Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 896 $286K 0.24% -310 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 896 $286K 0.03% +10 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 895 $285K 0.01% +105 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 893 $285K 0.19% -24 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 886 $283K 0.18% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 887 $283K 0.02% +56 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 887 $283K 0.02% -232 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 887 $283K 0.15% +45 13F-HR Timeline OARSMAN CAPITAL, INC. 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More: the full row for Broadway Wealth Solutions, Inc. 850 $271K 0.17% -79 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 849 $271K 0.19% -250 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 848 $271K 0.04% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 847 $270K 0.16% 0 13F-HR Timeline Granite Harbor Advisors, Inc. 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More: the full row for Core Wealth Advisors, Inc. 812 $259K 0.07% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 811 $259K 0.04% +1 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 811 $259K 0.12% +2 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 811 $259K 0.03% +58 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 811 $259K 0.04% -34 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 810 $258K 0.07% +20 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 810 $258K 0.13% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 810 $258K 0.04% -6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 798 $256K 0.1% +25 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 802 $256K 0.2% -276 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 801 $256K 0.03% +36 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 800 $255K 0.06% 0 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 800 $255K 0.06% -1 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 800 $255K 0.13% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 800 $255K 0.02% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 793 $253K 0.06% +7 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 793 $253K 0.08% -65 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 792 $253K 0.13% +1 13F-HR Timeline FDx Advisors, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 761 $243K 0.05% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 760 $242K 0.02% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 758 $242K 0.03% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 758 $242K 0.07% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 757 $241K 0.17% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 755 $241K 0.05% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 755 $241K 0.21% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 752 $240K 0.04% -40 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 751 $240K 0.28% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 805 $239K 0.15% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 750 $239K 0.02% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 750 $239K 0.22% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 748 $239K 0.04% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 748 $239K 0.08% new 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 747 $238K 0.07% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 747 $238K 0.09% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 743 $237K 0.11% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 743 $237K 0.19% -39 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 742 $237K 0.07% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 741 $236K 0.11% -35 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 740 $236K 0.14% -17 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 737 $235K 0.13% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 740 $235K 0.08% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 732 $234K 0.12% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 732 $233K 0.06% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 731 $233K 0.1% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 729 $233K 0.08% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 728 $232K 0.2% -656 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 728 $232K 0.16% -10 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 726 $232K 0.01% -100 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 726 $232K 0.03% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 725 $231K 0.04% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 725 $231K 0.04% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 724 $231K 0.09% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 722 $230K 0.1% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 721 $230K 0.23% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 721 $230K 0.03% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 718 $229K 0.17% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 718 $229K 0.13% +3 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 718 $229K 0.18% 0 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 712 $227K 0.17% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 710 $227K 0.08% -98 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 709 $226K 0.16% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 707 $225K 0.07% +81 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 706 $225K 0.14% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 702 $224K 0.03% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 701 $224K 0.15% -83 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 700 $223K 0.04% -296 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 700 $223K 0.11% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 700 $223K 0.17% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 699 $223K 0.12% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 699 $223K 0.08% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 698 $223K 0.14% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 698 $223K 0.01% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 695 $222K 0.07% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 693 $221K 0.05% -137 13F-HR/A Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 692 $221K 0.05% -2,806 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 690 $220K 0.02% -73 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 688 $219K 0.03% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 688 $219K 0.06% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 688 $219K 0.07% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 686 $219K 0.03% -205 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 683 $218K 0.15% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 682 $218K 0.04% 0 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 680 $217K 0.08% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 681 $217K 0.07% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 682 $217K 0.05% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 680 $217K 0.05% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 676 $216K 0.06% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 724 $215K 0.06% +2 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 675 $215K 0.09% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 674 $215K 0.01% -13 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 672 $214K 0.04% -759 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 671 $214K 0.03% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 671 $214K 0.1% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 670 $214K 0.09% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 668 $213K 0.05% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 662 $211K 0.02% new 13F-HR Timeline TOBAM More: the full row for TOBAM 662 $211K 0.08% -301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Betterment LLC More: the full row for Betterment LLC 660 $211K <0.01% -255 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 661 $211K 0.07% new 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 660 $211K 0.05% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 660 $211K 0.02% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 660 $211K 0.06% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 660 $210K 0.01% -187 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 639 $210K 0.03% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 656 $209K 0.07% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 658 $209K 0.05% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 655 $209K <0.01% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 652 $208K 0.02% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 652 $208K 0.04% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 652 $208K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 651 $208K 0.07% +5 13F-HR Timeline