CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 4,022 $2.01M +1,761 Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,021 $2.01M 0.19% -64 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 4,015 $2.01M 0.52% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,012 $2.01M 0.32% +2,144 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,010 $2.01M 0.07% +600 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,996 $2M 0.18% +60 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,988 $2M 0.41% -350 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,987 $2M 0.12% -216 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,987 $2M 0.14% -23 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 3,987 $2M 0.88% -100 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,985 $1.99M 0.23% -1,399 13F-HR/A Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 3,984 $1.99M 2.11% -341 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,980 $1.99M 0.59% +1,000 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,979 $1.99M 0.12% +40 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,971 $1.99M 0.38% -21 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,967 $1.99M 1.22% -157 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 3,965 $1.98M 0.02% -20 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 3,950 $1.98M 0.67% -5 13F-HR Timeline Group Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,946 $1.97M 0.91% +105 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,945 $1.97M 0.22% +339 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,942 $1.97M 0.22% -341 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,942 $1.97M 0.27% -25 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,936 $1.97M 1.19% +125 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,934 $1.97M 0.45% +500 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,932 $1.97M 0.1% +93 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,922 $1.96M 0.04% -1,090 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,921 $1.96M 0.77% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,919 $1.96M 0.5% -150 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,916 $1.96M 0.06% -145 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,908 $1.96M 1.05% +16 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,906 $1.95M 0.19% +301 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,905 $1.95M 0.47% +1,874 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,904 $1.95M 0.41% +74 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 3,901 $1.95M 1.12% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,888 $1.95M 0.86% +36 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,883 $1.94M 0.5% -1,482 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,880 $1.94M 0.12% +82 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,879 $1.94M 0.61% -1,482 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,879 $1.94M 1.45% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,869 $1.94M 0.1% +5 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 3,866 $1.93M 1.69% +1,037 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,851 $1.93M 0.81% -45 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,850 $1.93M 0.29% +506 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,848 $1.93M 0.7% -152 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,844 $1.92M 0.51% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,840 $1.92M 0.97% -1 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,839 $1.92M 0.56% -78 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,838 $1.92M 0.41% -7 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,838 $1.92M 1.3% +50 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,828 $1.92M 0.14% -43 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,826 $1.91M 0.52% -539 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 3,822 $1.91M 0.96% -58 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,816 $1.91M 1.96% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,806 $1.9M 0.8% +32 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,801 $1.9M 1.54% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,791 $1.9M 1.15% -143 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,791 $1.9M 0.54% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,785 $1.89M 0.6% -166 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,784 $1.89M 0.48% +286 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,763 $1.88M 0.51% -15 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,758 $1.88M 0.1% +588 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 3,755 $1.88M 0.31% +877 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,754 $1.88M 1.05% -46 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,752 $1.88M 0.98% +575 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,750 $1.88M 0.75% 0 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,754 $1.88M 0.18% -210 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,747 $1.87M 0.24% +226 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,743 $1.87M 0.24% -20 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,743 $1.87M 0.31% -30 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,729 $1.87M 0.21% -182 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,729 $1.87M 1.02% +201 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,728 $1.87M 0.07% +1,411 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,723 $1.86M 0.2% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,711 $1.86M 0.15% +320 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,696 $1.85M 0.45% -88 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,695 $1.85M 1.54% +10 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,692 $1.85M 1.13% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,689 $1.85M 1.13% -53 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,684 $1.84M 0.11% -790 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,680 $1.84M 0.35% -143 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 3,670 $1.84M 1.01% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 3,666 $1.83M 0.46% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,661 $1.83M 0.83% +171 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,645 $1.82M 0.26% +161 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 3,641 $1.82M 0.85% +23 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,639 $1.82M 0.62% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,637 $1.82M 0.8% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,636 $1.82M 0.23% +100 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,634 $1.82M 0.49% -16 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,631 $1.82M 0.16% +18 13F-HR/A Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 3,630 $1.82M 1.62% -16 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,623 $1.81M 0.24% -4,303 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,618 $1.81M 0.56% +211 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,613 $1.81M 2.5% +378 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,605 $1.8M 1.55% +338 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,599 $1.8M 0.25% +38 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,599 $1.8M 0.56% -81 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,597 $1.8M 1.34% +200 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,595 $1.8M 0.87% +115 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,585 $1.79M 0.33% -535 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,579 $1.79M 0.35% -18 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,574 $1.79M 0.99% 0 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 3,571 $1.79M 0.65% -223 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,564 $1.78M 0.48% -40 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,564 $1.78M 0.08% -221 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 3,628 $1.78M 0.89% -26 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 3,560 $1.78M 0.71% +55 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,558 $1.78M 0.71% +78 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,548 $1.78M 1.36% +196 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,535 $1.77M 1.02% +26 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,522 $1.76M 1.18% -1,227 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,524 $1.76M 0.35% -15 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,517 $1.76M 0.34% -1,337 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,517 $1.76M 0.34% -12 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,515 $1.76M 0.34% +977 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,515 $1.76M 0.34% 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,511 $1.76M 0.82% +125 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,510 $1.76M 0.71% +1,010 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,508 $1.75M 0.23% -16 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,496 $1.75M 0.44% -12 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,485 $1.74M 0.42% +1,248 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,480 $1.74M 0.62% +22 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,479 $1.74M 1.4% +813 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,476 $1.74M 0.11% -501 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 3,476 $1.74M 0.58% 0 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 3,474 $1.74M 0.37% 0 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,473 $1.74M 0.63% -15 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,469 $1.74M 0.23% +707 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,466 $1.73M 0.61% +8 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,464 $1.73M 0.37% +900 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,462 $1.73M 0.09% +1,101 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 3,458 $1.73M 0.76% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,451 $1.73M 0.46% -340 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,450 $1.73M 0.17% +376 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,445 $1.72M 0.18% +1,033 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,443 $1.72M 0.98% +20 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,443 $1.72M 0.8% +191 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,442 $1.72M 0.18% +157 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,441 $1.72M 1.18% -47 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,438 $1.72M 0.44% -80 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,434 $1.72M 0.6% -88 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,431 $1.72M 0.39% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,352 $1.71M 0.35% -130 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 3,417 $1.71M 0.18% +465 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,414 $1.71M 0.23% -129 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,404 $1.7M 0.27% -6 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,404 $1.7M 0.58% -815 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,403 $1.7M 0.57% +87 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,401 $1.7M 0.38% +166 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,392 $1.7M 0.2% +266 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,389 $1.7M 0.64% +198 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,389 $1.7M 0.26% -12 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,387 $1.69M 0.21% -895 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,387 $1.69M 0.28% +19 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,384 $1.69M 0.61% +190 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,382 $1.69M 0.34% +189 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,382 $1.69M 0.5% +19 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,375 $1.69M 0.35% -289 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,369 $1.69M 0.79% -318 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,366 $1.68M 1.09% +11 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,363 $1.68M 0.49% -36 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,359 $1.68M 0.62% +53 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,356 $1.68M 0.55% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,351 $1.68M 0.08% -126 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,348 $1.68M 0.43% -394 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,346 $1.67M 1.09% +216 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,335 $1.67M 0.06% -309 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,398 $1.67M 0.24% -3,357 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,332 $1.67M 0.26% -200 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,328 $1.67M 0.17% -19 13F-HR/A Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,325 $1.66M 0.19% +333 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,324 $1.66M 0.14% -236 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,312 $1.66M 0.42% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,308 $1.66M 0.64% -3 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3,306 $1.65M 1.11% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,304 $1.65M 0.33% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,304 $1.65M 0.83% -5 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 3,301 $1.65M 0.79% 0 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,298 $1.65M 2.89% -290 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 3,295 $1.65M 0.51% -50 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,290 $1.65M 1.05% -10 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,287 $1.64M 0.61% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,285 $1.64M 0.7% -16 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,278 $1.64M 0.28% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,274 $1.64M 1.28% +328 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,264 $1.63M 0.35% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,258 $1.63M 0.22% -97 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,250 $1.63M 0.08% -41 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 3,245 $1.62M 0.84% -1,809 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 3,245 $1.62M 0.88% +1,404 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 3,244 $1.62M 0.27% +384 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,244 $1.62M 0.46% +266 13F-HR Timeline AllGen Financial Advisors, Inc. 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