CV Advisors LLC More: the full row for CV Advisors LLC 6,898 $4.83M 0.82% +70 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,758 $4.74M 0.95% +160 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,722 $4.71M 0.7% -1,383 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6,711 $4.7M 2.79% +274 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,667 $4.67M 0.06% +940 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,667 $4.67M 0.95% +1,215 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,346 $4.45M 0.29% +114 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 6,175 $4.36M 1.95% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,171 $4.33M 0.93% +190 13F-HR Timeline 25 LLC More: the full row for 25 LLC 6,156 $4.31M 1.18% -275 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,131 $4.3M 0.1% +1,364 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,938 $4.16M 0.14% +623 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,770 $4.04M 0.71% +493 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,727 $4.01M 1.17% +24 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,632 $3.95M 1.57% +56 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,564 $3.9M 3.8% +75 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,476 $3.84M 1.77% +808 13F-HR/A Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,408 $3.79M 2.44% +69 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 5,397 $3.78M 1.5% +1,027 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 5,326 $3.73M 0.66% +2,938 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,243 $3.67M 1.89% -53 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,240 $3.67M 2.95% -87 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,176 $3.63M 2.47% -4,579 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,947 $3.47M 0.92% +69 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,921 $3.45M 1.65% +9 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,896 $3.43M 0.52% -9,068 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,859 $3.41M 0.35% -293 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,746 $3.33M 0.64% +30 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,737 $3.32M 1.46% -187 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,711 $3.3M 1.78% +13 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,695 $3.29M 0.29% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,529 $3.22M 0.08% -423 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,580 $3.21M 1.21% -55 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,471 $3.13M 0.61% -308 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 4,451 $3.12M 1.85% -67 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,358 $3.05M 1.17% -88 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,323 $3.03M 0.34% +496 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,266 $2.99M 0.26% +14 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,239 $2.97M 0.36% +74 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,219 $2.96M 0.79% -119 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,093 $2.93M 0.88% +461 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,172 $2.92M 1.35% +643 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 4,168 $2.92M 1.32% +11 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,916 $2.74M 0.2% +21 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,902 $2.74M 0.56% -37 13F-HR Timeline TLWM More: the full row for TLWM 3,902 $2.73M 0.44% +442 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,863 $2.71M 1.64% -9 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,837 $2.69M 0.11% +38 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,806 $2.67M 0.04% +407 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,788 $2.65M 1.14% +211 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 3,772 $2.64M 0.34% +159 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,760 $2.64M 0.31% +585 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,750 $2.63M 0.82% -1,000 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,697 $2.59M 1.14% +75 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,670 $2.57M 0.26% +138 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,629 $2.54M 0.91% +10 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,591 $2.54M 0.29% -153 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 3,603 $2.53M 2.36% +9 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,595 $2.52M 0.5% +2,118 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 3,577 $2.51M 0.13% +1,607 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 3,582 $2.51M 0.78% +4 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 3,478 $2.44M 0.8% -330 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,475 $2.44M 0.39% +39 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,465 $2.43M 1.24% +56 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,388 $2.42M 0.07% +736 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,452 $2.42M 0.36% -314 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,361 $2.36M 0.95% +1 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 3,348 $2.35M 1.23% +91 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,342 $2.34M 0.13% -98 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,338 $2.34M 1.03% -20 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,291 $2.31M 0.06% +512 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,255 $2.28M 0.27% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,212 $2.25M 1.03% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,196 $2.24M 1.34% +276 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,153 $2.21M 1.19% -75 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,140 $2.2M 0.24% +730 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,905 $2.04M 0.15% +871 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,899 $2.03M 0.06% +35 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,835 $1.99M 0.52% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,829 $1.98M 1.34% +64 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,802 $1.96M 0.54% +674 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,697 $1.89M 0.21% +3 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,696 $1.89M 0.96% -24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,686 $1.88M 3.08% -1,417 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,670 $1.87M 0.47% +7 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 2,653 $1.86M 0.56% +2,523 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,581 $1.81M 1.01% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,572 $1.8M 0.75% +12 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,532 $1.77M 0.57% +6 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,457 $1.76M 0.2% +84 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,494 $1.75M 0.31% +80 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,474 $1.73M 0.83% -31 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,440 $1.71M 0.29% +67 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,361 $1.66M 0.69% -178,268 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,330 $1.63M 0.67% -4,867 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,324 $1.63M 0.98% +226 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 2,297 $1.61M 0.54% +177 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,288 $1.6M 0.75% +294 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 2,287 $1.6M 0.51% +488 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,273 $1.59M 0.25% +361 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,221 $1.56M 0.68% -31 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,218 $1.55M 0.18% +28 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,214 $1.55M 0.3% +2 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,177 $1.53M 0.12% +27 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,154 $1.51M 0.57% -14 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,086 $1.46M 0.83% +4 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,079 $1.46M 1.07% +1,201 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,029 $1.42M 0.22% -889 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,008 $1.42M 0.2% +236 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,018 $1.41M 4.06% +1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,013 $1.41M 0.11% +423 13F-HR Timeline Financial Futures Ltd Liability Co. 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More: the full row for Kingsman Wealth Management, Inc. 1,739 $1.22M 0.54% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,735 $1.22M 0.17% +577 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Porter White Investment Advisors, Inc. 1,452 $1.02M 0.63% +4 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,452 $1.02M 0.2% +112 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,450 $1.02M 0.22% -202 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,438 $1.01M 0.42% -41 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 1,437 $1.01M 0.46% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,432 $1M 0.71% +12 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,405 $985K 0.23% -1,692 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 1,395 $978K 0.48% +66 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,381 $968K 0.14% +298 13F-HR Timeline 15 Wealth Advisors LLC More: the full row for 15 Wealth Advisors LLC 1,377 $965K 0.24% 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,363 $955K 0.28% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,359 $952K 0.12% +1 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,342 $940K 0.23% +51 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,322 $926K 0.12% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,307 $916K 0.07% 0 13F-HR Timeline Post Resch Tallon Group Inc. 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