BCS Wealth Management More: the full row for BCS Wealth Management 8,264 $692K 0.07% +4,121 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 8,258 $692K 0.69% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,245 $691K 0.03% -3,480 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,233 $690K <0.01% -72,084 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,194 $686K 0.47% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 8,168 $684K 0.14% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,138 $682K 0.23% +1,572 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 8,132 $681K <0.01% +845 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 8,086 $677K 0.34% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,024 $672K 0.02% +197 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,987 $669K 0.18% +6 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,967 $667K 0.14% +444 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,946 $665K 0.18% +2,450 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 7,941 $665K 0.49% -2,172 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,920 $663K 0.04% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,920 $663K 0.05% +336 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,904 $662K 0.04% +374 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,903 $662K 0.06% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,876 $660K 0.26% +116 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 7,850 $657K 0.08% -1,554 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 7,800 $653K 0.19% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,806 $653K 0.28% -224 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,738 $648K 0.02% +1,331 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,707 $645K 0.04% +3 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,698 $645K 0.05% +16 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,687 $644K 0.01% -431 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,686 $644K 0.07% +685 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,683 $643K 0.11% -80 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 7,612 $638K 0.27% +7,612 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 7,612 $638K 0.17% -168 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,600 $636K 0.4% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,559 $633K 0.02% -619 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,508 $629K 0.1% +242 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,474 $626K 0.04% +2,895 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,471 $626K 0.04% new 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 7,323 $622K 0.61% 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 7,423 $622K 0.29% -27 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 7,396 $621K 0.35% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,368 $617K <0.01% +76 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,353 $616K <0.01% +2,204 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 7,331 $614K 0.07% 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 7,304 $612K 0.56% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 7,225 $605K 0.03% +2,266 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,128 $597K 0.01% 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,077 $593K 0.01% +474 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,042 $590K 0.01% -1,711 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,028 $589K 0.02% +306 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,979 $585K 0.27% +75 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,981 $585K 0.04% +708 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,966 $583K 0.16% +619 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,953 $582K 0.1% +395 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,942 $581K 0.04% +1,170 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,940 $581K 0.06% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,902 $578K 0.14% -175 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,888 $577K 0.03% -724 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,883 $576K 0.12% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,835 $572K 0.15% +457 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,811 $570K 0.46% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,767 $567K 0.01% +1,909 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,716 $562K 0.18% +621 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,712 $562K 0.1% -254 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,711 $562K 0.25% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,646 $557K 0.07% -91 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,640 $556K 0.04% +304 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,618 $554K 0.05% -252 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,610 $554K 0.31% -341 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,601 $553K 0.27% +834 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,545 $547K 0.19% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,474 $542K 0.02% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 6,463 $541K 0.22% +97 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,416 $537K 0.06% -299 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,393 $535K 0.27% +1,767 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,382 $535K 0.01% -1,653 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 6,348 $532K 0.3% +1,534 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,313 $529K 0.11% -607 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,280 $526K 0.02% +2,925 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,279 $526K 0.06% +1,419 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,262 $524K 0.02% -304 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,242 $523K 0.08% +1,485 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,215 $520K 0.05% -15 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,211 $520K 0.15% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,223 $520K 0.17% +4,516 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 6,203 $520K 0.33% -983 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,196 $519K 0.01% -7,132 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 6,195 $519K 0.09% +605 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,162 $516K 0.34% +410 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,146 $515K 0.03% +701 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,140 $514K 0.07% +241 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,107 $511K <0.01% -483 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,999 $502K 0.3% -1,515 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,975 $500K 0.11% +193 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,941 $498K 0.01% +2,830 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,937 $497K 0.08% +119 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,927 $496K 0.01% +341 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,922 $496K 0.12% +501 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,789 $485K 0.04% -497 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,764 $483K 0.22% +18 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,744 $481K 0.23% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,697 $479K 0.18% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,650 $473K 0.17% -73 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,620 $471K 0.15% +167 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 5,586 $468K 0.09% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,506 $461K <0.01% -280 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 5,501 $461K 0.16% 13F-HR Timeline American Trust More: the full row for American Trust 5,463 $458K 0.04% -535 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,444 $456K 0.02% +1,118 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,443 $456K 0.03% -455 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,408 $453K 0.26% +185 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,400 $452K 0.07% -144 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,395 $452K 0.5% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,394 $450K 0.3% +334 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,372 $450K 0.01% -168 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 5,306 $444K 0.23% +2,896 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,292 $442K 0.15% +148 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 5,262 $441K 0.44% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,246 $439K 0.09% +118 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,239 $439K 0.21% -78 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,230 $438K 0.06% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,217 $437K 0.03% -60 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,208 $436K 0.05% +1,350 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,205 $436K 0.2% -195 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,158 $432K 0.25% 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 5,155 $432K 0.37% +81 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,130 $430K 0.01% -573 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 5,128 $429K 0.22% +161 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,123 $429K 0.02% +2,195 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 5,118 $429K 0.49% +12 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 5,101 $427K 0.08% +203 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,090 $426K 0.15% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,052 $423K 0.15% -1,958 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,003 $419K 0.1% -152 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,966 $416K 0.02% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,957 $415K 0.43% +213 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,908 $411K 0.27% +493 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,902 $411K 0.08% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,901 $410K 0.28% +76 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,900 $410K 0.46% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,870 $408K 0.01% -448 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,837 $405K 0.16% +3,337 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,789 $401K <0.01% +4,751 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,786 $401K 0.02% +658 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,714 $395K 0.01% +2,217 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 4,668 $391K 0.08% +655 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,667 $391K 0.02% +165 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,659 $390K 0.17% +797 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,605 $386K 0.02% +90 13F-HR Timeline Group Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,605 $386K 0.22% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,595 $385K 0.01% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,564 $382K 0.14% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,543 $380K 0.06% +137 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,541 $380K 0.08% +1,077 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,531 $379K 0.04% +55 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,518 $378K 0.23% -30 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,493 $376K 0.05% -911 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,491 $376K 0.02% +54 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,481 $375K 0.01% +185 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,480 $375K 0.02% +67 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 4,465 $374K 0.36% 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,450 $373K 0.11% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,434 $371K 0.24% -31 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,390 $368K 0.32% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,386 $367K 0.04% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,375 $366K 0.01% -2,525 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,349 $364K 0.01% +438 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,327 $362K <0.01% -438 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,318 $362K 0.04% -45 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 4,280 $358K 0.23% +50 13F-HR/A Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 4,266 $357K 0.31% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,238 $355K 0.37% 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,228 $354K 0.09% +1,307 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,200 $352K 0.01% +57 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,174 $350K 0.02% new 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,169 $349K <0.01% +774 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,160 $348K 0.16% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,113 $344K 0.08% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,113 $344K 0.02% -450 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 4,102 $344K 0.16% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,100 $343K 0.03% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 4,081 $342K 0.24% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,079 $342K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,049 $339K 0.04% -298 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,037 $338K 0.07% -720 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,035 $338K 0.07% -392 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,019 $337K 0.35% -860 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,009 $336K 0.01% +148 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $335K 0.1% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,992 $334K 0.21% +1,192 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,982 $333K 0.21% +50 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,917 $328K 0.09% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,888 $326K 0.14% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,847 $322K 0.01% +2,011 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,830 $322K 0.02% +184 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,828 $321K 0.22% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,826 $321K 0.03% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,808 $319K 0.07% new 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 3,794 $318K 0.1% -281 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,789 $317K 0.04% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,786 $317K 0.32% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,765 $315K <0.01% +97 13F-HR/A Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,758 $315K 0.1% -337 13F-HR Timeline