Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 8,226 $2.71M 0.24% +895 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,222 $2.71M 0.6% +605 13F-HR/A Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,210 $2.71M 1.07% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,122 $2.71M 1.35% +212 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,199 $2.7M 0.38% +361 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,192 $2.7M 2.09% +150 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,191 $2.7M 0.79% -386 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,191 $2.7M 0.04% +52 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,167 $2.69M 0.5% -510 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,163 $2.69M 0.44% +1,861 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,162 $2.69M 0.99% -209 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,162 $2.69M 0.32% -454 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,160 $2.69M 1.01% +3,311 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,157 $2.69M 2.1% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,150 $2.69M 0.78% +1,000 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,132 $2.68M 0.62% -84 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 8,127 $2.68M 0.17% -63,818 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,126 $2.68M 0.35% -304 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,125 $2.68M 1.83% -41 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,098 $2.67M 1.13% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 19,795 $2.67M 1.16% +12,370 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,037 $2.65M 0.28% +2,022 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,010 $2.64M 0.66% +72 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,006 $2.64M 0.61% +253 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,004 $2.64M 0.61% -394 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,981 $2.63M 0.54% -11 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 7,966 $2.63M 0.23% new 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,959 $2.63M 0.79% +355 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 7,950 $2.62M 0.08% -18,854 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 7,948 $2.62M 0.87% -261 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,565 $2.61M 1.09% +1 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,903 $2.61M 0.73% -701 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,892 $2.6M 0.39% +563 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,885 $2.6M 0.98% +965 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 7,873 $2.6M 1.01% +2,109 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 7,870 $2.6M 0.56% -130 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7,858 $2.59M 0.99% +400 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,855 $2.59M 0.17% +111 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,850 $2.59M 1.07% +742 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,830 $2.58M 0.1% +329 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,821 $2.58M 0.73% +1,155 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,798 $2.57M 0.44% -2,026 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 7,773 $2.56M 1.78% -6,515 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,755 $2.56M 0.68% +157 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,727 $2.55M 0.29% -359 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,711 $2.54M 0.62% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,686 $2.54M 0.19% +191 13F-HR/A Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 7,670 $2.53M 1.86% +444 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,669 $2.53M 2.06% +4,054 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 7,667 $2.53M 1.44% +341 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,667 $2.53M 1.12% +155 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,658 $2.53M 0.14% -2,664 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,658 $2.53M 2.3% -129 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 7,657 $2.53M 1.91% -2,810 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,646 $2.52M 0.44% -550 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,632 $2.52M 0.35% +1,249 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,619 $2.51M 0.89% -172 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,610 $2.51M 0.96% -1,910 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,606 $2.51M 1.14% +6,825 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 7,605 $2.51M 1.65% +1,685 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 6,951 $2.51M 0.31% -6,357 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,592 $2.5M 0.03% +178 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 7,579 $2.5M 0.5% +899 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,564 $2.5M 1.32% -109 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 7,544 $2.49M 0.84% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,543 $2.49M 0.2% -2,074 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,543 $2.49M 0.57% -3,266 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,540 $2.49M 1.45% +4,534 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 7,510 $2.48M 1.37% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 7,509 $2.48M 0.69% -64 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,495 $2.47M 1.45% -844 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,486 $2.47M 0.67% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 7,469 $2.46M 1.35% -1,000 13F-HR Timeline Albar Capital Partners LLP More: the full row for Albar Capital Partners LLP 7,465 $2.46M 0.56% -19,673 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,448 $2.46M 1.84% -13 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,440 $2.45M 0.94% -771 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 7,428 $2.45M 0.97% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 7,420 $2.45M 0.88% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,410 $2.44M 0.49% 0 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,400 $2.44M 1.71% +1,400 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,380 $2.43M 0.47% +140 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,379 $2.43M 0.21% +2,032 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,079 $2.43M 0.55% -190 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,369 $2.43M 0.78% +12 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 7,369 $2.43M 0.54% +482 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,351 $2.43M 0.36% +1,093 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 7,347 $2.42M 0.3% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,343 $2.42M 0.84% -258 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,322 $2.42M 0.8% +262 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 7,317 $2.41M 1.39% -70 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,311 $2.41M 1.14% +242 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 7,310 $2.41M -1,197 Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,309 $2.41M 0.32% +468 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,301 $2.41M 0.63% +308 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,298 $2.41M 0.9% +98 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,294 $2.41M 1.5% +2,111 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,286 $2.4M 0.05% +1,360 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,276 $2.4M 1.61% +34 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,263 $2.4M 1.86% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,262 $2.4M 1.44% +854 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 7,250 $2.39M 0.98% -35 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,249 $2.39M 0.36% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,246 $2.39M 0.47% -245 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,212 $2.38M 0.84% +1,598 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,209 $2.38M 2.11% -876 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,199 $2.37M 0.18% +405 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 6,918 $2.37M 0.47% +139 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,184 $2.37M 0.69% +454 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,683 $2.37M 0.65% -3,884 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,382 $2.36M 1.38% +235 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,146 $2.36M 0.93% +64 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,132 $2.35M 0.87% +69 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 7,120 $2.35M 0.88% -240 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,115 $2.35M 0.28% +1,777 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 7,114 $2.35M 0.65% -836 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,114 $2.35M 0.51% -186 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,102 $2.34M 0.26% +21 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 7,100 $2.34M 1.83% -53,300 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 7,084 $2.34M 2.25% -1,899 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,080 $2.34M 0.57% -1,230 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 7,058 $2.33M 1.77% -394 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 7,053 $2.33M 0.45% +3,049 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,051 $2.33M 1.19% -116 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,047 $2.32M 0.2% -3,455 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,288 $2.32M 0.52% +189 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,651 $2.32M 0.36% +4,072 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,035 $2.32M 0.2% +65 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,032 $2.32M 0.22% +69 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,030 $2.32M 1.6% -2,050 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 6,953 $2.32M 0.2% -397 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,014 $2.31M 0.33% -679 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,013 $2.31M 0.1% +3,104 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 7,010 $2.31M 0.8% +3,306 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 7,000 $2.31M 0.29% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,987 $2.31M 0.32% -228 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 6,516 $2.31M 0.84% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,972 $2.3M 0.1% -545 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 6,943 $2.29M 0.24% -3,052 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,929 $2.29M 0.22% -166 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,913 $2.28M 0.07% +328 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,901 $2.28M 0.32% +541 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,900 $2.28M 1.02% +15 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 6,892 $2.27M 1.07% -2,346 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 6,866 $2.27M 0.79% +4,609 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,865 $2.27M 1.61% -490 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,861 $2.26M 0.76% +180 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,854 $2.26M 0.15% +26 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,852 $2.26M 0.82% -369 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 6,842 $2.26M 0.5% +3,394 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,835 $2.25M 0.42% +150 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 6,831 $2.25M 1.05% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,685 $2.24M 1.86% -896 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 6,769 $2.23M 1.49% +1,005 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,751 $2.23M 0.34% +379 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,740 $2.22M 0.69% +1,425 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,728 $2.22M 0.31% -186 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,723 $2.22M 0.94% -294 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,715 $2.22M 0.47% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,710 $2.21M 0.28% +3,123 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,705 $2.21M 0.45% +651 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,628 $2.21M 0.82% -51 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,683 $2.2M 0.75% -84 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,683 $2.2M 0.55% +1,135 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,640 $2.19M 1% -137 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,630 $2.19M 1.2% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,619 $2.18M 0.41% +303 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,604 $2.18M 0.84% -464 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,593 $2.17M 0.19% -205 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,591 $2.17M 1.39% -1,933 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,574 $2.17M 0.5% +2,350 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,542 $2.16M 0.63% +49 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,538 $2.16M 0.15% -15,296 13F-HR/A Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,532 $2.15M 0.38% +759 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,527 $2.15M 0.87% -57 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,525 $2.15M 0.24% -1 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,526 $2.15M 1.36% -198 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,523 $2.15M 0.53% -289 13F-HR Timeline Group J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,521 $2.15M 0.31% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,515 $2.15M 1.17% -6 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,511 $2.15M 1.15% -43 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 6,498 $2.14M 1.68% -1,772 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,489 $2.14M 0.51% +66 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,485 $2.14M 0.13% +3,647 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 6,474 $2.14M 0.78% +5,624 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,473 $2.14M 0.39% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,450 $2.13M 0.31% -520 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,443 $2.13M 0.59% +828 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,434 $2.12M 0.84% +215 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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