PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,205 $803K 0.25% -20 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,047 $803K 0.1% +476 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,197 $802K 0.31% +146 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,190 $800K 0.29% -193 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,189 $800K 0.11% +2,808 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,187 $800K 0.25% +1,096 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,018 $797K 0.04% +1,361 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,163 $795K 0.14% +1 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,153 $793K 0.25% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,150 $793K 0.01% 0 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,146 $792K 0.16% -200 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,145 $792K 0.3% +65 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,140 $791K 0.1% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,129 $789K 0.42% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,128 $788K 0.49% -108 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,123 $788K 0.18% +256 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,121 $787K 0.71% 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,115 $786K 0.04% -175 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,112 $785K 0.41% +20 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,112 $785K 0.47% +33 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,107 $784K 0.26% +70 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,851 $784K 0.61% 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 4,074 $778K 1.39% +1,329 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,060 $775K 0.16% -32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,044 $772K 0.14% +201 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,003 $772K 0.43% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,041 $772K 0.06% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,040 $772K 0.27% -1,160 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,030 $770K 0.43% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,024 $769K 0.24% +52 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 4,010 $766K 0.25% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,998 $764K 0.01% -47 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,989 $762K 0.33% -15 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,975 $759K 0.36% +3,528 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,974 $759K 0.02% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,973 $759K 0.24% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,969 $758K 0.32% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,994 $758K 0.01% +945 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,967 $758K 0.56% +21 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,964 $757K 0.15% -400 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,949 $754K 0.68% 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 3,941 $753K 0.73% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,938 $752K 0.3% +130 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,930 $751K 0.01% +396 13F-HR Timeline Group Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 3,925 $750K 0.59% -1,100 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,924 $749K 0.1% +296 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,919 $748K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,913 $747K 0.08% +344 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,911 $747K 0.74% 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 3,909 $747K 0.48% -1,438 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $747K 0.2% 0 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $745K 0.53% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,895 $744K 0.05% +10 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,885 $742K 0.52% +49 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,854 $736K 0.14% +115 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,853 $736K 0.66% +17 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,851 $736K 0.09% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,841 $734K 0.08% +94 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,812 $728K 0.1% +1 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,811 $728K 0.24% -750 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,809 $727K 0.11% +106 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,792 $724K 0.51% +7 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,791 $724K 0.56% +163 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,775 $721K 0.69% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,773 $721K 0.07% +240 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,772 $720K 0.11% -262 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,762 $719K 0.37% -25 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,758 $718K 0.54% -448 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 3,754 $717K 0.44% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,752 $717K 0.04% -1,866 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,748 $716K 0.3% +34 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,743 $715K 0.04% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,742 $715K 0.01% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,725 $711K 0.54% +1 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,704 $708K 0.03% -53 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,690 $705K 0.34% 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,677 $704K 0.2% +2,483 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,682 $703K 0.47% -20 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,681 $703K 0.14% +347 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,673 $702K 0.17% -1,206 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,665 $700K 0.15% -3 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,662 $699K 0.17% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,659 $699K 0.07% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,649 $697K 0.51% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,638 $695K 0.22% +46 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,628 $693K 0.04% -2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,626 $693K 0.1% +787 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,617 $691K 0.01% 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,609 $689K 0.19% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,601 $688K 0.01% +36 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,601 $688K 0.2% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,595 $687K 0.53% 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,596 $687K 0.06% +236 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,594 $686K 0.21% +546 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,592 $686K 0.08% +3 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,586 $685K 0.08% -103 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,574 $683K 0.25% +1,114 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,573 $682K 0.11% +367 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,570 $682K 0.1% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,559 $680K 0.22% -18 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,558 $679K 0.21% +276 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,557 $679K 0.02% 0 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,555 $679K 0.04% -221 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,543 $677K 0.85% 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,540 $676K 0.12% -75 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,537 $676K 0.04% -4 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,381 $675K 0.3% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,536 $675K 0.07% -49 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,527 $674K 0.11% -42 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,419 $673K 0.45% -1,124 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,522 $673K 0.04% +108 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,521 $672K 0.09% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,512 $671K 0.02% +301 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,500 $668K 0.62% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,488 $666K 0.26% +106 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,476 $664K 0.25% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,476 $664K 0.02% -402 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,473 $663K 0.27% +8 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 3,465 $662K 0.58% -12,979 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,456 $660K 0.17% -226 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,445 $658K 0.23% -41 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,444 $658K 1.4% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,433 $656K 0.46% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,423 $654K 0.24% -16 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,411 $651K 0.06% +88 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,405 $650K 0.18% -6 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,405 $650K 0.01% new 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,390 $647K 0.2% +8 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,378 $645K 0.04% +1,688 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,378 $645K 0.08% -21 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,358 $641K 0.23% +409 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,357 $641K 0.27% +9 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,356 $641K 0.09% -56 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 3,354 $641K 0.51% 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 3,350 $640K 0.29% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,346 $639K 0.11% -679 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,346 $639K 0.55% -603 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,338 $638K 0.24% -211 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,331 $636K 0.13% +352 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,328 $636K 0.08% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,316 $633K 0.03% +32 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,307 $632K 0.05% -4,679 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,305 $631K 0.1% +384 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,302 $631K 0.19% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,279 $626K 0.01% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,272 $625K 0.2% +195 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 3,268 $624K 0.42% -660 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,250 $621K 0.34% +212 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,245 $620K 0.04% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,043 $620K 0.08% -39 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,243 $619K 0.16% +17 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,242 $619K 0.24% -1,004 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,232 $617K 0.28% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,218 $615K 0.28% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,187 $609K 0.1% -21 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,185 $608K 0.08% -252 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,174 $606K 0.22% -57 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,173 $606K 0.34% +12 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,162 $604K 0.22% +13 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,148 $601K 0.27% +655 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,144 $600K 0.28% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,227 $599K 0.06% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,132 $598K 0.42% +17 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,130 $598K 0.08% +741 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,126 $597K 0.6% 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,121 $596K 0.43% +97 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,117 $595K 0.32% +4 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,110 $594K 0.07% -501 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,107 $593K 0.25% +597 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,092 $591K 0.04% +7 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,088 $590K 0.32% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,082 $589K 0.03% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,076 $588K 0.03% +846 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,076 $588K 0.16% +274 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,075 $587K 0.02% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,867 $587K 0.24% +284 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,070 $586K 0.21% -562 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,070 $586K 0.19% -1,469 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,069 $586K <0.01% -159 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,063 $585K 0.05% -149 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,050 $582K 0.33% +141 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,048 $582K 0.13% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,040 $581K 0.22% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,038 $580K 0.54% +108 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,031 $579K 0.19% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,027 $578K 0.78% +2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,019 $577K 0.23% -2,297 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,011 $575K 0.08% +779 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,003 $574K 0.13% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,003 $574K 0.01% -1,216 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 3,003 $574K 0.41% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,000 $573K 0.09% +887 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,994 $572K 0.09% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,991 $571K 0.51% +614 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,991 $571K 0.15% -650 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,982 $570K 0.04% -177 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,980 $569K 0.19% +200 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,960 $565K 0.13% -2,218 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,957 $565K 0.42% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,184 $563K 0.06% -2,037 13F-HR Timeline Group