S.A. Mason LLC More: the full row for S.A. Mason LLC 7,084 $627K 0.25% +1,417 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,079 $626K 0.04% -21 13F-HR Timeline Group Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 7,038 $623K 0.24% +134 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 6,959 $616K 0.02% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,921 $612K 0.16% -93 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,910 $611K 0.09% +1,101 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,885 $609K 0.41% +813 13F-HR/A Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,880 $609K 0.59% 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,867 $608K 0.36% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,829 $604K 0.36% +393 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,805 $602K 0.07% -1,045 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 6,786 $600K 0.5% 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,781 $600K 0.01% 0 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,760 $598K 0.01% -2,195 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 6,745 $597K 0.37% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,717 $594K 0.03% +579 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,675 $591K 0.21% +254 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,622 $590K 0.21% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 6,649 $588K 0.65% -185 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,616 $585K 0.04% +9 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,609 $585K 0.04% +86 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,591 $583K 0.41% -32 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,589 $583K 0.08% -1,238 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 6,586 $583K 0.07% -6,474 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,584 $583K 0.06% -980 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 6,560 $580K 0.19% +1,540 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,550 $580K 0.22% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,550 $580K 0.08% -1,685 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 6,511 $576K 0.32% -5,410 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,498 $575K 0.14% +3,743 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,489 $574K 0.08% -50 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 6,423 $568K +416 Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,395 $566K 0.26% +28 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,395 $566K 0.02% +1,053 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,390 $565K 0.31% +1,000 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,368 $563K 0.32% +27 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,331 $560K 0.02% +2,750 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 5,925 $556K 0.3% +1,807 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,275 $555K 1.18% +47 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,262 $554K 0.04% -155 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 6,244 $553K 0.05% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,193 $548K 0.08% -74 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 6,178 $547K 0.41% -478 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,169 $546K 0.05% -8,614 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,168 $546K 0.19% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $546K 0.15% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,161 $545K 0.05% -266 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,159 $545K 0.2% +22 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,142 $544K 0.12% +770 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 6,130 $542K 0.43% +2,100 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,103 $540K 0.02% +623 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,059 $536K 0.15% -308 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,033 $534K 0.02% -100 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,027 $533K +698 Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,027 $533K 0.31% -9,227 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $531K 0.38% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,958 $527K 0.09% +1,226 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,955 $527K 0.06% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 5,949 $526K 0.16% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,916 $524K 0.03% +186 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,902 $522K 0.32% 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,889 $521K 0.54% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,863 $519K 0.06% -209 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,858 $518K 0.01% +1,694 13F-HR Timeline Group Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 5,832 $516K 0.21% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,814 $515K 0.01% -2,644 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,810 $514K 0.07% +782 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $512K 0.01% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,777 $511K 0.33% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,656 $511K 0.12% -5,889 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,750 $509K 0.08% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,737 $508K 0.03% -2,381 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,730 $507K 0.14% -14 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,718 $506K 0.03% +1,393 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,669 $502K 0.11% +1,321 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,656 $500K 0.13% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,649 $500K 0.01% +545 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,635 $499K 0.04% -198 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,584 $498K 0.49% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,627 $498K 0.17% +8 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,575 $493K 0.21% -1,565 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,522 $489K 0.01% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $488K 0.33% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,509 $488K 0.81% +208 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 5,500 $487K 0.34% +535 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,469 $484K 0.06% +28 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,424 $480K 0.21% -84 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,364 $475K 0.03% -1,536 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,344 $473K 0.01% -89 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,337 $472K 0.3% +22 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,316 $470K 0.34% +112 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 5,299 $469K 0.14% -625 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,298 $469K 0.07% -350 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,288 $468K 0.04% +25 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,268 $467K 0.22% +28 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,258 $465K 0.03% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,258 $465K 0.15% -40 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,242 $464K 0.65% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,205 $461K 0.03% -10 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,203 $460K 0.24% +6 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,196 $460K 0.02% -1,218 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,182 $459K 0.07% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,175 $458K 0.03% +118 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,172 $458K 0.01% +47 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,160 $457K 0.02% +79 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,147 $455K 0.16% -485 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,142 $455K 0.04% -480 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,135 $454K 0.05% -1,015 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 5,133 $454K 0.13% +1,556 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,130 $454K 0.01% -1,863 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,121 $453K 0.12% 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,114 $453K 0.13% +156 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,063 $452K 0.04% +115 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,088 $450K 0.16% -780 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 5,087 $450K 0.23% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,083 $450K 0.2% -48 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 5,069 $449K 0.05% -2,481 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,056 $447K 0.16% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,054 $447K 0.18% -323 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,046 $447K 0.02% +2,832 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,027 $445K 0.02% -558 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,028 $445K 0.01% -27 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,016 $444K 0.1% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $442K 0.08% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,995 $442K 0.33% 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,977 $441K 0.17% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,981 $441K 0.06% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,950 $438K 0.18% +151 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,944 $437K <0.01% -250 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,943 $437K 0.01% -9,192 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $437K 0.13% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,939 $437K 0.29% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,837 $428K 0.25% +3 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,827 $427K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,825 $427K 0.13% -165 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,788 $424K 0.08% -20,767 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,788 $424K 0.22% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,780 $423K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,745 $420K 0.06% -116 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,706 $416K 0.12% -103 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,693 $415K 0.08% +342 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,692 $415K 0.09% -34 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,683 $414K 0.13% +2,104 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,680 $414K 0.26% -19 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,649 $411K 0.41% 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,609 $408K 0.06% -1,041 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,598 $407K 0.01% +1,249 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 4,594 $407K 0.12% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,590 $406K 0.01% -1,307 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,587 $406K 0.19% +483 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,575 $405K 0.21% +524 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,564 $404K 0.15% -39 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,532 $401K 0.01% -212 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,525 $400K 0.06% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,522 $400K <0.01% -243 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,501 $398K 0.03% 0 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,500 $398K 0.17% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,493 $398K 0.27% +8 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,488 $397K 0.22% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,488 $397K 0.04% -596 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,485 $397K 0.07% -828 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 4,479 $396K 0.85% -62,831 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,458 $396K 0.01% +812 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,437 $393K 0.05% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,423 $391K 0.01% +119 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,396 $389K 0.08% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,393 $389K 0.07% 0 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,370 $387K 0.01% -165 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $384K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 4,338 $384K 0.38% 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $384K 0.17% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,330 $383K 0.02% -299 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 4,315 $382K 0.22% +1 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,288 $379K 0.4% -93 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,282 $379K 0.1% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,280 $379K 0.22% -5 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,278 $379K 0.07% +35 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,276 $378K 0.02% -363 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,271 $378K 0.28% -66 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,271 $378K 0.04% -370 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,271 $378K 0.01% +541 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,268 $378K 0.07% +103 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 4,259 $377K 0.61% -29,061 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,256 $377K 0.16% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,221 $374K 0.24% -102 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 4,216 $373K 0.2% -1,002 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,189 $371K 0.27% -277 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,187 $371K 0.07% -322 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,185 $370K 0.09% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,068 $370K 0.25% -44 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,168 $369K 0.26% +314 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,104 $369K 0.05% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,155 $368K 0.07% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,144 $367K 0.04% -2,354 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,139 $366K 0.04% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,126 $365K 0.36% -708 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,102 $363K 0.02% +1,517 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,099 $363K 0.25% -41 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,097 $363K 0.05% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,095 $362K 0.01% +736 13F-HR Timeline