DF DENT & CO INC More: the full row for DF DENT & CO INC 8,724 $396K 0.01% -2,154 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,716 $395K 0.07% -1,198 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 8,701 $395K 0.01% -1,902 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,084 $394K 0.21% +46 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,673 $393K 0.02% -3,062 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,662 $393K 0.02% -508 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,643 $392K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,634 $392K 0.09% +414 13F-HR/A Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 8,629 $391K 0.12% +1,280 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 8,618 $391K 0.16% -2,183 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 8,610 $391K 0.21% +706 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,609 $391K 0.03% -5,099 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,581 $389K 0.04% -151 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 8,578 $389K 0.07% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,562 $388K 0.18% +1,000 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,550 $388K 0.06% +431 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,456 $384K 0.19% -35 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8,444 $383K 0.02% +796 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,513 $382K 0.04% +228 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,398 $381K 0.01% +683 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,360 $379K 0.2% +285 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 8,359 $379K 0.03% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 8,357 $379K 0.02% -3,986 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,345 $379K 0.09% -317 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,436 $377K 0.13% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,305 $377K 0.2% +67 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,290 $376K 0.13% -50,810 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 8,287 $376K 0.06% -1,127 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,275 $376K 0.1% +631 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,223 $373K 0.07% -399 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,220 $373K 0.02% -632 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,192 $372K 0.15% +3,067 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 8,191 $372K 0.06% -260 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,177 $371K 0.04% -277 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,164 $370K 0.15% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,157 $370K 0.07% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 8,150 $370K 0.22% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,144 $369K 0.33% -30 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,124 $369K 0.21% +208 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,105 $368K 0.13% -668 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,102 $367K 0.13% +667 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 8,095 $367K 0.07% -1,076 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,090 $367K 0.07% -10,462 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,067 $367K 0.09% -24,613 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,074 $366K 0.04% +914 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,071 $366K 0.03% +1,789 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,053 $365K 0.04% 0 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 8,052 $365K 0.11% +77 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,045 $365K 0.11% -1,308 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,043 $365K 0.18% -3,361 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,636 $364K 0.12% -752 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,999 $363K 0.09% -125 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,991 $362K 0.33% +36 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 7,974 $362K 0.44% +700 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 7,964 $361K 0.07% +37 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,953 $361K 0.42% -891 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 7,927 $360K 0.23% -21,178 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,916 $359K 0.21% +20 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 7,915 $359K 0.07% +24 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,905 $359K 0.19% -230 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,903 $358K 0.02% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,881 $358K 0.14% +15 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,871 $357K 0.11% -153 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 7,863 $357K 0.07% -3,613 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 7,863 $357K 0.3% -20 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 7,858 $356K 0.09% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,820 $355K 0.15% -777 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,815 $354K 0.07% +61 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 7,787 $353K 0.17% +570 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,783 $353K 0.16% -17,860 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,781 $353K 0.12% +24 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,780 $353K 0.02% -26,540 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 7,762 $352K 0.18% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,742 $351K 0.07% +51 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,742 $351K 0.04% -549 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,737 $351K 0.31% +730 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 7,714 $350K 0.1% -330 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 7,713 $350K 0.38% -24 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,710 $350K 0.19% +23 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,707 $350K 0.01% -1,361 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,704 $349K 0.07% +338 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,695 $349K 0.03% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,680 $348K 0.13% -3,791 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,656 $347K 0.05% +840 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,656 $347K 0.3% -1,100 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,655 $347K 0.15% +169 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 7,653 $347K 0.31% -71 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,652 $347K 0.15% -152 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,956 $347K 0.18% +1,833 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,640 $347K 0.06% -228 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 7,628 $346K 0.07% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 7,628 $346K 0.1% +7 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,889 $346K 0.03% +2,555 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,613 $345K 0.07% -504 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,600 $345K 0.02% -150 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,597 $345K 0.07% +184 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 7,582 $344K 0.18% -12 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,569 $343K <0.01% +2,132 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 7,553 $343K 0.15% +185 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,550 $342K 0.14% -340 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,547 $342K 0.24% +80 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,523 $341K 0.31% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 7,516 $341K <0.01% -228,083 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,816 $341K 0.25% -1,918 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 7,512 $341K 0.06% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,488 $340K 0.29% +688 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,486 $340K -25,918 Timeline State of Wyoming More: the full row for State of Wyoming 7,482 $339K 0.04% +3,060 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,473 $339K 0.04% -1,716 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,450 $338K 0.27% -2,423 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,443 $338K 0.27% -147 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 7,442 $338K 0.29% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,441 $338K 0.08% +586 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,438 $337K 0.21% -163 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,434 $337K 0.13% +1,749 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,883 $337K <0.01% +299 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 7,410 $336K 0.09% +1,067 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 7,410 $336K 0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,381 $335K 0.1% +1,502 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 7,380 $335K 0.04% new 13F-HR/A Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,374 $334K 0.16% +1,686 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 7,369 $334K 0.02% -1,050 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,349 $333K 0.19% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,335 $333K 0.01% -28 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,335 $333K 0.09% -239 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 7,318 $332K 0.08% -285 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7,304 $331K 0.04% -1,028 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,290 $331K 0.39% -93 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7,286 $330K 0.13% +618 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,263 $329K 0.3% +4,115 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,260 $329K 0.05% +197 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,254 $329K 0.12% -289 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,246 $329K 0.06% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 7,244 $329K 0.02% -125 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,224 $328K 0.12% +10 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 7,215 $327K 0.07% +219 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,211 $327K 0.36% +100 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,210 $327K 0.14% -187 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,153 $324K 0.06% +178 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,146 $324K 0.01% +30 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,693 $324K 0.06% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,125 $323K 0.05% +230 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,124 $323K 0.18% +889 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,115 $323K 0.07% -1,239 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 7,100 $322K 0.07% new 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 7,087 $321K 0.04% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,074 $321K 0.13% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,069 $321K 0.21% +122 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 7,061 $320K 0.21% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,068 $320K 0.11% -856 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,044 $320K 0.09% +469 13F-HR Timeline United Bank More: the full row for United Bank 7,037 $319K 0.13% +419 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,026 $319K 0.19% +106 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 7,023 $319K 0.11% +444 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,014 $318K 0.17% +526 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,007 $318K 0.2% -1,744 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 7,000 $318K 0.41% -2,149 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,988 $317K 0.25% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 6,973 $316K <0.01% +1,145 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,966 $316K 0.03% +104 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,962 $316K 0.16% +475 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,962 $316K 0.1% -211 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,954 $315K 0.02% -820 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,954 $315K 0.14% +270 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,945 $315K 0.08% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,939 $315K 0.02% +1,152 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 6,936 $315K 0.08% +221 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,934 $315K 0.03% -1,816 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,921 $314K 0.04% +268 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,302 $314K 0.27% +265 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,913 $314K 0.05% +246 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,904 $313K 0.26% -619 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,897 $313K 0.41% +2,802 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,892 $313K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,892 $313K 0.18% -163 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,873 $312K 0.03% +632 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,870 $312K 0.25% -1,660 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,869 $312K 0.23% +105 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,867 $311K 0.04% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,840 $310K 0.04% -2,760 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,022 $310K 0.04% -476 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,834 $310K 0.03% -600 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,830 $310K 0.12% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,994 $309K 0.04% +82 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,805 $309K 0.15% -732 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 6,781 $308K 0.02% -209 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,771 $307K 0.04% -88 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,728 $305K 0.15% +25 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,710 $304K 0.18% +5 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 6,682 $303K 0.09% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,677 $303K 0.06% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,666 $302K 0.02% -447 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,664 $302K 0.16% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,657 $302K 0.16% +200 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,645 $301K 0.11% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 6,640 $301K 0.14% -56 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,637 $301K 0.02% -12,523 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 6,629 $301K 0.32% -890 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,627 $301K 0.03% +80 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,625 $301K 0.04% -270 13F-HR Timeline