TI-TRUST, INC More: the full row for TI-TRUST, INC 2,653 $770K 0.48% -9 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,647 $768K 0.27% +84 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,647 $768K 0.14% +126 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,639 $766K 0.04% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,633 $764K 0.08% +537 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,630 $763K 0.05% +1,757 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,630 $763K 0.23% +113 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,618 $760K 0.06% +591 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,604 $756K 0.47% 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,603 $755K 0.23% +1,308 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,595 $753K 0.38% -88 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,594 $753K 0.11% -1 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,588 $751K 0.67% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,088 $748K 0.21% -47 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 2,574 $747K 0.8% 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,574 $747K 0.37% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,568 $745K 0.01% +620 13F-HR Timeline Group Willis Investment Counsel More: the full row for Willis Investment Counsel 2,567 $745K 0.04% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,566 $745K <0.01% +1,183 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,553 $741K 0.05% -2,518 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,552 $741K 0.5% -2 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,552 $741K 0.15% -13 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,549 $740K 0.26% +2,497 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 2,548 $740K 3.5% +33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2,546 $739K 0.53% -245 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,538 $737K 0.54% +2 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,537 $736K 0.24% +2 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,522 $732K 0.29% +638 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,520 $731K 0.06% +108 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,520 $731K 0.45% -80 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,514 $730K 0.15% +14 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,508 $728K 0.09% +234 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,505 $727K 0.03% -61 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,503 $726K 0.01% -90 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,502 $726K 0.04% -198 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 2,487 $722K 0.45% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,486 $721K 0.42% +376 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,484 $721K 0.53% +74 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,458 $713K 0.05% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,457 $713K 0.18% -5 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,455 $712K 0.21% -21 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,453 $712K 0.02% -556 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,453 $712K 0.04% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,452 $712K 0.37% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,452 $712K 0.11% +756 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,436 $707K 0.14% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,434 $706K 0.04% +8 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,431 $706K 0.3% +18 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,428 $705K 0.37% +182 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,427 $704K 0.05% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,412 $700K 0.02% -25 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,352 $699K 0.23% +22 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,360 $699K 0.09% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,403 $697K 0.08% +749 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,402 $697K 0.05% -8 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,307 $695K 0.22% +198 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,395 $695K 0.07% +16 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,392 $694K 0.51% 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,383 $692K 0.29% +275 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,371 $688K 0.29% -188 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,369 $687K 0.4% +16 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,360 $685K 0.3% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,356 $684K 0.22% -30 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,355 $683K 0.04% -183 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,355 $683K 0.03% -539 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,346 $681K 0.73% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,336 $678K 0.02% +11 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,332 $677K 0.31% +862 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,315 $672K 0.41% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,315 $672K 0.5% 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,231 $672K 0.3% +36 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,313 $671K 0.2% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,310 $670K 0.02% +2 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,307 $670K 0.17% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,300 $668K 0.22% -13 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,299 $667K 0.47% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,297 $667K 0.46% +30 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,295 $666K 0.26% 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,292 $665K 0.26% 13F-HR/A Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,290 $665K 0.07% +100 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,290 $665K 0.36% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,287 $664K 0.01% +179 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,286 $663K 0.06% +11 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,278 $661K 0.04% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,280 $661K 0.57% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,275 $660K 0.04% +5 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,274 $660K 0.04% +21 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,269 $659K 0.02% -48 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,268 $658K 0.04% -115 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,263 $657K 0.04% +250 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,256 $655K 0.12% -18 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,250 $653K 0.36% 13F-HR/A Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,248 $652K 0.06% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,243 $651K 0.15% -90 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,241 $650K 0.05% -219 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,240 $650K 0.17% +887 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 2,209 $646K 0.17% -178 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,215 $643K 0.3% +65 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 2,214 $643K 0.07% +65 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,206 $640K 0.09% -15 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,204 $640K 0.36% -20 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,188 $635K 0.15% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,187 $635K 0.28% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,185 $634K 0.44% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,180 $633K 0.15% +19 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,177 $632K 0.31% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,151 $630K 0.19% +253 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,170 $630K 0.52% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,164 $628K 0.31% +1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,162 $627K 0.3% +34 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,159 $627K 0.01% +82 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,153 $625K 0.09% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,142 $622K 0.04% -1,073 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,141 $621K 0.01% +33 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,133 $619K 0.08% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,128 $617K 0.06% +3 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,121 $615K 0.25% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,110 $612K 0.39% -548 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,105 $611K 0.31% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,104 $611K 0.19% -318 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,101 $610K 0.32% +80 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,095 $608K 0.3% 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,095 $608K 0.01% +967 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,090 $607K 0.43% -40 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,085 $605K 0.25% +10 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,081 $604K 0.61% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,080 $604K <0.01% new 13F-HR/A Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,078 $603K +101 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,078 $603K 0.05% -190 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,078 $603K 0.31% -9 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,075 $602K 0.09% +279 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,075 $602K 0.14% +22 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,065 $599K 0.11% +200 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,045 $598K 0.23% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,058 $597K 0.15% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,051 $595K 0.17% +61 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,049 $595K 0.08% -150 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 2,049 $595K 0.35% -1,519 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,046 $594K 0.16% +63 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,045 $593K 0.21% -42 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 2,040 $592K 0.08% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,036 $591K 0.05% -392 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,034 $590K 0.01% +15 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,034 $590K 0.38% -1,150 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,031 $589K 0.05% -18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,018 $586K 0.08% -278 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,006 $582K 0.01% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,990 $578K 0.06% -200 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,988 $577K 0.23% +64 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,987 $577K 0.16% +27 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,979 $574K 0.35% 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,977 $574K 0.15% +64 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,966 $571K 0.09% -190 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,966 $571K 0.22% +309 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,957 $570K 0.37% -849 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,961 $570K 0.1% +3 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,900 $569K 0.08% +950 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,960 $569K 0.37% +2 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,952 $567K 0.05% -13 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,950 $566K 0.42% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,936 $562K 0.07% +411 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,934 $561K 0.08% +284 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,931 $560K 0.37% -32 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,908 $560K 0.03% +10 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,927 $559K 0.05% -180 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,925 $559K 0.27% -136 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,917 $556K 0.46% +213 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,908 $554K 0.32% +280 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,908 $554K 0.02% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,908 $554K 0.04% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,850 $552K 0.23% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,902 $552K 0.2% +4 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 1,897 $551K 0.49% 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,895 $550K 0.09% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 1,893 $549K 0.41% -94 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,837 $549K 0.12% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,890 $548K 0.39% +330 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,888 $548K 0.38% +477 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,888 $548K 0.34% -304 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,883 $547K 0.18% -124 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,876 $544K 0.04% -30 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,872 $543K 0.16% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,871 $543K 0.24% -26 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,871 $543K 0.07% +108 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,869 $542K 0.09% +2 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,866 $542K 0.1% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,865 $541K 0.34% -32 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,864 $541K 0.06% -38 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 1,864 $541K 0.06% -4 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,854 $538K 0.16% +144 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,853 $538K 0.04% -3 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 1,846 $536K 0.29% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,846 $536K 0.08% +14 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,844 $535K 0.01% new 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,773 $533K 0.12% +162 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,832 $532K 0.38% -5 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,831 $531K 0.05% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,830 $531K 0.15% +1,111 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,828 $531K 0.18% -10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,823 $529K 0.16% +298 13F-HR Timeline