ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,818 $888K 0.47% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,897 $887K 0.19% -583 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,814 $887K 0.36% -108 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,809 $886K 0.11% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 3,805 $885K 0.8% -14 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,793 $882K 0.41% -42 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,674 $882K 0.32% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,772 $877K 0.43% -55 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,772 $877K 0.05% +37 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,771 $877K 0.1% -416 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,765 $875K 0.03% +24 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,749 $872K 0.5% +5 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,734 $868K 0.03% -129 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,734 $868K 0.07% -65 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,720 $865K 0.05% +8 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,703 $861K 0.12% +295 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,687 $857K 0.32% -127 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,682 $856K 0.35% 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,680 $856K 0.07% +331 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,667 $853K 0.27% +134 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,650 $849K 0.07% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,606 $839K 0.41% +5 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,605 $838K 0.19% +3 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,579 $832K 0.03% +600 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,568 $830K 0.1% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,559 $827K 0.62% -72 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,542 $824K 0.14% 0 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 3,520 $818K 0.05% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,593 $818K 0.16% +8 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,515 $817K 0.27% +5 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,500 $814K 0.15% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 3,467 $813K 0.04% +101 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 3,496 $813K 0.05% -138 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,484 $810K 0.24% -1,487 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,478 $809K 0.09% +608 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,476 $808K 0.59% -116 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,474 $808K 0.11% -1,064 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,470 $807K 0.54% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,465 $806K 0.92% 13F-HR Timeline Lodge Hill Capital, LLC More: the full row for Lodge Hill Capital, LLC 3,460 $805K 0.22% -2,540 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,456 $804K 0.37% -591 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,451 $802K 0.2% +13 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,450 $802K 0.69% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,431 $798K 0.04% -319 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,425 $796K 0.11% -315 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,408 $792K 0.16% +252 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,405 $792K 0.05% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,392 $789K 0.37% +2 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,387 $787K 0.14% -7 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,378 $785K 0.22% +146 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,374 $785K 0.09% -240 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,360 $781K 0.06% +245 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,360 $781K 0.09% +2,318 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,349 $779K 0.02% -2,207 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,348 $778K 0.08% +329 13F-HR/A Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,346 $778K 0.04% +34 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,336 $776K 0.21% -54 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,327 $774K 0.35% -8 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,271 $771K 0.33% +12 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,315 $771K 0.09% +673 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,312 $770K 0.65% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,312 $770K 0.03% +181 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,303 $768K 0.01% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,297 $767K 0.29% +183 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,292 $766K 0.27% -25 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,286 $764K 0.03% +1,100 13F-HR Timeline Group Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,264 $759K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,255 $757K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,248 $755K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,187 $747K 0.01% 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,197 $743K 0.02% +90 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,195 $743K 0.1% -1,070 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,193 $742K 0.25% +1 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,187 $741K 0.07% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,183 $740K 0.02% -894 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,180 $739K 0.24% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,180 $739K 0.17% +2 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,170 $737K 0.49% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,169 $737K 0.31% -154 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,164 $736K 0.09% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,156 $734K 0.36% +399 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,147 $732K 0.53% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,141 $731K 0.16% +92 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,140 $730K 0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,135 $729K 0.11% +39 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3,114 $724K 0.18% -410 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,106 $722K 0.09% -2 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,105 $722K 0.06% +5 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,103 $721K 0.41% +681 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,100 $721K 0.18% +304 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,088 $718K 0.47% +685 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,069 $714K 0.14% +2 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 3,068 $713K 0.37% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,068 $713K 0.44% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,067 $713K 0.16% +50 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,065 $713K 0.43% +3 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 3,060 $712K 0.89% +95 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 3,049 $709K 0.86% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,049 $709K 0.06% -1 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,049 $709K 0.13% -197 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,040 $707K 0.36% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,038 $706K 0.03% -35 13F-HR/A Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,026 $704K 0.23% -117 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,090 $698K 0.09% -1,261 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,995 $696K 0.11% +1,594 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,994 $696K 0.07% +187 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,990 $695K 0.12% -84 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,946 $695K 0.15% -25 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,958 $688K 0.17% +43 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,936 $683K 0.48% -461 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,934 $682K 0.16% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,918 $679K 0.17% -127 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,917 $678K 0.06% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,914 $678K 0.02% -38 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,907 $676K 0.23% +120 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,904 $675K 0 Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,902 $675K 0.23% 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,901 $675K 0.34% +3 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,898 $674K 0.07% +1,238 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,888 $672K 0.03% +44 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,945 $671K 0.1% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,884 $671K 0.07% -75 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,882 $670K 0.41% -340 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,878 $669K 0.08% +295 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,878 $669K 0.35% -169 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,872 $668K 0.17% -47 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,861 $666K 0.19% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,223 $665K 0.66% 13F-HR/A Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,860 $665K 0.12% +1,077 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,840 $660K 0.62% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,839 $660K 0.24% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,828 $658K 0.17% -1,590 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,815 $655K 0.39% +274 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,804 $652K 0.04% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,799 $651K 0.03% +47 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,797 $650K 0.04% -1,102 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,792 $649K 0.2% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,775 $645K 0.05% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,752 $640K 0.12% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,749 $639K 0.02% -41 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,750 $639K 0.3% 0 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,745 $638K <0.01% -1,500 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,730 $635K 0.06% -175 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,712 $631K 0.01% -100 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,711 $630K 0.05% -83 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,701 $628K 0.03% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,689 $625K 0.52% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,689 $625K 0.34% -856 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,676 $622K 0.12% +470 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,672 $621K 0.27% -222 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,672 $621K 0.21% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,670 $621K 0.36% 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,662 $619K 0.04% -32 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,659 $618K 0.08% -25 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,652 $617K 0.24% +1,300 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,632 $612K 0.02% -200 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,631 $612K <0.01% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,620 $609K 0.18% +28 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,619 $609K 0.03% -61 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,617 $608K +107 Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,609 $607K 0.41% +1,197 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,606 $606K 0.12% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,603 $605K 0.04% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,648 $603K 0.19% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,589 $602K 0.23% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,587 $602K 0.36% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,583 $601K 0.46% -49 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,577 $599K 0.17% +245 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,575 $599K 0.06% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,574 $599K 0.3% +146 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,574 $599K 0.29% +215 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,573 $598K 0.03% -3,794 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,565 $596K 0.07% -158 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,565 $596K 0.27% +8 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,547 $592K 0.12% -58 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,539 $590K 0.1% -106 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,534 $589K 0.04% +100 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,531 $589K 0.08% +2 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,523 $587K 0.23% +930 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,523 $587K 0.13% +2 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,521 $586K 0.12% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,518 $585K 0.05% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,517 $585K 0.16% -10,390 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,516 $585K 0.45% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,516 $585K 0.03% +1 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,514 $585K 0.46% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,505 $582K 0.04% +70 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,504 $582K 0.07% +2 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 2,504 $582K 0.05% +200 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,500 $581K 0.06% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,500 $581K 0.09% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,487 $578K 0.22% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,487 $578K 0.21% +62 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,485 $578K 0.29% +2 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,481 $577K 0.39% +4 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,480 $577K 0.01% +438 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,462 $572K 0.06% -1,472 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,461 $572K 0.61% -147 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 2,460 $572K 0.14% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,456 $571K 0.07% 13F-HR Timeline