Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,386 $258K 0.11% -966 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 10,383 $258K 0.04% 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 10,379 $258K 0.19% -102 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 10,346 $257K 0.19% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,342 $257K 0.02% -549 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,336 $257K 0.09% +538 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 10,333 $257K <0.01% -430 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,316 $256K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KG Capital Management More: the full row for KG Capital Management 10,303 $256K 0.07% -705 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 10,244 $254K 0.12% +125 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10,237 $254K 0.22% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,230 $254K 0.06% -63 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,067 $254K 0.09% +1,517 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,224 $254K 0.07% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 10,220 $254K 0.28% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,216 $254K 0.03% -2,943 13F-HR Timeline Group GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 9,340 $254K -7,612 Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,205 $254K 0.11% -327 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,204 $253K 0.02% -1,171 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,200 $253K 0.01% -535 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,164 $252K 0.02% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 10,153 $252K 0.13% +32 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,144 $252K 0.12% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,135 $252K 0.03% +2,979 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 10,097 $251K 0.03% +250 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,095 $251K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,085 $251K 0.04% -4,869 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10,136 $250K 0.02% +446 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 10,077 $250K 0.05% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,035 $249K 0.03% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 10,032 $249K 0.01% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,017 $249K 0.02% -879 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 10,009 $249K 0.12% -317 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 10,001 $248K 0.19% -56 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 10,000 $248K 0.08% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,994 $248K 0.03% +2,473 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,992 $248K 0.02% -58 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,977 $248K 0.15% -318 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,972 $248K 0.15% +42 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,962 $247K 0.15% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 9,960 $247K 0.08% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 9,540 $247K 0.2% -300 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,915 $246K 0.03% +850 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 9,901 $246K 0.11% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 9,897 $246K 0.37% 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,879 $245K 0.02% +88 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 9,040 $245K 0.07% -31 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 9,857 $245K 0.05% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,839 $244K 0.02% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 9,826 $244K 0.01% +915 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,821 $244K 0.04% -666 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,812 $244K 0.18% -328 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9,808 $244K 0.03% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9,720 $241K 0.15% +488 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,713 $241K 0.06% +66 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 9,712 $241K 0.03% +401 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 9,704 $241K 0.05% +65 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 9,698 $241K 0.02% -394 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,686 $241K 0.11% -491 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 9,663 $240K 0.05% +1,180 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 9,647 $240K 0.03% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,631 $239K 0.01% -3,371 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,609 $239K 0.01% -1,841 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,604 $239K 0.07% +119 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,591 $238K 0.07% -1,854 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,586 $238K 0.01% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 9,571 $238K 0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,554 $237K <0.01% +462 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 9,542 $237K 0.09% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,529 $237K 0.02% +3,547 13F-HR Timeline Group Breachway Investments LLC More: the full row for Breachway Investments LLC 9,529 $237K 0.25% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,500 $236K 0.05% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,484 $236K 0.02% -2,493 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,473 $235K 0.07% -695 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 9,463 $235K 0.05% +1,621 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,460 $235K 0.03% -13,830 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,448 $235K 0.05% -4,965 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,443 $235K 0.04% -510 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,439 $234K 0.07% -3,402 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,438 $234K 0.01% 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 9,425 $234K 0.15% -2,900 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 9,390 $233K 0.16% 0 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 9,396 $233K 0.03% new 13F-HR/A Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 9,378 $233K 0.06% -5,508 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,350 $232K 0.3% +4 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,329 $232K 0.13% +1,381 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 9,331 $232K 0.07% -6,983 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,312 $231K 0.11% +22 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 9,271 $230K 0.09% -303 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,252 $230K 0.06% +858 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 9,242 $230K 0.15% -805 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 9,241 $230K 0.04% +561 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 9,238 $229K 0.02% +117 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,237 $229K 0.05% +5 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 9,234 $229K 0.25% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,234 $229K 0.03% +19 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,223 $229K 0.06% -72 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,206 $229K 0.01% -314 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 9,199 $229K 0.07% +1,133 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 