Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 289,619 $67.6M 12.43% -5,566 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 247,796 $57.8M 0.41% +35,645 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 229,297 $53.5M 5.98% +4,379 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 196,568 $45.9M 5.17% -11,774 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 165,207 $38.5M 0.52% +6,375 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 125,546 $29.3M 10.08% -6,444 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 112,128 $26.2M 2.45% -2,619 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 109,418 $25.5M 4.68% +2,862 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 91,080 $21.2M 6% +226 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 58,638 $13.7M 7.06% +6,070 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 57,469 $13.6M 0.17% +158 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 45,762 $10.7M 0.69% +1,492 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 42,113 $9.83M 7.04% -2,067 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 40,974 $9.56M 1.06% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,419 $8.5M 0.22% -4,017 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 36,147 $8.43M 1.64% -9 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 35,802 $8.35M 2.25% -1,345 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 31,804 $7.42M 2.26% +28,946 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 29,904 $6.98M 0.19% -3,727 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 29,436 $6.87M 1.39% -120 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,478 $6.76M 0.16% +1,801 13F-HR Timeline Friday Financial More: the full row for Friday Financial 26,852 $6.27M 1.24% +5,871 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 25,430 $5.93M 1.58% +40 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 24,114 $5.63M 0.35% -283 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 23,320 $5.44M 2.93% +449 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 23,127 $5.4M 1.18% -4,509 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,031 $5.14M 0.38% -51 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,054 $5.14M 0.34% -278 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 21,456 $5.01M 4.85% -12,833 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 20,631 $4.81M 3.14% -423 13F-HR Timeline Post Resch Tallon Group Inc. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,343 $1.95M 1.09% +1 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,810 $1.82M 0.21% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 7,636 $1.78M 0.36% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,476 $1.74M 0.05% +2,048 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,437 $1.74M 0.03% -530 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,340 $1.71M 1.07% +10 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,827 $1.59M 0.03% +91 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,356 $1.48M 1.16% -393 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,205 $1.45M 0.06% +115 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 6,152 $1.44M 0.78% -100 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,455 $1.27M 0.08% -346 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,231 $1.22M 0.08% +5 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,070 $1.18M 0.91% +41 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,900 $1.14M 0.63% -85 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,768 $1.11M 0.46% -507 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,503 $1.07M 0.34% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,350 $1.01M 0.11% -740 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,307 $1M 0.09% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,229 $987K 0.03% -34 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,117 $976K 0.11% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 3,997 $933K 0.23% +15 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,611 $849K 0.24% -74 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 3,554 $829K 0.61% -33 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,516 $826K 0.15% -42 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,542 $826K 0.5% +3 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,487 $814K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,393 $792K 0.02% -613 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,373 $787K 0.05% +279 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,303 $771K 0.08% -119 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,292 $768K 0.72% -40 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,275 $764K 0.17% -125 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,198 $746K 0.04% +7 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,182 $742K 0.18% -36 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,087 $720K 0.46% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,795 $652K 0.31% +2 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,744 $640K 0.02% +97 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,670 $623K 0.07% +236 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,467 $576K 0.04% -105 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,364 $552K 0.13% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,163 $505K 0.23% -47 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,058 $489K 0.09% -26 13F-HR Timeline Trust Co More: the full row for Trust Co 2,068 $482K 0.04% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,046 $477K 0.23% -10,724 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,028 $473K 0.01% -303 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 1,934 $451K 0.37% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,925 $449K 0.1% -125 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,840 $429K 0.1% -129 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,797 $422K 0.39% +1 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,760 $416K 0.08% +1 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,745 $407K 0.11% +406 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,740 $406K 0.01% +57 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,735 $405K 0.27% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,686 $393K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,662 $388K 0.02% +1 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,636 $382K 0.15% -436 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,611 $376K 0.1% +4 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,584 $370K 0.22% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,530 $357K 0.2% +1 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,497 $349K 0.04% -1 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,492 $348K 0.11% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,478 $345K 0.16% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,475 $344K 0.14% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,459 $340K 0.18% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,398 $332K 0.01% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,407 $328K 0.08% +283 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,379 $322K 0.04% -5 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 1,367 $319K 0.16% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,349 $315K 0.08% -88 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,208 $282K 0.15% -3 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,179 $275K 0.05% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,178 $275K 0.06% +89 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,165 $272K 0.08% +4 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,000 $233K 0.03% 0 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 998 $233K 0.02% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 989 $231K 0.04% -39 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 963 $225K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 962 $224K 0.02% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 880 $205K 0.09% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 789 $187K 0.12% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 757 $177K 0.05% +2 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 613 $143K 0.01% +277 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 440 $103K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 370 $86.3K 0.05% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 344 $80.3K 0.03% +1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 274 $63.9K 0.03% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 264 $61.6K 0.04% -58 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 211 $49.2K 0.03% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 205 $47.7K 0.02% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 158 $37K 0.02% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 110 $25.7K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 107 $25K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 100 $23.3K <0.01% -498 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 95 $22.2K <0.01% -150 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 95 $22.2K <0.01% +52 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 55 $12.8K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 50 $11.7K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 36 $8.4K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 30 $7K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 16 $3.67K <0.01% 0 13F-HR Timeline