Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,244 $1.54M 0.62% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,244 $1.54M 0.85% -7 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,243 $1.54M 0.13% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,241 $1.54M 0.62% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,238 $1.54M 0.33% -23 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,237 $1.54M 0.24% +74 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,215 $1.52M 0.24% -1,641 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,215 $1.52M 0.36% -190 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,213 $1.52M 0.34% +144 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,213 $1.52M 0.64% +247 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,212 $1.52M 0.27% +1 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,211 $1.52M 0.53% +49 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,208 $1.52M 0.1% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,207 $1.52M 0.34% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,206 $1.52M 0.51% -74 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,199 $1.51M 0.09% +52 13F-HR Timeline Group Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,191 $1.5M 0.41% +3 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,190 $1.5M 0.18% -15 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,189 $1.5M 1.47% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,182 $1.5M 0.32% -25 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,174 $1.49M 0.07% +37 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,171 $1.49M 0.63% +68 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,168 $1.49M 0.57% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,167 $1.49M 0.42% +34 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,165 $1.49M 0.36% +94 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,158 $1.48M 0.62% -230 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,158 $1.48M 2.23% -13 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,157 $1.48M 0.4% +25 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,154 $1.48M 0.01% +184 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,155 $1.48M 1.28% +293 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,151 $1.48M 0.33% +1,668 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,150 $1.48M 0.11% +1,038 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,149 $1.48M 0.24% new 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,143 $1.47M 0.08% +68 13F-HR/A Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,142 $1.47M 0.85% -37 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,139 $1.47M 0.31% -2 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 2,134 $1.47M 0.21% -289 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,131 $1.46M 0.33% -336 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,129 $1.46M 0.56% +6 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,128 $1.46M 0.14% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,128 $1.46M 0.39% -244 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,124 $1.46M 0.08% +54 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 2,120 $1.46M 0.54% +42 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,119 $1.46M 0.43% +20 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,119 $1.46M 0.78% +6 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 2,111 $1.45M 0.82% -3,302 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 2,108 $1.45M <0.01% new 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 2,108 $1.45M <0.01% new 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,108 $1.45M 0.52% -78 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,107 $1.45M 0.8% -888 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,106 $1.45M 0.5% +7 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,098 $1.44M 0.96% +346 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,095 $1.44M 1.16% +139 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,093 $1.44M 0.37% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,082 $1.43M 0.79% +529 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,081 $1.43M 0.09% +282 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 2,080 $1.43M 0.67% +1,663 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,075 $1.43M 1.06% -1,192 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,075 $1.43M 0.29% +1,138 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,074 $1.42M 0.24% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,071 $1.42M 0.74% +38 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,068 $1.42M 0.26% +60 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,066 $1.42M 0.37% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,062 $1.42M 0.39% +150 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,060 $1.41M 0.27% +429 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,059 $1.41M 1.07% +130 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,059 $1.41M 0.13% +46 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,053 $1.41M 0.23% +46 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,052 $1.41M 0.36% +187 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,050 $1.41M 0.09% +23 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,050 $1.41M 0.15% -364 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,048 $1.41M 0.1% -499 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,043 $1.4M 0.64% +539 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,037 $1.4M 1.2% +415 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,034 $1.4M 0.1% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 2,032 $1.4M 0.95% +1,648 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,032 $1.4M 0.65% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,028 $1.39M 0.14% -67 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 2,017 $1.39M 0.4% +22 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,017 $1.39M 4.3% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 2,017 $1.39M 1.13% +645 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,999 $1.37M 0.23% +71 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,995 $1.37M 0.79% +557 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,994 $1.37M 0.2% +1,334 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,994 $1.37M 0.22% +7 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,994 $1.37M 0.66% +33 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,985 $1.36M 0.82% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,984 $1.36M 0.45% +26 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,983 $1.36M 0.39% +127 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,981 $1.36M 0.58% +19 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 1,978 $1.36M 0.14% -35 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,974 $1.36M 1.11% +52 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1,973 $1.36M 1.15% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,972 $1.35M 0.38% +370 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,971 $1.35M 0.36% +18 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,970 $1.35M 0.07% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,949 $1.34M 0.29% +615 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,948 $1.34M 0.01% -16 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,945 $1.34M 1% -1,195 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,944 $1.34M 0.14% -4 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,944 $1.34M 0.83% +608 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,944 $1.34M 0.55% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,943 $1.33M 0.5% +142 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 1,940 $1.33M 0.79% +40 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,938 $1.33M 0.45% -40 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 1,933 $1.33M 1.75% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,930 $1.33M 0.16% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,928 $1.32M 1.04% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,927 $1.32M 0.21% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,920 $1.32M 0.68% -8 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,920 $1.32M 0.39% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,915 $1.32M 0.53% +54 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,912 $1.31M 0.21% +934 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,912 $1.31M 0.92% -94 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,909 $1.31M 0.6% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,909 $1.31M 0.09% -5 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,907 $1.31M 0.1% +1,448 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,907 $1.31M 0.09% -77 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,906 $1.31M 0.72% +208 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,902 $1.31M 0.27% +139 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,902 $1.31M 0.31% +73 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,898 $1.3M 1% -73 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 1,894 $1.3M 0.77% 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,891 $1.3M 0.85% +4 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,888 $1.3M 0.12% -10 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,882 $1.29M 0.13% +938 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 1,881 $1.29M 1.05% -27 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,878 $1.29M 0.53% +518 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,876 $1.29M 0.18% +31 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,869 $1.28M 0.21% +3 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,867 $1.28M 0.47% +208 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,857 $1.28M 0.57% +609 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,856 $1.27M 1.75% +1 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,845 $1.27M 0.2% +3 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,844 $1.27M 0.46% -3 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,841 $1.26M 0.25% -99 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,827 $1.26M 0.18% +152 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,838 $1.26M 0.23% +310 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,837 $1.26M 0.36% +110 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,837 $1.26M 0.25% -11 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,836 $1.26M 0.06% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,836 $1.26M 0.86% +14 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,835 $1.26M 0.17% +4 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,826 $1.25M 0.12% -15 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,825 $1.25M 0.13% +1,440 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,822 $1.25M 0.52% +20 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 1,764 $1.25M 0.76% 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,817 $1.25M 0.44% +1 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,816 $1.25M 0.2% -15 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,816 $1.25M 0.41% +297 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,815 $1.25M 0.72% +144 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,814 $1.25M 0.27% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,814 $1.25M 0.95% -9 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,810 $1.24M 0.16% +23 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,805 $1.24M 0.29% +2 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,803 $1.24M 0.29% +10 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,802 $1.24M 0.44% +112 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,071 $1.24M 0.88% -919 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,800 $1.24M 0.24% +161 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,799 $1.24M 0.4% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,798 $1.23M 0.17% +29 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 1,793 $1.23M 0.18% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,793 $1.23M 0.11% +1,332 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,792 $1.23M 0.32% -216 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,790 $1.23M 0.07% -86 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,789 $1.23M 0.2% +267 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,787 $1.23M 0.17% -37 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,782 $1.22M 0.31% -1,508 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,782 $1.22M 0.17% -41 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,780 $1.22M 0.13% -47 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,776 $1.22M 0.5% +79 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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