VeraBank, N.A. More: the full row for VeraBank, N.A. 538 $564K 0.11% +2 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 537 $563K 0.31% +30 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 536 $563K 0.01% +42 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 536 $563K 0.18% +63 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 532 $558K 0.45% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 532 $558K 0.03% +161 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 530 $556K 0.22% -10 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 529 $556K 0.04% +36 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 528 $554K 0.01% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 528 $554K 0.48% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 528 $554K 0.06% +24 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 526 $552K 0.1% -334 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 526 $552K 0.21% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 526 $552K 0.26% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 525 $551K 0.24% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 525 $551K 0.06% -155 13F-HR Timeline United Bank More: the full row for United Bank 525 $551K 0.21% -815 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 524 $550K 0.06% +2 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 525 $550K 0.01% -2,033 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 524 $550K 0.11% -7 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 524 $550K 0.35% -17 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 523 $549K 0.05% -25 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 522 $548K 0.05% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 520 $546K 0.35% +16 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 518 $543K 0.04% -111 13F-HR Timeline Quintet Private Bank (Europe) S.A. 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More: the full row for SYNTAX RESEARCH, INC. 480 $504K 0.36% +34 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 480 $504K 0.24% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 476 $499K 0.4% -10 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 476 $499K 0.03% -7 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 475 $498K 0.1% +17 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 475 $498K 0.05% +20 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 473 $496K 0.05% +53 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 473 $496K 0.06% +80 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 470 $496K 0.17% +31 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 435 $495K 0.08% +33 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 471 $494K 0.27% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 471 $494K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 468 $491K 0.15% +20 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 467 $490K 0.02% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 466 $489K 0.21% -134 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 464 $487K 0.12% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 462 $485K 0.13% 0 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 460 $483K 0.21% +2 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 460 $483K 0.39% -20 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 458 $481K <0.01% 0 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 457 $480K 0.23% -50 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 455 $477K 0.06% +24 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 444 $477K 0.26% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 454 $477K 0.29% -133 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 454 $476K 0.04% +32 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 453 $475K 0.02% -338 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $475K 0.01% -2,899 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 451 $473K 0.09% +2 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 451 $473K 0.32% +206 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 451 $473K 0.38% -7 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 449 $471K 0.27% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 448 $470K 0.18% +1 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 447 $469K 0.33% +2 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 447 $468K 0.12% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 444 $466K 0.13% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 442 $466K 0.02% -119 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 443 $465K 0.19% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 440 $462K 0.01% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 440 $462K 0.13% +44 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 440 $462K 0.04% +32 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 439 $461K 0.02% -8 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 439 $461K 0.25% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 438 $460K 0.05% +5 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 438 $459K 0.05% -6 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 438 $459K 0.03% +185 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 414 $458K 0.21% -66 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 436 $457K 0.12% -4 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 436 $457K 0.14% +19 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 436 $457K 0.03% -67 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 434 $455K 0.93% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 434 $455K 0.01% -16,985 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 433 $454K 0.16% -6 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 432 $454K 0.15% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 431 $452K 0.05% -40 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 431 $452K 0.09% +51 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 429 $450K 0.27% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 429 $450K 0.05% -22 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 429 $450K 0.02% new 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 428 $449K 0.03% +7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 427 $448K 0.09% +21 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 427 $448K 0.33% -27 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 425 $446K 0.01% -11 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 423 $444K 0.1% +16 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 422 $443K 0.16% -12 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 422 $443K 0.07% +48 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 421 $442K 0.14% -30 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 421 $441K 0.17% -3 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 420 $441K 0.07% +64 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 420 $441K 0.25% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 419 $440K 0.1% -976 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 418 $439K 0.1% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 416 $437K 0.13% +7 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 415 $435K 0.03% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 414 $434K 0.02% +142 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 414 $434K 0.09% +3 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 414 $434K 0.28% +22 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 413 $434K 0.02% -10 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 412 $432K 0.05% +14 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 405 $427K 0.03% -38 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 406 $426K 0.03% -118 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 406 $426K 0.06% +18 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 406 $426K 0.09% 0 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 404 $424K 0.32% 0 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 404 $423K 0.04% -10 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 402 $422K 0.28% -91 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 400 $420K 0.21% +249 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Advisor Group, LLC More: the full row for United Advisor Group, LLC 400 $420K 0.07% -19 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 400 $420K 0.32% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 400 $420K 0.06% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 399 $419K 0.04% +2 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 399 $419K 0.12% +72 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 399 $419K 0.12% -29 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 398 $418K 0.06% -2 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 398 $417K 0.03% +11 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 397 $416K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 396 $416K 0.25% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 395 $414K 0.08% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 390 $410K 0.18% -22 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 390 $409K 0.25% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 389 $408K 0.03% +10 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 389 $408K 0.15% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 385 $404K 0.04% +8 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 383 $401K 0.09% -3 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 382 $401K 0.01% +84 13F-HR Timeline Group Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 382 $400K 0.04% +2 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 381 $400K 0.06% -4 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 381 $400K 0.19% +19 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 380 $399K 0.01% -24 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 380 $399K 0.2% 0 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 380 $399K 0.06% -4 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 379 $398K 0.04% +3 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 379 $398K 0.28% +2 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 379 $398K 0.14% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 378 $397K 0.02% -11 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 375 $393K 0.05% -271 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 374 $392K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 374 $392K 0.01% +59 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 373 $391K 0.11% +56 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 372 $391K 0.07% +68 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 371 $389K 0.11% +262 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 369 $388K 0.11% +36 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 369 $387K 0.13% +74 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 369 $387K 0.04% -178 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 369 $387K 0.28% new 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 368 $386K 0.05% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 367 $385K 0.02% -20 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 366 $384K 0.13% -75 13F-HR/A Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 366 $384K 0.05% +7 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 366 $384K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 365 $383K 0.28% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 364 $382K 0.15% -9 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 363 $381K 0.21% +20 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 363 $381K 0.16% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 363 $381K 0.01% +54 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 350 $381K 0.03% +5 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,537 $380K 0.05% new 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 362 $380K 0.05% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 362 $380K 0.05% -31 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 362 $380K 0.13% +22 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 361 $379K 0.1% -4 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 361 $378K 0.04% +112 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 361 $378K 0.13% -27 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 360 $378K 0.36% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 360 $378K 0.16% +31 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 359 $377K 0.17% -74 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 358 $376K 0.13% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 358 $376K 0.02% -2 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 357 $375K 0.06% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 357 $374K 0.03% -34 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 356 $374K 0.02% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 354 $372K 0.17% +24 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 351 $368K 0.06% -8 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 350 $367K 0.32% 0 13F-HR Timeline