Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,540 $249K 0.07% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,540 $249K 0.07% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,539 $249K 0.02% -78 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,539 $249K 0.08% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 1,534 $248K 0.1% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,532 $248K 0.02% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,530 $248K <0.01% -330 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,530 $248K 0.1% -47 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,528 $247K 0.05% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,526 $247K 0.06% -94 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,038 $247K 0.07% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,524 $247K 0.2% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,210 $246K 0.04% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,521 $246K 0.02% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,520 $246K 0.02% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,519 $246K 0.05% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,518 $246K 0.04% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,517 $246K 0.13% -2,202 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,514 $245K 0.1% +16 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,507 $244K 1.32% -5,767 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,503 $243K 0.1% +7 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,500 $243K 0.39% new 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,500 $243K 0.08% -34,500 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,499 $243K 0.14% -12 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,029 $242K 0.06% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,497 $242K 0.15% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,492 $241K 0.09% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,486 $240K 0.03% -103 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,483 $240K 0.16% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,482 $240K 0.02% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,479 $239K 0.06% +30 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,176 $239K 0.06% -24 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,476 $239K 0.04% -417 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,475 $239K 0.02% 0 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,469 $238K 0.12% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,466 $237K 0.04% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,466 $237K 0.11% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,462 $237K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,442 $235K 0.03% +11 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,425 $234K 0.03% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,443 $233K 0.04% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,443 $233K 0.04% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,442 $233K 0.17% new 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,435 $232K 0.08% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,436 $232K 0.14% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,433 $232K 0.05% +22 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,431 $232K 0.02% +5 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,003 $231K 0.04% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,425 $231K 0.13% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,422 $230K 0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,411 $228K 0.2% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,408 $228K 0.05% -351 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,404 $227K 0.02% -372 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,400 $227K 0.01% -140 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,400 $227K 0.13% -13,900 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,399 $226K 0.06% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,396 $226K 0.16% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,394 $226K 0.02% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,392 $225K 0.04% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,391 $225K 0.04% -762 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,390 $225K 0.14% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,389 $225K 0.07% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,319 $225K 0.09% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,387 $224K 0.02% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,383 $224K 0.02% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,380 $223K 0.02% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,380 $223K 0.13% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,379 $223K 0.03% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,382 $223K 0.07% -3,480 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,376 $223K 0.07% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,380 $222K 0.03% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,369 $221K 0.07% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,368 $221K 0.02% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,367 $221K 0.06% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,364 $221K 0.05% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,361 $220K 0.04% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,361 $220K 0.06% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,360 $220K 0.04% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,358 $220K 0.09% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,354 $219K 0.06% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,353 $219K 0.07% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,351 $219K 0.03% -522 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,350 $218K 0.17% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archer Investment Corp More: the full row for Archer Investment Corp 1,350 $218K 0.05% +239 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,350 $218K 0.13% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 913 $218K 0.05% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,346 $218K 0.03% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,112 $217K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,340 $217K 0.07% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,339 $217K 0.09% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,335 $216K 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,335 $216K 0.05% -1,379 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,335 $216K 0.28% -21,565 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,332 $216K 0.04% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 902 $215K 0.44% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,326 $215K 0.2% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,325 $214K 0.1% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,324 $214K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,321 $214K 0.01% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,317 $213K 0.17% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,322 $213K 0.03% +292 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,316 $213K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,316 $213K 0.09% -3 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,315 $213K 0.13% new 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,312 $212K 0.63% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,311 $212K 0.03% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,310 $212K 0.02% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,310 $212K 0.01% +405 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,309 $212K 0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,308 $212K 0.09% +604 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,307 $211K 0.07% -422 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,304 $211K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,286 $211K 0.1% +406 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,300 $210K 0.01% +188 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,300 $210K 0.04% -456 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,300 $210K 0.27% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,298 $210K 0.05% -1,528 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,297 $210K 0.1% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,288 $210K 0.04% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,295 $210K 0.03% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,295 $210K 0.13% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,294 $209K 0.02% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,293 $209K 0.13% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,290 $209K 0.06% -583 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,288 $208K 0.04% -272 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,288 $208K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,285 $208K 0.13% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,278 $207K 0.1% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,277 $207K 0.01% new 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,268 $205K 0.12% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,261 $204K 0.16% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,261 $204K 0.16% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,260 $204K 0.09% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,258 $204K 0.12% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,258 $204K 0.07% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,256 $203K 0.02% +1,177 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,255 $203K 0.06% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,252 $203K 0.03% +352 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,252 $203K 0.06% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,250 $202K 0.05% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,249 $202K 0.02% new 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,250 $202K 0.05% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,242 $201K 0.05% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,230 $199K 0.04% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,186 $192K 0.03% -3,944 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,137 $184K -45 Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,127 $182K 0.03% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,126 $182K 0.11% +148 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,086 $176K 0.03% +646 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,083 $175K 0.01% +18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,082 $175K 0.06% +30 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,072 $173K +191 Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,070 $173K 0.07% +129 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,065 $172K 0.04% +8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,051 $170K 0.02% +27 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,025 $166K 0.03% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,020 $165K 0.12% +100 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,000 $162K 0.04% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 987 $160K 0.02% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 979 $158K 0.02% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 944 $153K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 952 $153K 0.04% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 939 $152K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 931 $150K 0.02% -101 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 926 $150K 0.02% -4 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 925 $150K 0.01% -47 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 922 $149K 0.07% +200 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 912 $148K 0.06% +450 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 906 $147K <0.01% 0 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 902 $146K 0.04% +246 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 899 $145K 0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 894 $145K 0.02% +119 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 872 $141K 0.05% +642 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 852 $138K 0.02% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 835 $135K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 827 $134K 0.06% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 820 $133K 0.04% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 820 $133K 0.09% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 819 $133K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 792 $130K 0.04% +284 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 792 $128K 0.1% +47 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 790 $128K 0.09% +190 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 784 $127K 0.05% -675 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 767 $124K 0.01% +252 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 766 $124K 0.04% +490 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 766 $124K 0.1% +114 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 761 $123K 0.11% -2,060 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 743 $120K 0.04% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 725 $117K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 708 $117K 0.01% +687 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 700 $113K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 698 $113K 0.08% +73 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 698 $113K 0.04% -200 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 694 $112K 0.22% -7,649 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 659 $107K 0.04% +11 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 657 $106K 0.05% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 655 $106K 0.07% -437 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 650 $105K 0.02% +2 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 650 $105K 0.03% new 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 650 $105K <0.01% 0 13F-HR Timeline