MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 26,921 $2.17M 1.53% +11,605 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 26,906 $2.17M 1.06% +25,007 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 26,894 $2.17M 1.47% +19,954 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 26,834 $2.16M 0.23% +19,498 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 26,768 $2.16M 0.08% +20,010 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 26,756 $2.16M 0.75% +19,815 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 26,639 $2.15M 0.23% +19,918 13F-HR/A Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 26,739 $2.15M 0.28% +20,046 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 26,586 $2.14M 0.42% +19,916 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 26,580 $2.14M 0.83% +22,168 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 26,580 $2.14M 0.83% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 26,485 $2.13M 0.04% +19,845 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 26,411 $2.13M 0.79% +19,478 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26,410 $2.13M 1.71% +19,811 13F-HR/A Timeline Petix & Botte Co More: the full row for Petix & Botte Co 26,345 $2.12M 0.43% +22,995 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 26,325 $2.12M 1.61% +19,678 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 26,116 $2.1M 1.13% +18,347 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 26,021 $2.1M 1.27% +19,431 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 25,963 $2.09M 0.68% +19,469 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,952 $2.09M 0.1% +19,978 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 25,701 $2.08M 0.75% +19,247 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 25,786 $2.08M 0.13% +19,571 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 25,664 $2.07M 1.33% +19,248 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 25,513 $2.06M 1.29% +19,136 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 25,405 $2.05M 0.07% +25,401 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 25,388 $2.05M 0.65% +20,199 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 25,230 $2.03M 1.08% +20,904 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 25,182 $2.03M 2.79% +18,808 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 25,096 $2.02M 0.84% +19,229 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 25,087 $2.02M 0.28% +18,771 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 25,078 $2.02M 0.3% +18,757 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 24,953 $2.01M 0.62% +18,390 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 24,873 $2M 0.52% +18,959 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 24,771 $2M 0.31% +18,384 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 24,750 $1.99M 0.46% +18,601 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 24,744 $1.99M 0.69% +22,256 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,705 $1.99M 0.1% +18,991 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 24,603 $1.98M 1.17% +18,659 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 24,592 $1.98M 0.02% +18,444 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 24,551 $1.98M 0.5% +18,330 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,417 $1.97M 0.02% +18,035 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 24,386 $1.96M 0.31% +1,872 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 24,316 $1.96M 0.13% +18,411 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 24,272 $1.96M 0.99% +18,483 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 24,260 $1.95M 0.26% +17,721 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 23,965 $1.95M 1.19% +18,076 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 24,199 $1.95M 0.17% +19,548 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 24,150 $1.95M 0.58% +18,112 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 24,114 $1.94M 0.96% +19,176 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 24,108 $1.94M 0.02% +17,795 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 23,922 $1.93M 0.1% +17,376 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 23,918 $1.92M 2.22% +18,520 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 23,854 $1.92M 1.2% +17,702 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 23,837 $1.92M 0.97% +17,866 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 23,812 $1.92M 0.13% +18,350 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 23,749 $1.91M 0.22% +17,725 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 23,745 $1.91M 0.9% +17,127 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23,571 $1.9M 0.14% +17,660 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 23,463 $1.89M 0.12% +17,596 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 23,366 $1.88M <0.01% +16,810 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 23,263 $1.87M 0.03% +2,919 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 23,257 $1.87M 0.18% +17,217 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 23,413 $1.87M 0.39% +7,390 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 23,161 $1.87M 0.45% +17,256 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 23,152 $1.86M 0.61% +17,240 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 23,104 $1.86M <0.01% +17,306 13F-HR Timeline Group Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 23,025 $1.86M 1.46% +17,346 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 23,000 $1.85M 0.12% +17,250 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 22,772 $1.83M 0.98% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,745 $1.83M 0.08% +17,324 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 22,653 $1.83M 0.09% +16,975 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 22,553 $1.82M 1.41% +17,682 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 22,550 $1.82M 0.72% +17,001 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 22,547 $1.82M 1.13% +16,854 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 22,513 $1.81M 0.12% +16,973 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 22,468 $1.81M 0.55% +16,851 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 22,455 $1.81M 0.57% +17,581 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 22,450 $1.81M 0.44% +16,555 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 22,402 $1.8M 0.27% +17,867 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 22,329 $1.8M 2.02% +17,209 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 22,324 $1.8M 0.09% +16,767 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 22,308 $1.8M 0.67% +3,008 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 22,324 $1.8M 1.02% +16,758 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 22,216 $1.79M 0.55% +16,761 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,182 $1.79M 0.05% +16,437 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 22,172 $1.79M 0.29% +16,764 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 22,168 $1.79M 0.04% +16,626 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,160 $1.79M 0.11% +17,801 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 22,158 $1.79M 0.89% +4,362 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 22,132 $1.78M 0.56% +9,809 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 22,132 $1.78M 0.25% +16,599 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 22,115 $1.78M 0.05% +17,615 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 22,046 $1.78M 1.11% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 22,041 $1.78M 0.15% +16,531 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 21,997 $1.77M 1.32% +16,720 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 21,966 $1.77M 0.82% +15,616 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 21,865 $1.76M 0.53% +16,373 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 21,847 $1.76M 0.4% +17,133 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 21,841 $1.76M 0.53% +16,358 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,778 $1.75M 0.06% +11,592 