FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,434 $1.52M 0.5% +31 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,385 $1.51M 0.13% +41 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,375 $1.5M 1.11% -56 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 5,373 $1.5M 0.46% -406 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,367 $1.5M 0.63% +411 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,356 $1.5M 0.29% +4,548 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,345 $1.5M 2.05% +1 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,342 $1.49M 0.26% +2,333 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,341 $1.49M 0.22% -427 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,303 $1.48M 0.66% +205 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,301 $1.48M 0.34% -206 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,278 $1.48M 0.25% -200 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 5,285 $1.48M 0.25% -104 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,276 $1.48M 0.55% -60 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,237 $1.47M 0.1% +491 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,179 $1.45M 0.47% -207 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,476 $1.45M 0.99% -61 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,168 $1.45M 0.05% +2,101 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. 5,145 $1.44M 0.1% -65 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,138 $1.44M 0.18% -1,245 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,133 $1.44M 0.18% 0 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,101 $1.43M 0.05% -328 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,071 $1.42M 0.1% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,089 $1.42M 0.15% +49 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,086 $1.42M 0.16% -46 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,077 $1.42M <0.01% -2,180 13F-HR/A Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,072 $1.42M 0.31% +922 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,067 $1.42M 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,050 $1.41M 0.03% +492 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,049 $1.41M 0.07% +75 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 5,042 $1.41M 0.98% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,034 $1.41M 0.42% -119 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,021 $1.41M 0.95% -64 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 5,020 $1.4M 1.03% +791 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,005 $1.4M 0.5% -2,387 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,998 $1.4M 1.1% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,973 $1.39M 0.26% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,969 $1.39M 0.31% +616 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,967 $1.39M 0.36% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,960 $1.39M 0.19% -265 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,944 $1.38M 0.09% +157 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,939 $1.38M 0.16% +10 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,925 $1.38M 0.04% -165 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,923 $1.38M 0.02% +1,523 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,902 $1.37M 0.21% +214 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,902 $1.37M 0.21% -16 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,882 $1.37M 1.6% -3,306 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,868 $1.36M 0.71% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,823 $1.35M 0.13% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,794 $1.34M 0.05% +89 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,789 $1.34M 0.18% -47 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,765 $1.33M 0.2% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,726 $1.32M 0.09% -760 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,685 $1.31M 0.03% +1,032 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,679 $1.31M 0.15% +630 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,665 $1.3M 1% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,550 $1.3M 0.42% +1,003 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,636 $1.3M 0.02% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,634 $1.3M 0.42% 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,615 $1.29M 0.16% +12 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 4,604 $1.29M 0.06% -154 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,583 $1.28M 0.69% +776 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,583 $1.28M 0.28% -67 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 4,578 $1.28M 0.44% +1,501 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,559 $1.28M <0.01% +522 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,551 $1.27M 1.22% -520 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,484 $1.25M 0.4% -827 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,480 $1.25M 0.33% +148 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,464 $1.25M 0.9% +903 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,450 $1.25M 0.63% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,448 $1.24M 1.1% -360 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,437 $1.24M 0.33% -2,362 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,437 $1.24M 0.07% +56 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,388 $1.23M 0.1% -339 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,368 $1.23M 0.3% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,382 $1.23M 0.15% -101 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,380 $1.23M 0.07% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,375 $1.22M 0.28% -9 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,360 $1.22M 0.32% +18 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,352 $1.22M 0.39% +1 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,334 $1.21M 0.07% +697 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,322 $1.21M 0.44% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,315 $1.21M 1.1% -457 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,305 $1.2M 0.07% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,185 $1.2M 0.18% -267 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,276 $1.2M 0.59% +173 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,250 $1.2M 1.19% +636 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,273 $1.2M 0.15% +358 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,261 $1.19M 0.24% -99 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,249 $1.19M 0.36% -151 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,249 $1.19M 0.09% -83 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,238 $1.19M 0.03% -186 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,210 $1.18M 0.05% -54 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,209 $1.18M 0.01% +1,203 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,206 $1.18M 0.08% +1,115 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,201 $1.18M 0.09% -192 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,201 $1.18M 0.19% -349 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,195 $1.17M 0.1% -235 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,182 $1.17M 0.16% +12 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,174 $1.17M 0.13% -588 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,167 $1.17M 0.32% +132 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,152 $1.16M 0.07% +776 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,147 $1.16M 0.05% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,141 $1.16M 0.76% -107 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,141 $1.16M 0.93% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,137 $1.16M 0.16% -8 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,130 $1.16M 0.38% -9 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 4,099 $1.15M 1.08% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,092 $1.15M 0.06% -128 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,091 $1.14M 0.09% -478 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,086 $1.14M <0.01% -119 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,078 $1.14M 0.39% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,058 $1.14M 0.4% -40 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,051 $1.13M 0.77% +975 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,043 $1.13M 0.63% +1,619 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,028 $1.13M 0.68% +3,200 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,027 $1.13M 0.29% +82 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,026 $1.13M 0.22% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,019 $1.12M 0.06% -893 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,004 $1.12M 0.09% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,995 $1.12M 0.97% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,987 $1.12M 0.02% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,982 $1.11M 0.52% +3,139 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,978 $1.11M 0.11% -452 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,936 $1.11M 0.56% +14 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 3,949 $1.11M 0.73% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 3,930 $1.1M 0.47% -323 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,898 $1.09M 0.04% +753 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,896 $1.09M 0.06% -188 13F-HR/A Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,891 $1.09M 0.11% -30 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 3,877 $1.08M 0.92% -80 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,853 $1.08M 0.18% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,836 $1.07M 0.61% -148 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,830 $1.07M 0.26% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farnam Financial LLC More: the full row for Farnam Financial LLC 3,805 $1.06M 0.96% -455 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,707 $1.06M 0.86% -6 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,765 $1.05M 0.17% +430 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,753 $1.05M 0.3% +126 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,754 $1.05M 0.79% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,743 $1.05M 0.07% +181 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,743 $1.05M 0.09% +1,865 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,727 $1.04M +797 Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,726 $1.04M 0.65% -18 13F-HR/A Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 3,719 $1.04M 1.18% -241 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 3,590 $1.04M 0.69% -282 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,700 $1.04M 0.06% -2,493 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,699 $1.04M 0.2% -80 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,691 $1.03M 0.86% -42 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,680 $1.03M 0.88% +157 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,680 $1.03M 0.49% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,675 $1.03M 0.26% -10 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,674 $1.03M 0.07% +460 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,671 $1.03M 0.83% +49 13F-HR/A Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,670 $1.03M 0.66% -272 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,658 $1.02M 0.33% +15 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,658 $1.02M 0.06% -238 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,648 $1.02M 0.35% -6 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,645 $1.02M 0.35% -65 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,629 $1.02M 0.26% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,628 $1.02M 0.09% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,641 $1.02M 1% -34 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3,638 $1.02M 0.26% -60 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,626 $1.01M 0.24% +360 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 3,598 $1.01M 0.33% +756 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,596 $1.01M 0.31% new 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,595 $1.01M 0.44% -2 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,592 $1.01M 1.25% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,527 $1M 0.36% -522 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,560 $996K 0.2% -41 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,553 $994K 0.67% -4,074 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,521 $985K 0.09% -146 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,520 $985K 0.42% -17 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,507 $981K 0.02% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,502 $980K 0.2% +29 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 3,500 $979K 0.1% -942 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,499 $979K 0.71% -7,296 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 3,420 $974K 0.18% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,480 $974K 0.05% -692 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,480 $974K 0.08% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 3,484 $972K 0.5% -49 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,472 $971K 0.08% -104 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,467 $970K 0.32% +5 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,460 $968K 0.37% -112 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,452 $966K 0.32% +228 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,450 $965K 1.15% -17,298 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,428 $959K 0.14% -597 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,425 $958K <0.01% new 13F-HR Timeline Group Swisher Financial Concepts, Inc. 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