Optas, LLC More: the full row for Optas, LLC 1,524 $307K 0.05% +54 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,423 $307K 0.11% -7 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,520 $307K 0.01% +582 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,119 $306K 0.04% +71 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,516 $306K <0.01% +12 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,514 $305K 0.09% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,514 $305K 0.01% +62 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,511 $305K 0.13% +38 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 1,502 $303K <0.01% new 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,500 $302K <0.01% +573 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,500 $302K 0.11% -10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,497 $302K 0.02% +288 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,497 $302K 0.21% +574 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,496 $302K 0.02% +93 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,496 $302K 0.03% -588 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,496 $302K 0.07% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,495 $301K 0.02% +14 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,488 $300K 0.17% +197 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,486 $300K <0.01% -37 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,483 $299K 0.1% +20 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,481 $299K 0.03% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,477 $298K 0.11% +159 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,475 $297K 0.26% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,471 $297K 0.02% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,471 $297K 0.05% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,470 $296K 0.03% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,464 $295K 0.05% +278 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,463 $295K 0.28% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,461 $295K 0.17% -102 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,461 $295K 0.04% +215 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 1,450 $294K 0.2% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,455 $293K 0.01% -228 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 1,455 $293K 0.16% +485 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,453 $293K 0.15% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,450 $292K 0.17% -50 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,447 $292K 0.27% +3 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,444 $291K 0.04% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,433 $289K 0.06% +13 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,432 $289K 0.01% -60 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,430 $288K 0.02% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,430 $288K 0.17% 0 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,427 $288K 0.23% +150 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,427 $288K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,426 $288K 0.04% +123 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,421 $287K 0.08% +100 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,413 $285K 0.04% +9 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,322 $285K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,411 $284K 0.01% -15,026 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,404 $283K 0.01% +131 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 970 $283K 0.15% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,400 $282K 0.03% -4 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,399 $282K 0.03% -1,708 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,397 $282K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,391 $280K 0.01% +107 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,389 $280K 0.03% +18 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,387 $280K 0.03% new 13F-HR/A Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,382 $279K 0.15% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,379 $278K 0.01% new 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,379 $278K 0.03% -47,588 13F-HR/A Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,376 $277K 0.06% +39 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,374 $277K 0.02% -132 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,369 $276K 0.02% +639 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,367 $276K 0.01% +73 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,361 $275K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,358 $274K 0.03% -87 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,347 $272K 0.06% +127 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,347 $272K 0.06% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,343 $271K 0.13% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,338 $270K 0.03% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,338 $270K 0.2% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,337 $269K 0.01% +170 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,336 $269K 0.03% +189 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,336 $269K 0.02% -188 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,333 $269K 0.02% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,330 $268K 0.09% +367 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,329 $268K 0.13% +526 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,327 $268K <0.01% +1 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,325 $267K 0.01% +180 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,321 $266K 0.03% -790 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,317 $266K 0.01% -115 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,316 $265K 0.01% +179 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,313 $265K 0.04% +114 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,310 $264K -21 Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,297 $262K 0.05% +383 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,294 $261K 0.02% +156 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,293 $261K <0.01% -578 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,280 $258K 0.03% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,151 $257K 0.03% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,276 $257K 0.02% +194 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,270 $256K 0.22% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,268 $256K 0.02% +206 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,267 $255K 0.04% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,262 $254K 0.02% -79 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,261 $254K 0.06% -354 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,372 $254K 0.11% 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,255 $253K 0.06% -254 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,254 $253K 0.07% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,252 $253K 0.01% -636 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 1,251 $252K 0.57% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,114 $252K 0.02% -1,400 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,240 $250K <0.01% -1,283 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,239 $250K 0.01% -27 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,236 $249K 0.07% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,234 $249K 0.02% +41 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,190 $248K 0.05% +7 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,229 $248K <0.01% +1,146 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,227 $247K 0.02% +130 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,226 $247K 0.22% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,224 $247K 0.02% -120 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,220 $246K 0.12% -295 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,220 $246K 0.09% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,219 $246K 0.03% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,218 $246K 0.02% -296 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,214 $245K 0.01% +55 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,214 $245K 0.06% +43 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,073 $243K 0.02% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,205 $243K 0.01% +164 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 1,204 $243K 0.02% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,200 $242K 0.02% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,200 $242K 0.19% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,188 $240K 0.07% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,186 $239K 0.19% -60 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,185 $239K 0.16% +210 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,182 $238K 0.12% -2,452 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,181 $238K 0.02% -184 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,175 $237K 0.06% +60 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,172 $236K 0.03% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,172 $236K 0.14% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,170 $236K 0.01% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,166 $235K 0.04% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,124 $234K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,161 $234K 0.03% +138 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,046 $234K 0.08% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,155 $233K 0.08% +15 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,155 $233K 0.07% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,155 $233K 0.17% new 13F-HR/A 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 1,150 $232K 0.01% -88 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,141 $230K 0.03% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,218 $229K 0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,134 $229K 0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,132 $228K 0.02% -77 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,129 $228K 0.01% -41 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,127 $227K 0.02% +32 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,125 $227K 0.03% -6 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,125 $227K 0.08% -154 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,124 $227K 0.02% -8 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,124 $227K 0.07% -17 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,113 $224K 0.08% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,111 $224K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,111 $224K 0.03% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,110 $224K 0.01% -373 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,106 $223K 0.06% +70 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,105 $223K 0.11% +401 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,102 $222K 0.01% +1,100 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,100 $222K 0.08% -306 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,100 $222K 0.25% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,099 $222K <0.01% -44 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,098 $221K 0.05% -39 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,096 $221K 0.02% -10 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,096 $221K 0.02% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,094 $221K 0.07% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,090 $220K 0.11% +47 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,087 $219K 0.07% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,084 $219K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,085 $219K 0.08% +2 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,078 $217K 0.04% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,074 $217K 0.04% +104 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,072 $216K 0.01% -20 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,066 $215K 0.15% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,064 $215K 0.02% +115 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,059 $214K 0.01% -33 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,056 $213K 0.02% -1 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,048 $211K 0.02% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,046 $211K <0.01% new 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,045 $211K 0.01% new 13F-HR/A Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,038 $209K 0.03% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,038 $209K 0.17% new 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 1,041 $209K 0.14% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,035 $209K 0.06% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,033 $208K 0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,032 $208K 0.03% -13 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,030 $208K 0.05% -59 13F-HR/A Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,026 $207K 0.13% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,026 $207K 0.02% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,023 $206K 0.04% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,020 $206K 0.13% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,018 $205K <0.01% +28 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,017 $205K <0.01% +71 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,016 $205K 0.01% -38 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,014 $204K 0.04% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,008 $203K 0.04% +17 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,008 $203K 0.1% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,007 $203K 0.09% +56 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,007 $203K 0.03% -14 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,005 $203K 0.11% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,001 $202K 0.03% +147 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,000 $202K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 999 $202K 0.06% -74 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 998 $201K 0.03% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 936 $196K <0.01% -22 13F-HR Timeline