Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 754 $339K 0.02% -113 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 754 $339K 0.25% 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 752 $338K 0.1% -18 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 751 $338K 0.15% -56 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 743 $338K 0.31% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 750 $337K <0.01% -48 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 750 $337K 0.21% +127 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 749 $337K 0.09% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 749 $337K 0.15% -445 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 748 $336K 0.2% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 748 $336K 0.25% +8 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 747 $336K 0.06% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 747 $336K 0.07% +73 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 746 $335K 0.02% new 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 746 $335K 0.15% +22 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 746 $335K 0.04% +19 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 745 $335K 0.26% -81 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 745 $335K 0.11% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 744 $335K 0.08% +84 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 743 $334K 0.14% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 743 $334K 0.06% -46 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 741 $333K 0.22% +73 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 741 $333K 0.32% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 741 $333K 0.08% -152 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 740 $333K 0.05% -60 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 730 $332K 0.09% +13 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 737 $331K 0.18% +256 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 736 $331K 0.09% -62 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 735 $331K 0.17% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 734 $330K 0.18% 0 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 734 $330K 0.25% 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 733 $330K 0.07% -500 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 733 $330K 0.1% -5 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 731 $329K 0.04% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 731 $329K 0.13% +72 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 715 $329K 0.3% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 730 $328K 0.08% -5 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 730 $328K 0.1% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 729 $328K 0.01% +140 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 729 $328K 0.04% -5 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 729 $328K 0.08% +123 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 729 $328K 0.1% 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 748 $328K 0.42% +27 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 728 $327K 0.2% +7 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 727 $327K 0.05% -3 13F-HR Timeline Group Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,188 $326K 0.21% +10 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 724 $326K 0.17% -55 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 724 $326K 0.11% -2 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 723 $325K 0.06% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 723 $325K 0.14% +58 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 722 $325K 0.17% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 721 $324K 0.03% -18 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 721 $324K 0.15% +13 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 719 $323K 0.13% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 715 $322K 0.12% +58 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 714 $321K 0.24% 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 714 $321K 0.01% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 714 $321K 0.06% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 712 $320K 0.03% -25 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 711 $320K 0.08% -175 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 710 $319K 0.02% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 709 $319K 0.04% 0 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 739 $319K 0.14% -8 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 708 $318K 0.22% +31 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 707 $318K 0.08% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 707 $318K 0.16% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 704 $317K 0.03% +59 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 704 $317K 0.13% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 704 $317K 0.04% -27 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 704 $317K 0.19% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 704 $317K 0.18% +170 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 703 $316K 0.28% 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 701 $315K 0.16% 0 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 700 $315K 0.17% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 699 $314K 0.16% +120 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 699 $314K 0.05% +50 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 699 $314K 0.33% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 698 $314K 0.08% -69 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 698 $314K 0.06% +28 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 696 $313K 0.02% +23 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 696 $313K 0.05% -127 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 695 $313K 0.05% -182 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 695 $313K 0.03% -50 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 694 $312K 0.14% -15 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 693 $312K 0.05% -10 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 692 $311K 0.02% -110 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 692 $311K 0.18% +108 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 691 $311K 0.09% -25 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 691 $311K 0.1% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 690 $310K 0.07% +49 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 689 $310K 0.24% 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 689 $310K 0.01% +191 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 688 $309K 0.35% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 687 $309K 0.12% +35 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 687 $309K 0.21% +2 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 686 $309K 0.27% +20 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 685 $308K 0.1% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 684 $308K 0.21% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 684 $308K 0.03% -29 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 683 $307K 0.03% +140 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 683 $307K 0.34% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 684 $307K 0.08% +113 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 680 $306K 0.21% 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 679 $305K <0.01% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 678 $305K 0.15% +5 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 678 $305K 0.06% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 700 $305K 0.04% +40 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 675 $304K 0.17% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 674 $303K 0.06% +2 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 673 $303K 0.07% -12 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 672 $302K 0.19% +7 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 672 $302K 0.03% -42 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 670 $301K 0.02% -232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 670 $301K 0.14% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 670 $301K 0.07% +108 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 668 $300K 0.06% -200 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 667 $300K 0.18% -43 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 667 $300K 0.04% +1 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 666 $300K 0.06% +126 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 665 $299K 0.14% 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 664 $299K 0.19% +152 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 663 $298K 0.26% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 606 $298K 0.1% +257 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 661 $297K 0.12% -3 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 661 $297K 0.17% +1 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 660 $297K 0.11% -450 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 659 $296K 0.07% +162 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 659 $296K 0.02% -419 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 657 $295K 0.15% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 655 $295K 0.03% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 655 $295K 0.11% -16 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 655 $295K 0.29% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 653 $294K 0.12% -40 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 652 $293K 0.1% +65 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 652 $293K 0.13% -91 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 652 $293K 0.08% +17 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 651 $293K 0.17% +49 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 650 $292K 0.15% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 650 $292K 0.26% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 650 $292K 0.16% -88 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 650 $292K 0.08% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 649 $292K 0.06% -66 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 648 $291K 0.13% +60 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 647 $291K 0.13% -55 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 645 $290K 0.22% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 645 $290K 0.13% -359 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 645 $290K 0.12% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 645 $290K 0.05% new 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 644 $290K 0.09% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 644 $290K 0.06% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 640 $288K 0.06% +6 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 637 $286K 0.06% -293 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 637 $286K 0.02% +1 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 635 $286K 0.11% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 635 $286K 0.19% +57 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 634 $285K 0.2% -31 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 633 $285K 0.01% -70 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 633 $285K 0.27% 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 633 $285K 0.2% -58 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 631 $284K 0.04% +37 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 630 $283K <0.01% -30 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 630 $283K 0.04% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 630 $283K 0.23% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 658 $283K 0.18% -3 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 629 $283K 0.16% +165 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 657 $283K 0.07% 0 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 628 $282K 0.03% 0 13F-HR/A Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 628 $282K 0.03% 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 627 $282K 0.04% -235 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 627 $282K 0.09% -5 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 627 $282K 0.06% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 626 $282K 0.1% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 625 $281K 0.09% 0 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 625 $281K 0.11% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 625 $281K 0.07% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 623 $280K 0.1% +28 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 623 $280K 0.11% new 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 622 $280K 0.18% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 622 $280K 0.15% +16 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 621 $279K 0.18% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 637 $279K 0.05% -4 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 620 $279K 0.1% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 620 $279K 0.06% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 620 $279K 0.14% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 617 $277K 0.04% 0 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 615 $277K 0.27% 0 13F-HR/A Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 614 $276K 0.14% +99 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 613 $276K 0.11% -82 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 613 $276K 0.27% 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 611 $275K 0.12% +2 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 610 $274K 0.05% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 610 $274K 0.14% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 610 $274K 0.27% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 609 $274K 0.1% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 607 $273K 0.09% -13 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 606 $273K 0.08% 0 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 605 $272K 0.11% -25 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 603 $271K 0.16% +1 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 603 $271K 0.04% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 603 $271K 0.05% 13F-HR Timeline