Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,224 $1.1M 0.23% +108 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,223 $1.1M 0.31% -71 13F-HR/A Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,223 $1.1M 0.53% +141 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,211 $1.1M 0.76% +30 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,210 $1.1M 0.08% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,202 $1.09M 0.23% +212 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,200 $1.09M 0.58% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,198 $1.09M 0.16% +27 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,197 $1.09M 0.35% +1 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,192 $1.09M 0.4% +1 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,181 $1.09M 0.5% -1 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,172 $1.08M 0.13% +566 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,167 $1.08M 0.65% +1 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,166 $1.08M 0.22% -100 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,155 $1.08M 0.25% +1 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,151 $1.08M 0.58% -242 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,146 $1.07M 0.14% +893 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,142 $1.07M 0.43% -5 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,138 $1.07M 0.14% -125 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,135 $1.07M 0.03% -168 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,078 $1.07M 0.06% +430 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,127 $1.07M 0.1% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,121 $1.07M 0.06% -175 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,110 $1.06M 0.05% -7 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,107 $1.06M 0.03% +1,151 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,101 $1.06M 0.68% +9 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,096 $1.06M 0.14% +195 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,091 $1.06M 0.54% +51 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,088 $1.05M 0.18% +67 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,088 $1.05M 1.05% -355 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,086 $1.05M 0.3% -35 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,077 $1.05M 0.68% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,071 $1.05M 1.05% +588 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,068 $1.05M 0.13% -2 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,063 $1.05M 0.41% -106 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,061 $1.04M 0.38% -166 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,055 $1.04M 0.5% -97 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,054 $1.04M 0.51% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,061 $1.04M 0.22% +907 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 3,038 $1.04M 0.16% -30 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,032 $1.04M 0.36% -53 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,032 $1.04M 0.13% -13 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 3,026 $1.03M 0.73% +29 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,025 $1.03M 0.26% +6 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,025 $1.03M 0.32% +151 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,024 $1.03M 0.13% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,023 $1.03M 0.17% -18 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,019 $1.03M 0.49% +106 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,014 $1.03M 0.18% +78 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,011 $1.03M 0.32% +150 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,010 $1.03M 0.28% +34 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,009 $1.03M 2% -600 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,004 $1.03M 0.18% -3 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,000 $1.02M 0.43% -5,500 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,000 $1.02M 0.47% -105 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,995 $1.02M 0.36% +4 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,993 $1.02M 0.14% -188 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,991 $1.02M 0.45% +72 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,984 $1.02M 0.54% +1 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,981 $1.02M 0.15% +140 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,980 $1.02M 0.63% -1,228 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,977 $1.02M 0.33% -81 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,975 $1.02M 0.24% +38 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,970 $1.01M 0.89% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,967 $1.01M 0.15% -313 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,963 $1.01M 0.57% -2,118 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,958 $1.01M 0.02% +419 13F-HR Timeline Group Tufton Capital Management More: the full row for Tufton Capital Management 2,956 $1.01M 0.18% +50 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,955 $1.01M 0.14% +38 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,954 $1.01M 0.56% +129 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,952 $1.01M 0.45% 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,941 $1M 0.33% +148 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,935 $1M 0.09% -20 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,929 $1000K 0.51% +75 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,912 $994K 0.36% -143 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,904 $991K 0.62% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,903 $991K 0.19% +3 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,897 $989K 0.2% -104 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,892 $987K 0.05% -10 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,887 $986K 0.08% +34 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,887 $986K 0.34% -33 13F-HR Timeline Mayar Capital Ltd. More: the full row for Mayar Capital Ltd. 2,880 $983K 1.54% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,878 $982K 0.29% -2 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,873 $981K 0.36% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,869 $979K 0.09% -762 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,860 $976K 0.32% -58 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,857 $975K 0.18% +52 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,848 $972K 1.57% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,843 $970K 0.09% +300 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 24,171 $970K 0.17% +62 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,841 $970K 0.62% +12 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,877 $970K 0.44% +13 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,839 $969K 0.7% -11 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,833 $967K 0.01% new 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,828 $965K 0.29% +57 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,827 $965K 0.28% -21 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,827 $965K 0.32% +223 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,820 $963K 0.15% +681 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,817 $962K 