9,192 $228K 0.11% -348 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 9,186 $228K 0.09% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,708 $228K 0.09% -26 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,161 $228K <0.01% -1,720 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,161 $228K 0.01% +90 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 9,151 $227K 0.05% -1,074 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 9,145 $227K 0.06% -538 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,139 $227K 0.05% 0 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 9,119 $227K 0.14% 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,117 $226K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 9,112 $226K 0.03% 0 13F-HR Timeline Group RM Financial Services, LLC More: the full row for RM Financial Services, LLC 9,107 $226K 0.2% 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,080 $226K 0.22% +36 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,677 $225K 0.05% -437 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 9,064 $225K 0.07% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,063 $225K 0.01% -5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,058 $225K 0.02% -349 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 9,054 $225K 0.13% +62 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,156 $225K 0.08% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,017 $224K 0.02% -2,673 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,014 $224K 0.02% +844 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,012 $224K 0.05% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,004 $224K 0.1% -541 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 8,980 $223K 0.08% +42 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 8,978 $223K 0.05% +870 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,968 $223K 0.07% -107 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,963 $223K 0.06% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,938 $222K 0.02% -7 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,042 $222K 0.08% 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,934 $222K 0.09% -74 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,927 $222K 0.1% -518 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 8,922 $222K 0.14% +758 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,914 $221K 0.05% +1,119 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,890 $221K 0.16% -3,577 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,889 $221K 0.01% +153 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 8,889 $221K 0.09% -1,612 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,872 $220K 0.02% -351 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 8,852 $220K 0.04% -1,039 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 8,832 $219K 0.09% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 8,825 $219K 0.08% +164 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,808 $219K 0.05% -750 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 8,806 $219K 0.16% -45 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 8,801 $219K 0.17% -3,509 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,799 $219K 0.06% -2,994 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,791 $218K 0.07% +1,114 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,784 $218K 0.08% -36,882 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 8,770 $218K 0.02% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,759 $218K 0.02% +1 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 8,750 $217K 0.06% +70 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 8,849 $217K 0.14% -651 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,745 $217K <0.01% +1,452 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,737 $217K 0.04% -8,781 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 8,713 $216K 0.07% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,710 $216K <0.01% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,705 $216K 0.17% -3,547 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 8,725 $216K 0.12% +600 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,694 $216K 0.03% -290 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,677 $216K 0.03% -94 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,675 $215K 0.03% -162,598 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 8,668 $215K 0.11% 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 8,635 $214K 0.03% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 8,626 $214K 0.14% 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,628 $214K 0.05% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 8,619 $214K 0.01% +222 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8,603 $214K <0.01% +83 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 8,614 $214K 0.04% -140 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,604 $214K 0.02% +338 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 8,577 $213K 0.07% -75 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,575 $213K 0.02% +921 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,557 $213K 0.02% -86 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 8,542 $212K 0.06% 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 8,541 $212K 0.11% -119 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 8,535 $212K 0.08% -8,393 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 8,522 $212K 0.06% -1,077 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,497 $211K 0.05% -1,299 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,483 $211K <0.01% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,474 $210K 0.06% +79 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 8,474 $210K 0.16% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 8,474 $210K 0.16% +51 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,466 $210K 0.08% -95 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,466 $210K 0.07% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 8,466 $210K 0.17% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,425 $209K 0.1% -250 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 8,411 $209K 0.05% +20 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 8,398 $209K 0.11% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 8,396 $209K 0.02% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 8,387 $208K 0.23% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,386 $208K 0.05% +122 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 8,382 $208K 0.04% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 8,358 $208K 0.06% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,357 $208K 0.02% -3,917 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,354 $208K 0.08% -1,566 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,351 $207K 0.05% -1,042 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,300 $206K 0.11% new 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 8,291 $206K -421 Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,281 $206K 0.13% -35 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 8,280 $206K 0.08% -14 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 8,279 $206K 0.08% +88 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 7,723 $206K 0.05% 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,225 $204K 0.04% -19 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,224 $204K 0.01% -2,167 13F-HR Timeline