Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,062 $1.78M 0.35% -132 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,046 $1.77M 0.06% +183 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,045 $1.77M 0.04% +634 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,044 $1.77M 0.26% +30 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,041 $1.77M 0.3% -2,728 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,040 $1.77M 0.17% +171 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 3,040 $1.77M 1.35% -97 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,029 $1.76M 0.11% -57 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,028 $1.76M 0.45% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,024 $1.76M 0.27% -1,082 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,628 $1.75M 0.26% -1,183 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,018 $1.75M 0.02% +2,012 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,013 $1.75M 0.2% -861 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 3,007 $1.75M 0.06% +187 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,999 $1.74M 0.61% +95 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,992 $1.74M 0.82% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,988 $1.74M 0.14% new 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 2,989 $1.74M 1.88% 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,986 $1.73M 1.31% -121 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,979 $1.73M 0.53% +139 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,978 $1.73M 1.15% +51 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,973 $1.73M 1% +66 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,964 $1.72M 0.45% +302 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,964 $1.72M 0.32% +1,045 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,963 $1.72M 0.16% -550 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,961 $1.72M 0.39% +155 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,954 $1.72M 0.29% -230 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,952 $1.71M 0.4% +1,280 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 2,945 $1.71M 0.75% -229 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,938 $1.71M 0.37% -355 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,929 $1.7M 0.15% +2,525 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,918 $1.7M 0.38% +91 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 2,915 $1.69M 0.53% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,913 $1.69M 0.15% -364 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,912 $1.69M 1.14% +17 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,910 $1.69M 0.93% +165 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,899 $1.68M 0.28% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,896 $1.68M 0.22% +237 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,896 $1.68M 0.02% -7 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,885 $1.68M 0.25% -476 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,878 $1.67M 0.13% +53 13F-HR Timeline Spear Advisors LLC More: the full row for Spear Advisors LLC 2,876 $1.67M 0.57% +560 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,874 $1.67M 0.89% +59 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,550 $1.67M 0.67% +228 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,865 $1.66M 0.32% +295 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,851 $1.66M 0.16% +465 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,846 $1.65M 1.12% +39 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,844 $1.65M 1.52% -503 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,834 $1.65M 0.37% -948 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,976 $1.64M 0.15% +150 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,826 $1.64M 0.61% -36 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,826 $1.64M 0.35% -118 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,820 $1.64M 0.2% -476 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,813 $1.63M 0.04% +461 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,807 $1.63M 0.7% +2,519 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,805 $1.63M 0.42% -58 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,804 $1.63M 0.91% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,801 $1.63M 0.76% -22 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,800 $1.63M 0.02% -404 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 2,793 $1.62M 0.44% +27 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,790 $1.62M 0.13% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,790 $1.62M 0.15% +536 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,787 $1.62M 0.4% +494 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,775 $1.61M 0.26% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,774 $1.61M 0.11% +54 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,886 $1.61M 0.95% -220 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,772 $1.61M 0.43% -61 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,772 $1.61M 0.47% -1,041 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,768 $1.61M 0.34% -618 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,757 $1.6M 0.32% +1,426 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,747 $1.6M 0.56% -307 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,744 $1.59M 0.45% -84 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,744 $1.59M 0.41% new 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,740 $1.59M 0.86% -201 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,733 $1.59M 0.24% +260 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2,732 $1.59M 1.6% +1,783 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,730 $1.59M 0.41% +242 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,729 $1.59M 1.05% +853 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,726 $1.58M 0.49% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,726 $1.58M 0.34% new 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,724 $1.58M 0.19% +218 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,715 $1.58M 0.1% +760 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,713 $1.58M 0.22% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,710 $1.57M 0.1% +94 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,704 $1.57M 0.13% -321 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,699 $1.57M 0.31% +649 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 2,698 $1.57M 0.06% +1,110 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,697 $1.57M 0.26% +901 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,694 $1.56M 0.11% +1,019 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,691 $1.56M 0.13% -9,993 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,686 $1.56M 0.83% +1,481 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,683 $1.56M 0.14% -220 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,677 $1.56M 0.19% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,677 $1.56M 0.31% +735 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,670 $1.55M 0.28% +545 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,676 $1.55M 0.03% -176 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,665 $1.55M 0.43% +525 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,665 $1.55M 0.14% +1,320 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 2,666 $1.55M 0.05% -1,074 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,663 $1.55M 