Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 26,130 $981K 0.06% -193 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 26,106 $980K 0.24% -5,865 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 26,000 $976K 0.53% -1,183 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 25,987 $975K 0.15% -4,391 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 25,974 $975K 0.1% -8,938 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 25,956 $974K 0.39% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 25,887 $972K 0.23% +983 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,881 $971K 0.07% -1,008 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 25,850 $970K 0.2% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 25,842 $970K 0.29% -650 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 25,793 $968K 0.37% +654 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 25,763 $967K 0.06% -14,957 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 25,569 $960K 0.04% new 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,557 $959K 0.03% -560 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 25,537 $958K <0.01% +8,510 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 25,515 $958K 0.09% +6,223 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 25,504 $957K 0.04% -4,690 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25,460 $956K 0.35% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 25,472 $956K 0.64% -64 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 25,449 $955K 0.1% -9,621 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 25,304 $950K 0.03% -4,266 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 25,077 $941K 0.08% +144 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 24,921 $935K 0.62% -2,312 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 24,918 $935K 0.04% +121 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 24,847 $933K 0.51% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 24,837 $932K 0.14% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 24,797 $931K 0.17% -7,002 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 24,783 $930K 0.04% -520 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 24,750 $929K 0.51% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 24,746 $929K 0.16% +1,312 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 24,555 $922K 0.69% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 24,479 $919K 0.06% +1,203 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 24,445 $917K -582 Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 24,431 $917K 0.15% -1,567 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 24,425 $917K 0.04% -1,677 13F-HR/A Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 24,403 $916K 0.23% -725 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 24,391 $915K 0.14% -534 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 24,218 $909K 0.06% -1,291 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 24,281 $908K 0.9% -822 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 24,189 $908K 0.3% -499 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,976 $900K 0.02% +750 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 23,873 $896K +1,198 Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 23,853 $895K 0.23% -1,549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestline Management, L.P. More: the full row for Crestline Management, L.P. 23,823 $894K 0.03% -5,100 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 23,690 $889K 0.22% +649 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 23,531 $883K 0.04% -662 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 23,739 $882K 0.03% +4,308 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 23,510 $882K 0.36% +1,708 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,493 $882K 0.03% +605 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 23,415 $879K 0.01% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 23,403 $878K 0.41% +1,955 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23,363 $877K 0.09% -647 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,279 $874K 0.04% -4,284 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 23,209 $871K 0.05% -360 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,183 $870K 0.03% -1,913 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 23,166 $869K 0.11% -6,197 13F-HR Timeline Group MSA Advisors, LLC More: the full row for MSA Advisors, LLC 22,988 $863K 0.22% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 22,956 $862K 0.37% -39,379 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 22,927 $860K 0.09% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 22,923 $860K 0.04% -1,958 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 24,028 $859K 0.01% 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 22,841 $857K 0.03% -653 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 22,791 $855K 0.22% new 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 22,777 $855K 0.67% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 22,724 $853K 0.67% +2,431 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 22,726 $853K 0.11% -1,458 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 24,425 $852K 0.43% -2,255 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,699 $852K 0.2% -60 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 22,646 $850K 0.2% -80 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 22,606 $848K 0.49% +1,218 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 22,529 $846K 0.06% -1,071 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 22,484 $844K 0.38% +105 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 22,301 $837K 0.3% -416 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 22,301 $837K 0.03% -816 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22,296 $837K 0.07% -6,228 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 22,279 $836K 0.55% -74 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,076 $829K 0.16% -300 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 22,010 $826K 0.41% -157 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 22,004 $826K 0.27% -426 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 21,936 $823K 0.11% -9,763 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 21,923 $823K 0.52% -1,930 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 21,842 $820K 0.36% -1,326 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 21,736 $816K 0.11% -24,409 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 21,706 $815K 0.05% -446 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 21,702 $814K 0.24% +1,748 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 21,335 $811K 0.11% -22,190 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 21,607 $811K 0.06% +4,689 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21,816 $810K 0.8% 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 21,522 $808K 0.49% -10,980 13F-HR Timeline CROBAN More: the full row for CROBAN 21,509 $807K 0.79% 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 21,500 $807K 0.08% 0 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 91,815 $803K 0.13% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 21,392 $803K 0.79% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,342 $801K 0.04% -3,740 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 21,324 $800K 0.29% -982 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,150 $794K 0.17% -2,025 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,113 $792K 0.03% -923 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 21,101 $792K 0.03% -896 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 21,106 $792K 0.68% -158 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,062 $790K 0.07% -796 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 21,122 $790K 0.27% -3,606 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 21,050 $790K 0.09% -932 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 21,021 $789K 0.05% -1,944 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 21,098 $789K 0.05% -85 13F-HR Timeline Trust Co More: the full row for Trust Co 20,968 $787K 0.09% +714 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,940 $786K 0.04% +1,157 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 20,926 $785K 0.31% -5,362 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 20,850 $783K 0.22% -14,518 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 20,788 $780K 0.3% -295 13F-HR Timeline Group O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 20,782 $780K 0.24% +5,190 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 20,752 $779K 0.03% +6 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 18,035 $779K 0.57% -61 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 20,629 $778K 0.63% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,690 $776K 0.07% +385 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 20,661 $775K 0.04% +1,619 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 20,638 $775K 0.24% -332 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 20,600 $773K 0.05% +77 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,588 $773K 0.32% 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 20,534 $771K 0.3% -80 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 20,500 $769K 0.21% -4,000 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 20,489 $769K 0.39% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 20,477 $768K 0.33% +2,793 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 20,404 $766K 0.41% -2,780 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 20,402 $766K 0.02% -1,663 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 21,035 $765K 0.27% +219 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 20,298 $762K 0.18% -1,449 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,289 $761K 0.48% +107 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 20,236 $759K 0.25% -174 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 20,150 $757K 0.51% 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 20,134 $756K 0.25% +8 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20,058 $753K 0.21% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 20,048 $752K 0.09% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 20,026 $752K 0.14% +8,111 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 20,026 $752K 0.49% +414 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 19,690 $739K 0.2% -137 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 19,653 $738K 0.16% -10,913 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 22,847 $733K 0.27% -1,790 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 19,462 $732K 0.03% -1,421 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 19,472 $731K 0.39% -11,436 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 19,409 $728K 0.03% -400 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 19,248 $722K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 19,252 $722K 0.05% -34,152 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 19,232 $722K 0.12% -74,435 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,215 $721K 0.13% -36,921 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 19,178 $720K 0.05% -481 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 19,144 $718K 0.12% -328 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 19,072 $716K 0.28% -940 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 19,055 $715K 0.09% +4,282 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 19,100 $714K 1.07% -127 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 19,010 $713K 0.07% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 18,900 $709K 1.05% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 18,804 $706K 0.26% -3,424 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,782 $705K 0.21% +426 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 18,748 $704K 0.13% -19,058 13F-HR Timeline Group BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 18,733 $703K 0.02% +382 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18,696 $702K 0.09% +1,027 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 18,624 $699K 0.2% -2,444 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,603 $697K 0.04% -163 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 18,495 $694K 0.32% -333 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 18,489 $694K 0.14% +1,800 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 18,482 $694K 0.24% -1,021 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 18,468 $693K 0.14% -592 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 18,481 $693K 0.05% +3,900 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 18,428 $692K 0.28% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 18,425 $691K 0.25% -786 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 18,388 $690K 0.14% +488 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 18,279 $686K 0.12% +13,282 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 18,219 $684K 0.14% -2,361 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 18,218 $684K 0.03% -1,977 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18,117 $680K 0.05% -1,204 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 18,076 $678K 0.02% -3,713 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 18,041 $677K 0.21% +933 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 18,017 $676K 0.07% -2,987 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 18,000 $676K 0.35% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 17,935 $673K 0.42% -7,734 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 17,891 $671K 0.13% -479 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 17,880 $671K 0.35% -650 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 17,863 $670K 0.14% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 17,826 $669K 0.04% -4,412 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 17,756 $666K 0.07% -2,844 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 17,746 $666K 0.09% -111,612 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 17,744 $666K 0.62% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,675 $663K 0.05% -453 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,674 $663K 0.03% +506 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,673 $663K 0.06% +6,911 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 17,665 $663K 0.17% -1,521 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,601 $661K 0.14% +407 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 17,579 $660K 0.3% +2,050 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 17,530 $658K 0.06% -330 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 17,500 $657K 0.26% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,464 $655K 0.06% -218 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 17,401 $653K 0.13% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,379 $652K 0.04% -39,342 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 17,443 $652K 0.17% +293 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,340 $651K 0.14% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,312 $650K 0.1% -1,278 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 17,214 $646K 0.17% -1,631 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 17,206 $646K 0.41% -297 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 17,190 $645K 0.59% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17,159 $644K 0.36% -1,370 13F-HR Timeline