MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 5,390 $243K 0.12% -1,039 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,389 $243K 0.01% -2,504 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,383 $243K 0.03% -575 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,357 $242K 0.07% +11 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,343 $241K 0.03% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,341 $241K 0.03% -233 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,333 $241K 0.07% +46 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,304 $239K 0.22% -46 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,300 $239K 0.13% +700 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,298 $239K 0.02% -602 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,281 $238K 0.01% -19 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,271 $238K 0.03% +230 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,265 $237K 0.01% -1,172 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,259 $237K 0.05% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,251 $237K 0.03% -1,275 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 5,244 $237K 0.05% +73 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 5,237 $236K 0.05% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,236 $236K 0.07% -292 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,222 $236K 0.11% -283 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,221 $235K 0.05% -1,835 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,220 $235K 0.11% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,203 $235K 0.14% -701 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,191 $234K 0.02% +10 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,191 $234K 0.04% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,185 $234K 0.01% +500 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,165 $233K 0.04% -925 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,154 $232K 0.01% +339 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,130 $231K 0.03% -100 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,236 $231K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,114 $231K 0.05% -1,049 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,110 $230K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,106 $230K 0.01% new 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 5,400 $230K 0.05% new 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 5,100 $230K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,093 $230K 0.07% -5,535 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,091 $230K 0.11% -15 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,085 $229K 0.02% -453 13F-HR Timeline Ritter Alpha, LP More: the full row for Ritter Alpha, LP 5,082 $229K 11.93% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,047 $228K 0.02% -200 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,098 $227K 0.15% -1,087 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 5,025 $227K 0.18% -125 13F-HR/A 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 5,016 $226K 0.01% -1,287 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $226K 0.03% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,000 $226K 0.01% 0 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,999 $225K 0.03% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,991 $225K 0.08% +64 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,989 $225K 0.05% -11,915 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,987 $225K 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,985 $225K <0.01% -861 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,977 $224K 0.1% +69 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,931 $222K 0.11% +235 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,926 $222K 0.08% +16 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,926 $222K 0.03% -287 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,925 $222K 0.01% -377,404 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,900 $221K 0.02% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4,896 $221K 0.16% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,890 $221K 0.02% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,878 $220K 0.06% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,869 $220K 0.09% -1,795 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,868 $220K 0.1% -292 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,863 $219K 0.03% +100 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,840 $218K 0.02% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,838 $218K 0.02% -25 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,836 $218K 0.01% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,820 $217K 0.04% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 4,819 $217K 0.13% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,809 $217K 0.03% -553 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,808 $217K 0.02% +477 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,789 $216K 0.03% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,774 $215K 0.04% -1,834 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,773 $215K 0.02% -102 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,753 $215K 0.08% -1,250 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,767 $215K 0.04% -40 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,764 $215K 0.05% +23 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,754 $214K 0.01% +34 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,750 $214K 0.07% -50 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,741 $214K 0.07% -130 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,729 $213K 0.04% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 4,727 $213K 0.09% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,725 $213K 0.01% -618 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,708 $212K 0.23% +273 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,663 $210K 0.02% -4,402 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,655 $210K 0.02% -750 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,633 $209K 0.04% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,714 $208K 0.02% -103 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,611 $208K 0.02% -599 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,601 $207K <0.01% -1,819 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,601 $207K <0.01% +181 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,598 $207K 0.04% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,595 $207K 0.15% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,557 $206K 0.02% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,600 $205K 0.07% -201 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,550 $205K 0.19% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,545 $205K 0.04% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,543 $205K 0.06% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,452 $205K 0.02% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,541 $205K 0.02% -1,913 13F-HR Timeline Group MOTCO More: the full row for MOTCO 4,541 $205K 0.02% +551 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,538 $205K <0.01% -571 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,536 $205K 0.04% -620 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,533 $204K 0.03% -134 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,402 $204K 0.02% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,518 $204K 0.07% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,502 $203K 0.02% +2 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $203K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,484 $202K 0.11% +864 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 4,461 $201K 0.11% -540 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,460 $201K 0.03% -887 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,444 $200K 0.05% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,438 $200K <0.01% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,435 $200K 0.03% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,384 $198K 0.09% -193 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,361 $197K 0.06% +3,173 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,279 $193K 0.15% -140 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,158 $192K 0.17% 0 13F-HR/A Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,228 $190K 0.18% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,151 $187K 0.02% -13,717 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,070 $184K 0.14% -865 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,067 $183K 0.07% +2,936 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,982 $180K 0.12% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,972 $179K 0.04% +232 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,854 $174K <0.01% -828 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,499 $166K 0.08% -294 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,634 $164K 0.11% -3,303 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,621 $163K 0.01% +10 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,613 $163K 0.07% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,510 $158K 0.02% -9 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,385 $153K 0.12% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,274 $148K 0.03% 0 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 3,234 $146K 0.01% new 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,200 $144K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,100 $140K 0.05% -137 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,081 $139K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,979 $134K 0.01% +456 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,954 $133K 0.03% -133,173 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,921 $132K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,898 $131K 0.02% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,893 $130K 0.09% -279 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,901 $130K 0.01% +302 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,860 $129K 0.03% -1,500 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,849 $128K 0.11% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,846 $128K 0.06% +1,002 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,836 $128K 0.03% +111 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,789 $126K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,633 $125K 0.04% +73 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,763 $125K 0.03% +400 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,757 $124K 0.03% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 2,755 $124K 0.06% +31 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,729 $123K 0.01% -354 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,713 $122K 0.02% -598 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,660 $120K 0.05% +27 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,643 $119K 0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,588 $117K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,539 $115K 0.01% -396 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,500 $114K 0.01% +902 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,496 $112K 0.04% +886 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,436 $110K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,434 $110K 0.01% -1,063 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,432 $110K 0.01% -238 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,422 $109K 0.08% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,828 $109K <0.01% +1,139 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,401 $108K 0.01% +84 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,384 $108K 0.06% -33 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,373 $107K 0.05% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,319 $105K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,243 $101K 0.01% -88 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,230 $101K 0.03% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,136 $96.3K 0.02% +390 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,132 $96.2K 0.04% -261 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,110 $95.2K 0.06% -451 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,088 $94.2K 0.04% -672 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,045 $92.2K 0.01% -76 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,125 $91K 0.01% -2,000 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,973 $89K 0.03% -257 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,973 $89K 0.02% +144 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,950 $88K 0.04% -70 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,932 $87K 0.02% +6 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,899 $85.6K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,890 $85.2K 0.01% +350 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,890 $85.2K <0.01% -24 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,881 $84.8K 0.03% -33 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,897 $84.4K 0.01% +679 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,868 $84.2K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,865 $84.1K 0.01% +19 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,850 $83.4K 0.02% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,849 $83.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,843 $83.1K 0.01% +1,000 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,756 $83K 0.01% -8 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,838 $82.9K 0.03% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,820 $82.1K 0.05% +19 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,798 $81.1K 0.05% -350 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,809 $80.9K <0.01% -250 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,749 $78.9K 0.03% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,724 $77.8K 0.03% -191 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,721 $77.6K 0.01% -75 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,720 $77.5K <0.01% -250 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,673 $76.9K 0.03% +23 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,700 $76.7K 0.06% -300 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,671 $75.4K 0.01% -198 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,644 $74.1K 0.01% new 13F-HR Timeline