Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,459 $697K -18,857 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,451 $694K 0.25% +12 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,596 $693K 0.3% +60 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,450 $692K 0.28% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,446 $691K 0.09% 0 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 1,445 $690K 0.17% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,731 $690K 0.1% +78 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,437 $686K 0.26% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,437 $686K 0.13% +18 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,435 $685K 0.38% +15 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,432 $685K 0.26% +136 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,433 $684K 0.17% +44 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,429 $684K 0.17% +211 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,432 $684K 0.1% +21 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,428 $682K 0.46% +27 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,426 $681K 0.21% -50 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,765 $681K 0.24% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,423 $679K 0.45% -83 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,421 $679K 0.28% -30 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 1,421 $679K 0.25% +354 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,416 $676K 0.19% -119 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,416 $676K 0.37% -62 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,413 $675K 0.04% +1 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,413 $675K 0.09% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,410 $673K 0.11% +720 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,410 $673K 0.04% +68 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,403 $670K 0.34% +48 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,402 $670K 0.33% -26 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,400 $669K 0.11% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,399 $668K 0.02% -238 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,395 $666K 0.01% -43 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 1,392 $665K 0.22% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,391 $664K 0.35% -54 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,387 $662K 0.89% +203 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,379 $659K 0.16% +783 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,375 $657K 0.34% 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,374 $656K 0.26% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,367 $653K 0.38% -17 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,367 $653K 0.03% +187 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,366 $652K 0.09% +204 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,366 $652K 0.24% +221 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,365 $652K 0.07% +239 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,359 $650K 0.48% +452 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,357 $648K 0.11% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,355 $647K 0.75% +22 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,355 $647K 0.34% new 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,351 $645K 0.17% +49 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,351 $645K 0.35% +149 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,350 $645K 0.12% +300 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,347 $643K 0.25% -40 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,344 $642K 0.29% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,344 $642K 0.54% -85 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,344 $642K 0.13% -43 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,344 $642K 0.04% -623 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,343 $641K 0.14% -221 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,343 $641K 0.17% +45 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,419 $641K 0.19% +125 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,418 $641K 0.2% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,340 $640K 0.49% +19 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,340 $640K 0.04% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,335 $638K 0.26% +196 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,334 $637K 0.62% -295 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,328 $635K 0.05% -25 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,329 $635K 0.44% -130 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,325 $634K 0.02% +8 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,325 $633K 0.25% +325 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,322 $631K 0.19% +1 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,322 $631K 0.03% new 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 1,320 $630K 0.09% -5,333 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,320 $630K 0.04% 0 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,319 $630K 0.51% +271 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,315 $628K 0.53% +49 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,315 $628K 0.53% new 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,314 $628K 0.27% -4,944 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,314 $628K 0.39% +60 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,310 $627K 0.14% +7 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,309 $625K 0.06% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,308 $625K 0.26% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,308 $625K 0.37% +52 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,306 $624K 0.06% 0 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,303 $622K 0.29% +53 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,302 $622K 0.13% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,295 $618K 0.4% +456 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,374 $616K 0.19% -298 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 1,289 $616K 0.26% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,289 $616K 0.08% +13 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,288 $615K 0.07% +1 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,286 $614K 0.07% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,283 $613K 0.13% -6 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 1,283 $613K 0.45% +270 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,356 $613K 0.03% -754 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,283 $613K 0.18% -90 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,283 $613K 0.03% +598 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,282 $612K 0.34% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,282 $612K 0.37% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,281 $612K 0.09% +290 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,279 $611K 0.19% -117 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,271 $607K 0.04% -10 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,270 $607K 0.44% +167 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 1,265 $604K 0.13% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,263 $603K 0.04% +578 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,263 $603K 0.21% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,263 $603K 0.83% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,263 $603K 0.42% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,260 $603K 0.06% +79 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,260 $602K 0.04% -44 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,255 $599K 0.45% -16 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,255 $599K 0.06% +131 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,254 $599K 0.19% +12 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,253 $598K 0.05% +529 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 1,250 $597K 0.54% -67 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,242 $593K 0.33% +28 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,242 $593K 0.15% -24 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 1,242 $593K 0.32% +84 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,238 $592K 0.28% +33 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,240 $592K 0.09% +29 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,240 $592K 0.1% -305 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,238 $591K 0.08% -17 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,238 $591K 0.05% +125 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,236 $590K 0.05% +126 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,234 $589K 0.18% -6 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,233 $589K 0.23% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,232 $588K 0.04% +158 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,232 $588K 0.03% +23 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,222 $584K 0.36% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,221 $583K 0.12% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,219 $582K 0.43% +2 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,218 $582K 0.15% -58 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,218 $582K 0.08% +78 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,216 $582K 0.01% +300 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,218 $582K 0.04% +150 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,217 $581K 0.03% -138 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,216 $581K 0.24% +378 13F-HR Timeline Group Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 1,215 $580K 0.43% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,212 $579K 0.21% +141 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,209 $577K 0.05% +74 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,208 $577K 0.18% +3 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,207 $576K 0.35% +59 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,206 $576K 0.07% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 1,206 $576K 0.5% +146 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 1,206 $576K 0.56% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,204 $575K 0.07% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,202 $574K 0.33% +558 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,199 $573K 0.05% +310 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,199 $573K 0.13% +137 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,195 $571K 0.07% +58 13F-HR/A Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,194 $570K 0.13% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,187 $567K 0.04% -33 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,187 $567K 0.16% +440 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,185 $566K 0.27% +20 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,185 $566K 0.07% +25 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,184 $565K 0.04% +189 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,182 $564K 0.39% -43 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,180 $564K 0.1% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,177 $562K 0.24% -223 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,812 $561K 0.13% +2,094 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,174 $561K 0.17% -116 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,656 $560K 0.4% -158 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,169 $559K 0.05% +47 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,168 $558K 0.03% -882 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,166 $557K 0.06% -418 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,166 $557K 0.06% -20 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,165 $556K 0.46% 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,231 $556K 0.07% +69 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,159 $554K 0.06% -1,035 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,158 $553K 0.11% +382 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,158 $553K 0.04% -338 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,158 $553K 0.3% +61 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,157 $553K 0.37% +16 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 1,157 $553K 0.32% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,155 $552K 0.03% +26 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,155 $552K 0.06% +58 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,153 $551K +502 Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,153 $551K 0.04% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,148 $548K 0.05% +109 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,143 $547K 0.03% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,140 $545K 0.04% -80 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,140 $544K 0.45% -28 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,127 $538K 0.21% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,126 $538K 0.3% +29 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,125 $537K 0.08% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,121 $535K 0.5% +419 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,120 $535K 0.03% +34 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,120 $535K 0.15% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,120 $535K 0.04% -39 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,117 $533K 0.02% +185 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,116 $533K 0.03% -34 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,116 $533K 0.21% -196 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,116 $533K 0.37% -50 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 1,115 $532K 0.4% +246 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,115 $532K 0.06% -36 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,115 $532K 0.05% -2,990 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,113 $532K 0.4% +11 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 1,112 $531K 0.32% 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,112 $531K 0.29% -1,316 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,259 $530K 0.07% +210 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,109 $530K 0.09% -1,020 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,108 $529K 0.35% +14 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,107 $529K 0.1% +42 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 1,104 $527K 0.51% 13F-HR Timeline