CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,479 $879K 0.36% +45 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,458 $875K 0.03% +40 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,449 $873K 0.29% +1,379 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,433 $870K 0.54% +32 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,984 $868K 0.51% +1,027 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 4,425 $868K 0.65% +500 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,421 $867K 0.11% +374 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,419 $867K 0.64% -42 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,401 $864K 0.62% -151 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,390 $861K 0.33% +1,350 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,385 $860K 0.64% 0 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 4,355 $854K 0.27% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,352 $854K 0.26% +22 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,348 $853K 0.12% +1,661 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,347 $853K 0.3% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,335 $851K 0.57% +740 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,372 $850K 0.01% +378 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,306 $845K 0.55% -1,302 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,299 $844K 0.05% +1,845 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,293 $842K 0.2% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,283 $841K 0.29% +93 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,280 $840K 0.49% -4,130 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,253 $835K 0.16% +572 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,252 $834K 0.25% +47 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,251 $834K 0.06% -124 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,246 $833K 0.27% +9 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,210 $826K 0.16% +47 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,203 $825K 0.04% +499 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,180 $820K 0.1% -94 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,153 $815K 0.24% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,140 $812K 0.1% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,129 $810K 0.05% +17 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,129 $810K 0.43% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,125 $809K 0.69% +4 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,123 $809K 0.42% +11 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,120 $808K 0.57% +328 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,107 $806K 0.2% +434 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,098 $804K 0.2% -225 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,097 $804K 0.27% -10 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,093 $803K 0.34% +345 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,084 $801K 0.18% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,071 $799K 0.16% -75 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,061 $797K 0.33% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,057 $796K 0.24% +33 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,040 $793K 0.05% -75 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,040 $793K 0.16% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,033 $791K 0.22% +60 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,023 $789K 0.51% +341 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,018 $788K 0.54% -427 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,013 $787K 0.01% +1,143 13F-HR Timeline Group Team Hewins, LLC More: the full row for Team Hewins, LLC 4,010 $787K 0.23% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,006 $786K 0.47% -242 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,999 $785K 0.18% +1,362 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,992 $783K 0.31% -569 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,984 $782K 0.59% +226 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,974 $780K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,972 $779K 0.57% +5 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 3,966 $778K 0.06% +1,180 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,964 $778K 0.16% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,952 $775K 0.22% +275 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,952 $775K 0.29% +14 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,948 $775K 0.05% +393 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,944 $774K 0.01% -54 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,937 $772K 0.08% +2,234 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 3,927 $770K 0.23% -728 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,919 $769K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,915 $768K 0.08% +2 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,912 $768K 0.37% +150 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $767K 0.22% 0 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $765K 0.52% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,891 $763K 0.15% -1,148 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,885 $762K 0.52% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,882 $762K 0.09% +41 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,843 $759K 0.38% -160 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,867 $759K 0.68% +14 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,851 $756K 0.09% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,851 $756K 0.59% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 3,848 $755K 0.49% -61 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,628 $749K 2.5% -1,760 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 3,819 $749K 0.09% +709 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,816 $749K 0.14% -38 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,527 $748K 0.28% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,793 $744K 0.15% -8,686 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,772 $740K 0.11% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,770 $740K 0.09% -42 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,769 $739K 0.45% +2,221 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,768 $739K 0.1% -156 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,763 $738K 0.07% -10 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,752 $736K 0.04% 0 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 3,744 $735K 0.52% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,731 $732K 0.23% +137 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,726 $731K 0.56% +1 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,715 $729K 0.47% -413 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,706 $727K 0.03% +624 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,703 $727K 0.35% +13 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,697 $725K 0.01% +96 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,696 $725K 0.02% +908 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 3,690 $724K 0.4% -340 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,678 $722K 0.72% +936 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,671 $720K 0.11% +2,167 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,665 $719K 0.16% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,663 $719K 0.18% +1 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 3,754 $717K 0.44% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,655 $717K 0.21% +97 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,638 $714K 0.48% -1,740 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,626 $711K 0.25% -709 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,626 $711K 0.31% -343 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,623 $711K 0.08% +37 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,623 $711K 0.26% -955 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,622 $711K 0.07% -37 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,609 $708K 0.19% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,601 $707K 0.22% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,592 $705K 0.23% -46 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,405 $704K 0.25% -83 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,579 $702K 0.37% +329 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,561 $699K 0.27% +138 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,557 $698K 0.02% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,948 $697K 0.16% +1,563 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,552 $697K 0.91% +9 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,548 $696K 0.09% +170 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,546 $696K 0.28% +931 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,523 $691K 0.11% -50 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,523 $691K 0.07% -13 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,521 $691K 0.11% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,520 $691K 0.1% -50 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,419 $691K 0.47% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,514 $689K 0.3% -475 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,509 $688K 0.22% -50 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,500 $687K 0.03% +184 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,500 $687K 0.65% 0 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 3,495 $686K 0.73% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,486 $684K 0.02% +10 13F-HR/A 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 3,483 $683K 0.01% +78 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,476 $682K 0.25% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,475 $682K 0.25% -99 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,465 $679K 0.03% +344 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,453 $677K 0.21% +422 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,452 $677K 0.08% -776 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,444 $676K 1.41% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,431 $673K 0.27% -42 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,422 $671K 0.06% +11 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,421 $671K 0.2% +1,353 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,421 $671K 0.04% +873 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,419 $671K 0.11% +114 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,410 $669K 0.19% +5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,410 $669K 0.09% +54 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,409 $669K 0.09% +279 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,400 $667K <0.01% new 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,399 $667K 0.13% +68 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,394 $666K 0.2% +4 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,380 $663K 0.24% -65 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,378 $663K 0.05% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,370 $661K 0.07% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,352 $658K 0.54% +6 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 3,350 $657K 0.26% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,346 $656K 0.09% +18 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,342 $656K 0.04% -180 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,341 $656K 0.01% -276 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,340 $655K 0.04% -288 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,253 $655K 0.01% -1,452 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,337 $655K 0.18% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,321 $652K 0.31% -60 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,321 $652K 0.23% +49 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,310 $649K 0.22% -28 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,302 $648K 0.2% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,298 $647K 0.11% -242 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,297 $647K 0.16% -159 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,287 $645K 0.1% -1,167 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,287 $645K 0.04% -456 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,285 $645K 0.33% +168 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,278 $643K 0.63% +152 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,277 $643K 0.25% +170 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,276 $643K 0.55% +285 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,274 $642K 0.02% -238 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,273 $642K 0.04% +28 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,273 $642K 0.14% -1,689 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,269 $641K 0.73% +425 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,262 $640K 0.01% -17 13F-HR/A Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,261 $640K 0.17% +18 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,255 $639K 0.29% +107 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,167 $638K 0.08% -6,026 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,232 $634K 0.28% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,227 $633K 0.07% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,218 $631K 0.29% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,208 $629K 0.31% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,207 $629K 0.1% +20 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,199 $628K <0.01% -45,965 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,191 $626K 0.57% +153 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,189 $626K 0.37% +16 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,188 $626K <0.01% +119 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,182 $624K 0.23% +245 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,172 $622K 0.01% +169 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,171 $622K 0.11% +405 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,151 $618K 0.3% +1,626 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 3,141 $616K 0.46% -213 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,126 $613K 0.41% -6 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,117 $612K 0.29% -27 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,101 $608K 0.13% +829 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,098 $608K 0.61% +180 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,092 $607K 0.23% -82 13F-HR Timeline