ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,748 $3.2M 0.56% -313 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 10,684 $3.2M 1.3% -132 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 9,745 $3.2M 1.43% +960 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 9,730 $3.19M 1.54% -283 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 9,726 $3.19M 0.31% +505 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 9,724 $3.19M 1.01% -187 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 9,673 $3.17M 1.74% -192 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,577 $3.17M 0.17% -370 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,635 $3.16M 0.05% -337 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,607 $3.15M 0.37% +103 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,601 $3.15M 0.02% +2,371 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,435 $3.15M 0.86% -225 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,575 $3.14M 0.38% -112 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,541 $3.13M 0.42% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,530 $3.13M 0.99% +182 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 9,502 $3.13M 0.31% +3,254 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,495 $3.12M 0.28% +3,449 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,476 $3.11M 0.81% -20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,475 $3.11M 0.42% -110 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 9,469 $3.11M 0.26% +854 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,457 $3.1M 0.4% -29 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 9,455 $3.1M 1.49% -640 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,399 $3.08M 1.76% +8,426 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9,397 $3.08M 0.87% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 9,386 $3.08M 1.9% -1,118 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,368 $3.07M 0.4% -1,527 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,346 $3.07M 0.86% -271 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,326 $3.06M 0.93% +28 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,308 $3.05M 0.09% -24 13F-HR Timeline Group One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 9,291 $3.05M 3.54% +365 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9,263 $3.05M 2.45% +44 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,284 $3.05M 0.14% +2,946 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,258 $3.04M 0.1% +110 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,253 $3.04M 1.27% -360 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,240 $3.03M 0.49% -545 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,225 $3.03M 1.67% +377 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9,208 $3.02M 0.46% -25 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,197 $3.02M 0.49% +1,781 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,185 $3.01M 0.6% +1,350 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,161 $3.01M 2.34% -608 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,179 $3M 4.46% -29 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,116 $2.99M 1.39% -54 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 9,116 $2.99M 1.75% -148 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9,106 $2.99M 1.19% +6,369 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,093 $2.98M 1% -15 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 9,036 $2.97M 0.48% +7 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 9,025 $2.96M 0.17% -169 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,000 $2.95M <0.01% -1,600 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,962 $2.95M 0.35% -1,100 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,933 $2.93M 0.19% +289 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,932 $2.93M 0.41% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,927 $2.93M 0.77% +1,374 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,926 $2.93M 0.67% +124 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,912 $2.92M 0.23% -397 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8,903 $2.92M 2.13% +6,833 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,865 $2.91M 1.85% +395 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,862 $2.91M 0.55% +72 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,861 $2.91M 0.71% +465 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 26,806 $2.91M 0.75% -463 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,847 $2.9M 0.04% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,797 $2.89M 0.25% +119 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 8,790 $2.88M 0.24% +8,682 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,788 $2.88M 0.32% +3,806 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,767 $2.88M 0.56% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,737 $2.87M 0.21% -8,755 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,722 $2.86M 0.04% +11 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,715 $2.86M 0.07% -1,576 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,698 $2.85M 0.39% -297 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,643 $2.84M 1.03% +568 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 8,510 $2.81M 1.24% -472 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,507 $2.81M 0.17% +447 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,550 $2.81M 0.64% +1,777 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 8,538 $2.8M 7.47% +2,055 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,537 $2.8M 0.37% -282 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 8,523 $2.8M 1.56% +1,531 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 8,510 $2.79M 1.24% +214 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,506 $2.79M 0.02% -285 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 8,475 $2.79M 0.96% +113 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,501 $2.79M 1.18% +99 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,482 $2.78M 0.14% -12 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,477 $2.78M 0.14% -384 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 8,388 $2.75M 1.05% +343 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 8,388 $2.75M 0.45% +206 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,388 $2.75M 0.46% -620 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,366 $2.75M 0.14% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 8,124 $2.74M 0.54% +293 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,358 $2.74M 0.62% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,327 $2.73M 0.78% +492 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,345 $2.73M 0.36% +737 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,307 $2.73M 1.14% +2,399 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,268 $2.71M 1.52% +47 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,275 $2.71M 0.32% +1,047 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 8,240 $2.7M 0.67% -19 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,239 $2.7M 0.44% -3,768 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,215 $2.7M 0.07% +2,832 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 8,204 $2.69M 1.63% -72 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 8,203 $2.69M 0.66% -65 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,193 $2.69M 0.62% +4 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,192 $2.69M 0.19% +701 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,188 $2.69M 0.18% +67 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,181 $2.68M 2.22% +2 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 8,174 $2.68M 0.88% +2 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,145 $2.67M 0.09% -218 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,145 $2.67M 0.37% -1,661 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 8,134 $2.67M 1.02% +3,579 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 8,118 $2.66M 2.76% -485 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,098 $2.66M 0.1% +110 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 8,089 $2.66M 1.3% -129 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,078 $2.65M 3.45% -830 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,065 $2.65M 0.5% -47 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 8,064 $2.65M 0.71% +5 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 8,061 $2.65M 1.54% -25 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,051 $2.64M 0.06% +188 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,034 $2.64M 0.88% +1,892 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,009 $2.63M 1.86% +10 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,000 $2.63M 0.03% new 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 7,990 $2.62M 2.15% -100 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,977 $2.62M 0.29% +10 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,973 $2.62M 0.09% -759 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,962 $2.61M 0.69% -305 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,934 $2.6M <0.01% -30,006 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 7,922 $2.6M 0.65% +1 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 7,909 $2.6M 1.29% +115 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,846 $2.58M 0.12% +48 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,866 $2.58M 1.79% -260 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,850 $2.58M 0.36% +3 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,840 $2.57M 1% -1,006 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,832 $2.57M 0.19% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,832 $2.57M 0.93% -9 13F-HR/A Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,819 $2.57M 1.23% -46 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,795 $2.56M 0.65% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,788 $2.56M 0.74% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,781 $2.55M 3.51% -70 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,777 $2.55M 1.38% +121 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,755 $2.55M 2.11% +1,769 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 7,728 $2.54M 0.57% -66 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,673 $2.52M 0.4% +234 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 7,688 $2.52M 1.18% +1,300 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,643 $2.52M 0.26% +715 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,678 $2.52M 0.27% +96 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,659 $2.51M 0.79% +52 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7,646 $2.51M 0.77% +1,876 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,630 $2.5M 0.23% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,629 $2.5M 0.09% +276 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 7,628 $2.5M 0.26% -97 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,619 $2.5M 0.74% +671 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,608 $2.5M 0.43% -860 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 7,601 $2.49M 0.46% -68 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,442 $2.49M 1.23% -590 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,585 $2.49M 0.82% -952 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,570 $2.48M 1.06% +310 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,565 $2.48M 1.71% -50 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,524 $2.47M 0.91% -869 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,513 $2.47M 0.18% -65 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,508 $2.46M 1.12% -204 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,503 $2.46M 0.17% +22 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 7,500 $2.46M <0.01% -2,000 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,500 $2.46M 0.79% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 7,490 $2.46M 1.1% +5,714 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,490 $2.46M 1.1% +357 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,480 $2.45M 0.81% +1,897 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,480 $2.45M 0.57% +2,329 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,473 $2.45M 0.28% +38 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,470 $2.45M <0.01% +67 13F-HR Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 7,453 $2.45M 2% +9 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,435 $2.44M 0.55% -466 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,021 $2.44M 0.2% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,420 $2.43M 0.94% -167 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 7,411 $2.43M 0.91% +645 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 7,386 $2.42M 1.96% +286 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,335 $2.41M 1.29% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,344 $2.41M 0.71% +130 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 7,325 $2.4M 2.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,305 $2.4M 0.29% +331 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,305 $2.4M 0.27% -328 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,280 $2.39M 0.18% -92 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,279 $2.39M 1.1% -75 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,272 $2.39M 0.67% +371 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 7,253 $2.38M 1.76% -52 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,238 $2.38M 0.2% 0 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,222 $2.37M 0.58% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 7,213 $2.37M 0.04% new 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 7,208 $2.37M 0.3% -3,219 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 7,208 $2.37M 2.19% +57 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,191 $2.36M 1.64% -1,161 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 7,173 $2.35M 0.15% -464 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,149 $2.35M 0.45% 0 13F-HR Timeline Pacifica Partners Inc. 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