Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,543 $888K 0.03% -394 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,479 $885K 0.06% -1,592 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 7,532 $880K 0.83% -15 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,458 $878K 0.23% -142 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,451 $877K 0.04% -91 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 7,330 $862K 0.2% -108 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,317 $861K 0.08% +260 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,283 $857K 0.02% -12 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,278 $857K +5,622 Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,277 $857K 0.1% -18,722 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,234 $852K 0.05% -91 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,212 $849K 0.03% -689 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 7,211 $849K 1.05% +52 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,193 $847K 0.39% +498 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,025 $841K 0.12% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,029 $827K 0.2% -206 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,004 $825K 0.14% -12 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,000 $824K 0.06% 0 13F-HR Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 6,993 $823K 0.79% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,915 $814K 0.06% -15,304 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,900 $812K 0.07% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,894 $812K 0.01% -175 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,856 $807K 0.43% -146 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,850 $806K 0.27% +11 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,841 $805K 0.06% +100 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,833 $804K 0.15% +107 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,801 $801K 0.15% -216 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,757 $795K 0.19% -17 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,755 $795K 0.03% +211 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,725 $792K 0.04% -883 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,721 $791K 0.05% +36 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,637 $781K 0.12% +661 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 6,625 $780K 0.25% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,614 $779K 0.32% -8 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 6,612 $778K 0.28% -620 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,611 $778K 0.44% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,600 $777K 0.18% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,514 $767K new Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,513 $767K 0.04% +4,197 13F-HR/A Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 6,460 $760K 0.27% +1,370 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,340 $746K 0.8% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 6,334 $746K 0.8% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,279 $739K <0.01% -239 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,272 $738K 0.33% -518 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 6,181 $728K 0.31% +61 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,167 $726K 0.03% -93 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,150 $724K 0.06% -170 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,098 $718K 0.17% +529 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,066 $714K 0.02% -87 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,034 $710K 0.05% +5,596 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,931 $698K 0.64% -1,328 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,913 $696K 0.25% +365 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 5,914 $696K 0.4% -502 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,910 $696K 0.11% +290 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,837 $687K 0.44% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,766 $679K 0.11% -381 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,764 $679K 0.02% +1,964 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,733 $675K 0.1% +453 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,708 $672K 0.01% +637 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 5,697 $671K 0.25% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,695 $670K 0.21% -215 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,690 $670K 0.13% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 5,679 $669K 0.1% -356,602 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,633 $666K 0.65% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,640 $664K 0.21% +209 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,635 $663K 0.64% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,591 $658K 0.04% +816 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,579 $657K 0.29% +2,790 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,540 $652K 0.13% -1,222 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,521 $650K 0.01% +550 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 5,468 $644K 0.1% +134 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,462 $643K 0.04% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,456 $642K 0.01% +1,597 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,449 $641K 0.03% -40 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,436 $640K <0.01% +501 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,416 $638K 0.07% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,409 $637K 0.06% -251 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,409 $637K 0.39% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,403 $636K <0.01% -1,217 13F-HR Timeline Group RCW Management, LLC More: the full row for RCW Management, LLC 5,367 $632K 0.64% 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,323 $627K 0.38% +360 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,268 $620K 0.06% -448 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 5,261 $619K 0.31% +78 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,259 $619K 0.01% -56 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,233 $616K 0.25% -286 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,224 $615K <0.01% 13F-HR/A Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,205 $613K 0.02% -58 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,204 $613K 0.01% -2,119 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,200 $612K 0.05% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 5,197 $612K <0.01% -615 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,182 $610K 0.03% -364 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,177 $609K 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,138 $605K 0.01% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,137 $605K 0.08% +453 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,106 $601K 0.16% +17 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,093 $600K 0.04% +461 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 5,084 $598K 0.02% +1,099 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,995 $591K 0.06% -1 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,015 $590K 0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 5,006 $589K 0.58% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $589K 0.14% 0 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,997 $588K 0.35% +225 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,977 $586K 0.02% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,955 $583K 0.14% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,934 $581K 0.04% -725 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,887 $575K 0.03% +612 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,853 $571K <0.01% -1,021,069 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,844 $570K 0.48% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,815 $567K 0.07% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,801 $565K 0.22% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,789 $564K 0.03% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,773 $562K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,748 $559K 0.07% +66 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,733 $557K 0.08% -860 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,716 $555K 0.06% +2,359 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,699 $553K 0.04% -114 13F-HR/A Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,647 $547K 0.11% -607 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,640 $546K 0.08% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,632 $545K 0.13% +57 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,595 $541K 0.01% -25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,586 $540K 0.01% +378 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,574 $538K 0.04% +50 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,565 $537K 0.07% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,562 $537K 0.02% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,509 $531K 0.07% +14 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,480 $527K 0.25% -400 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 4,455 $524K 0.42% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,455 $524K 0.03% +1,024 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 4,454 $524K 0.15% +343 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,428 $521K 0.1% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 4,396 $517K 0.39% +1 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,393 $517K 0.02% -324 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 4,387 $516K 0.52% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,881 $515K 0.01% +2,076 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,354 $513K 0.01% -42 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,349 $512K 0.14% +207 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,335 $510K 0.27% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,326 $509K 0.04% -995 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,274 $503K <0.01% 0 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 4,267 $502K 0.02% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 4,261 $502K 0.44% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,249 $500K 0.04% -82 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,238 $499K 0.01% -266 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,174 $491K 0.08% -53 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,165 $490K 0.02% -273 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,159 $490K 0.13% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,199 $486K 0.13% -376 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,037 $475K 0.11% +560 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,027 $474K 0.14% +214 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,017 $473K 0.04% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,000 $471K 0.1% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,993 $470K 0.03% -3 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,983 $469K 0.01% -88 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,969 $467K 0.03% +376 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,955 $466K 0.05% -220 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 3,945 $464K 0.11% -461 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,919 $461K 0.03% +233 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,905 $460K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,861 $455K 0.03% +520 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,895 $454K 0.21% +400 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,853 $454K 0.28% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caprock Group, LLC More: the full row for Caprock Group, LLC 3,851 $453K 0.01% +1,106 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,846 $453K 0.02% +20 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,820 $450K 0.01% +937 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,800 $447K 0.01% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,800 $447K 0.25% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,785 $446K 0.07% -5,670 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,748 $441K 0.01% +1,357 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,722 $438K 0.38% 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,713 $437K 0.25% -76 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,680 $433K 0.04% -30 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,671 $432K 0.01% +1,962 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 3,620 $426K 0.42% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,617 $426K 0.07% +925 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,607 $425K 0.11% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,584 $422K 0.15% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,571 $420K 0.04% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 3,565 $420K 0.12% -2,543 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,540 $417K 0.09% -63 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,532 $416K 0.09% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,525 $415K 0.23% -200 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,524 $415K 0.24% +621 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,522 $415K 0.33% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,520 $414K 0.01% +133 13F-HR/A Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,515 $414K 0.08% +148 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,500 $412K 0.1% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,473 $409K 0.05% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,448 $406K 0.27% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,445 $406K 0.43% -148 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,441 $405K 0.01% -5,887 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,438 $405K 0.06% -866 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,436 $404K 0.08% +5 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,413 $402K 0.09% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,409 $401K 0.21% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,409 $401K 0.23% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,397 $400K 0.01% -300 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 3,370 $397K 0.25% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,368 $396K 0.01% +457 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,364 $396K <0.01% +541 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,363 $396K 0.12% -8,507 13F-HR Timeline