Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,996 $348K 0.02% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,975 $345K 0.28% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,974 $345K 0.17% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,957 $343K 0.07% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,956 $343K 0.03% -2 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,954 $343K 0.32% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,953 $343K 0.02% +41 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,953 $343K 0.01% +55 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,952 $343K 0.06% +535 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,940 $341K 0.15% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,937 $341K <0.01% +927 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,923 $339K 0.03% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,923 $339K 0.11% -911 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,917 $339K 0.01% +47 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,911 $338K 0.15% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,909 $338K 0.16% -1 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,903 $337K 0.25% 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,903 $337K 0.03% -117 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,898 $336K 0.54% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,875 $334K 0.01% +201 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,871 $333K 0.05% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,869 $333K 0.01% +40 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,672 $332K 0.01% +135 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,860 $332K 0.22% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,857 $332K 0.25% -2,547 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,837 $329K 0.05% +559 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,832 $329K 0.33% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,826 $328K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,825 $328K <0.01% +75 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,824 $328K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,811 $326K <0.01% +225 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,811 $326K 0.05% +760 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,805 $326K 0.02% +88 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,802 $325K 0.21% -2,056 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,800 $325K 0.09% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,799 $325K 0.03% +2 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,796 $325K 0.01% -307 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,788 $324K 0.01% +292 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,782 $323K 0.04% +6 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,779 $323K 0.06% +439 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,769 $321K 0.03% +158 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,766 $321K 0.02% -35 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,765 $321K 0.03% +43 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,762 $321K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,759 $320K 0.18% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,754 $320K 0.02% +214 13F-HR/A Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,750 $319K 0.04% 0 13F-HR/A Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 2,741 $318K 0.4% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,739 $318K 0.2% +600 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,719 $316K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,713 $315K 0.01% +245 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,693 $313K 0.02% -95 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,690 $312K 0.1% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,683 $311K 0.04% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,682 $311K 0.01% +31 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,672 $310K 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,672 $310K 0.01% +191 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 2,662 $309K 0.02% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,657 $308K 0.23% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,642 $307K 0.04% -61 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,633 $306K 0.01% -38 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,633 $306K 0.05% +223 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,625 $305K 0.21% +200 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,624 $305K 0.11% -800 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,608 $303K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,607 $303K 0.05% -50 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,602 $302K 0.04% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,600 $302K 0.01% -1,280 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,580 $300K 0.14% +12 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,578 $299K 0.1% -50 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,575 $299K 0.07% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,575 $299K 0.05% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,575 $299K 0.01% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,565 $298K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,560 $297K 0.05% +4 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,557 $297K 0.02% -1,208 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,553 $296K 0.01% -55 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,550 $296K 0.03% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,533 $294K 0.03% +5 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,530 $294K 0.19% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,526 $293K 0.11% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,521 $293K 0.02% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,523 $293K 0.29% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,520 $293K <0.01% +228 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,522 $292K 0.01% +53 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,512 $292K 0.02% -1,317 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,507 $291K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,504 $291K 0.01% +56 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,498 $290K 0.16% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,485 $288K <0.01% -668 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,465 $286K 0.19% -82 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,460 $286K 0.21% 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,451 $285K 0.14% +8 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,450 $284K 0.28% 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,449 $284K 0.2% 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,330 $284K 0.25% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,436 $283K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,428 $282K 0.03% +10 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,426 $282K 0.04% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,426 $282K 0.09% -4,316 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,424 $281K 0.02% +476 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,422 $281K 0.23% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,422 $281K 0.02% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,409 $280K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,400 $279K 0.03% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,397 $278K 0.23% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,391 $278K 0.02% +323 13F-HR/A Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,378 $276K 0.21% -57 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 2,365 $275K 0.06% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,361 $274K 0.01% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,360 $274K 0.05% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,355 $273K 0.11% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,353 $273K 0.02% +49 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,350 $273K 0.01% -471 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,238 $271K 0.03% +203 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,320 $269K 0.24% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,312 $268K 0.15% +21 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,311 $268K 0.03% +136 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,310 $268K 0.08% -20 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,300 $267K 0.11% +300 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,297 $267K 0.03% +37 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,295 $266K <0.01% new 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,282 $265K 0.18% new 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,178 $264K 0.01% +32 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,268 $263K 0.16% 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,260 $262K 0.06% +341 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,260 $262K <0.01% -50 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,257 $262K 0.01% +152 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,260 $262K 0.03% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,251 $261K 0.04% -4 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,245 $261K 0.05% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,245 $261K 0 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,242 $260K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,242 $260K 0.03% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,232 $259K 0.12% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,230 $259K 0.14% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,220 $258K 0.01% +538 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,207 $256K 0.03% -340 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,203 $256K 0.02% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,200 $255K 0.13% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 2,195 $255K 0.18% -33 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,178 $253K 0.14% -220 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2,176 $253K 0.19% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,165 $251K 0.15% +106 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,157 $250K 0.05% -58 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,153 $250K 0.01% +19 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,150 $250K 0.06% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,150 $250K 0.02% -754 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,150 $250K 0.18% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,140 $248K 0.09% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,129 $247K 0.01% +30 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,125 $247K 0.11% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,127 $247K 0.02% -2 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,127 $247K 0.15% +2 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,126 $247K 0.03% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,119 $246K 0.02% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,117 $246K 0.16% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,116 $246K 0.02% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,115 $246K 0.04% -372 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,115 $246K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,115 $246K 0.07% -202 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,114 $245K 0.01% +247 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,107 $245K 0.09% +3 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,105 $244K 0.1% +7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,101 $244K <0.01% +161 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,100 $244K 0.12% 0 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 2,094 $243K 0.11% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,950 $243K 0.18% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,091 $243K 0.02% +44 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,090 $243K 0.03% +46 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,083 $242K 0.11% +635 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,936 $241K 0.12% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,000 $241K 0.1% 0 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 2,073 $241K 0.15% +3 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,068 $240K 0.04% -64 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 2,065 $240K 0.02% +10 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,053 $238K 0.03% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,051 $238K 0.01% +128 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 2,043 $237K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,984 $236K 0.01% -557 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,031 $236K 0.04% +3 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 2,029 $236K 0.2% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 2,020 $235K 0.08% +10 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,019 $234K 0.01% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 2,019 $234K 0.04% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,015 $234K 0.07% -22 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,004 $233K 0.03% +3 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,004 $233K 0.08% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,000 $232K 0.03% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,000 $232K 0.04% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,000 $232K 0.07% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,000 $232K 0.24% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,000 $232K 0.03% new 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 2,000 $232K 0.04% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,995 $232K 0.24% -171 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,995 $232K 0.14% 0 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,987 $231K 0.05% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,984 $230K 0.04% -65 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,842 $229K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,967 $228K 0.03% +94 13F-HR Timeline