Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,355 $350K <0.01% -804 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,346 $350K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,339 $349K 0.01% +31 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,308 $348K 0.05% +143 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,297 $348K <0.01% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,253 $346K 0.01% -52 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,232 $346K 0.17% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,233 $346K 0.12% -480 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 10,223 $345K 0.24% +9,623 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,203 $345K 0.03% -110 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,171 $344K 0.01% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 10,125 $342K <0.01% -11,725 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,104 $341K 0.02% -431 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,042 $339K 0.13% +13 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 10,000 $338K 0.04% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,948 $336K 0.01% +402 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,914 $335K 0.27% +169 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,854 $333K 0.04% +582 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 9,850 $333K 0.1% -119 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 11,741 $333K 0.26% +3,225 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,773 $330K 0.02% -440 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 9,762 $330K 0.07% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11,520 $329K <0.01% +1,388 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,740 $329K 0.01% +2,703 13F-HR Timeline Group Summit X, LLC More: the full row for Summit X, LLC 9,640 $326K 0.07% +516 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,639 $326K 0.02% -2,264 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,625 $325K 0.08% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,618 $325K 0.05% +7,397 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,598 $324K 0.06% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,591 $324K 0.02% -3,771 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,540 $322K 0.04% +30 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 9,528 $322K 0.17% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,517 $322K 0.08% -300 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Essex Bank 9,191 $311K 0.08% +1,326 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,182 $310K 0.03% +210 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,171 $310K 0.07% +24 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,147 $309K 0.05% -384 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,062 $307K 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,051 $306K 0.02% +1,056 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,043 $306K <0.01% -139 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,000 $304K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,994 $304K 0.16% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,932 $302K 0.15% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 8,925 $302K 0.12% +19 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,913 $301K <0.01% -1,222 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,890 $300K 0.24% +200 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,881 $300K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,869 $300K 0.01% -23,673 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 8,822 $298K 0.07% -692 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,798 $297K 0.02% -1,718 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,129 $296K 0.06% -98 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,735 $295K 0.03% -1,418 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 8,666 $294K <0.01% -6,755 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,676 $293K 0.01% +160 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,673 $293K 0.01% -61 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,665 $293K 0.03% -7,261 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,656 $292K 0.02% +2,604 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,634 $292K <0.01% +310 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,627 $292K 0.09% -270 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,558 $289K 0.02% +399 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,547 $289K 0.15% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,515 $288K 0.02% -274 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,511 $288K 0.01% +312 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,480 $287K 0.02% +208 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,463 $286K 0.01% -674 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,963 $285K 0.02% +551 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,400 $284K 0.14% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,353 $282K 0.03% -345 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,345 $282K 0.13% -15 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,334 $282K 0.02% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,274 $280K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,252 $279K 0.03% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 8,248 $279K 0.19% -1,210 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,223 $278K 0.03% +73 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,200 $277K 0.01% -438 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,168 $276K 0.14% -560 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,109 $274K <0.01% -623 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,102 $274K 0.05% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,037 $272K 0.08% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,037 $272K <0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,031 $271K 0.01% -1,489 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 8,022 $271K <0.01% +451 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 8,019 $271K 0.09% +102 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,013 $271K <0.01% -1,408 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,005 $270K 0.02% -8,561 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,970 $269K 0.04% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,926 $268K 0.02% -1,116 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,918 $268K 0.01% new 13F-HR Timeline Group EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 7,907 $267K 0.17% -211 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 7,861 $266K 0.07% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,794 $263K 0.16% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,788 $263K <0.01% +50 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 7,779 $263K 0.12% 0 13F-HR/A Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 7,766 $262K <0.01% -1,985 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,756 $262K 0.06% -196 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,742 $262K 0.01% +959 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,690 $260K 0.12% -49 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,689 $260K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,642 $258K 0.01% +123 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,627 $258K 0.02% -205 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $257K 0.02% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,583 $256K 0.04% -447 13F-HR/A Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,580 $256K 0.23% -6,801 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,567 $256K 0.17% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,496 $253K <0.01% -163 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,484 $253K 0.04% -302 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,387 $250K 0.01% -1,850 13F-HR/A Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,381 $249K 0.08% +3 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,369 $249K 0.02% -173 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,350 $248K 0.06% +716 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,327 $248K 0.02% -74 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,319 $247K 0.06% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,309 $247K 0.03% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,295 $246K 0.02% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,266 $246K 0.04% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,263 $245K 0.04% +6,190 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 9,000 $245K 0.06% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,242 $245K 0.02% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,217 $244K 0.03% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,216 $244K 0.08% -647 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,214 $244K 0.1% +19 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,200 $243K 0.05% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,161 $242K 0.05% -123 13F-HR/A Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 7,139 $241K 0.03% -470 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,130 $241K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,124 $241K 0.02% +6,348 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,116 $240K 0.01% new 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,094 $240K 0.02% new 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 7,050 $238K 0.13% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,031 $238K 0.06% -581 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,022 $237K 0.07% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,017 $237K 0.01% +156 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,998 $236K 0.06% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,974 $236K 0.02% -28 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 6,957 $235K 0.04% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,952 $235K 0.13% +106 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,902 $233K 0.02% -1,744 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,890 $233K 0.06% +4 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,878 $232K 0.08% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,875 $232K 0.01% -150 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 6,843 $231K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 6,730 $228K 0.02% -4,919 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,709 $227K 0.03% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,706 $227K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,701 $226K 0.01% -3,787 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,698 $226K 0.02% -6,469 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,689 $226K 0.23% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,952 $225K 0.03% +454 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,659 $225K 0.01% -578 13F-HR/A Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 6,643 $224K 0.13% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,628 $224K 0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,625 $224K 0.01% new 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,955 $224K 0.2% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,616 $224K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,606 $223K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,614 $223K 0.05% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,583 $222K 0.1% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,542 $221K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,540 $221K 0.01% -1,031 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 6,474 $221K 0.05% -2,790 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,538 $221K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,466 $221K 0.07% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,480 $219K 0.04% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,461 $218K 0.03% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,420 $217K 0.06% -7,445 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6,405 $216K 0.03% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,363 $215K 0.32% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,361 $215K 0.11% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,349 $215K 0.04% -500 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,331 $214K 0.02% new 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 6,300 $213K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,290 $213K 0.1% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,667 $212K 0.16% +1,060 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,280 $212K 0.08% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,270 $212K 0.01% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,264 $212K 0.07% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,255 $211K -638 Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,720 $211K 0.01% +276 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,242 $211K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,223 $210K 0.03% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,177 $209K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,050 $208K 0.07% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,144 $208K 0.02% +2,596 13F-HR/A Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,134 $207K 0.12% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,131 $207K 0.11% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,078 $205K 0.03% new 13F-HR Timeline