Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,111 $359K 0.07% +885 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,108 $359K 0.01% +278 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,108 $359K 0.08% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,105 $359K 0.07% +38 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,101 $358K 0.09% -16 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 5,093 $358K 0.11% +22 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,074 $356K 0.06% +1 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,067 $356K 0.05% +530 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,058 $355K 0.28% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,054 $355K 0.19% -741 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,036 $354K 0.03% +194 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,012 $352K 0.07% 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,004 $351K 0.2% +72 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,001 $351K 0.01% +455 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 5,000 $351K 0.1% 0 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 5,000 $351K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,000 $351K 0.13% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,998 $351K 0.31% +27 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,992 $351K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,989 $350K 0.08% +816 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,960 $348K 0.21% +22 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,948 $348K 0.05% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4,942 $347K 0.22% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,933 $346K 0.03% +1,113 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,925 $346K 0.21% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,921 $346K 0.04% -2,132 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,468 $345K 0.2% -109 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,918 $345K <0.01% -38 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,905 $345K 0.14% +1,929 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 4,913 $345K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,426 $345K <0.01% -500 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,904 $344K 0.04% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,895 $344K 0.19% +920 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,884 $343K 0.29% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,884 $343K 0.05% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,881 $343K 0.05% -2,514 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,875 $342K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,868 $342K 0.23% -49 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,867 $342K 0.08% -107 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,857 $341K 0.04% -435 13F-HR Timeline Group HC Advisors, LLC More: the full row for HC Advisors, LLC 4,848 $341K 0.27% +655 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,847 $340K 0.3% +675 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,845 $340K 0.07% +677 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,836 $340K 0.16% +547 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,815 $338K 0.13% -17 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,814 $338K 0.05% +151 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 4,804 $337K 0.26% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,800 $337K 0.34% 0 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 4,798 $337K 0.11% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,812 $337K 0.18% -1,935 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,724 $336K 0.08% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,777 $336K 0.02% +117 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,776 $335K 0.11% +795 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,773 $335K 0.11% +773 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,769 $335K 0.15% -818 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 4,759 $334K 0.09% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,758 $334K 0.17% +1,150 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,757 $334K 0.03% -135 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,757 $334K 0.07% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,760 $334K 0.12% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,752 $334K 0.08% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,902 $333K 0.06% 0 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,743 $333K 0.03% -90 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,738 $333K 0.05% -1,639 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,726 $332K 0.16% +3 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,719 $331K 0.08% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,718 $331K <0.01% +319 13F-HR/A Timeline First Financial Group Corp More: the full row for First Financial Group Corp 4,704 $330K 0.37% 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,689 $329K 0.11% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,655 $327K 0.15% +1 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 4,654 $327K 0.17% +3 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,636 $326K 0.11% -112 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,616 $324K 0.29% -2,450 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,597 $323K 0.04% -1,640 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,575 $321K 0.04% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,561 $320K 0.02% 0 13F-HR Timeline Group PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,560 $320K 0.21% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,556 $320K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,541 $319K 0.03% +129 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,522 $318K 0.34% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,509 $317K 0.04% +3,080 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,497 $316K 0.14% +109 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,487 $315K 0.11% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,472 $314K 0.05% +886 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,448 $312K 0.03% -393 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,446 $312K 0.12% +39 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 4,442 $312K 0.06% -3,821 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,449 $312K 0.19% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,444 $312K <0.01% -139 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,438 $312K 0.03% -258 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,435 $311K 0.18% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,429 $311K 0.24% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,425 $311K 0.02% -1,500 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,424 $311K 0.09% -30 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,423 $311K 0.04% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,413 $310K 0.03% +2,152 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,411 $310K 0.13% -1,091 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,400 $309K 0.07% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,400 $309K 0.13% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,390 $308K 0.05% -1 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,352 $306K 0.09% +800 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,346 $305K 0.1% +2,582 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,340 $305K 0.1% +74 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,339 $305K 0.09% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,327 $304K 0.07% +6 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 4,320 $303K 0.28% 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,300 $302K 0.03% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,299 $302K 0.04% +65 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 4,299 $302K 0.37% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,291 $301K 0.08% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,290 $301K 0.07% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,290 $301K 0.23% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,281 $301K 0.05% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,279 $301K 0.08% +21 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,278 $301K 0.06% +1 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,263 $299K 0.15% +12 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,259 $299K 0.07% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,160 $298K 0.06% -273 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,237 $298K 0.17% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,237 $298K 0.09% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,235 $297K 0.02% -716 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,234 $297K 0.05% -11 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,230 $297K 0.17% -757 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,230 $297K 0.12% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,212 $296K 0.06% +2 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,203 $295K 0.04% -100 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,162 $293K 0.29% -139 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,165 $293K 0.1% +34 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,159 $292K 0.02% +44 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 4,159 $292K 0.28% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,154 $292K 0.37% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,149 $291K 0.05% -28 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,147 $291K 0.08% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,139 $291K 0.09% -11 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,134 $290K 0.06% +656 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 4,128 $290K 0.17% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,126 $290K 0.09% -152 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,113 $289K 0.04% -336 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,112 $289K 0.14% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,108 $289K 0.05% -107 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,101 $288K 0.07% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,100 $288K 0.02% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,705 $287K 0.16% -1,510 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,084 $287K 0.05% +161 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,083 $287K 0.01% new 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,080 $287K 0.13% -338 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,079 $286K 0.02% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,070 $286K 0.04% -101 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,040 $285K 0.09% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,047 $284K 0.04% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,039 $284K 0.07% +248 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,038 $284K 0.22% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,033 $283K 0.03% -364 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,030 $283K 0.07% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,033 $283K 0.01% +1 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,019 $282K 0.01% -175 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,561 $282K 0.14% -25 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 4,012 $282K 0.29% 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,000 $281K 0.03% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,000 $281K 0.15% -853 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,999 $280K 0.01% +759 13F-HR Timeline Group SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,974 $279K 0.07% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,967 $279K 0.12% -275 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,958 $278K 0.06% +352 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,958 $278K 0.09% -112,759 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,957 $278K 0.02% -774 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,955 $278K 0.09% +210 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,946 $277K 0.14% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,465 $277K 0.1% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,947 $277K 0.18% +406 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,934 $276K 0.07% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,925 $276K 0.05% -493 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,914 $275K 0.26% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,905 $274K 0.07% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,900 $274K 0.03% -1,100 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,883 $273K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,879 $272K 0.06% 0 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 3,869 $272K 0.01% -159 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,809 $272K 0.09% +167 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,882 $272K 0.06% +46 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,866 $272K 0.04% -825 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,861 $271K 0.02% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,857 $271K 0.11% -51 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,854 $271K 0.01% +299 13F-HR/A Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,853 $271K 0.1% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 3,852 $271K 0.18% -1,017 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,844 $270K 0.3% -982 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,828 $269K 0.07% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,822 $268K 0.19% +2 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,822 $268K 0.03% -1,655 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,815 $268K 0.03% -102 13F-HR/A Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 3,798 $267K 0.87% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,796 $267K 0.07% -451 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,790 $266K 0.04% -742 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,789 $266K 0.16% +10 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,783 $266K 0.11% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,769 $265K 0.04% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,766 $265K 0.14% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,764 $264K 0.07% new 13F-HR/A Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,764 $264K 0.02% new 13F-HR Timeline