Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,864 $400K 0.04% -384 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,864 $400K 0.02% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,858 $399K 0.16% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,849 $397K 0.01% +17 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,842 $395K <0.01% +39 13F-HR/A Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 1,839 $395K 0.09% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,025 $394K 0.01% -4 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,834 $394K <0.01% -190 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,828 $392K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,815 $390K 0.11% +12 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,811 $389K 0.12% +10 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,810 $389K 0.02% +278 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,799 $386K 0.03% +2 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,777 $381K 0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,776 $381K 0.05% +62 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,775 $381K 0.01% +14 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,764 $380K 0.05% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,770 $380K 0.01% -642 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,765 $379K 0.02% +81 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,750 $376K 0.06% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,748 $375K 0.19% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,747 $375K 0.01% +145 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,741 $374K 0.01% +17 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,739 $373K <0.01% +54 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,736 $373K 0.01% 0 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,734 $372K 0.02% +194 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,725 $370K 0.14% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,723 $370K 0.01% +187 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,723 $370K 0.05% -75 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,700 $365K 0.03% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,700 $365K 0.01% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,700 $365K 0.27% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,695 $364K 0.24% -27 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,690 $363K 0.02% -150 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,688 $362K 0.01% -189 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,687 $362K 0.05% 0 13F-HR Timeline Lafayette Investments, Inc. 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More: the full row for Zullo Investment Group, Inc. 1,660 $356K 0.13% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,650 $354K 0.08% -218 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,650 $354K 0.07% -218 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,647 $354K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,638 $352K 0.06% -4 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,635 $351K 0.02% -412 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,629 $350K 0.06% +19 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,628 $349K 0.05% +94 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,785 $349K 0.05% -203 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,626 $349K 0.07% -2 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,619 $348K 0.05% +42 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,618 $347K 0.07% -79 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,617 $347K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,617 $347K 0.05% -15 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,615 $347K <0.01% +143 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,613 $346K 0.08% +86 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,602 $344K 0.06% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,596 $343K 0.24% -25 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,594 $342K 0.06% -49 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,595 $342K <0.01% -169 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,590 $341K 0.02% +118 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,584 $340K 0.01% -100 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,582 $340K 0.21% -2,290 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,579 $339K 0.08% -453 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,574 $338K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,561 $335K 0.01% +140 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,559 $335K 0.01% -168 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,554 $334K 0.1% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,553 $333K 0.02% +5 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,544 $333K 0.03% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,550 $333K 0.07% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,550 $333K 0.35% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,549 $332K 0.02% +38 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,546 $332K 0.11% -666 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,543 $331K 0.11% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,537 $330K 0.05% +56 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,537 $330K 0.08% -137 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,534 $329K 0.03% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,534 $329K 0.01% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,522 $327K 0.17% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,520 $326K 0.02% -30 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,520 $326K 0.13% +1 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,618 $324K 0.01% +79 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,509 $324K 0.01% +125 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,509 $324K 0.03% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,508 $324K 0.04% +40 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,506 $323K 0.03% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,538 $323K 0.39% -5 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,501 $323K 0.02% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,501 $322K 0.01% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,500 $322K 0.02% +187 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,500 $322K 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,500 $322K 0.22% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $322K 0.13% 0 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,499 $322K 0.04% +1 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,489 $321K 0.02% +24 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,511 $321K 0.03% -108 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,494 $321K 0.05% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,493 $320K 0.11% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,489 $320K 0.03% +13 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 1,487 $319K 0.08% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,486 $319K 0.02% +90 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,483 $318K 0.11% -282 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,490 $316K 0.08% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,469 $315K 0.1% 0 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,466 $315K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,466 $315K 0.04% +392 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,463 $314K 0.05% -316 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,473 $314K 0.01% +578 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,450 $311K 0.09% +34 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,450 $311K 0.14% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,450 $311K 0.09% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,437 $310K 0.01% -2 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,442 $310K <0.01% -1,576 13F-HR Timeline Group Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,433 $308K 0.2% -6,734 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,429 $307K 0.11% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,428 $307K <0.01% -29 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,426 $306K 0.13% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,421 $305K 0.26% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,420 $305K 0.01% -80 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,415 $304K 0.21% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,413 $303K 0.19% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,410 $303K 0.04% -100 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,411 $303K 0.06% +21 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,411 $303K 0.09% +7 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,407 $302K 0.24% -100 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,400 $300K 0.1% +67 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,391 $299K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,390 $298K +48 Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,388 $298K 0.08% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,383 $297K 0.02% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,382 $297K 0.08% -39 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,375 $295K 0.01% +1 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,374 $295K 0.06% +5 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,370 $294K 0.07% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,537 $294K 0.03% -856 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,368 $294K 0.04% -208 13F-HR/A Timeline Group 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 1,361 $292K 0.01% +14 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,359 $292K 0.14% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,084 $291K 0.08% +2,755 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,353 $290K 0.09% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,350 $290K 0.07% 0 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,350 $290K 0.05% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,347 $289K 0.03% -184 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 1,347 $289K 0.13% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,346 $289K 0.13% +104 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,344 $289K 0.03% +7 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,330 $285K <0.01% +120 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,327 $285K 0.04% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,323 $284K 0.06% -257 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,320 $283K 0.01% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,314 $282K 0.04% -105 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,351 $282K 0.23% -122 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,313 $282K 0.05% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,311 $281K 0.07% +6 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,301 $279K 0.45% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,299 $279K 0.02% -877 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,295 $278K 0.02% 0 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 1,287 $276K 0.14% 0 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 1,281 $275K 0.08% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,278 $274K 0.01% +14 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,276 $274K 0.14% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,268 $273K 0.06% +43 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,265 $272K 0.05% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,262 $271K 0.01% +8 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,262 $271K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,262 $271K 0.15% +160 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,252 $270K 0.05% +7 13F-HR/A Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,250 $270K 0.06% -24 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,274 $268K 0.01% +121 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,245 $267K 0.01% -19 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,245 $267K 0.06% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,245 $267K 0.01% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,243 $267K 0.2% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,275 $266K 0.05% +3 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,233 $266K 0.01% -1,005 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,238 $266K 0.14% -103 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,233 $265K 0.05% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,232 $264K 0.04% -283 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,249 $263K 0.04% -1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,224 $263K 0.02% 0 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,217 $263K 0.05% +1 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,223 $263K <0.01% +10 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,223 $263K 0.04% +55 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,218 $261K 0.02% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,213 $260K 0.22% -1 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,212 $260K 0.15% +113 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,210 $260K 0.13% -105 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,204 $258K 0.01% +184 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,200 $258K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,200 $258K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,195 $257K 0.04% 0 13F-HR Timeline Clark Capital Management Group, Inc. 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