HEADINVEST, LLC More: the full row for HEADINVEST, LLC 18,828 $4.13M 0.85% +1,632 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 18,825 $4.13M 3.34% -735 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 18,819 $4.13M 0.01% +1,422 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 18,810 $4.13M 0.39% +666 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 18,805 $4.13M 1.34% +144 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 18,783 $4.12M 0.27% +217 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 18,752 $4.12M 0.88% +363 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 18,700 $4.11M 2.63% -44 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 18,694 $4.1M 1.74% +3,109 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 18,676 $4.1M 1.45% +4,221 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 18,606 $4.09M 1.93% +495 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 18,598 $4.08M 0.89% +275 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 18,582 $4.08M 1.33% +9,834 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 18,583 $4.08M 3.28% -6,063 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 18,492 $4.06M 0.69% +506 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 18,467 $4.05M 1.65% -270 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 18,448 $4.05M 0.41% +259 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 18,406 $4.04M 3.07% -750 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 18,393 $4.04M 0.93% -58 13F-HR Timeline ANB BANK More: the full row for ANB BANK 18,383 $4.04M 1.64% -281 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 18,346 $4.03M 0.35% -218 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 18,340 $4.03M 0.78% -88 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 18,316 $4.02M 1.36% +10,173 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 18,306 $4.02M 1.26% -163 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 18,277 $4.01M 0.88% -98 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 18,271 $4.01M 0.81% -143 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 18,252 $4.01M 1.42% +1,880 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 18,239 $4M 0.95% +7,700 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 18,223 $4M 1.8% +50 13F-HR/A Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 18,204 $4M 1.97% +254 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 18,189 $3.99M 0.77% +250 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 18,179 $3.99M 0.23% -4,604 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 18,175 $3.99M 2.8% -955 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 18,152 $3.99M 0.72% -329 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 18,120 $3.98M 1.08% -226 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 18,101 $3.97M 2.78% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 18,094 $3.97M 2.48% +1,423 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 18,081 $3.97M 1.68% 0 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 18,075 $3.97M 2.3% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 18,049 $3.96M 2.38% +65 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 18,000 $3.95M 0.09% +8,000 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,987 $3.95M 0.5% -392 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 17,983 $3.95M 0.68% -2,884 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 17,979 $3.95M 0.52% +164 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 17,938 $3.94M 2.26% -7,180 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 17,928 $3.94M 2.15% +1,868 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 17,925 $3.94M 0.49% -25 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,167 $3.93M 1.36% -21,359 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 17,917 $3.93M 1.49% +190 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,900 $3.93M 0.85% -936 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 17,895 $3.93M 0.73% +382 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,840 $3.92M 1.79% +240 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 17,833 $3.92M 0.21% +1,547 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 17,708 $3.9M 1.66% -56 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 18,021 $3.9M 1.14% -6,771 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 17,758 $3.9M 1.11% +961 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 17,749 $3.9M 3.24% -634 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 17,711 $3.89M 1.72% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,706 $3.89M 0.48% -600 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 17,678 $3.88M 0.82% -299 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 17,671 $3.88M 0.5% +2,487 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 17,669 $3.88M 1.63% -798 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 17,659 $3.88M 2.9% +4,680 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 17,625 $3.87M 1.09% +958 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 17,614 $3.87M 2.18% +465 13F-HR/A Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 17,568 $3.86M 2.37% +26 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 17,560 $3.86M 0.83% +2,425 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 17,560 $3.86M 1.85% +35 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 17,554 $3.85M 0.36% -13 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 17,521 $3.85M 1.3% -561 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 17,511 $3.84M 0.75% +7 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 17,473 $3.83M 1.45% +21 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 17,415 $3.82M 1.37% -742 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 17,400 $3.82M 0.7% +558 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 17,391 $3.82M 1.91% -96 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 17,390 $3.82M 1.44% +1,021 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 17,384 $3.82M 1.59% +619 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 17,383 $3.82M 2.37% -50 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 17,382 $3.82M 2.5% -220 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 17,379 $3.82M 0.77% +171 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 17,369 $3.81M 1.39% +18 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 17,349 $3.81M 2.03% +1,932 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 17,340 $3.81M 2.96% +5,488 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 17,305 $3.8M 0.43% -367 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 17,295 $3.8M 2.25% -618 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 17,264 $3.79M 0.94% -2,053 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 17,258 $3.79M 2.3% -65 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 17,258 $3.79M 2.04% +756 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 17,241 $3.79M 2.15% +269 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 17,219 $3.78M 0.93% +5,142 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 17,195 $3.78M 0.17% -2,826 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,182 $3.77M 1.26% +1,210 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 17,174 $3.77M 0.71% +654 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,169 $3.77M 1.6% -94 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 17,165 $3.77M 2.95% -1,381 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 17,133 $3.76M 1.37% -166 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 17,128 $3.76M 0.41% -2,429 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,119 $3.76M 1.57% +1,288 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 17,118 $3.76M 0.49% +295 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 17,116 $3.76M 1% +300 