Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 3,163 $835K 0.44% -194 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,161 $835K 0.44% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,151 $832K 0.03% +177 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,150 $832K <0.01% -1,204 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,128 $826K 0.35% +11 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,119 $824K 0.02% +71 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,118 $823K 0.06% -184 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,104 $820K 0.19% -5 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,093 $817K 0.07% +282 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,081 $814K 0.07% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,080 $814K 0.36% -110 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 3,077 $813K 0.31% -40 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 3,068 $810K 0.94% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,063 $809K 0.08% -24 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,060 $808K <0.01% -180 13F-HR/A Timeline Group Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,058 $808K 0.42% +107 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,054 $807K 0.09% -134 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,046 $805K 0.42% -85 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 3,021 $798K 0.48% 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 3,019 $797K 0.42% +201 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,984 $796K 0.36% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,005 $794K 0.3% +223 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,998 $791K 0.24% -170 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,987 $789K 0.3% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,970 $784K 0.07% +1,334 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,957 $781K 0.1% -160 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,951 $779K 0.01% +74 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,949 $779K 0.07% -249 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,943 $777K 0.15% -51 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,942 $777K 0.32% +600 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,807 $774K 0.04% +132 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,925 $773K 0.05% -315 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,917 $771K 0.42% -1,266 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,917 $770K 0.11% +869 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,915 $770K 0.07% -202 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,909 $768K 0.08% +278 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,904 $767K 0.38% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,898 $765K 0.05% +312 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,875 $759K 0.55% 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,870 $758K 0.16% -4 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,869 $758K 0.08% -329 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,864 $756K 0.05% +101 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,861 $756K 0.04% -340 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,857 $755K 0.51% +11 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,854 $754K 0.31% +232 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,845 $752K 0.19% +166 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,835 $749K 1.5% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,832 $748K 0.07% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,822 $745K 0.13% +1,494 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,788 $744K 0.3% -82 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,813 $743K 0.06% -6 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,812 $743K 0.08% -472 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,792 $737K 0.03% -38 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,778 $734K 0.36% -48 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,772 $732K 0.4% +103 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,764 $730K 0.03% +27 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,758 $728K 0.47% -606 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,754 $728K 0.41% +207 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,753 $727K 0.03% +87 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,744 $725K 0.1% +544 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,736 $723K 0.48% +106 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,728 $720K 0.25% -6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,718 $718K 0.1% -183 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,717 $718K 0.89% +3 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,712 $716K <0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,707 $715K 0.29% +1 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,699 $713K 0.16% +406 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,696 $712K 0.05% +12 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,687 $709K 0.66% 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,681 $708K 0.24% +1 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,659 $702K 0.1% -7 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,650 $700K 0.43% -6 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,644 $698K 0.23% +19 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,637 $697K 0.13% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,636 $696K 0.05% +8 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 2,635 $696K 0.36% +185 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,630 $695K 0.83% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,626 $694K 0.2% -1,452 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,613 $690K 1.16% -2,213 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,606 $688K 0.05% -19 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,605 $688K 0.14% -1,107 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,598 $686K 0.12% +1 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,589 $684K 0.12% +321 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,561 $683K 0.1% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,586 $683K 0.14% -1 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,576 $680K 0.35% +330 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,569 $679K 0.37% +128 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,567 $678K 0.07% +101 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,567 $678K 0.04% +291 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,565 $677K 0.09% +92 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,562 $677K 0.07% -53 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,557 $675K 0.26% -71 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,550 $674K 0.04% +249 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,548 $673K 0.04% -145 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,547 $673K 1.09% -28 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,541 $671K 0.08% +323 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,540 $671K 0.16% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,536 $670K 0.43% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,533 $669K 0.06% +57 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 2,525 $667K 0.09% -4 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,519 $665K 0.04% +10 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,518 $665K 0.33% 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,517 $665K 0.29% +1 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,515 $664K 0.03% +1 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,514 $664K 0.31% -56 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,500 $660K 0.46% 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,480 $655K 0.05% -70 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,468 $652K 0.01% -65 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,464 $651K 0.19% +1 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,459 $649K 0.32% +750 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,456 $649K 0.15% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,453 $648K 0.04% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,452 $648K 0.4% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,450 $647K 0.02% -216 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,445 $646K 0.41% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2,441 $645K 0.55% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,333 $645K 0.02% +683 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,440 $644K 0.22% +23 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,435 $643K 0.37% +628 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,435 $643K 0.09% +185 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,417 $638K 0.41% +442 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,416 $638K 0.3% +3 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,413 $637K 0.46% -67 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,408 $636K 0.02% -40 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,406 $636K 0.44% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,379 $628K 0.47% 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 2,366 $625K 3.76% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,358 $623K 0.18% 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,358 $623K 0.46% -115 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,356 $622K 0.03% +1 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,340 $618K 0.03% +408 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,339 $618K 0.58% 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,337 $617K 0.32% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,328 $615K 0.14% -51 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,324 $614K 0.01% 0 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 2,322 $613K 0.13% -133 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,320 $613K 0.49% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,318 $612K 0.09% -414 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,316 $612K 0.09% new 13F-HR/A Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,316 $611K 0.41% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,310 $610K 0.16% +486 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,308 $610K 0.17% +356 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,303 $608K 0.52% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,303 $608K 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,302 $608K 0.36% +1 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,297 $607K 0.07% +192 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,296 $607K 0.1% +438 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,291 $605K 0.16% +223 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,275 $601K 0.16% -137 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,257 $596K 0.02% +388 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 2,257 $593K 0.14% -41 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,225 $588K 0.48% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,209 $584K 0.01% +163 13F-HR/A Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,205 $582K 0.45% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,188 $578K 0.15% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,187 $578K 0.28% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,184 $577K 0.18% -15 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,168 $573K 0.29% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,165 $572K 0.04% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,057 $570K 0.17% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,159 $570K 0.03% +1,229 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,150 $568K 0.02% -633 13F-HR Timeline Group Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,150 $568K 0.3% -130 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,149 $568K 0.02% +30 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,148 $567K 0.01% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,149 $567K 0.2% +185 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,145 $567K 0.06% -24 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,140 $565K 0.14% -70 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,137 $564K 0.4% -33 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,133 $563K 0.33% +1 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,123 $561K 0.07% +34 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,123 $561K 0.17% -8 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,121 $560K 0.27% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,114 $558K 0.43% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,110 $557K 0.39% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,106 $556K 0.13% +1,292 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,085 $551K 0.12% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,085 $551K 0.18% -31 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,085 $551K 0.27% +566 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,081 $550K 0.62% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,069 $546K 0.43% 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,068 $546K 0.39% -58 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,066 $546K 0.21% +3 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,064 $545K 0.27% +5 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,064 $545K 0.3% +91 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,057 $543K 0.05% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,052 $542K 0.02% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,039 $539K 0.07% +80 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,038 $538K 0.18% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,037 $538K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,034 $537K 0.08% +83 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,031 $536K 0.07% -487 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,025 $535K 0.31% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,023 $534K 0.18% -301 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,022 $534K 0.14% +15 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,021 $534K 0.1% +4 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,019 $533K 0.1% +307 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,017 $533K 0.05% +370 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,017 $533K 0.42% +89 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,009 $531K 0.13% +7 13F-HR Timeline