0.18% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,659 $1.54M 0.28% -869 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,655 $1.54M 0.99% +1,089 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,650 $1.54M 1.05% -17 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,643 $1.54M 0.49% -229 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,642 $1.53M 0.13% +55 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,642 $1.53M 0.63% +136 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,641 $1.53M 0.35% +1,238 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,618 $1.52M 0.82% +956 13F-HR/A Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,615 $1.52M 0.11% -48 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,613 $1.52M 0.12% -52 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,613 $1.52M 0.51% -2 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,611 $1.52M 0.15% +593 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,609 $1.52M 0.05% +49 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,603 $1.51M 0.94% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,603 $1.51M 0.25% +1,577 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,601 $1.51M 0.45% new 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 2,600 $1.51M 0.77% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,597 $1.51M 0.04% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 2,591 $1.51M 1.09% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,585 $1.5M 0.49% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,576 $1.5M 0.14% -232 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,574 $1.5M 0.16% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,571 $1.49M 0.43% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,558 $1.49M 0.21% +1,739 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,554 $1.48M 0.59% +51 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,543 $1.48M 0.2% +338 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,540 $1.48M 0.19% +455 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,533 $1.47M 0.16% -1,209 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,532 $1.47M 0.81% +37 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,531 $1.47M 0.1% +1,261 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,526 $1.47M 0.95% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,524 $1.47M 0.15% +576 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,521 $1.46M 0.12% -523 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,517 $1.46M 0.02% -24 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,511 $1.46M 0.02% +409 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,501 $1.45M 0.29% +453 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,500 $1.45M 0.17% +388 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,500 $1.45M 0.53% -4,217 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,494 $1.45M 0.28% -20 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,491 $1.45M 0.56% -168 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,489 $1.45M 0.76% +409 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 7,101 $1.44M 0.32% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,485 $1.44M 0.09% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,482 $1.44M 0.32% +3 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,473 $1.44M 0.32% +655 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,471 $1.44M 0.08% -25 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,469 $1.43M 0.32% -944 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,743 $1.43M 0.5% -716 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,461 $1.43M 0.3% +639 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,461 $1.43M 0.87% +2 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,004 $1.42M 0.43% +1,199 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,451 $1.42M 0.35% -5 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,447 $1.42M 0.86% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,441 $1.42M 0.49% -1,512 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,437 $1.42M 0.45% -44 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,437 $1.42M 1.07% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,434 $1.41M 0.02% +1,550 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,429 $1.41M 0.51% +54 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,427 $1.41M 0.36% -565 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,422 $1.41M 0.36% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,422 $1.41M 0.45% +1,733 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,708 $1.4M 1.03% +11 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,402 $1.4M 0.16% +743 13F-HR/A Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,402 $1.4M 0.37% -310 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,400 $1.39M 0.03% +247 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,400 $1.39M 0.33% -300 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,396 $1.39M 0.14% -28 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,395 $1.39M 0.22% -276 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,395 $1.39M 0.27% +304 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,394 $1.39M 0.62% -88 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,393 $1.39M 0.63% +65 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,391 $1.39M 0.02% +16 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,390 $1.39M 0.16% +179 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 2,381 $1.38M 0.55% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,377 $1.38M 0.03% +65 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 2,376 $1.38M 0.51% +158 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,374 $1.38M 0.18% +12 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,372 $1.38M 0.11% -978 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,371 $1.38M 0.24% -527 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,369 $1.38M 0.16% -11,052 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,366 $1.37M 0.37% -150 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,363 $1.37M 0.49% +104 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,360 $1.37M 0.11% +458 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,358 $1.37M 0.22% -95 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,350 $1.37M 0.46% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,350 $1.37M 0.9% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,328 $1.35M 0.16% +210 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,326 $1.35M 0.32% +322 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,304 $1.34M 0.07% +1,019 13F-HR Timeline Group American Trust More: the full row for American Trust 2,303 $1.34M 0.1% +696 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,300 $1.34M 0.36% +586 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,297 $1.33M 0.68% -85 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,284 $1.33M 0.58% +53 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,283 $1.33M 0.16% -226 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,281 $1.33M 0.22% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,279 $1.32M 0.08% +112 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,278 $1.32M 0.28% -32 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,277 $1.32M 0.62% +383 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,274 $1.32M 0.05% -45 13F-HR/A Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,273 $1.32M 0.16% -744 13F-HR Timeline