1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,395 $449K 0.21% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,395 $449K 0.07% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,390 $448K <0.01% +165 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,389 $448K 0.38% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,360 $443K 0.01% +122 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,358 $442K 0.21% -3 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,357 $442K 0.06% -103 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,353 $441K 0.21% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,444 $441K 0.2% +461 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,350 $441K 0.15% +40 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 2,344 $440K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,339 $439K 0.03% +176 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,326 $436K 0.16% +174 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,315 $434K 0.06% -606 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,300 $431K 0.04% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,264 $430K 0.19% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,294 $430K 0.06% +161 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,282 $429K 0.38% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,289 $429K 0.06% -1,394 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,335 $427K 0.05% +18 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,231 $426K 0.07% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,264 $425K 0.07% 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,257 $423K 0.18% +4 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,253 $423K 0.07% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,250 $422K 0.01% -45 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,240 $420K 0.09% -88 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,240 $420K 0.3% +849 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,238 $420K 0.35% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,235 $419K 0.1% -71 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,209 $414K 0.03% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,206 $414K 0.25% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,198 $412K 0.22% +787 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,191 $411K 0.06% +258 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,186 $410K 0.26% -561 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,186 $410K 0.08% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,184 $410K 0.13% +590 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,179 $409K 0.04% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,175 $408K 0.18% -15 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,167 $406K 0.04% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,162 $405K 0.06% +42 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,160 $405K 0.06% -14 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,158 $405K 0.16% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,153 $404K 0.27% 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,151 $403K 0.27% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,151 $403K 0.2% -150 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,146 $402K 0.02% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,139 $401K 0.08% +1 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,138 $401K 0.03% +88 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,134 $400K 0.02% -25 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,132 $400K 0.06% -35 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,131 $400K 0.16% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,130 $399K 0.28% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,128 $399K 0.13% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,124 $398K 0.23% +1 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,074 $398K 0.03% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,116 $397K 0.03% +93 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,112 $396K 0.06% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,110 $396K 0.02% +63 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,109 $396K 0.02% +55 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,108 $395K 0.24% +6 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,106 $395K 0.11% 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,093 $392K 0.01% -68 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,092 $392K 0.03% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,083 $391K 0.13% +4 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,082 $390K 0.26% 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,070 $388K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,055 $385K 0.2% -15 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,048 $384K 0.04% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,011 $383K 0.09% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,043 $383K 0.01% -161 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,042 $383K 0.27% +943 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,036 $382K 0.11% +32 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,036 $381K 0.06% +71 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,028 $380K 0.02% -1,170 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,026 $380K 0.02% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,023 $379K 0.01% +18 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,023 $379K 0.17% -207 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,050 $378K 0.33% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,016 $378K 0.03% +136 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,014 $378K 0.06% -486 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,014 $378K 0.2% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,013 $377K 0.22% +13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,010 $377K 0.04% -5 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,004 $376K 0.09% -37 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,003 $376K 0.05% +803 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,000 $375K 0.06% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,000 $375K 0.14% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,000 $375K 0.1% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thomasville National Bank More: the full row for Thomasville National Bank 2,000 $375K 0.03% +24 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,995 $374K 0.05% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,992 $374K 0.01% +44 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,985 $372K 0.17% +150 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,985 $372K 0.02% +175 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,961 $368K 0.06% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,954 $366K 0.03% +5 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,947 $365K 0.01% +118 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,940 $364K +50 Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,940 $364K 0.09% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,931 $362K 0.04% +95 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,928 $362K 0.03% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,926 $361K 0.18% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,930 $361K <0.01% -6,288 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,925 $361K 0.02% -187 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,921 $360K 0.18% +6 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,920 $360K 0.06% +174 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,919 $360K 0.11% +101 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,919 $360K 0.05% +388 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,919 $360K 0.05% +102 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,916 $359K 0.12% +174 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,914 $359K 0.13% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,908 $358K 0.13% -18 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,904 $358K 0.05% +48 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,899 $356K 0.04% -2,216 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,896 $355K 0.05% -9 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,890 $354K 0.06% -67 13F-HR/A Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,883 $353K 0.37% +13 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,875 $352K 0.14% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,864 $350K 0.23% -76 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 1,857 $348K 0.29% -145 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,855 $348K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,849 $347K 0.11% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,847 $346K 0.01% -30 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,845 $346K 0.09% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,850 $346K 0.11% +31 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,844 $346K 0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,842 $345K 0.03% +121 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,841 $345K 0.06% +83 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,836 $344K 0.05% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,828 $343K 0.01% +39 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,824 $342K 0.02% +281 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,818 $341K 0.01% -1 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,811 $340K 0.04% -414 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,810 $339K 0.05% +250 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,805 $338K 0.36% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,790 $336K 0.03% +9 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,791 $336K 0.19% -24 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,784 $335K 0.12% +34 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,783 $334K 0.03% +20 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,780 $334K 0.19% -400 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,779 $334K 0.1% -1 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,774 $333K 0.03% +85 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,773 $332K 0.08% +1 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,768 $332K 0.1% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,759 $330K 0.07% -90 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,754 $329K 0.05% -172 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,753 $329K 0.08% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,725 $328K 0.33% -193 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,749 $328K 0.08% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,745 $327K 0.07% +62 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,742 $327K 0.03% -72 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,741 $326K 0.15% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,741 $326K 0.03% -34 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,736 $326K 0.24% +1 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,735 $325K 0.05% -9 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,734 $325K 0.04% +673 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,731 $325K 0.13% +8 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,728 $324K 0.19% +76 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,724 $323K 0.29% 0 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,720 $323K 0.27% +61 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,718 $322K 0.06% +262 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,715 $322K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,707 $320K 0.03% -5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,707 $320K 0.15% +61 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,702 $320K 0.03% +840 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,705 $320K 0.16% +70 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,705 $320K 0.03% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,704 $320K 0.03% +97 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,703 $319K 0.09% -68 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,702 $319K 0.1% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,700 $319K 0.03% +11 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,698 $318K 0.3% 13F-HR/A Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,693 $317K 0.11% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,691 $317K 0.07% +121 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,689 $317K 0.03% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,690 $317K 0.15% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,690 $317K 0.07% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,681 $315K 0.27% 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,678 $315K 0.02% -67 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,635 $315K 0.07% +51 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,677 $314K 0.34% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,672 $314K 0.05% +260 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,671 $313K 0.08% +31 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,671 $313K 0.04% -303 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,668 $313K 0.27% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,667 $313K 0.12% -61 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,666 $312K 0.05% -73 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,654 $310K 0.01% +99 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,654 $310K 0.12% +4 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,652 $310K 0.02% -59 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,652 $310K 0.07% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,646 $309K 0.07% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,642 $308K 0.03% +29 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,635 $307K 0.23% +110 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,635 $306K 0.1% +10 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 1,660 $306K 0.16% +29 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,631 $306K 0.02% +1 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,625 $305K 0.12% -14 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,623 $304K 0.12% -11 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,616 $303K 0.03% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,615 $303K 0.1% -256 13F-HR Timeline