KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 20,462 $2.1M 0.67% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,014 $2.1M 0.85% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 24,007 $2.09M <0.01% +636 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,985 $2.08M 0.39% -118 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,980 $2.08M 0.1% -2,641 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,963 $2.07M 1.98% -823 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,943 $2.05M 0.49% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,941 $2.05M 2.89% +202 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,936 $2.05M 0.04% -452 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,928 $2.04M 0.52% -18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,928 $2.04M 0.63% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,925 $2.04M 0.07% +398 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,922 $2.04M 1.87% +75 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,852 $2.03M 0.25% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,908 $2.03M 0.12% +16 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,903 $2.03M 0.69% -188 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,889 $2.02M 1.54% -63 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,860 $2M 1.6% +52 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,843 $1.98M 0.35% +255 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,806 $1.96M 0.16% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,803 $1.96M 0.12% +273 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,798 $1.95M 0.88% 0 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 2,794 $1.95M 0.82% -164 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,791 $1.95M 0.02% -271 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,906 $1.94M 0.12% -358 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,773 $1.93M 0.59% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,770 $1.93M 0.09% +165 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,762 $1.93M 0.15% -473 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,757 $1.92M 1.03% +254 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,755 $1.92M 0.02% +184 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,748 $1.92M 0.11% +169 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,745 $1.92M 0.45% +1,155 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,744 $1.91M 0.02% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,742 $1.91M 0.09% -340 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,739 $1.91M 0.23% -32 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,738 $1.91M 0.25% -59 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,719 $1.9M 0.03% +383 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 2,715 $1.89M 0.03% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,711 $1.89M 0.13% +187 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,709 $1.89M 0.31% 0 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 2,709 $1.89M 0.37% -149 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,706 $1.89M 0.01% new 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 2,704 $1.89M 1.35% -63 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,698 $1.88M 1.65% -11 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,683 $1.87M 0.31% -150 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,674 $1.87M 0.82% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,671 $1.86M 0.04% +3 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,668 $1.86M 0.26% -80 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 2,640 $1.84M -2,261 Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,632 $1.84M 0.05% +1,618 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,315 $1.83M 0.06% -306 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,617 $1.83M 0.88% +78 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,604 $1.82M 0.02% -66 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 17,332 $1.81M 0.83% +15,070 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,578 $1.8M 0.19% +51 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,578 $1.8M 0.03% -164 13F-HR/A Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 2,557 $1.78M 1.4% +492 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,555 $1.78M 0.19% +412 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,884 $1.78M 0.19% +1,617 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,540 $1.77M 0.21% -135 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,538 $1.77M 0.67% -180 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,536 $1.77M 0.57% +270 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,512 $1.75M 0.01% -289 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2,495 $1.74M 0.45% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,492 $1.74M 0.19% +68 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,491 $1.74M 0.44% +675 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,488 $1.74M 0.04% -587 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,484 $1.73M 0.09% -303 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,478 $1.73M 0.8% -263 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,463 $1.72M 0.07% +196 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,462 $1.72M 0.63% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,445 $1.71M 0.54% -174 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,439 $1.7M 0.26% -234 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,436 $1.7M 0.13% +1,292 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,855 $1.7M 0.12% +5,589 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,428 $1.69M 0.11% +1,673 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,427 $1.69M 0.38% +83 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,419 $1.69M 0.05% +128 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,416 $1.69M 0.39% -39 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,409 $1.68M 0.81% +22 13F-HR Timeline American Trust More: the full row for American Trust 2,406 $1.68M 0.15% -696 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,403 $1.68M 0.06% -195 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,382 $1.66M 0.63% -86 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,378 $1.66M 0.01% 0 13F-HR Timeline Group WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,348 $1.64M 1.32% -9 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,334 $1.63M 0.19% +5 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,328 $1.62M 0.12% -811 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,322 $1.62M 0.33% -23 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,303 $1.61M 0.03% -208 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,279 $1.59M 0.14% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,275 $1.59M 0.25% +79 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,264 $1.58M 0.73% +154 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,259 $1.58M 0.65% -109 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,256 $1.57M 0.05% +435 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,244 $1.57M 0.85% +107 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,240 $1.56M 0.02% +1,118 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,229 $1.56M 0.18% -11 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,092 $1.55M 0.04% -7 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 2,222 $1.55M 0.64% -2,270 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,202 $1.54M 0.41% +2 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,197 $1.53M 0.99% -30 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,192 $1.53M 0.8% -108 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,041 $1.51M 0.75% -314 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,162 $1.51M 0.09% +356 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,155 $1.5M 0.03% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,153 $1.5M 0.63% +36 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,127 $1.48M 0.65% +137 13F-HR/A Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,123 $1.48M 1% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,114 $1.48M 0.02% +921 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,104 $1.47M 0.29% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,099 $1.46M 0.91% +56 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,095 $1.46M 0.08% +22 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,078 $1.45M 0.1% +461 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,068 $1.44M 0.05% +1,019 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,064 $1.44M 0.08% -60 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,061 $1.44M 1.47% -18 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 2,059 $1.44M 0.4% -41 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,050 $1.43M 0.23% +137 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,050 $1.43M 0.41% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,047 $1.43M 0.1% -60 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,035 $1.42M 0.02% -163 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,035 $1.42M 0.23% +202 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,031 $1.42M 0.02% +76 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,031 $1.42M 0.08% +11 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,028 $1.42M 0.12% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,028 $1.41M 0.03% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,025 $1.41M 0.82% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,016 $1.41M 0.94% -12 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,014 $1.41M 0.57% +6 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 2,012 $1.4M 1.21% +236 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 2,010 $1.4M 1.2% +29 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,001 $1.4M 0.23% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,999 $1.39M 0.17% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,999 $1.39M 0.25% +60 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,995 $1.39M 0.06% +165 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 1,986 $1.39M 0.08% -646 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,828 $1.38M 0.07% -36 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,060 $1.38M 0.09% -10,903 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,969 $1.37M 0.09% -426 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,967 $1.37M 1.04% +77 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,966 $1.37M 0.07% -3 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,957 $1.37M 0.2% -11 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,951 $1.36M 0.87% -21 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,937 $1.35M 1.16% 13F-HR/A Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,937 $1.35M 0.29% +2 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,932 $1.35M 0.01% +101 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,932 $1.35M 0.02% -261 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,931 $1.35M 0.03% +82 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,927 $1.34M 0.31% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,924 $1.34M 0.19% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,924 $1.34M 0.05% +210 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,915 $1.34M 0.56% +135 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,914 $1.34M 1.13% -10 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,905 $1.33M 0.14% +32 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,905 $1.33M 1.12% -2 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,904 $1.33M 0.54% -41 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,539 $1.32M 0.09% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,893 $1.32M 0.43% -89 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,882 $1.31M 0.09% +10 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,876 $1.31M 0.55% +93 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,873 $1.31M 0.04% -104 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,953 $1.3M <0.01% +850 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,867 $1.3M 0.77% +292 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,866 $1.3M 0.05% -14,284 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,816 $1.3M 0.36% -158 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,860 $1.3M 0.52% -326 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,859 $1.3M 0.12% -143 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,859 $1.3M 0.38% +89 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,852 $1.29M 0.04% -2,174 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,848 $1.29M 0.12% +20 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,843 $1.29M 0.13% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,839 $1.28M 0.25% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,819 $1.27M 0.32% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,801 $1.26M 0.05% -3 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,800 $1.26M +106 Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,799 $1.26M 0.58% -87 13F-HR Timeline TAGStone Capital, Inc. 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