GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 20,494 $7.32M 1.64% +2,140 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 22,742 $7.3M 2.18% +475 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 22,704 $7.28M 3.57% +5,899 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 22,685 $7.28M 7.07% +3,072 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 22,633 $7.26M 0.53% +642 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 22,629 $7.26M 0.5% -2,542 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 22,667 $7.24M 0.21% -1,077 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 22,438 $7.2M 0.26% -211 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 22,434 $7.2M 0.94% +1,920 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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LLC. 20,431 $6.55M 0.02% +2,871 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 20,402 $6.55M 1.61% -703 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 20,383 $6.54M 0.95% -492 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 20,266 $6.5M 2.46% -874 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,262 $6.5M 0.22% -3,681 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,173 $6.47M 0.12% -37,589 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 20,096 $6.45M 1.42% +1,356 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 20,064 $6.44M 0.41% +893 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 20,045 $6.43M 0.13% +263 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 20,038 $6.43M 0.33% -271 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 20,020 $6.42M 4.05% -446 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 19,870 $6.37M 0.34% +69 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 18,753 $6.23M 5.96% +321 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 19,417 $6.23M 0.46% +1,675 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 19,324 $6.2M 0.1% -125 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 19,286 $6.19M 6.42% +271 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 18,445 $6.18M 3.8% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 19,272 $6.18M 0.12% -401 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19,269 $6.18M 0.35% +328 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 19,252 $6.18M 0.27% +1,942 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 17,734 $6.17M 4.33% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,858 $6.17M 0.37% +176 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 19,209 $6.16M 3.04% -681 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 19,169 $6.15M 5.85% +598 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,130 $6.14M 0.75% -112 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 19,086 $6.12M 0.63% -638 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 18,271 $6.12M 0.06% -1,065 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 19,052 $6.11M 0.23% +683 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,027 $6.1M 2.3% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 19,007 $6.1M 1.26% -1,130 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 18,885 $6.06M 0.76% -4,447 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 18,876 $6.06M 2.25% +30 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for ACT Advisors, LLC. 18,802 $6.03M 2.57% +50 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 18,796 $6.03M 2.01% +930 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,788 $6.03M 0.34% +723 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18,731 $6.01M 0.78% -12,617 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 18,721 $6.01M 2% +5,385 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,704 $6M 0.09% +1 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,687 $6M 0.53% +16 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 18,652 $5.98M 2.28% +225 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 18,634 $5.98M 0.45% +515 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 18,611 $5.97M 0.92% +1,453 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 18,605 $5.97M 0.85% +2,137 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 18,563 $5.96M 1.07% +1,075 13F-HR Timeline Northern Lights Advisors, Inc. 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More: the full row for Elite Financial, Inc. 17,609 $5.65M 2.53% +534 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 17,581 $5.64M 2.38% +16,286 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 17,576 $5.64M 1.44% -17 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 17,539 $5.63M 2.68% -59 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 17,526 $5.62M 0.83% +573 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 17,473 $5.61M 3.74% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 17,393 $5.58M 5.42% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 17,356 $5.57M 0.43% -7,098 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 17,329 $5.56M 1.5% -872 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Financial Solutions Advisory Group, Inc. 16,488 $5.29M 0.73% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 16,379 $5.25M 1.26% +1,405 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,344 $5.24M 0.33% -810 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 16,312 $5.23M 2.02% +647 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,284 $5.22M 2.11% +797 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 16,211 $5.2M 0.6% +897 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 16,187 $5.19M 0.05% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,176 $5.19M 0.6% new 13F-HR Timeline Kaydan Wealth Management, Inc. 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