0.3% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,801 $962K 0.71% +121 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,812 $960K 0.41% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,811 $960K 0.26% -402 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,800 $956K 0.25% -1,793 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,798 $955K 0.42% -244 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,797 $955K 0.15% +701 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,797 $955K 0.41% +727 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,796 $954K 0.55% -5 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,795 $954K 0.36% -875 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,795 $954K 0.07% +625 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,785 $951K 0.17% +42 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,752 $950K 0.15% +1,935 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,769 $945K 0.23% +142 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,769 $945K 0.58% +215 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,766 $944K 0.64% -100 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,757 $941K 0.27% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,749 $938K 0.52% -547 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,739 $935K 0.31% -143 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,738 $935K 0.51% -154 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,731 $932K 0.07% -116 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,728 $931K 0.34% -6 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,726 $931K 0.17% +62 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,724 $930K 0.15% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,720 $929K 0.14% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,715 $927K 0.06% -291 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 $926K 2.63% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,706 $924K 0.69% -605 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,706 $924K 0.42% +726 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 41,285 $924K 0.4% +38,486 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,702 $922K 0.1% +80 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,700 $922K 0.22% -24 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,700 $922K 0.27% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,697 $921K 1.2% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,693 $919K 0.06% -89 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,690 $918K 0.08% -10 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,686 $918K 0.23% -19 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,689 $918K 0.33% +305 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,685 $917K 0.09% -39 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,650 $916K 0.69% -165 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,680 $915K 0.27% +40 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,673 $912K 0.41% +54 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,671 $912K 0.17% +58 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,657 $907K 0.02% 0 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,654 $906K -227 Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,653 $906K 0.06% +606 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,651 $905K 0.24% +31 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,652 $905K 0.12% +191 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,636 $900K 0.29% -222 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,262 $897K 0.13% +59 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,627 $897K 0.31% +61 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,544 $895K 0.35% +319 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,616 $893K 0.26% +13 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,615 $893K 0.68% +50 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,609 $891K 0.11% -12 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,609 $891K 0.28% -706 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,589 $884K 0.74% +1,845 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,588 $884K 0.49% +103 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,583 $882K 0.23% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,583 $882K 0.2% -38 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,578 $880K 0.56% +35 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,575 $879K 0.21% +1,805 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,568 $877K 0.16% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,563 $875K 0.15% +1,036 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,564 $875K 0.08% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,557 $873K 0.76% -509 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,550 $871K 0.29% +1,735 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,550 $871K 0.4% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,538 $866K 0.04% -102 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,533 $863K 0.51% -350 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,521 $861K 0.2% -123 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,520 $860K 0.6% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,517 $859K 0.09% +243 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,515 $858K 0.39% -120 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,514 $858K 0.14% +32 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,511 $857K 0.09% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,511 $857K 0.68% -914 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,511 $857K 0.11% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,509 $857K 1.02% +12 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,506 $856K 0.33% +79 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,504 $855K 0.48% +13 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,500 $854K 0.06% +859 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,023 $852K 0.29% +445 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,489 $850K 0.54% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,484 $848K 0.09% -105 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,477 $846K 0.16% +80 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,475 $845K 0.22% +275 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,473 $844K 0.38% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,466 $842K 0.07% new 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,452 $837K 0.33% +4 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,450 $836K 0.46% +56 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 2,450 $836K 0.19% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,450 $836K 0.57% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,449 $836K 0.23% -231 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,449 $836K 0.42% -911 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,537 $835K 0.34% +173 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,442 $834K 0.05% +283 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,441 $833K 0.13% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,437 $832K 0.39% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,432 $830K 0.11% -5,471 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,428 $829K 0.47% -19 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,420 $829K 0.19% -2,276 13F-HR Timeline