Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,223 $3.6M 0.12% +67 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,208 $3.6M 0.3% +572 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 11,192 $3.59M 1.4% -298 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $3.59M 0.64% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 11,145 $3.58M 2.48% +498 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,143 $3.57M -4,867 Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,129 $3.57M 0.15% +236 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,103 $3.56M 0.3% -184 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 11,102 $3.56M 1.83% +46 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,094 $3.56M 0.36% +3 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,081 $3.55M 0.25% +6,138 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,051 $3.55M 0.4% -898 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 11,039 $3.54M 2.79% -2,079 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,988 $3.54M 0.71% +1,365 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,020 $3.54M 1.23% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 11,011 $3.53M 1.93% -1,509 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,979 $3.52M 0.1% -6,317 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,943 $3.51M 0.51% +112 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,886 $3.49M 1.79% -141 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,881 $3.49M 2.47% 0 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,881 $3.49M 1.52% -35 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,841 $3.48M 1.11% +447 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,829 $3.47M 1.87% -57 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,786 $3.46M 0.46% +98 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,783 $3.46M 0.41% +426 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 9,764 $3.46M 1.23% -7 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,472 $3.45M 0.34% +3,347 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,759 $3.45M 0.24% +3,311 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,745 $3.45M 0.25% -157 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 10,723 $3.44M 3.11% +1,430 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 10,986 $3.44M 0.34% -390 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,704 $3.43M 0.11% -532 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,692 $3.43M 0.42% +27 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,648 $3.42M 0.15% -88 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,643 $3.41M 0.39% -124 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 9,605 $3.41M 2.19% +120 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,632 $3.41M 1.44% +2,325 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10,617 $3.41M 0.43% -135 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,605 $3.4M 1.35% -31 13F-HR/A Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 10,597 $3.4M 1.53% +19 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,585 $3.4M 0.94% +29 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 10,574 $3.39M 1.46% -98 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,571 $3.39M 1.13% +273 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,569 $3.39M 1.53% +158 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,459 $3.36M 2.6% +140 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,443 $3.35M 0.05% +671 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,436 $3.35M 0.24% +153 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,429 $3.35M 1.16% +392 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 10,429 $3.35M 0.33% -475 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,414 $3.34M 0.83% -659 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 10,412 $3.34M 0.29% -9,834 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 10,408 $3.34M 2.88% +973 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,270 $3.34M 1.7% +99 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,395 $3.33M 0.09% -439 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,389 $3.33M 0.59% -55 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,329 $3.31M 0.27% +3,045 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 10,275 $3.3M 3.97% +380 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,275 $3.3M 0.05% +14 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,263 $3.29M 0.16% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,239 $3.28M 0.75% +275 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 10,239 $3.28M 1.29% -27 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 10,224 $3.28M 1.18% +10 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 10,212 $3.28M 2.1% -141 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10,193 $3.27M 0.86% -435 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,169 $3.26M 1.96% -61 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,100 $3.24M 0.53% -28 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10,095 $3.24M 2.77% +406 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 10,095 $3.24M 2.07% +19 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,069 $3.23M 0.46% +32 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,363 $3.23M 1.43% -590 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 10,031 $3.22M 2.8% +737 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 10,026 $3.22M 1.43% -2,558 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 9,996 $3.21M 0.74% -8 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,994 $3.21M 0.7% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,978 $3.2M 0.45% +740 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,947 $3.19M 0.37% -168 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 9,945 $3.19M 1.08% -273 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 9,912 $3.18M 0.91% -103 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 9,900 $3.18M <0.01% +1,700 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,891 $3.17M 1.41% +2,830 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,879 $3.17M 0.46% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 9,807 $3.15M 1.74% +59 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 9,778 $3.14M 1.4% +2,218 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,778 $3.14M 1.03% -129 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,754 $3.13M 0.73% +321 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 9,723 $3.12M 2.14% +113 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,715 $3.12M 2.16% +359 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 9,697 $3.11M 0.84% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,697 $3.11M 0.69% -714 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 9,691 $3.11M 1.91% -127 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 9,688 $3.11M 0.86% +44 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,682 $3.11M 0.26% +1,035 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,656 $3.1M 0.56% +70 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9,647 $3.09M 0.21% -325 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,628 $3.09M 0.01% -325 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,651 $3.09M 0.38% +113 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,620 $3.09M 0.05% -1,359 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,609 $3.08M 0.14% -29 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 9,461 $3.06M 0.56% -367 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,520 $3.05M 0.21% +368 