Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 10,152 $287K 0.1% -2,770 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 10,143 $286K 0.1% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,140 $286K 0.22% +508 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 10,132 $286K 0.1% +300 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 10,121 $286K 0.14% +34 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 10,119 $286K 0.14% +1,951 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,095 $285K 0.05% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 10,092 $285K 0.03% +92 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10,082 $285K 0.03% +728 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 10,072 $284K 0.2% -2,931 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 10,067 $284K 0.06% -1,993 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,064 $284K 0.05% -192 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 10,057 $284K 0.23% -12,133 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 10,053 $284K 0.23% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,050 $284K 0.02% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. 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More: the full row for Endowment Wealth Management, Inc. 9,545 $270K 0.12% +184 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 9,542 $269K 0.11% -108 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 9,540 $269K 0.13% -140 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,520 $269K 0.02% new 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 9,574 $269K 0.1% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 9,507 $268K 0.23% -400 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,500 $268K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,485 $268K 0.08% +132 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 9,456 $267K 0.26% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 9,445 $267K 0.15% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 9,445 $267K 0.21% -38,199 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9,419 $266K 0.03% -85 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 9,414 $266K 0.18% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,407 $266K 0.02% +105 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,393 $265K 0.06% +1,064 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 9,390 $265K 0.16% -1,000 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 9,382 $265K 0.19% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,375 $265K 0.02% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,346 $264K 0.34% +2 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 9,311 $263K 0.03% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,295 $262K 0.08% +42 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9,690 $262K 0.02% +3,593 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 10,114 $262K 0.06% +2 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,290 $262K 0.13% -500 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,945 $262K 0.03% -14 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,269 $262K 0.07% +801 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 9,500 $262K 0.15% -1,575 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,232 $261K 0.07% +14 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9,232 $261K 0.18% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,223 $260K 0.03% -548 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,215 $260K 0.04% -2,117 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,139 $258K 0.06% -100 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,756 $258K 0.05% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,124 $258K 0.01% +3,684 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 9,121 $258K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,117 $257K 0.01% -15 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 9,112 $257K 0.04% -933 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 9,340 $257K 0.02% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,092 $257K <0.01% -3,030 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,075 $256K 0.09% +1,890 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,071 $256K 0.02% -265 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,068 $256K 0.01% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,065 $256K 0.03% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 9,064 $256K 0.08% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,734 $256K 0.11% +183 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,044 $255K 0.26% -87 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 9,008 $254K 0.11% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 8,992 $254K 0.15% +7 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,984 $254K 0.04% -3 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 8,984 $254K 0.1% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,972 $253K 0.05% 0 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,963 $253K 0.07% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 8,948 $253K 0.07% +637 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 8,938 $252K 0.09% +7 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,156 $252K 0.09% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,922 $252K 0.05% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 8,911 $252K 0.01% -519 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,911 $252K 0.05% -43,900 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 8,901 $251K 0.14% +185 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 8,883 $251K 0.06% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,877 $251K 0.07% +100 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 8,876 $251K 0.05% +1,588 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 8,870 $250K 0.01% +440 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 8,851 $250K 0.19% +301 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,793 $248K 0.02% +99 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,841 $248K 0.03% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,771 $248K 0.04% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 8,770 $248K 0.04% -84 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 8,770 $248K 0.03% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,758 $247K 0.02% +268 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,756 $247K 0.14% -99 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 8,754 $247K 0.05% +2 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 9,960 $247K 0.08% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,736 $247K 0.01% +1,414 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,712 $246K 0.02% +339 13F-HR Timeline Group IMZ Advisory Inc More: the full row for IMZ Advisory Inc 8,683 $245K 0.09% +87 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,680 $245K 0.11% -828 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,680 $245K 0.04% -619 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 8,680 $245K 0.07% +60 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,675 $245K 0.12% -850 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 8,661 $245K 0.09% -5,503 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 8,660 $245K 0.14% -46 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 8,652 $244K 0.08% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,643 $244K 0.02% -58 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 8,635 $244K 0.03% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,629 $244K 0.02% +233 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 8,616 $243K 0.01% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,612 $243K 0.11% -350 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 8,598 $243K 0.13% -17,127 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,274 $242K 0.09% -337 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,580 $242K 0.11% -3,232 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,572 $242K 0.1% -31 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 8,986 $242K 0.1% +36 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,561 $242K 0.1% -552 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,247 $241K 0.04% -3,392 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8,520 $241K <0.01% +15 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,521 $241K 0.14% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 8,516 $240K 0.08% +483 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,513 $240K 0.08% -1,053 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,508 $240K 0.04% +1,185 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,503 $240K 0.05% +935 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,483 $240K 0.06% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 8,466 $239K 0.2% +23 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,466 $239K 0.09% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 8,423 $238K 0.19% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 8,398 $237K 0.13% -3,521 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,397 $237K 0.03% -1,018 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,395 $237K 0.07% +629 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,394 $237K 0.07% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 8,397 $237K 0.01% -82 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 8,391 $237K 0.06% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,743 $236K 0.04% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,347 $236K 0.1% +490 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,316 $235K 0.15% -235 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,312 $235K 0.08% +18 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 8,294 $234K 0.1% +226 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,284 $234K 0.09% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,266 $233K 0.02% -1,665 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,264 $233K 0.06% +14 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 8,264 $233K 0.17% +9 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,257 $233K 0.06% -6 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 8,251 $233K 0.15% -284 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,244 $233K 0.04% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 8,217 $232K 0.03% +57 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 8,204 $232K 0.01% +155 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 8,214 $232K 0.15% +60 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 8,191 $231K 0.1% +48 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,188 $231K 0.04% -517 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 8,184 $231K 0.02% +8,154 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,551 $231K 0.1% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 8,170 $231K 0.02% +343 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 8,167 $231K 0.15% 0 13F-HR/A Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 8,164 $231K 0.15% +393 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 8,151 $230K 0.05% -12,704 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 8,146 $230K 0.28% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,162 $230K 0.08% +20 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 8,139 $230K 0.03% +38 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,139 $230K 0.16% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,134 $230K 0.06% +18 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 8,127 $230K 0.11% +5,180 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,124 $229K 0.17% +80 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 8,110 $229K 0.07% +5 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 8,108 $229K 0.05% -20 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 8,102 $229K 0.03% -472 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,096 $229K 0.16% -2,701 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,093 $229K 0.04% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,076 $228K 0.1% +3,800 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,067 $228K 0.08% 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,066 $228K 0.08% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 8,061 $228K 0.03% +415 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,046 $227K 0.03% -3,207 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 8,045 $227K 0.12% +1,846 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,038 $227K 0.17% -595 13F-HR Timeline