BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,579 $321K 0.02% -75 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 3,576 $320K 0.03% -1,230 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,575 $320K 0.11% -50 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,569 $320K 0.11% +642 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,556 $319K 0.07% +107 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,549 $318K 0.05% -579 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,548 $318K 0.17% -631 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 3,544 $318K 0.13% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,531 $316K 0.07% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,527 $316K 0.03% +424 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,524 $316K 0.03% -103 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,519 $315K 0.05% -576 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,517 $315K 0.06% -423 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,512 $315K 0.01% -100 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,507 $314K 0.17% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,505 $314K 0.09% +76 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,500 $314K 0.38% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,497 $313K 0.1% +14 13F-HR/A Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,491 $313K 0.12% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,490 $313K 0.33% -365 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,475 $311K +2,997 Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,465 $310K 0.07% +104 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,463 $310K 0.01% -46 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,455 $310K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,452 $309K 0.02% -669 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,444 $309K 0.12% -268 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,437 $308K 0.07% +87 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,436 $308K 0.15% -93 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,185 $308K 0.04% -427 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,431 $307K 0.01% -257 13F-HR Timeline Group Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,430 $307K 0.29% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,427 $307K 0.17% +813 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,422 $307K 0.04% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,417 $306K 0.1% -1,251 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,413 $306K 0.09% -56 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,411 $306K 0.09% -15 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,411 $306K 0.09% +373 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,409 $305K 0.24% +1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,401 $305K 0.07% +183 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,397 $304K 0.18% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,610 $304K 0.23% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,389 $304K 0.07% -105 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,379 $303K 0.21% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,377 $303K 0.03% +18 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,375 $302K 0.03% -1,785 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,373 $302K 0.08% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,370 $302K 0.1% +149 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,363 $301K 0.03% +580 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,361 $301K 0.13% -611 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,361 $301K 0.14% -5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,355 $301K 0.06% -81 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,353 $300K 0.13% +69 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,341 $299K 0.12% 13F-HR/A Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,337 $299K 0.07% -12 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,337 $299K 0.04% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,336 $299K 0.05% +51 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,334 $299K 0.11% -2,625 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,332 $299K 0.03% -23 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,323 $298K 0.18% +201 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,322 $298K 0.03% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,314 $297K 0.13% -3 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,063 $297K 0.26% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,311 $297K 0.03% +598 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,307 $296K <0.01% -80 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,306 $296K 0.06% +119 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,040 $295K 0.05% +301 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,285 $294K 0.24% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,279 $294K 0.04% +136 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,257 $292K 0.17% +8 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,256 $292K 0.06% +16 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,255 $292K 0.14% -49 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 3,252 $291K 0.06% +541 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,251 $291K 0.07% -237 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,250 $291K 0.01% 0 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,249 $291K 0.1% -3,499 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,249 $291K 0.13% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,246 $291K 0.03% +665 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,242 $290K 0.13% +48 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,236 $290K 0.01% -2,369 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,230 $289K 0.11% +300 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,226 $289K 0.1% -159 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,226 $289K 0.01% -23 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,985 $288K 0.06% 0 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 2,718 $287K 0.34% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,205 $287K 0.06% +30 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,203 $287K 0.03% +17 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,201 $287K 0.04% 0 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,198 $287K 0.31% -845 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,710 $285K 0.02% +195 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,180 $285K 0.01% -287 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,176 $285K 0.03% -5 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,158 $283K 0.45% +53 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,157 $283K 0.06% -209 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,156 $283K 0.14% -625 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,152 $282K 0.2% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,124 $282K 0.18% -112 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,150 $282K 0.06% -23 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,137 $281K 0.17% -282 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,128 $280K 0.13% -179 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,125 $280K 0.04% +258 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,125 $280K 0.04% -838 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,122 $280K 0.01% -2,041 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,122 $280K 0.15% -112 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,121 $280K 0.19% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,120 $280K 0.24% -41 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,107 $278K 0.03% +76 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,105 $278K 0.09% +192 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,666 $278K 0.16% +37 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,095 $277K 0.09% -400 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,094 $277K 0.09% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,094 $277K 0.07% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,078 $276K 0.03% -1,047 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,076 $276K 0.15% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,073 $275K +1,664 Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,072 $275K 0.02% -69 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,071 $275K 0.02% -10,369 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,069 $275K 0.17% +104 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,595 $275K 0.03% -382 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,066 $275K 0.05% +5 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,065 $275K 0.12% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,060 $274K 0.04% +36 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,058 $274K 0.11% -8 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,054 $274K 0.14% +62 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,052 $273K 0.01% +1,011 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,049 $273K 0.03% +218 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,046 $273K 0.15% -2,750 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,046 $273K 0.03% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,039 $272K 0.07% +398 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,039 $272K 0.06% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,036 $272K 0.02% +476 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,033 $272K 0.03% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,033 $272K 0.01% -378 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,031 $272K 0.02% +31 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,027 $271K 0.06% +43 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,027 $271K 0.03% -736 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,026 $271K 0.02% -183 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,024 $271K 0.01% -157 13F-HR Timeline MOTCO More: the full row for MOTCO 3,022 $271K 0.03% +79 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,021 $271K 0.03% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,015 $270K 0.04% +25 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,012 $270K 0.08% -700 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 2,567 $269K 0.05% +99 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,996 $269K 0.05% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,000 $269K 0.06% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $269K 0.04% -12,000 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,000 $269K 0.16% -166 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 3,000 $269K 0.26% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,995 $268K 0.04% 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,994 $268K 0.03% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,989 $268K 0.03% -198 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,989 $268K 0.08% -286 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,986 $268K <0.01% +300 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,980 $267K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,977 $267K 0.18% -50 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,972 $266K 0.06% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,969 $266K 0.04% -396 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,957 $265K 0.06% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,954 $265K 0.14% 0 13F-HR/A Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 2,944 $264K 0.21% -45 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,941 $264K 0.06% -117 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,940 $263K 0.05% +180 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,922 $262K 0.03% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,922 $262K 0.06% +32 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,915 $261K 0.13% -299 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,910 $261K 0.03% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,909 $261K 0.88% -11 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,898 $260K 0.13% +65 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,898 $260K 0.22% -1,311 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,888 $259K 0.09% -1,588 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,885 $259K 0.11% +11 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,881 $258K 0.09% +109 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,878 $258K 0.25% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,858 $256K 0.08% -98 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,858 $256K 0.03% -1 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,856 $256K 0.07% -866 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,855 $256K 0.2% -353 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,848 $255K 0.09% -25 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,847 $255K 0.26% +240 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,588 $255K 0.11% +16 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,841 $255K 0.02% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,837 $254K 0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,826 $253K 0.01% -576 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $253K 0.11% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Zhang Financial LLC More: the full row for Zhang Financial LLC 2,812 $252K 0.01% -60 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,808 $252K 0.02% +6 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,808 $252K 0.05% -37 13F-HR/A Timeline JB Capital LLC More: the full row for JB Capital LLC 2,808 $252K 0.01% -12 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,806 $251K 0.07% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,548 $251K 0.08% -113 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,795 $250K 0.03% -149 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,793 $250K 0.08% -73 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,790 $250K 0.06% -200 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,789 $250K 0.13% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,788 $250K 0.03% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,787 $250K 0.04% 0 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 2,787 $250K 0.24% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,782 $249K 0.03% +15 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,770 $248K 0.03% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,764 $248K 0.08% -8 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,746 $246K 0.16% 0 13F-HR Timeline