Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,279 $1.16M 0.61% -2,430 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,267 $1.16M 0.23% +203 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,267 $1.16M 0.28% -10 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,266 $1.16M 0.25% -750 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,266 $1.16M 0.45% +224 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,263 $1.16M 0.18% -4,217 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 3,252 $1.15M 0.82% -21 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,246 $1.15M 0.6% +771 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,245 $1.15M 0.08% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,233 $1.15M 0.5% -22 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,230 $1.15M 0.14% -5,372 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,227 $1.15M 0.49% +38 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,220 $1.14M 0.51% +299 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,213 $1.14M 0.38% +1,586 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,203 $1.14M 0.15% +46 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,200 $1.14M 0.65% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,199 $1.14M 0.38% +93 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,196 $1.13M 0.42% -135 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,191 $1.13M 0.48% -161 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,182 $1.13M 0.61% -15 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,181 $1.13M 0.17% -56 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,181 $1.13M 0.96% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,173 $1.13M 0.09% -412 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,169 $1.13M 0.52% -241 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,171 $1.13M 0.18% -440 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,166 $1.12M 0.75% +50 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,166 $1.12M 0.13% +638 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,162 $1.12M 0.72% +551 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,154 $1.12M 0.29% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,152 $1.12M 0.59% +446 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,230 $1.12M 0.59% +803 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,147 $1.12M 0.49% +76 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,127 $1.11M 0.74% -25 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,127 $1.11M 0.11% -1,107 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,092 $1.11M 0.77% +126 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,121 $1.11M 0.35% -51 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,117 $1.11M 0.05% -38 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,116 $1.11M 0.25% +228 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,115 $1.11M 0.04% -2,434 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,105 $1.1M 0.55% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,085 $1.1M 0.4% +22 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,082 $1.09M 0.56% +43 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,077 $1.09M 0.83% -100 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,070 $1.09M 0.15% 0 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 3,068 $1.09M 0.16% +345 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,066 $1.09M 1.09% +161 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,058 $1.09M 0.38% -79 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,055 $1.08M 0.43% +206 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,054 $1.08M 0.56% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,050 $1.08M 0.09% new 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,048 $1.08M 0.51% +262 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,045 $1.08M 0.13% -235 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,042 $1.08M 0.51% +146 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,041 $1.08M 0.2% +56 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,040 $1.08M 0.58% -281 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,021 $1.08M 0.2% -76 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,024 $1.07M 0.15% -966 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,019 $1.07M 0.66% +703 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,019 $1.07M 0.27% -539 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,007 $1.07M 0.19% -277 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,006 $1.07M 0.07% -78 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,001 $1.07M 0.23% +1 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,997 $1.06M 0.8% -60 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,991 $1.06M 0.41% +28 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,990 $1.06M 0.27% +27 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 2,984 $1.06M 0.23% 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,980 $1.06M 0.93% -6 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 2,976 $1.06M 0.33% +446 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,970 $1.05M 0.96% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,963 $1.05M 0.33% +52 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,961 $1.05M 0.33% +123 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,962 $1.05M 0.42% +2,189 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,955 $1.05M 0.11% -28 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,937 $1.04M 0.26% -337 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,936 $1.04M 0.2% +166 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 2,932 $1.04M 0.04% +48 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,923 $1.04M 0.1% +616 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,920 $1.04M 0.4% -121 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,919 $1.04M 0.5% +461 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,918 $1.04M 0.37% -1,430 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,917 $1.04M 0.15% -53 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,913 $1.03M 0.52% +19 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,904 $1.03M 0.71% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,906 $1.03M 0.2% -35 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,902 $1.03M 0.06% -802 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,901 $1.03M 0.14% +51 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,900 $1.03M 0.21% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,892 $1.03M 0.7% +33 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,889 $1.03M 1.02% -1,726 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,883 $1.02M 0.71% +9 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,882 $1.02M 0.4% -47 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,881 $1.02M -135 Timeline Mayar Capital Ltd. More: the full row for Mayar Capital Ltd. 2,880 $1.02M 1.88% -2,900 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,880 $1.02M 0.33% -5 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,880 $1.02M 0.49% -16 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,874 $1.02M 0.16% +80 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,874 $1.02M 0.35% -206 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,983 $1.02M 0.64% +215 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,874 $1.02M 0.31% -231 