HTLF Bank More: the full row for HTLF Bank 8,655 $497K 0.06% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,651 $497K 0.13% +695 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8,650 $497K 0.34% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,645 $496K 0.03% +49 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,634 $496K 0.05% +32 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 8,629 $495K 0.14% +139 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,512 $493K 0.23% +895 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,573 $492K 0.02% -1,445 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,571 $492K 0.06% +976 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 8,568 $492K 0.11% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,540 $490K 0.04% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,647 $490K 0.09% -358 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 8,528 $490K 0.16% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,422 $483K 0.41% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,413 $483K 0.04% +604 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,407 $483K 0.02% +2,677 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 8,356 $480K 0.1% +1,090 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,312 $477K 0.05% +32 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,316 $477K 0.16% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 8,292 $476K 0.02% new 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,249 $474K 0.09% -71 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,243 $473K <0.01% new 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 9,888 $473K 0.48% -601 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,228 $472K 0.04% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,200 $471K 0.14% -74 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,171 $469K 0.16% -2 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 8,175 $469K 0.05% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,137 $467K 0.32% +40 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,128 $467K 0.03% +278 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 8,089 $464K 0.04% -375 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 8,080 $464K 0.09% +129 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,070 $463K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,042 $462K 0.04% +6 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,040 $462K 0.05% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,027 $461K 0.04% -722 13F-HR/A Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 7,267 $458K 0.32% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,966 $457K 0.19% -3,560 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 7,925 $455K 0.24% +112 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,919 $455K 0.4% -596 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 7,910 $454K 0.08% +127 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,890 $453K 0.02% -7,002 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,888 $453K 0.22% +279 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,862 $451K 0.08% -11,792 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7,854 $451K 0.24% +91 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 7,851 $451K 0.09% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 7,850 $451K 0.17% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 7,804 $448K 0.19% +50 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,782 $447K 0.06% +912 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,775 $446K 0.02% 0 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 7,740 $444K 0.23% +59 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,712 $443K 0.01% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 7,708 $443K 0.32% +149 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,707 $442K 0.01% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 7,699 $442K 0.06% +1,607 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,697 $442K 0.32% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 7,687 $441K 0.17% +4 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 7,673 $441K 0.09% -492 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,665 $440K 0.06% -232 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,635 $438K 0.06% -833 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,633 $438K 0.07% +117 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,587 $436K 0.15% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,572 $435K 0.07% +1 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,557 $434K 0.02% -2,812 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,500 $431K 0.03% +2,400 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,470 $429K 0.13% -190 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,465 $429K 0.04% -135 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 7,463 $428K 0.35% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,225 $428K 0.14% -13,350 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,424 $426K 0.29% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,391 $424K <0.01% -1,100 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,385 $424K 0.06% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,364 $423K 0.01% -725 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,301 $419K 0.21% -1,948 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,070 $418K <0.01% -1,150 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,284 $418K 0.09% +3,443 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 7,267 $417K 0.09% -118 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,230 $415K 0.08% -3,725 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,180 $412K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,127 $409K -68,899 Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,119 $409K 0.4% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,116 $409K 0.11% -933 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,102 $408K 0.31% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 7,097 $407K 0.03% -675 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,088 $407K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,972 $400K 0.02% +66 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,955 $399K 0.41% 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 6,942 $399K 0.03% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,940 $398K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,925 $398K 0.01% -99 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,919 $397K 0.01% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,917 $397K 0.2% -304 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 6,904 $396K 0.27% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,886 $395K 0.01% -3,566 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,832 $392K 0.04% -246 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,780 $389K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,778 $389K 0.04% -1,373 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6,763 $388K 0.24% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,750 $388K 0.06% +2,662 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,729 $386K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,684 $384K 0.07% -2,956 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,600 $379K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,569 $377K 0.02% -306 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,277 $376K 0.05% +45 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,527 $375K 0.06% new 13F-HR/A Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,520 $374K 0.38% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,500 $373K <0.01% 0 13F-HR/A Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,500 $373K 0.14% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,492 $373K 0.08% -17 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,486 $372K <0.01% -158 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 6,422 $369K 0.27% +95 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,407 $368K 0.14% +140 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,403 $368K 0.27% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,400 $367K 0.03% -1,105 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,400 $367K 0.04% 0 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,398 $367K 0.03% +2,000 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,376 $366K 0.16% +385 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,375 $366K 0.09% +90 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 6,311 $362K 0.12% 0 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 6,260 $359K 0.15% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,258 $359K 0.03% +1,276 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,249 $359K 0.04% -366 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,283 $356K 0.01% +1,333 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 6,195 $356K 0.14% +345 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,153 $353K 0.16% +1,967 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,081 $352K 0.09% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,035 $346K 0.04% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,022 $346K 0.06% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,011 $345K 0.01% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,975 $343K 0.01% +2,250 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,925 $340K 0.23% +95 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,891 $338K 0.06% +1,192 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,875 $337K 0.03% -39 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,860 $336K 0.11% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 5,851 $336K 0.07% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,843 $335K 0.14% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,824 $334K 0.16% +1,913 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 5,771 $331K 0.18% +93 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,771 $331K 0.09% +1,458 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,739 $329K 0.01% +157 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,732 $329K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,719 $328K 0.08% -30 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,709 $328K 0.02% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,685 $326K 0.13% -62 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,674 $326K 0.03% -8,788 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,627 $323K 0.06% -420 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,607 $322K 0.06% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,595 $321K 0.01% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,532 $318K 0.02% -145 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,497 $316K 0.13% +295 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,493 $315K 0.03% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,484 $315K 0.11% +87 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,286 $315K 0.1% +2,000 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,473 $314K 0.85% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,473 $314K 0.03% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,458 $313K 0.2% +9 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,428 $312K 0.06% +104 13F-HR/A Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,400 $310K 0.11% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,203 $308K 0.05% -2,859 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,342 $307K 0.19% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,316 $305K 0 Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,313 $305K 0.02% +2 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,300 $304K 0.08% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,297 $304K <0.01% +5 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,295 $304K 0.04% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,286 $303K 0.04% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,285 $303K 0.02% +157 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5,278 $303K <0.01% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,251 $301K 0.02% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,248 $301K 0.15% -54 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5,245 $301K 0.03% +1,618 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 5,223 $300K 0.08% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5,212 $299K 0.15% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,177 $297K 0.09% +83 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,164 $296K 0.05% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,155 $296K 0.09% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,105 $293K 0.04% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,980 $286K 0.07% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,959 $285K 0.03% -2 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,958 $285K 0.2% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,955 $284K 0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,953 $284K 0.02% -86 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 4,944 $284K 0.07% +79 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,908 $282K 0.01% -139 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,899 $281K 0.26% 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,892 $281K 0.11% +2 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,874 $280K 0.05% +38 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,866 $279K 0.15% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,848 $278K 0.04% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,806 $277K 0.05% +77 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,819 $277K 0.07% -117 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,808 $276K 0.22% -288 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,804 $276K 0.09% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,791 $275K 0.07% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,755 $273K 0.09% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,740 $272K 0.01% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,718 $271K 0.14% +127 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,383 $271K 0.07% -3,300 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 4,698 $270K 0.08% -37 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,671 $268K 0.01% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,665 $268K 0.05% -3 13F-HR Timeline