PECAUT & CO. More: the full row for PECAUT & CO. 4,468 $1.06M 0.34% -450 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,459 $1.05M 0.4% +140 13F-HR Timeline CROBAN More: the full row for CROBAN 4,451 $1.05M 0.7% -64 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,443 $1.05M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 4,434 $1.05M 0.11% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,428 $1.05M 0.03% 0 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,425 $1.05M 0.12% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,410 $1.04M 0.1% +139 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,385 $1.04M 0.14% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,353 $1.03M 0.16% +628 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,351 $1.03M 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,347 $1.03M 0.48% -1,079 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,347 $1.03M 0.12% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,340 $1.03M 0.32% +778 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,329 $1.02M 0.01% -304 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,304 $1.02M 1.01% -690 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,303 $1.02M 0.02% -1,461 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,289 $1.01M 0.17% -22 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,290 $1.01M 0.06% +117 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,282 $1.01M 0.44% -184 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,275 $1.01M 0.23% -225 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,262 $1.01M 0.05% 0 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,250 $1M 0.1% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,248 $1M 0.06% -26 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,245 $1M 0.28% new 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,231 $1M 0.28% -1 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,224 $999K 0.46% +22 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,195 $992K 0.1% -37 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,195 $992K 0.08% -475 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,195 $992K 0.33% -40 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,173 $986K 0.19% +1,000 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,148 $980K 0.42% -114 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,132 $977K 0.17% -10 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,153 $975K 0.01% -1,109 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,122 $974K 0.05% -90 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,116 $973K 0.45% -205 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,115 $973K 0.1% +59 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,098 $969K 0.42% -158 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 4,080 $964K 0.08% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,053 $958K 0.49% +9 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,053 $958K 0.06% -163 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,045 $956K 0.08% -11 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,022 $951K 0.12% -120 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,013 $949K 0.17% -254 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 4,001 $945K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,998 $945K 0.06% +119 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,991 $943K 0.45% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,980 $941K 0.03% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,970 $938K 0.21% +120 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,969 $938K 0.68% +3 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,960 $936K 0.08% +2,147 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,947 $933K 0.37% -10 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,931 $929K 0.51% -563 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 3,920 $927K 0.27% -184 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,901 $922K 0.25% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,881 $917K 0.06% -377 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,863 $913K 0.62% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,860 $912K 0.06% -5,468 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,857 $912K 0.03% +41 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,856 $912K 0.36% -45 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,854 $911K 0.13% +1,186 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,832 $906K 0.08% -65 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,820 $903K <0.01% +197 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,817 $902K 0.04% -730 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,802 $899K 0.12% +59 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,800 $898K 0.01% -700 13F-HR/A Timeline Columbia Bank More: the full row for Columbia Bank 3,977 $898K 0.25% +101 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,794 $897K 0.01% -2,051 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,790 $896K 0.7% +536 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,769 $891K 0.37% -1,582 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,765 $890K 0.15% +1 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,764 $890K 0.38% -49 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,754 $887K 0.13% +46 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,742 $885K 0.07% +51 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,735 $883K 0.05% -39 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,717 $879K 0.33% -36 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,708 $876K 0.27% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,700 $875K 0.17% +1,139 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,689 $872K 0.05% +646 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,680 $870K 0.2% +930 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,660 $865K 0.25% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,654 $864K 0.05% +218 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,653 $863K 0.39% -90 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,680 $863K 1.04% -39 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,645 $862K 0.39% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,627 $857K 0.19% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,625 $857K 0.12% -316 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,625 $857K 0.16% -2,762 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,625 $857K 0.06% +11 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,619 $856K 0.25% +3 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,617 $855K 0.09% -1,773 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,608 $853K 0.2% -23 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,598 $851K 0.29% +283 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,590 $849K 0.83% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,585 $847K 0.4% +937 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,612 $847K 0.14% -1,923 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,629 $844K 0.22% -1,711 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,570 $844K 0.01% -18 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,551 $839K 0.3% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,528 $834K 0.01% +1,588 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,517 $831K 0.15% +592 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,509 $829K 0.11% -102 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,508 $829K 0.06% -136 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,508 $829K 0.05% -145 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,504 $828K 0.04% -225 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,502 $828K 0.03% +963 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,491 $825K 1.21% -623 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,479 $822K 0.02% -26 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,471 $820K 0.61% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,469 $820K 0.35% +166 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,432 $811K 0.2% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,414 $807K 0.05% +9 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,407 $805K 0.22% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,393 $802K 0.09% -258 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,391 $802K <0.01% new 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,383 $800K 0.07% +111 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,393 $799K 0.06% +200 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,380 $799K 0.72% -27 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,354 $793K 0.11% 0 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,351 $792K 0.09% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,349 $792K 0.19% +202 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 3,345 $791K 0.25% -474 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,336 $789K 0.03% -744 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,315 $784K 0.1% -121 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,305 $781K 0.6% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,289 $777K 0.02% +113 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,286 $777K 0.09% -866 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,275 $774K 0.28% -1,160 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,266 $772K 0.12% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,266 $772K 0.12% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,250 $768K 0.05% +1,559 13F-HR/A Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,249 $768K 0.04% +93 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,248 $768K 0.19% +1 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,246 $767K 0.21% -142 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,246 $767K 0.27% +93 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 3,239 $766K 0.3% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,230 $763K 0.28% -168 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,228 $763K 0.37% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,226 $763K 0.05% -210 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,222 $762K 0.18% +52 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,210 $759K 0.57% +26 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 3,206 $758K 0.18% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,188 $754K 0.03% +481 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,186 $753K 0.15% +45 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,175 $750K 0.32% +163 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,172 $750K 0.23% -49 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,172 $750K 0.27% -316 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,169 $749K 0.1% -61 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,167 $749K 0.31% -6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,156 $746K 0.03% +640 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,153 $745K 0.06% -108 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,145 $743K 0.31% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,142 $743K 0.18% -26 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,129 $740K 0.09% +41 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,127 $739K 0.18% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,123 $738K 0.54% -524 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,122 $738K 0.73% -245 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,097 $732K 0.02% -421 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,088 $730K 0.48% -100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,083 $729K 0.01% +559 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,081 $728K 0.07% +820 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,080 $728K 0.08% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,080 $728K 0.19% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,077 $727K 0.3% -542 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,062 $724K 0.31% -51 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,061 $724K 0.25% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,056 $722K 0.33% +256 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,047 $720K 0.08% +25 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,043 $719K 0.21% +9 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,034 $717K 0.03% +253 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,031 $716K 0.05% -18 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,025 $715K 0.14% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,107 $715K 0.04% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,016 $713K 0.12% -10 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,034 $712K 0.02% +616 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,009 $711K 0.01% +142 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,016 $711K 0.1% -175 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,004 $710K 0.02% +114 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,003 $710K 0.06% +90 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,991 $707K 0.27% +3 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,985 $706K 0.66% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,982 $705K 0.09% +130 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,974 $703K 0.09% -29 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,971 $702K 0.28% +352 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,960 $700K 0.05% -1,547 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,960 $700K 0.76% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,951 $698K 0.06% +230 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,950 $697K 0.08% +10 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,947 $696K 0.08% +2 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,945 $696K 0.45% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,945 $696K 0.15% -533 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,938 $694K 0.41% +1,247 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,937 $694K 0.51% -446 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,934 $693K 0.23% +1 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,926 $692K 0.42% -5 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,925 $691K 0.25% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,924 $691K 0.35% -25 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,924 $691K 0.04% -110 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,913 $688K 0.01% -977 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,911 $688K 0.27% -332 13F-HR Timeline