BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,690 $238K 0.04% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,689 $238K 0.08% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 3,399 $237K 0.18% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,673 $237K 0.01% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,986 $236K 0.03% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,670 $236K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,661 $236K 0.14% -2,539 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,661 $236K 0.03% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 3,659 $236K 0.03% 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 3,635 $234K 0.18% -1,400 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,619 $233K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,617 $233K 0.21% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,613 $233K 0.03% new 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 3,613 $233K 0.12% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,590 $231K 0.21% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,188 $231K <0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,565 $230K 0.05% 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,555 $229K 0.21% new 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,162 $229K 0.15% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,549 $229K 0.04% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,548 $229K 0.02% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,540 $228K 0.02% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,537 $228K 0.06% -350 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,536 $228K 0.08% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 3,530 $227K 0.23% 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,517 $227K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,515 $226K 0.02% new 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 3,514 $226K 0.16% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,510 $226K 0.09% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,500 $225K 0.03% -6,000 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,494 $225K 0.15% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,490 $225K 0.05% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,483 $224K <0.01% new 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 3,480 $224K 0.19% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,483 $224K 0.12% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 3,462 $223K 0.22% 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,442 $222K 0.03% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,434 $221K 0.02% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,427 $221K 0.01% new 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,394 $219K 0.01% -250 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,318 $218K 0.1% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,382 $218K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,382 $218K 0.01% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,370 $217K 0.04% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,822 $216K 0.08% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,347 $216K 0.08% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,343 $215K <0.01% +14 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,341 $215K 0.05% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,320 $214K <0.01% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,317 $214K 0.11% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,310 $213K 0.04% -44,841 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,309 $213K 0.01% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 3,302 $213K 0.04% new 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,300 $213K <0.01% new 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,300 $213K 0.03% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,294 $212K 0.1% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,270 $211K 0.08% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,260 $210K 0.01% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,250 $209K 0.1% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,242 $209K 0.21% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,230 $208K 0.04% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,215 $207K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,203 $206K 0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,200 $206K 0.01% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,200 $206K 0.11% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,179 $205K 0.01% +270 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,171 $204K 0.02% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,953 $204K <0.01% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,160 $204K 0.06% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,159 $204K 0.03% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,148 $203K 0.06% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,138 $202K 0.01% +1,328 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,138 $202K 0.1% new 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 3,136 $202K 0.21% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,927 $202K 0.02% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,108 $200K 0.05% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,105 $200K 0.01% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,105 $200K 0.09% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,081 $198K 0.02% +1,000 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,066 $198K 0.03% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,063 $197K 0.05% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,018 $194K 0.2% +327 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,015 $194K 0.01% +1,995 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,000 $193K 0.01% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,000 $193K 0.02% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,867 $185K 0.03% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,800 $180K 0.05% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,796 $180K 0.05% -30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,775 $179K 0.02% +865 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,750 $177K 0.04% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,744 $177K 0.07% -910 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,720 $175K 0.02% -945 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,672 $172K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,568 $165K <0.01% -75 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,563 $165K 0.09% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,535 $163K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,494 $161K 0.07% +694 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,490 $160K <0.01% +2,290 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,461 $159K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2,427 $156K 0.04% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,436 $156K 0.03% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 2,375 $153K 0.05% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,340 $151K 0.01% +170 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,328 $150K 0.05% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,236 $144K 0.01% -31 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,180 $140K 0.05% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,121 $137K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,281 $135K 0.02% -76 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,096 $135K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,065 $133K 0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,063 $133K 0.02% -13,328 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,050 $132K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,037 $131K 0.13% +37 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 2,030 $131K 0.06% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,010 $129K 0.02% -100 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $129K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,000 $129K 0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,000 $129K 0.11% -6,000 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,000 $129K 0.08% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,000 $129K 0.07% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,000 $129K 0.08% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,960 $127K <0.01% +285 13F-HR/A Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,950 $126K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,928 $124K 0.04% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,925 $124K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,746 $120K <0.01% +475 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,825 $118K 0.09% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,789 $115K 0.02% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,779 $115K 0.05% 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,768 $114K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,761 $113K 0.05% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,717 $111K 0.03% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,700 $110K 0.02% +1,300 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,289 $109K 0.01% +6 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,692 $109K 0.04% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,667 $107K 0.06% +192 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,655 $107K 0.06% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,595 $103K 0.01% -280 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,591 $102K 0.06% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,550 $99.9K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,542 $99.3K 0.06% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,507 $97.1K 0.02% -1,924 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,500 $96.6K 0.09% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,482 $95.5K 0.08% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,466 $94.4K 0.03% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,458 $93.9K 0.01% -842 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,444 $93K 0.05% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,440 $92.8K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,409 $90.8K 0.03% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,393 $89.7K 0.01% +1,100 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,375 $88.6K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,368 $88.1K 0.05% -768 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,366 $88K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,056 $87.1K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,352 $87.1K <0.01% -343 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 14,672 $86.5K 0.06% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,295 $83.4K 0.02% -1,228 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,280 $82.5K 0.01% +80 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,253 $80.7K 0.03% +14 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,251 $80.6K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,250 $80.5K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,215 $78.3K 0.04% -100 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,200 $77.3K <0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 1,198 $77.2K 0.08% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,192 $76.8K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,181 $76.1K 0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,155 $74.4K 0.02% -5,263 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,128 $72.7K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,125 $72.5K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,109 $71.4K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1,109 $71.4K 0.06% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,095 $70.5K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,088 $70.1K 0.01% +97 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,035 $66.7K 0.03% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,000 $64.4K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 980 $63.1K 0.01% -109 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 950 $61.2K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 930 $59.9K 0.01% +250 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 886 $57.1K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 875 $56.4K 0.02% -375 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 794 $55.7K 0.02% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 854 $55K 0.03% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 845 $54.4K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 833 $53.7K 0.02% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 830 $53.5K 0.01% +763 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 800 $51.5K 0.03% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 784 $50.5K 0.03% +174 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 771 $49.7K 0.01% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 750 $48.3K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 750 $48.3K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 750 $48.3K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 750 $48.3K 0.03% -896 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 739 $47.6K 0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 728 $47K 0.05% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 727 $46.8K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 720 $46.4K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 716 $46.1K <0.01% +200 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 708 $45.6K 0.03% -104 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 700 $45.1K <0.01% -280 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 686 $44.2K 0.01% +130 13F-HR Timeline