Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,503 $469K 0.08% -3 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,500 $469K 0.06% -1,000 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,500 $469K 0.04% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,500 $469K 0.07% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,495 $468K 0.25% -1,116 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,493 $468K 0.12% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,490 $467K 0.06% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,489 $467K 0.24% +373 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,487 $467K 0.05% -11 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,486 $467K 0.15% -71 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,470 $465K 0.03% -7,020 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 3,466 $464K 0.21% -105 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,465 $464K 0.22% -808 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,461 $464K 0.07% -28 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,458 $463K 0.11% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,458 $463K 0.02% -110 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,455 $463K 0.68% -392 13F-HR/A Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,452 $462K 0.21% +5 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,442 $461K 0.1% -2,049 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,435 $460K 0.03% +2 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,434 $460K 0.13% -199 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,432 $460K 0.31% -17 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,420 $458K 0.14% +38 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,364 $458K 0.04% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,414 $457K 0.07% +247 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,406 $456K 0.12% -437 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,402 $456K 0.21% +7 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,400 $455K 0.01% 0 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 3,400 $455K 0.3% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Severin Investments, LLC More: the full row for Severin Investments, LLC 3,389 $454K 0.4% +57 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,383 $453K 0.05% -88 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,381 $453K 0.26% -758 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,364 $451K 0.1% 0 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 3,364 $451K 0.26% +27 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,357 $450K 0.13% -17,270 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,354 $449K 0.26% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,354 $449K 0.04% +1,421 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,346 $448K 0.26% -5 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,341 $448K 0.13% -142 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,335 $447K 0.08% -83 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,335 $447K 0.07% +136 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,334 $447K 0.07% +147 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,333 $446K 0.02% +21 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,331 $446K 0.13% +1 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,329 $446K 0.21% -716 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,329 $446K 0.42% 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,322 $445K 0.05% +1,089 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,321 $445K 0.04% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,319 $445K 0.04% -577 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,319 $445K 0.02% +92 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,317 $444K 0.05% +174 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,315 $444K 0.05% -4 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,307 $443K 0.16% -11 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,301 $442K 0.11% +93 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 3,300 $442K 0.17% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,297 $442K 0.07% -64 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,295 $441K 0.07% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 3,289 $441K 0.27% -27 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,289 $441K 0.04% +41 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,288 $440K 0.01% +14 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,413 $440K 0.15% -336 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,279 $439K 0.05% -386 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 3,273 $438K 16.33% +4 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,268 $438K 0.08% -189 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,270 $438K 0.02% -38 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,270 $438K 0.15% +89 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,267 $438K 0.03% +51 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,267 $438K 0.11% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,263 $437K 0.33% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,258 $436K 0.07% -50 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,255 $436K 0.03% +305 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,254 $436K 0.01% +92 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,252 $436K 0.09% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,251 $435K 0.53% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,245 $435K 0.02% -1,007 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,245 $435K 0.1% +316 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,240 $434K 0.04% -192 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,229 $432K 0.17% -25 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,229 $432K 0.01% -417 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,227 $432K 0.07% +350 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,221 $431K 0.74% 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,217 $431K 0.08% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,215 $431K 0.24% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,208 $430K 0.85% -34,608 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,200 $429K 0.12% -45 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,196 $428K 0.03% -278 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,189 $427K 0.08% +115 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,187 $427K 0.18% +11 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,185 $427K 0.41% -77 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,165 $424K 0.04% +12 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,159 $423K 0.18% -29 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,157 $423K 0.04% -2,326 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,260 $423K 0.12% +3,124 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,152 $422K 0.05% -122 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,150 $422K 0.26% -45 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,150 $422K 0.24% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,149 $422K 0.05% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,146 $421K 0.09% -202 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,133 $420K 0.06% -65 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,135 $420K 0.39% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,128 $419K 0.11% +17 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,126 $419K 0.17% +113 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,126 $419K 0.12% -907 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,123 $418K 0.11% +29 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,117 $417K 0.07% -56 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 3,112 $417K 0.2% +20 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,112 $417K 0.26% +1,006 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,110 $417K 0.06% +140 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,100 $415K 0.08% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,098 $415K 0.09% +10 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,095 $414K 0.05% -353 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,090 $414K 0.25% +45 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,076 $412K 0.02% +1,089 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,075 $412K 0.05% -30 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,074 $412K 0.02% +8 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,071 $411K 0.08% +500 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,068 $411K <0.01% +2,831 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,063 $410K 0.22% -409 13F-HR/A Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,067 $409K <0.01% -289 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,055 $409K 0.39% -41 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,054 $409K 0.01% -450 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,051 $409K 0.07% -49 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,051 $409K 0.23% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,050 $409K 0.04% -195 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,047 $408K 0.03% +612 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 3,220 $408K 0.26% +124 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 3,040 $407K 0.11% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,039 $407K 0.28% -39 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,037 $407K 0.17% +13 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,036 $407K 0.07% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,028 $406K 0.02% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,024 $405K 0.05% -42 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,016 $404K 0.06% +1,317 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,014 $404K 0.32% -46 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 3,012 $403K 0.39% +119 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,010 $403K 0.28% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,010 $403K 0.08% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,000 $402K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caption Management, LLC More: the full row for Caption Management, LLC 3,000 $402K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,987 $400K 0.02% +207 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,986 $400K 0.1% +122 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,970 $398K 0.11% +131 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,966 $397K 0.27% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,965 $397K 0.31% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,964 $397K 0.03% -264 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,963 $397K 0.34% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,955 $396K 0.1% -169 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,948 $395K 0.18% +97 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,939 $394K 0.04% +25 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,931 $393K 0.15% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,925 $392K 0.07% -539 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,919 $391K 0.06% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,918 $391K 0.02% -97 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,915 $390K 0.09% +296 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,913 $390K 0.35% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,913 $390K 0.12% -164 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,912 $390K 0.17% -676 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,909 $390K 0.32% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,901 $389K 0.07% -100 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,900 $388K 0.21% +8 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,893 $387K 0.02% +26 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,884 $386K 0.11% +491 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,907 $386K 0.03% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,878 $386K 0.04% new 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,875 $385K 0.09% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,887 $385K <0.01% +365 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,873 $385K 0.09% +325 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,873 $385K 0.18% -203 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,866 $384K 0.01% +479 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,865 $384K 0.13% -107 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,864 $384K 0.05% -132 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,855 $382K 0.28% +8 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,854 $382K 0.11% -287 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,853 $382K 0.02% +1,138 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,847 $381K 0.24% -26 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,844 $381K 0.04% -745 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,843 $381K 0.09% -797 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 2,837 $380K 0.23% +48 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,827 $379K 0.06% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,825 $378K 0.07% +883 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,820 $378K 0.03% -177 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,888 $378K 0.07% -81 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,814 $377K 0.11% -38 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,813 $377K 0.16% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,811 $377K 0.14% +35 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,038 $376K 0.08% +55 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 2,804 $376K 0.03% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,803 $375K 0.22% +16 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 2,802 $375K 0.16% +81 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,800 $375K 0.12% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,799 $375K 0.06% -346 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,794 $374K 0.06% -59 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,784 $373K 0.1% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,778 $372K 0.09% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,777 $372K 0.05% +445 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,763 $370K 0.29% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,758 $369K 0.25% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,756 $369K 0.07% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,755 $369K 0.02% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,755 $369K 0.05% -122 13F-HR Timeline