Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,623 $375K 0.12% +608 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,620 $374K 0.24% +758 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,619 $374K 0.13% +21 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 1,618 $373K 0.01% +140 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,615 $373K 0.26% -4 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,606 $371K 0.22% +523 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. 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Inc 1,239 $286K 0.08% 0 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,237 $286K 0.12% 0 13F-HR Timeline Financial Sense Advisors, Inc. 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Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,184 $273K 0.49% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,145 $273K 0.2% +15 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 1,177 $272K 0.18% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,176 $271K 0.06% +116 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,175 $271K 0.02% -287 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1,174 $271K 0.2% 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 1,174 $271K 0.27% 13F-HR Timeline NewCorp Financial Services, Inc. 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