 $930K 0.07% -23 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,808 $927K 0.15% -97 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,787 $923K 0.14% +82 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,784 $923K 0.33% +2,968 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,780 $922K 0.22% -1,263 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,758 $918K 0.2% +35 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,753 $917K 0.18% +68 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,750 $916K 0.17% -936 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,746 $915K 0.07% +276 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,742 $915K 0.72% -228 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,671 $914K 0.61% +102 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,740 $914K 0.11% +20 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,734 $913K 0.36% -95 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,732 $913K 0.1% +253 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,726 $912K 0.07% +20 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,723 $911K 0.51% -423 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,720 $910K 0.15% new 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,487 $866K 0.3% -79 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,481 $864K 0.12% -100 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,473 $863K 0.08% +61 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,455 $859K 0.51% +55 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,445 $857K 0.09% +24 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,439 $856K 0.46% -1,844 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,438 $856K 0.69% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,430 $854K 0.31% -176 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,420 $853K 0.18% -492 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,418 $852K 0.25% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,406 $850K 0.31% +50 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,405 $850K 0.52% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,376 $844K 0.01% +38 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,375 $844K 0.1% +219 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,370 $843K 0.12% -120 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,369 $843K 0.19% +979 13F-HR Timeline Peregrine Asset Advisers, Inc. 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More: the full row for Avantra Family Wealth, Inc. 4,333 $836K 0.62% -1,116 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,330 $835K 0.1% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,326 $834K 0.25% +975 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,322 $834K 0.03% +70 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,316 $833K 0.12% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,313 $832K 0.04% -225 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,302 $830K 0.33% +818 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4,295 $829K 14.18% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,294 $828K 0.15% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,284 $826K 0.27% new 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 4,281 $826K 0.23% +2,529 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,280 $826K 0.67% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,278 $825K 0.17% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,265 $823K 0.15% +70 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,261 $822K 0.02% +1,083 13F-HR Timeline Cambridge Advisors Inc. 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