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,507 $3.05M 0.39% -35 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9,502 $3.05M 1.2% -2,628 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,491 $3.04M 0.69% +306 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,451 $3.03M 0.22% +2,142 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,444 $3.03M 0.96% -326 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,408 $3.02M 0.91% +30 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9,397 $3.01M 1.13% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,387 $3.01M 0.82% -48 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 9,384 $3.01M 0.41% +986 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 9,380 $3.01M 0.2% +337 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,213 $3M 1.28% +160 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,338 $3M 0.43% -1,210 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 9,331 $2.99M 0.26% -469 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 9,294 $2.98M 1.37% -60 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,291 $2.98M 0.26% +2,167 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 9,250 $2.97M 3.03% -49 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,234 $2.96M 0.08% +377 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 9,231 $2.96M 0.24% -1,252 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 9,211 $2.95M 0.1% +99 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,191 $2.95M 0.07% +531 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 9,191 $2.95M 0.19% -28 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 9,177 $2.94M 2% +494 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,160 $2.94M 0.42% -66 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,158 $2.94M 1.27% -544 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,132 $2.93M 0.6% -36 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,102 $2.92M 2.22% -46 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 9,097 $2.92M 2.77% +160 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,068 $2.91M 0.97% -11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,067 $2.91M 0.08% -1,374 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,036 $2.9M 1% +391 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 9,025 $2.9M 0.15% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,021 $2.89M 0.53% +94 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 9,013 $2.89M 2.59% -241 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,010 $2.89M 0.1% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 26,806 $2.89M 0.73% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 8,996 $2.89M 0.44% +321 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,992 $2.88M 1.12% -224 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,967 $2.88M 0.33% -57 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,958 $2.87M 1.4% -60 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,566 $2.87M 0.35% +236 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 8,928 $2.86M 1.73% -223 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,928 $2.86M 0.04% +1,975 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 8,899 $2.85M 1.83% -167 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,895 $2.85M 0.04% +143 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Insights, Inc. More: the full row for Financial Insights, Inc. 8,870 $2.85M 0.92% +618 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,867 $2.84M 0.65% -1 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,850 $2.84M 0.88% +1,474 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,816 $2.83M 0.37% +93 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 8,806 $2.83M 1.17% +7,924 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 8,063 $2.82M 0.59% +2 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 8,800 $2.82M 1.02% -3,322 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,767 $2.81M 0.55% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,755 $2.81M 0.25% -295 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,751 $2.81M 0.15% -4,089 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,741 $2.8M 0.06% 0 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,732 $2.8M 0.39% +300 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,705 $2.79M 1.33% +374 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,701 $2.79M 0.43% -62 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,918 $2.79M 0.46% +7,556 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,110 $2.78M 0.16% +6 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,655 $2.78M 0.59% -128 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,646 $2.77M 0.08% +160 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 8,627 $2.77M 1.02% +960 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,627 $2.77M 2.43% -32 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,598 $2.76M 0.13% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,586 $2.75M 0.34% +18 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,581 $2.75M 1.17% +148 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 8,544 $2.74M 0.44% +780 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,506 $2.73M 1.07% +503 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,498 $2.73M 0.12% +136 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,497 $2.73M 0.2% +629 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 8,492 $2.72M 1.61% -254 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 8,487 $2.72M 1.1% -10 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,480 $2.72M 0.32% +843 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,452 $2.71M 0.18% -177 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8,449 $2.71M 0.69% +805 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 8,449 $2.71M 0.97% +4,193 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,444 $2.71M 0.15% +1,450 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,429 $2.7M 0.59% +24 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,408 $2.7M 0.54% -503 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,387 $2.69M 0.16% -5,808 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 8,379 $2.69M 1.47% -231 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,360 $2.68M 0.43% -268 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 8,337 $2.67M 2.11% -20 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,332 $2.67M 1.48% +284 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,326 $2.67M 1.4% -8,864 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,324 $2.67M 0.29% +290 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 8,295 $2.66M 0.75% +2,397 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 8,284 $2.66M 1.69% -424 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,276 $2.66M 1.22% +8 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 8,262 $2.65M 0.87% +943 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,257 $2.65M 0.89% +93 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,243 $2.64M 0.43% -104 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 8,221 $2.64M 0.94% -59 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 8,156 $2.62M 1.09% +1,914 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,150 $2.61M 0.2% -441 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 8,149 $2.61M 7.27% -389 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,107 $2.6M 0.12% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,099 $2.6M 0.18% -280 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 8,094 $2.6M 2.34% 13F-HR Timeline