Hemington Wealth Management More: the full row for Hemington Wealth Management 1,623 $481K 0.12% +53 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,619 $480K 0.12% +1 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,489 $478K 0.27% -108 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,612 $478K 0.14% +2 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,608 $477K 0.11% +141 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,607 $477K 0.02% +543 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,607 $477K 0.1% +147 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,605 $476K 0.17% +2 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,605 $476K 0.34% +101 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,605 $476K 0.03% +287 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,600 $475K 0.05% -97 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,596 $474K 0.07% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,592 $473K 0.01% +328 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,591 $472K 0.07% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,590 $472K 0.06% +23 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,584 $470K 0.2% +51 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,583 $470K 0.19% -196 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,580 $469K 0.17% -82 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,580 $469K 0.07% -1,009 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,578 $468K 0.09% +182 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,576 $468K 0.08% -3 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,570 $466K 0.29% -202 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,568 $465K 0.15% +517 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,560 $463K 0.31% +244 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,554 $461K 0.02% -174 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,554 $461K 0.12% -3 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,553 $461K 0.5% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,551 $460K 0.31% -185 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,550 $460K 0.01% -6 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 1,548 $459K 0.04% +251 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 1,545 $459K 0.36% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,543 $458K 0.1% +142 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,541 $457K 0.25% +135 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,534 $455K 0.12% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,526 $453K <0.01% -159 13F-HR Timeline MOTCO More: the full row for MOTCO 1,525 $453K 0.05% -555 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,525 $453K 0.18% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,525 $452K 0.17% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,522 $452K 0.05% +1 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,510 $448K 0.03% +35 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,509 $448K 0.08% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,507 $447K 0.06% +416 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,501 $446K 0.1% -2,480 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,500 $445K 0.01% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,500 $445K 0.07% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,500 $445K 0.05% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,500 $445K 0.22% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,500 $445K 0.05% 0 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,500 $445K 0.29% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $445K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,498 $445K <0.01% -77 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,495 $444K 0.11% +66 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,492 $443K 0.27% +3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,492 $443K 0.42% +15 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,490 $442K 0.22% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,392 $441K 0.09% +80 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,483 $440K 0.03% -4 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,481 $440K 0.04% -5 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,481 $440K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,478 $439K 0.05% +466 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,468 $436K 0.04% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,465 $435K 0.03% -195 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,464 $434K 0.12% -8 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,463 $434K 0.07% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,456 $432K 0.03% +63 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,456 $432K 0.1% -15 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,455 $432K 0.08% +296 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,453 $431K 0.06% -33 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,453 $431K 0.34% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,451 $431K 0.01% +370 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,450 $430K 0.21% -21 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,450 $430K 0.07% -100 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,374 $429K 0.09% +129 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,416 $429K 0.02% -17 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,445 $429K 0.36% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,443 $428K 0.03% +72 13F-HR/A Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,443 $428K 0.06% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,443 $428K 0.03% -118 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,442 $428K 0.14% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 1,440 $427K 0.08% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,430 $424K 0.25% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,430 $424K 0.02% +4 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,424 $423K 0.04% +35 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,421 $422K 0.19% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,420 $421K 0.09% -20 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,416 $420K 0.09% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,416 $420K 0.19% -150 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,416 $420K 0.32% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,413 $419K 0.07% -21 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,412 $419K 0.01% +52 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,411 $419K 0.02% +32 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,400 $415K 0.16% +90 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,304 $415K 0.16% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,397 $415K 0.19% -68 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,394 $414K 0.03% +356 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,391 $413K 0.04% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,391 $413K 0.09% -11 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,380 $410K 0.21% -300 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,378 $409K 0.02% +543 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,375 $408K 0.09% -103 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,374 $408K 0.07% +200 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,373 $407K 0.21% +445 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,372 $407K 0.04% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,369 $406K 0.14% -40 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,368 $406K 0.26% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,365 $405K 0.03% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,360 $404K 0.12% -74 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,357 $403K 0.17% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,358 $403K 0.05% -70 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,357 $403K 0.04% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,357 $403K 0.09% -9 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,356 $402K 0.35% +73 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,356 $402K 0.4% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,356 $402K 0.88% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,353 $402K 0.13% 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,350 $401K 0.05% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,350 $401K 0.09% -125 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,345 $399K 0.08% +10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,337 $397K 0.39% 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,333 $396K 0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,332 $395K 0.07% -43 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,324 $393K 0.17% +1 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,322 $392K 0.08% -8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,317 $391K 0.05% +36 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,317 $391K 0.1% +1 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,315 $390K 0.07% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,312 $389K 0.02% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,311 $389K 0.05% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,306 $388K 0.22% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,306 $388K 0.08% -168 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,305 $387K 0.22% 0 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,227 $387K 0.21% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,300 $386K 0.1% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,300 $386K 0.11% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,300 $386K 0.06% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,298 $385K 0.03% +2 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,298 $385K 0.17% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,298 $385K 0.09% -22 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,297 $384K 0.29% -863 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,293 $384K 0.09% +143 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,283 $381K 0.06% +13 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,282 $380K 0.27% -4 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,280 $380K <0.01% +177 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,280 $380K 0.06% +30 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,280 $380K 0.3% 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,278 $379K 0.31% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,278 $379K 0.03% -182 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,277 $379K 0.04% +15 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,277 $379K 0.04% +3 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,275 $378K 0.05% +2 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,273 $378K 0.22% 0 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,273 $378K 0.07% -198 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,272 $378K 0.02% -132 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 1,270 $377K 0.29% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,270 $377K 0.17% -675 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,269 $377K 0.11% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,264 $375K 0.36% 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,264 $375K 0.23% +71 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,260 $374K 0.27% +194 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,257 $373K 0.08% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,257 $373K 0.2% +302 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,256 $373K 0.14% -553 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,252 $372K 0.09% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,254 $371K 0.1% +91 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,251 $371K 0.15% -95 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,193 $371K 0.14% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,251 $371K 0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,250 $371K 0.03% -175 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,247 $370K 0.16% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,245 $370K 0.14% -55 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,242 $369K 0.27% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,240 $368K 0.1% -65 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,240 $368K 0.18% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,235 $367K 0.16% +245 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,231 $365K 0.08% +2 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,230 $365K 0.07% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,229 $365K 0.09% +113 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,229 $365K 0.14% -180 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,228 $364K 0.12% 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,226 $364K 0.01% +8 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,225 $364K 0.03% -6 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,225 $364K 0.2% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,223 $363K 0.13% +13 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,222 $363K 0.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,222 $363K 0.08% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,220 $362K 0.16% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,219 $362K 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,218 $362K 0.02% -78 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,218 $361K 0.04% -3 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,216 $361K 0.28% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,215 $361K 0.09% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,210 $359K 0.08% +277 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,207 $358K 0.03% -66 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,207 $358K 0.2% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,204 $357K 0.03% +82 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,204 $357K 0.14% +6 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,201 $356K 0.08% -124 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,201 $356K 0.08% +26 13F-HR/A Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,200 $356K 0.01% new 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,200 $356K 0.13% 0 13F-HR Timeline