Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,840 $275K 0.1% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,804 $272K 0.16% +180 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,804 $272K 0.03% +218 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,802 $272K 0.07% -700 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,800 $272K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,597 $271K 0.05% -17 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,610 $271K 0.01% +280 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,775 $270K 0.17% -180 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,760 $269K 0.01% +114 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,600 $269K 0.18% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,750 $268K 0.03% -103 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,740 $268K 0.12% -5 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,727 $267K 0.21% -134 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,541 $263K 0.22% +66 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,675 $263K 0.11% -100 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,651 $262K 0.03% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,655 $261K 0.08% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,642 $261K 0.06% -2,118 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,635 $260K 0.01% -20 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,628 $260K 0.01% +778 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,464 $259K 0.02% new 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,622 $259K 0.01% +757 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,619 $259K 0.01% -134 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,613 $258K 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,605 $258K 0.04% 0 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,439 $258K 0.06% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,562 $255K 0.04% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,521 $252K <0.01% +211 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,521 $252K 0.09% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,518 $252K 0.02% -261 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,500 $250K 0.02% -7,000 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,496 $250K 0.04% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,495 $250K 0.06% +219 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,456 $247K 0.12% +121 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,435 $247K 0.13% -34 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,442 $246K 0.03% +42 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,446 $246K 0.12% -345 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,434 $246K 0.03% -11 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,419 $245K 0.01% -1,204 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,400 $243K 0.09% -2,424 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,395 $243K 0.06% +34 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,369 $241K 0.03% -2,482 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,369 $241K 0.02% -4,991 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,366 $241K 0.01% +109 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,348 $239K 0.01% -111 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,166 $239K 0.06% +5 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,330 $238K 0.01% -53 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,329 $238K 0.14% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,323 $238K 0.03% new 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,318 $237K 0.05% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,318 $237K 0.04% -254 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,302 $236K 0.04% +116 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,296 $236K 0.01% +430 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,286 $235K 0.02% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 3,278 $234K <0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,258 $233K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,256 $233K 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,251 $233K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,250 $232K 0.02% -203 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,250 $232K 0.11% -10 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,230 $231K 0.18% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,218 $230K 0.08% -91 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,200 $229K 0.04% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,198 $229K 0.05% +21 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,196 $229K 0.03% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,194 $228K 0.04% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,176 $227K 0.03% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,175 $227K 0.13% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,166 $226K 0.01% -75 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,165 $226K 0.01% +182 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,163 $226K 0.02% +52 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,153 $226K 0.03% +38 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,150 $225K 0.1% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 3,148 $225K 0.1% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,147 $225K 0.04% -2,459 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,141 $225K 0.05% -56 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,138 $224K 0.01% -76 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,137 $224K 0.02% +3 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,136 $224K 0.03% -4 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,135 $224K 0.05% -59 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,134 $224K 0.04% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,133 $224K 0.1% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,130 $224K 0.02% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,120 $223K 0.03% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,115 $223K 0.13% +97 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,111 $223K 0.02% +28 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,099 $222K 0.05% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,092 $221K 0.03% -50 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,086 $221K 0.01% +62 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,081 $220K 0.02% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,067 $219K 0.01% -67 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,059 $219K 0.01% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,057 $219K 0.01% new 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,044 $218K 0.08% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,029 $217K 0.12% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,028 $217K 0.06% new 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,900 $216K 0.01% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,020 $216K 0.03% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,000 $215K <0.01% 0 13F-HR Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,000 $215K 0.24% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,000 $215K <0.01% 0 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,000 $215K 0.13% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,994 $214K 0.06% +2,519 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,852 $214K 0.03% -99 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 2,976 $213K 0.09% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,969 $212K 0.04% +9 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,965 $212K 0.02% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,965 $212K 0.06% +4 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,963 $212K 0.01% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,962 $212K 0.08% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,952 $211K 0.12% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,943 $211K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,937 $210K 0.03% -973 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,900 $210K 0.08% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,934 $210K 0.01% -149 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,922 $209K 0.02% -3 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,922 $209K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,901 $208K 0.07% -177 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,896 $207K 0.01% -22,275 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 2,844 $203K 0.15% -139 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,841 $203K 0.09% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,839 $203K 0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,839 $203K 0.03% -235 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,833 $203K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,833 $203K 0.01% +900 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,833 $203K 0.01% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,829 $202K 0.06% new 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,810 $201K 0.08% new 13F-HR Timeline Trust Co More: the full row for Trust Co 2,791 $200K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,653 $190K 0.04% +153 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,647 $189K +707 Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,629 $188K 0.23% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,578 $184K 0.05% +226 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,527 $181K 0.01% +200 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,514 $180K 0.01% -25 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,480 $177K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,465 $176K 0.01% -640 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,426 $176K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,438 $174K 0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 2,438 $174K 0.02% -132 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,400 $172K 0.02% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,345 $168K <0.01% -875 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,253 $161K <0.01% -21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,175 $160K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,224 $159K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,150 $154K 0.05% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,143 $153K 0.02% +601 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,052 $145K <0.01% -135 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $143K 0.06% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,983 $142K <0.01% -387 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,926 $138K 0.04% +60 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,888 $135K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,814 $130K 0.04% -55 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,767 $125K 0.03% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,720 $123K 0.04% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,616 $116K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,617 $116K 0.01% -273 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,600 $114K 0.04% -653 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,521 $109K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,500 $107K 0.01% -500 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,471 $107K 0.04% +11 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,480 $106K 0.03% -6,894 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,465 $105K 0.01% +900 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,422 $104K 0.01% +942 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,453 $104K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,436 $103K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,439 $103K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,379 $98.6K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,332 $95.3K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 268 $93.2K 0.01% -599 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,300 $93K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,282 $91.7K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,256 $89.8K <0.01% -200 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,247 $89.2K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,245 $89.1K 0.08% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,186 $84.8K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,163 $83.2K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,147 $82K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,142 $81K 0.02% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,118 $80K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,098 $78.6K 0.01% +4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,058 $75.7K 0.07% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,056 $75.5K 0.05% -1,204 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,065 $75K 0.03% +174 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,047 $74.9K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,000 $71.5K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 972 $69.5K <0.01% +44 13F-HR Timeline Physician Wealth Advisors, Inc. 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