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Shaheen & Associates DBA Whitney & Co 1,632 $352K 0.03% +5 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,614 $351K 0.06% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,625 $351K 0.2% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,624 $350K 0.04% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,623 $350K 0.15% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,622 $350K 0.19% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,671 $350K 0.06% +909 13F-HR Timeline Paulson Wealth Management Inc. 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Inc. 1,389 $300K 0.14% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,389 $300K 0.04% -6 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,388 $300K 0.11% -1,250 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,388 $299K 0.04% +272 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,381 $299K 0.08% +6 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,384 $299K 0.26% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,378 $297K 0.09% +91 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,375 $297K 0.03% 0 13F-HR Timeline Truepoint, Inc. 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Ltd, Zurich 1,300 $281K <0.01% -700 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,297 $280K 0.11% -334 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,296 $280K 0.18% -6 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,293 $279K 0.12% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. 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