Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,643 $380K 0.09% +1,400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,635 $380K 0.05% +492 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,627 $379K 0.21% +1,427 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,600 $378K 0.05% -366 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,582 $377K 0.02% +114 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 8,581 $377K 0.09% -126 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,578 $377K 0.21% +329 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 8,578 $377K 0.06% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,497 $373K 0.07% -10,331 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,496 $373K 0.13% +159 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,490 $373K 0.08% -765 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,490 $373K 0.11% +395 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 8,478 $373K 0.24% -1,100 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 8,440 $371K 0.17% +528 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,433 $371K 0.08% -4,575 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 8,429 $370K 0.32% -518 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,429 $370K 0.1% -192 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 8,401 $369K 0.29% +488 13F-HR Timeline American Trust More: the full row for American Trust 8,383 $368K 0.03% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,375 $368K 0.2% -40 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,207 $367K 0.06% +1,076 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,338 $366K 0.01% -105 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,316 $365K 0.03% +300 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 8,300 $365K 0.32% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 8,299 $365K 0.04% -28 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,270 $363K 0.06% +743 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,270 $363K 0.06% -936 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,269 $363K 0.08% -88 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,237 $362K 0.15% +21 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 8,198 $360K 0.1% +2,279 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,188 $360K 0.03% +912 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,179 $359K 0.03% -2,644 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,157 $358K 0.09% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,156 $358K 0.07% +1,813 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 9,023 $358K 0.14% -564 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,154 $358K 0.06% -69 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 8,140 $358K 0.16% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 8,147 $358K 0.19% -25,893 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 8,146 $358K 0.1% +74 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,144 $358K 0.04% +813 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 8,112 $357K 0.11% +617 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,105 $356K 0.04% -4,900 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 8,102 $356K 0.22% +609 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,571 $355K 0.07% +243 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 8,074 $355K 0.09% -24 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,062 $354K 0.19% +1,454 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,055 $354K 0.05% -188 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 8,050 $354K 0.38% +10 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 8,048 $354K 0.01% +1,990 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,043 $353K 0.06% +45 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,091 $353K 0.06% +2,457 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,030 $353K 0.16% +64 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,020 $352K 0.09% -378 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 7,991 $351K 0.33% +78 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 7,984 $351K 0.04% -34,440 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 7,984 $351K 0.08% -1,000 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,984 $351K 0.07% -1,000 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 7,982 $351K 0.1% +1,018 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,942 $349K 0.03% -13 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,919 $348K <0.01% -21,550 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 7,911 $348K 0.12% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,910 $348K 0.11% +14 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,903 $347K 0.02% -278 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 7,894 $347K 0.09% -373 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,929 $347K 0.03% -452 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 8,768 $346K 0.14% -179 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 7,867 $346K 0.15% +677 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,821 $344K 0.18% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 7,801 $343K 0.08% -170 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,800 $343K 0.12% +429 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,794 $343K 0.06% +398 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,784 $342K 0.01% +946 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,551 $342K 0.07% +508 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,767 $341K 0.09% -1,471 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,729 $340K 0.09% +2,339 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,715 $339K 0.15% +211 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,698 $338K 0.02% -211 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 8,476 $337K 0.05% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,666 $337K 0.08% -1,284 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,661 $337K 0.06% +33 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 7,646 $336K 0.3% -1,514 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 7,641 $336K 0.09% +7 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,631 $335K 0.11% +21 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,624 $335K 0.2% +1,778 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,617 $335K 0.33% -145 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 7,600 $334K 0.16% +14 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,597 $334K 0.26% -300 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,593 $334K 0.05% -1,104 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 7,552 $332K 0.43% +37 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 7,527 $331K 0.05% +70 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 7,527 $331K 0.14% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,523 $331K 0.26% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,507 $330K 0.18% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,492 $329K 0.06% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 7,476 $329K 0.02% +678 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,475 $329K 0.14% -11 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 8,254 $328K 0.1% 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,460 $328K 0.26% +250 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,457 $328K 0.06% +737 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,449 $327K 0.21% +3 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 7,448 $327K 0.08% +160 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,444 $327K 0.05% -9,235 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 7,442 $327K 0.25% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,435 $327K 0.05% -605 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 7,434 $327K <0.01% -4,290 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,430 $327K 0.15% -475 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 7,410 $326K <0.01% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,404 $325K 0.14% +1,173 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,396 $325K 0.04% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,371 $324K 0.05% -2,470 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,365 $324K 0.06% -8,795 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,362 $324K 0.18% +71 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,359 $323K 0.05% +1,426 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,359 $323K 0.25% -113 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,344 $323K 0.13% -21 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,341 $323K 0.18% +132 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,325 $322K 0.02% +989 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,318 $322K 0.04% +250 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,315 $321K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,311 $321K 0.12% +2,240 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,307 $321K 0.03% -88 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,306 $321K 0.22% -350 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,290 $320K 0.06% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,735 $320K 0.08% +1,398 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 7,266 $319K 0.13% +1,395 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,265 $319K 0.04% -102 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,263 $319K 0.22% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,242 $318K 0.02% -420 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 7,237 $318K 0.06% -478 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,236 $318K 0.25% -10,406 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,233 $318K 0.08% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,212 $317K 0.2% +330 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,212 $317K 0.09% -731 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,201 $316K 0.09% +1,415 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,186 $316K 0.13% -1,366 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 7,157 $315K 0.09% +1,739 13F-HR/A Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,146 $314K 0.01% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,143 $314K 0.21% +239 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 7,137 $314K 0.07% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,132 $313K 0.03% +849 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,131 $313K 0.34% -32 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,749 $313K 0.15% +2 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,110 $312K 0.24% +187 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 7,109 $312K 0.12% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,097 $312K 0.27% -8,098 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,091 $312K 0.1% -50 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 7,061 $310K 0.18% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7,050 $310K 0.34% +262 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 7,046 $310K 0.01% -26,071 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,042 $309K 0.15% -3 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,086 $309K 0.03% +1,443 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,036 $309K 0.13% +143 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,036 $309K <0.01% -1,325 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,024 $309K 0.08% +11 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,024 $309K 0.07% +670 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,015 $308K 0.06% +1,513 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,006 $308K 0.1% -2,644 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,005 $308K 0.16% +227 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,999 $308K 0.04% +5 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,994 $307K 0.06% -19 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,985 $307K 0.23% -193 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,969 $306K 0.16% -286 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,964 $306K 0.24% -10,438 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,964 $306K 0.24% -644 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,951 $305K 0.12% -89 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,942 $305K 0.18% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,477 $305K 0.05% +1,249 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,938 $305K 0.09% -17 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,932 $305K 0.04% -268 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,928 $304K 0.09% -1,027 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,925 $304K 0.65% +160 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,914 $304K 0.01% -1,007 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 6,911 $304K 0.07% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 6,906 $304K 0.17% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 6,883 $302K 0.07% -4,798 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,870 $302K 0.2% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,843 $301K 0.09% -381 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,828 $300K 0.12% +62 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,821 $300K 0.02% -1,119 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,821 $300K 0.16% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,802 $299K 0.02% +163 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,786 $298K 0.13% +19 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,783 $298K 0.09% +71 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,764 $297K 0.02% -196 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 6,760 $297K 0.22% +1,813 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,759 $297K 0.04% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6,720 $295K 0.08% -43 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,712 $295K 0.13% +21 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,706 $295K 0.04% -2,177 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,690 $294K 0.01% +101 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,683 $294K 0.04% +1,234 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,677 $293K 0.14% -353 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,662 $293K 0.07% +1,137 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,645 $292K 0.02% -2,027 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,654 $292K 0.03% +320 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,632 $291K 0.02% -15,632 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,613 $291K 0.03% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,613 $291K 0.06% +66 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,610 $291K 0.08% +150 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,570 $289K 0.08% -265 13F-HR Timeline