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 21,572 $1.74M 0.23% +16,209 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 21,539 $1.74M 1.09% +15,483 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 21,514 $1.73M <0.01% +17,032 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21,448 $1.73M 0.06% +16,104 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 21,392 $1.72M 1.13% +17,296 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 21,378 $1.72M 1.97% +16,033 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 21,367 $1.72M 1.62% +16,174 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 21,358 $1.72M 0.11% +16,117 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 21,322 $1.72M 0.12% +16,357 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 21,262 $1.71M 0.59% +15,814 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 21,227 $1.71M 0.11% +21,139 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 21,113 $1.7M 0.39% +15,752 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 21,068 $1.7M 1.56% +15,782 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 21,053 $1.7M 0.37% +17,094 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 21,052 $1.7M 1.4% +14,347 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 21,032 $1.69M 0.58% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 20,925 $1.69M 0.4% +15,418 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 20,889 $1.68M 0.45% +15,560 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 20,876 $1.68M 0.06% +14,571 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 20,787 $1.67M 2.18% +15,650 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 20,686 $1.67M 0.03% +15,659 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,677 $1.67M 0.03% +16,096 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 20,656 $1.66M 0.05% +16,523 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 20,620 $1.66M 1.55% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 20,600 $1.66M 0.31% +15,093 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20,494 $1.65M 0.12% +15,031 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 20,455 $1.65M 1.31% +15,475 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 20,406 $1.64M 0.08% +15,190 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 20,379 $1.64M 0.06% +14,856 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20,374 $1.64M 0.23% +15,776 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 20,246 $1.63M 0.1% +14,883 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 20,165 $1.62M 0.6% +11,346 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 20,100 $1.62M 0.46% +14,769 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 20,059 $1.62M 0.16% +15,093 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 19,968 $1.61M 0.02% +14,976 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 19,942 $1.61M 0.01% +14,001 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 19,911 $1.6M 0.36% +14,936 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 19,892 $1.6M 0.29% +14,919 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 19,891 $1.6M 0.16% +14,679 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 19,855 $1.6M 0.4% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 19,795 $1.59M 0.03% +14,471 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 19,788 $1.59M 1.16% +15,017 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 19,716 $1.59M 0.61% +15,225 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 19,700 $1.59M 0.14% +14,750 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 19,630 $1.58M 1.28% +14,515 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 19,586 $1.58M 0.18% -106 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 19,516 $1.57M 0.1% +14,637 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 19,468 $1.57M 0.3% +14,601 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,368 $1.56M 0.05% 0 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 19,332 $1.56M 1.28% +14,301 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 19,319 $1.56M 0.24% +13,992 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 19,224 $1.55M 0.27% +14,416 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,183 $1.55M 0.16% +14,396 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 19,167 $1.54M 0.8% +14,281 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 19,167 $1.54M 0.08% +14,454 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 19,140 $1.54M 0.21% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,156 $1.54M 0.08% +14,048 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 19,120 $1.54M 0.09% +14,340 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 19,068 $1.54M 0.31% +14,444 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 19,046 $1.53M 1.36% +14,128 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 18,992 $1.53M 0.9% +14,655 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 18,932 $1.53M 0.09% +14,191 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 18,804 $1.52M 0.02% +14,103 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 18,789 $1.51M 0.27% +14,107 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18,756 $1.51M 0.1% +14,037 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 18,731 $1.51M 0.97% +14,052 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 18,716 $1.51M 0.01% +13,600 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 18,659 $1.5M 0.13% +14,135 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18,658 $1.5M 0.14% +14,013 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 18,622 $1.5M 0.6% +13,970 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 18,239 $1.5M 0.3% 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 18,532 $1.49M 0.17% +13,764 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 18,400 $1.48M 0.09% +13,800 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,388 $1.48M 0.03% +13,791 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 18,317 $1.48M 0.21% +13,662 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 18,292 $1.47M 0.75% 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 18,260 $1.47M 0.2% +13,695 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,206 $1.47M 0.12% new 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 18,150 $1.46M 0.85% +14,787 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 18,126 $1.46M 0.14% +13,057 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 18,103 $1.46M 0.52% +13,543 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 18,101 $1.46M 0.04% +13,172 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 18,093 $1.46M 0.65% +13,576 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 17,921 $1.44M 0.94% +13,202 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17,897 $1.44M 0.02% +16,855 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management, Inc. More: the full row for Financial Management, Inc. 17,879 $1.44M 1.18% +13,422 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 17,870 $1.44M 0.27% +13,394 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 17,860 $1.44M 0.01% +13,523 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 17,827 $1.44M 0.05% +13,529 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 17,761 $1.43M 0.15% +13,597 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,753 $1.43M 0.21% +14,423 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 17,748 $1.43M 0.66% +14,095 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 17,700 $1.43M 0.3% +13,375 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 17,661 $1.42M 0.21% +13,141 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 17,640 $1.42M 0.28% +13,230 13F-HR/A Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 17,492 $1.41M 0.92% +13,104 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,472 $1.41M 0.26% +13,104 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 17,440 $1.41M 0.42% +12,942 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 17,409 $1.4M 0.35% +13,057 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 17,384 $1.4M 0.35% +12,807 13F-HR Timeline