Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,410 $463K 0.13% -36 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,402 $460K 0.29% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,400 $459K 0.08% +1 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,386 $456K 0.02% +1 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,387 $455K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,384 $454K 0.15% -113 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,383 $454K 0.33% +4 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,383 $454K 0.03% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,378 $452K 0.05% 0 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,373 $452K 0.08% -26 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,375 $451K <0.01% -78 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,373 $451K 0.32% +91 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,371 $450K 0.07% -1,115 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,368 $449K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,362 $447K <0.01% +3 13F-HR Timeline Group McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,361 $447K 0.13% +50 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,361 $447K 0.45% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,358 $446K 0.31% -3 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,355 $445K 0.23% 0 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,355 $445K 0.21% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,354 $444K 0.06% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,353 $444K 0.21% -26 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,351 $443K 0.25% +27 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,346 $442K 0.12% +3 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,346 $442K 0.23% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,345 $442K 0.06% +9 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,345 $441K 0.09% -1 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,342 $440K 0.1% -59,334 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,341 $440K 0.89% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,339 $439K 0.27% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,337 $439K 0.12% -28 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 1,334 $438K 0.15% +138 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,333 $438K 0.07% -26 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,332 $437K 0.26% 0 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,331 $437K 0.11% -10 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,329 $436K 0.09% -83 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,319 $433K 0.07% -886 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,226 $402K 0.06% new 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,225 $402K 0.16% +150 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,221 $401K 0.19% 0 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 1,220 $400K 0.26% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,218 $400K 0.09% +20 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,209 $397K 0.26% +284 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,206 $396K 0.06% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,198 $394K 0.1% +178 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,201 $394K 0.35% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,200 $394K 0.08% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,195 $392K 0.27% +2 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,195 $392K 0.14% -932 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,195 $392K 0.04% +161 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,194 $392K 0.12% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,193 $392K 0.13% -17 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,192 $391K 0.3% +5 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,191 $391K 0.17% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,189 $390K 0.17% +2 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,188 $390K 0.04% +3 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,185 $389K 0.07% +30 13F-HR Timeline Watchman Group, Inc. 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More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,182 $388K 0.09% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,171 $384K 0.25% +217 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,169 $384K 0.15% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,162 $383K 0.18% +3 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,167 $383K 0.09% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,166 $383K 0.49% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,166 $383K 0.15% -904 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,165 $382K 0.07% +2 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,162 $381K 0.26% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,155 $380K 0.28% new 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 1,157 $380K 0.18% +3 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 1,155 $379K 4.36% +38 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,154 $379K 0.28% 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,153 $378K 0.08% -402 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,153 $378K 0.21% +19 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,146 $377K 0.27% -69 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,149 $377K 0.38% 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 1,144 $375K 0.26% 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 1,141 $374K 0.04% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,140 $374K 0.51% -2,070 13F-HR Timeline TFR Capital, LLC. 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More: the full row for Ruedi Wealth Management, Inc. 1,109 $364K 0.1% -4,043 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,102 $363K 0.11% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,102 $362K 0.12% +91 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,100 $361K 0.2% 0 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,100 $361K 0.29% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,094 $359K 0.05% +100 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,092 $358K 0.15% 0 13F-HR Timeline Chaney Capital Management, Inc. 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More: the full row for Walker Financial Services, Inc. 1,056 $347K 0.13% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,055 $346K 0.07% +92 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,054 $346K 0.1% +7 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,054 $346K 0.25% -13 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,054 $346K 0.18% -1 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,053 $346K 0.16% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,051 $345K 0.04% -1,210 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,049 $344K 0.06% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,045 $343K 0.03% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,040 $343K 0.16% +5 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,040 $341K 0.21% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,037 $340K 0.05% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,029 $338K 0.11% -2 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 1,028 $337K 0.18% -991 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 1,027 $337K 0.38% +2 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,023 $337K 0.11% -11 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,025 $336K 0.04% +10 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,023 $336K 0.11% -41 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,022 $335K 0.04% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,183 $335K 0.03% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 1,017 $334K 0.27% -178 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,012 $333K 0.14% 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,013 $332K 0.07% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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More: the full row for JBF Capital, Inc. 1,000 $328K 0.05% 0 13F-HR/A Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,000 $328K 0.25% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 992 $327K 0.09% +1 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 997 $327K 0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 997 $327K 0.09% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 992 $326K 0.12% +56 13F-HR/A Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 992 $326K 0.13% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 991 $325K 0.08% +1 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 990 $325K 0.14% -10 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 986 $324K 0.2% -150 13F-HR Timeline