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 17,116 $3.76M 3.65% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 17,110 $3.76M 0.81% -362 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 17,088 $3.75M 0.51% -860 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 17,072 $3.75M 2.15% +321 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 17,039 $3.74M 1.68% -145 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 17,006 $3.73M 1.38% +632 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 17,000 $3.73M 2.01% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 16,975 $3.73M 0.64% +532 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 16,972 $3.73M 1.4% +2,720 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 16,967 $3.73M 0.91% -241 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 16,966 $3.73M 0.57% +5,150 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,951 $3.72M 1.67% -1,082 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 16,806 $3.72M 2.5% -571 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 16,921 $3.72M 2.18% -925 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 16,917 $3.71M 2.55% +635 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 16,887 $3.71M 2.69% +99 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 16,865 $3.7M 1.03% +130 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 16,858 $3.7M 1.11% +1,351 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 17,170 $3.7M 1.81% +1,316 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 16,857 $3.7M 2.28% +228 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,837 $3.7M 0.84% +528 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 16,822 $3.69M 1.18% +968 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 16,809 $3.69M 1.65% +3,315 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 16,807 $3.69M 2.25% +14,004 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 16,799 $3.69M 2.6% -16 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 16,782 $3.68M 1.57% +55 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 16,781 $3.68M 0.81% +886 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 16,748 $3.68M 2.96% +3,075 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 16,744 $3.68M 0.32% -90 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 16,740 $3.68M 2.73% -540 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 16,726 $3.67M 0.55% +5,714 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 16,607 $3.66M 0.4% -5,851 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 16,685 $3.66M 2.66% -412 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 16,683 $3.66M 2.05% -182 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 16,682 $3.66M 1.8% +354 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 16,681 $3.66M 1.46% +703 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,666 $3.66M 1.69% -20 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 16,659 $3.66M 2.44% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 16,657 $3.66M 0.32% +265 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,239 $3.66M 0.96% -266 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 16,653 $3.66M 2.46% +1,337 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 16,651 $3.66M 2.31% +275 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 16,630 $3.65M 1.34% -2,366 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,596 $3.64M 0.28% +64 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 16,563 $3.64M 1.15% +95 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 16,501 $3.62M 0.31% +498 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 16,500 $3.62M 0.18% 0 13F-HR/A Timeline Eukles Asset Management More: the full row for Eukles Asset Management 16,493 $3.62M 1.41% +55 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 16,487 $3.62M 1.11% -258 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 16,398 $3.62M 0.69% -217 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 16,473 $3.62M 1.31% -199 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 16,422 $3.61M 1.38% -290 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 16,408 $3.6M 1.42% +1,628 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 16,391 $3.6M 1.1% +1,534 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 16,376 $3.6M 1.94% +25 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 16,348 $3.59M 1.42% -145 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 16,345 $3.59M 1.37% -96 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16,331 $3.59M 0.58% +150 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 16,309 $3.58M 2.09% -241 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 16,288 $3.58M 0.82% +1,758 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 16,259 $3.57M 1.56% -253 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 16,255 $3.57M 1.54% +497 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 16,233 $3.56M 1.04% +2,346 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,231 $3.56M 1.61% +242 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 16,229 $3.56M 0.96% +350 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 16,216 $3.56M 2.48% +1,012 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,179 $3.55M 0.95% +4,278 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 16,122 $3.54M 0.5% -4,746 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 16,120 $3.54M 1.58% 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 16,112 $3.54M 0.84% +265 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 16,072 $3.53M 0.06% +1,984 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 16,052 $3.52M 1% +138 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 16,051 $3.52M 0.43% +412 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 16,010 $3.52M 0.46% +12,363 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 16,010 $3.52M 0.79% -95 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 15,996 $3.51M 0.52% -826 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 15,984 $3.51M 0.32% -2,499 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 15,974 $3.51M 0.89% +250 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,946 $3.5M 0.57% -570 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 15,945 $3.5M 0.54% +4,910 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 15,945 $3.5M 0.7% +1,188 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 15,923 $3.5M 1.02% +78 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 15,893 $3.49M 2.3% +3,288 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,888 $3.49M 1.08% +933 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 15,878 $3.49M 1.61% +440 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 15,742 $3.48M 2.8% -472 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 15,855 $3.48M 1.9% +570 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 15,800 $3.47M 2.16% +1,603 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 15,742 $3.46M 1.37% -94 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15,715 $3.45M 0.49% +1,617 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 15,713 $3.45M 1.17% +180 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,710 $3.45M 0.17% +394 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 15,702 $3.45M 1.49% -13 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,695 $3.45M 1.17% -53 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 15,687 $3.44M 0.38% +2,285 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 15,685 $3.44M 0.87% +1,647 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 15,672 $3.44M 0.91% -1,018 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 15,653 $3.44M 1.3% -3,242 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 15,623 $3.43M 0.27% +713 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 15,619 $3.43M 0.73% +791 13F-HR Timeline