Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,941 $336K 0.01% -93 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,940 $336K 0.1% new 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 5,933 $336K 0.04% -472 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,922 $335K 0.06% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,913 $334K 0.01% -331 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,900 $334K 0.03% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,898 $334K <0.01% 0 13F-HR Timeline Group Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,636 $332K 0.38% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,870 $332K 0.17% -969 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,867 $332K 0.13% -22,625 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,847 $331K 0.04% +904 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,843 $330K 0.11% -59 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 5,837 $330K 0.06% -200 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,830 $330K 0.01% -1,065 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,826 $330K 0.02% +1,732 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,824 $329K 0.22% +307 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,820 $329K 0.11% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,816 $329K 0.07% +1,284 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,823 $329K 0.08% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 5,815 $329K 0.15% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,814 $329K 0.01% -492 13F-HR Timeline Group ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 5,813 $329K 0.01% +406 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,807 $328K 0.05% -133 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,784 $327K 0.07% -1,845 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 5,781 $327K 0.35% 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,760 $326K 0.05% -136 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 5,759 $326K 0.01% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,744 $325K 0.1% -52 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 5,741 $325K 0.08% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,730 $324K 0.05% -100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,729 $324K 0.07% +979 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,736 $324K 0.05% -5 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,714 $323K 0.23% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,711 $323K 0.19% +165 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,707 $323K 0.05% +914 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,697 $322K 0.04% +1,101 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,463 $322K 0.15% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,688 $322K 0.01% +16 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,685 $322K 0.03% +37 13F-HR/A Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,684 $321K 0.1% -364 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,676 $321K 0.1% +25 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,673 $321K 0.02% -1,419 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,671 $321K 0.38% 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,665 $320K 0.02% -29 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,653 $320K 0.01% +403 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,648 $319K 0.03% +642 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,645 $319K 0.01% -276 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,645 $319K 0.03% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,643 $319K 0.06% +1,243 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,632 $319K 0.07% +583 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,712 $318K 0.13% -2,122 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,620 $318K 0.18% +1,070 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,617 $318K 0.19% 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,612 $317K 0.03% +484 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 5,606 $317K 0.12% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,600 $317K 0.08% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,566 $315K 0.03% +122 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,563 $315K 0.12% +2 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,539 $313K 0.04% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,536 $313K 0.02% -1,952 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 5,527 $313K 0.13% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,516 $312K 0.04% -200 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,908 $312K 0.01% 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,512 $312K 0.11% -182 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,478 $310K 0.08% +127 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,470 $309K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,462 $309K 0.05% -357 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,457 $309K 0.04% +1,267 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,452 $308K 0.04% -2,630 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 5,449 $308K 0.03% -170 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,436 $307K 0.28% 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,419 $306K 0.04% +365 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,380 $304K 0.05% -120 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,373 $304K 0.08% 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 5,372 $304K 0.07% +57 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,367 $304K 0.29% +43 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,346 $302K 0.21% -198 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,328 $301K 0.04% +620 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,324 $301K 0.05% -500 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,314 $301K 0.18% +931 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,295 $299K 0.03% +1,242 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,302 $299K 0.01% -1,521 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 5,286 $299K 0.23% +8 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,284 $299K 0.03% -2,681 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,271 $298K 0.16% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,264 $298K 0.01% -670 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 5,250 $297K 0.26% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,245 $297K 0.09% -294 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 5,240 $296K 0.2% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,236 $296K 0.02% +150 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,224 $295K 0.05% +645 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,215 $295K 0.09% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,208 $295K 0.04% +20 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 5,201 $294K 0.14% +60 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,198 $294K 0.02% +946 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 5,194 $294K 0.19% +6 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,186 $293K 0.06% +848 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,183 $293K 0.04% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,175 $293K 0.02% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,175 $293K 0.13% +66 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,149 $291K 0.14% +177 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,149 $291K 0.07% +2 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,124 $290K 0.04% -155 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,060 $289K 0.06% -60 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,089 $288K 0.29% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,059 $286K 0.02% +166 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,052 $286K 0.21% -1,000 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,046 $285K 0.18% -762 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,091 $285K 0.02% -430 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,040 $285K 0.07% +48 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,056 $285K 0.02% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,037 $285K 0.19% +3 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 5,027 $284K 0.28% 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,024 $284K 0.02% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 5,022 $284K 0.2% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,009 $283K 0.24% +56 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,042 $283K 0.08% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,000 $283K 0.06% -2,500 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $283K 0.04% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,975 $281K 0.04% -620 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,963 $281K 0.12% new 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 4,961 $281K 0.08% +50 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,945 $280K 0.02% +135 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,943 $280K 0.11% +54 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,994 $279K 0.02% -211 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,926 $279K 0.15% -1,081 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,924 $279K 0.06% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,900 $277K 0.18% +72 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,894 $277K 0.15% -469 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,884 $276K 0.16% -429 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,882 $276K 0.06% -67 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,867 $275K 0.14% -588 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,862 $275K 0.1% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 4,854 $275K 0.23% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,843 $274K 0.13% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,907 $274K 0.04% 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,835 $273K 0.3% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,833 $273K 0.05% -97 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,843 $273K 0.17% -1,475 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,824 $273K 0.04% +279 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,823 $273K 0.07% +515 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,816 $272K 0.18% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,812 $272K 0.09% +92 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,800 $272K 0.06% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,800 $271K 0.1% -11 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,787 $271K 0.08% +621 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,779 $270K 0.03% +4,639 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,772 $270K 0.16% -37 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,771 $270K 0.05% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,763 $269K 0.05% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,750 $269K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,748 $269K 0.03% -659 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,733 $268K 0.02% -1,738 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,724 $267K 0.19% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,715 $267K 0.03% -1,000 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,772 $266K 0.06% -295 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,705 $266K 0.08% +760 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 4,700 $266K 0.26% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,683 $265K 0.05% +31 13F-HR/A Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,678 $265K 0.14% +4,486 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,674 $264K 0.1% +271 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,674 $264K 0.03% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,650 $263K 0.2% -1,100 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,643 $263K 0.08% +361 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,633 $262K 0.05% 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 4,614 $261K 0.04% -790 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 4,600 $260K 0.08% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,600 $260K 0.15% -300 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,581 $259K 0.16% +402 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,572 $259K 0.02% -350 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,571 $259K 0.06% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 4,570 $258K 0.08% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,557 $258K 0.03% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,550 $257K 0.08% -1,400 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,548 $257K 0.03% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,546 $257K 0.16% -552 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,545 $257K 0.11% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,535 $256K <0.01% +312 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,530 $256K 0.03% +39 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,528 $256K 0.05% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,515 $255K 0.02% -1,245 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,515 $255K 0.06% +117 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,514 $255K 0.04% +349 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,512 $255K 0.17% new 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 4,511 $255K 0.03% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,506 $255K 0.04% -303 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,500 $255K 0.04% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,500 $255K 0.11% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,475 $253K 0.03% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 4,477 $253K 0.09% -400 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,470 $253K 0.02% -154 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,441 $251K 0.12% -570 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,430 $251K 0.05% -100 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,420 $250K <0.01% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Seneca House Advisors More: the full row for Seneca House Advisors 4,416 $250K 0.1% +150 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 4,405 $249K 0.03% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,394 $249K 0.16% +302 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,394 $249K 0.12% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,378 $248K 0.06% +107 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,376 $248K 0.1% -2,572 13F-HR Timeline