US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,371 $671K <0.01% -205 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,228 $662K 0.24% 0 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 11,214 $661K 0.49% +469 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,119 $656K 0.01% -89 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,013 $650K <0.01% +3,081 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,804 $637K 0.22% +6,237 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 10,774 $635K 0.56% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,716 $632K 0.24% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 10,714 $632K 0.09% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,701 $631K 0.02% -897 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 10,612 $626K 0.14% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,545 $622K 0.01% +362 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 10,523 $621K 0.17% -590 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,488 $619K 0.02% -2,341 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,442 $616K <0.01% +603 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,434 $615K 0.01% +606 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 10,424 $615K 0.02% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,358 $611K 0.03% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,325 $609K 0.12% +2,097 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,243 $604K 0.01% +949 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $595K 0.01% 0 13F-HR Timeline Arena Capital Advisors, LLC- CA More: the full row for Arena Capital Advisors, LLC- CA 10,000 $590K 0.28% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,089 $589K 0.39% -204 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,982 $589K +1,971 Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,974 $588K 0.13% +774 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,865 $582K 0.04% +3,649 13F-HR Timeline RFG Holdings, Inc. 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More: the full row for Three Bearings Fiduciary Advisors, Inc. 9,076 $535K 0.48% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,967 $529K 0.11% -259 13F-HR Timeline BAILARD, INC. 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More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,988 $471K 0.09% -2,695 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,965 $470K <0.01% +372 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,955 $469K 0.01% -898 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,887 $465K 0.29% +435 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 7,843 $463K 0.12% -1,019 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,794 $460K 0.01% -71 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,772 $458K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,715 $455K <0.01% +1,411 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,651 $451K 0.11% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,634 $450K 0.35% -139 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 7,602 $448K 0.03% -10,107 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,550 $445K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,504 $443K 0.01% -41 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,462 $440K 0.01% +1,125 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,293 $430K 0.24% +50 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 7,190 $424K 3.94% -5,740 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,148 $422K 0.26% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,098 $419K 0.02% +1 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 7,099 $419K 0.17% +64 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 7,036 $415K 0.02% -490 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 7,020 $414K 0.27% +17 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,982 $412K 0.01% -45,598 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,964 $411K 0.05% +47 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,956 $410K 0.08% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,949 $410K 0.12% 0 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 6,936 $409K 0.3% -528 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,874 $405K 0.07% +24 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,823 $402K 0.02% +3,165 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,698 $395K 0.03% +288 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,640 $392K 0.04% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,626 $391K 0.18% -110 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,561 $387K 0.16% +26 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,494 $383K 0.04% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,522 $382K 0.03% -44 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,467 $381K 0.01% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,450 $380K 0.13% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 6,427 $379K 0.12% +535 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,336 $374K <0.01% -442 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,275 $370K 0.04% +525 13F-HR Timeline American Trust More: the full row for American Trust 6,274 $370K 0.03% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,254 $369K 0.16% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,168 $363K 0.17% +574 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,122 $361K 0.11% +2,471 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,382 $360K 0.04% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,073 $358K 0.18% +10 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,022 $355K 0.65% +2,012 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,031 $353K 0.16% +205 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,975 $352K 0.11% -696 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,963 $352K 0.13% -1,604 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,939 $350K 0.13% +1,604 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 5,924 $349K 0.06% +168 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,910 $349K 0.01% +2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,895 $348K 0.03% +3,565 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,814 $343K 0.01% -94 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 5,715 $337K 0.12% -198 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,693 $336K 0.04% new 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 5,680 $335K 0.6% new 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 5,654 $333K 0.13% 0 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 5,542 $327K 0.04% +146 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,499 $324K 0.03% +78 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,461 $322K 0.02% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,431 $320K 0.08% -342 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 5,425 $320K 0.57% +389 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 5,417 $319K 0.38% -397 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,429 $318K 0.26% -265 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 5,383 $317K 0.13% -1,871 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,278 $311K 0.04% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,277 $311K 0.01% +46 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,271 $311K 0.05% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,290 $311K 0.07% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,245 $309K 0.05% +816 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,229 $308K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,175 $305K <0.01% -349 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,158 $304K 0.02% -110 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,148 $304K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,131 $303K <0.01% new 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 5,122 $302K 0.03% +230 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,108 $301K <0.01% 0 13F-HR Timeline Group REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 5,000 $295K 0.18% +3,000 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,988 $294K 0.01% new 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 4,983 $294K 0.08% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,977 $294K 0.02% -1,124 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 4,974 $293K 0.11% +581 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,951 $292K 0.05% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,927 $291K 0.24% +79 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,912 $290K 0.01% +546 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,904 $289K 0.03% +651 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,884 $288K <0.01% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,785 $282K 0.08% -11 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,752 $280K 0.01% -478 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,761 $280K 0.1% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,724 $279K 0.01% +165 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,711 $278K 0.03% -84,240 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,700 $277K 0.11% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,686 $276K 0.21% -2,367 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,680 $276K 0.05% new 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,672 $276K 0.1% +80 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,661 $275K 0.09% +152 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,629 $274K 0.01% new 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 4,599 $271K 0.04% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,582 $270K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,580 $270K <0.01% +63 13F-HR Timeline Group Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 4,516 $266K 0.19% new 13F-HR/A Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,485 $265K 0.24% +315 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,475 $264K 0.1% +151 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,470 $263K 0.01% +10 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,453 $263K <0.01% -7,304 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,436 $262K 0.05% +469 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,399 $259K 0.01% new 13F-HR Timeline Group SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,362 $257K 0.15% +42 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,360 $257K 0.05% +747 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,355 $257K 0.11% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,329 $255K 0.21% +49 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,324 $255K 0.01% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,317 $255K 0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,310 $254K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,310 $254K 0.15% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,299 $254K 0.01% -139 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,296 $253K 0.01% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,272 $252K 0.17% new 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 4,251 $251K 0.19% -92 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,246 $250K <0.01% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 4,240 $250K 0.08% +101 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,234 $250K 0.08% -24 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,232 $250K 0.06% 0 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 4,232 $250K 0.08% -515 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,221 $249K <0.01% +369 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,212 $248K 0.03% +39 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,211 $248K 0.01% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,169 $246K 0.06% -289 13F-HR/A Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 4,158 $245K 0.11% -1,245 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,154 $245K 0.01% +39 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,151 $245K 0.01% +146 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,149 $245K 0.15% +400 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,145 $244K 0.05% -581 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,109 $242K 0.02% -3,501 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,080 $241K -4,080 Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,059 $239K 0.07% -7,020 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,049 $239K 0.06% new 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 4,092 $238K 1.18% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,021 $237K 0.03% +53 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,000 $236K 0.02% -2,500 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,917 $231K <0.01% -3,301 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 3,914 $231K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,911 $231K 0.19% new 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,806 $224K 0.13% +33 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,799 $224K 0.13% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,759 $222K 0.09% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,759 $222K 0.01% new 13F-HR Timeline