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,873 $1.02M 0.4% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,866 $1.02M 0.71% -258 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,864 $1.02M 0.52% +167 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,862 $1.02M 0.44% +70 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,861 $1.02M 0.38% +127 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,858 $1.01M 0.37% -275 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,854 $1.01M 0.56% +17 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,853 $1.01M 0.09% -449 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,853 $1.01M 0.15% +827 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,850 $1.01M 0.82% +18 13F-HR/A Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 2,849 $1.01M 0.01% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,848 $1.01M 0.33% +157 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,848 $1.01M 1.79% +40 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,847 $1.01M 0.09% +742 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,841 $1.01M 0.16% +1,169 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 2,840 $1.01M 0.03% +700 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,834 $1.01M 0.05% -375 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,829 $1M 0.68% +1,430 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,825 $1M 0.6% +1 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,823 $1M 0.02% -301 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,817 $1M 0.33% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,815 $999K 0.78% -98 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,812 $998K 0.46% -119 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,811 $998K 0.21% +1,115 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,805 $996K 0.2% +46 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,801 $994K 0.6% +195 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,799 $994K 0.51% -122 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,793 $992K 0.36% +184 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,783 $988K 0.14% -136 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,782 $988K 0.32% +2 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,782 $988K 0.07% +86 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 24,109 $986K 0.19% +169 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,777 $986K 0.19% -199 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,771 $984K 0.33% +251 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,768 $983K 0.06% -166 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,762 $981K 0.18% -249 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,757 $979K 0.3% -1,060 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,747 $975K 0.14% -96 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,743 $975K 0.21% +532 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,743 $974K 0.41% +393 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,734 $971K 0.4% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,730 $969K 0.53% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,728 $969K 0.43% +726 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,724 $967K 0.1% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,724 $967K 0.17% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,724 $967K 0.25% -141 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2,720 $966K 3.13% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,720 $966K 0.16% -47 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,705 $964K 0.26% +276 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,680 $962K 0.89% -437 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,700 $958K 0.09% -55 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,697 $958K 0.13% +34 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,697 $957K 1.31% +1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,692 $956K 0.4% +439 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,680 $952K 0.76% -1,250 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,680 $951K 0.26% +366 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,664 $946K 0.21% +57 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,657 $943K 0.02% +95 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,648 $940K 0.05% -1,431 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,644 $939K 0.25% +131 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,640 $937K 0.31% -35 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,640 $937K 0.05% +97 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,640 $937K 0.23% +54 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,635 $936K 0.49% +222 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,631 $934K 0.28% +42 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,627 $933K 0.26% -39 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,622 $931K 0.1% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,621 $931K 0.13% +1,373 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,621 $930K 0.23% +67 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,620 $930K 0.27% +28 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,619 $930K 0.49% -22 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,603 $929K 0.3% +14 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,613 $928K 0.19% +172 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,606 $925K 0.14% -142 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,604 $925K 0.34% +72 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 2,600 $923K 0.02% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $923K 0.03% -3,200 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,589 $919K 0.11% +307 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,584 $917K 0.23% +85 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,583 $917K 0.24% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,570 $912K 0.33% +523 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,566 $911K 0.34% -124 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,565 $911K 0.72% -60 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,564 $910K 0.09% -15 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,554 $907K 0.59% new 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,550 $905K 0.45% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,545 $904K 0.07% -218 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,543 $903K 0.09% -168 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,543 $903K 0.62% +13 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,540 $902K 0.43% +61 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,539 $902K 0.02% -83 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,520 $895K 0.67% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,511 $892K 0.11% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,511 $892K 0.13% -1,008 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,503 $889K 0.51% +77 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,497 $886K 1.09% -25 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,492 $885K 0.11% +72 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,491 $884K 0.53% -93 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,489 $884K 0.6% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,485 $883K 0.57% +54 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,483 $881K 0.95% +35 13F-HR Timeline