Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,897 $365K 0.01% +768 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 9,877 $364K 0.06% +2 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,092 $364K 0.17% +2,401 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 9,855 $364K 0.13% -3,795 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,851 $364K 0.07% +1,872 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,831 $363K 0.06% -218 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,821 $362K 0.09% +936 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 10,529 $362K 0.32% +817 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,773 $361K 0.02% -438 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,750 $360K 0.04% -73,616 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 9,746 $360K 0.06% +2,768 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 9,729 $359K 0.07% -85 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,695 $358K 0.04% -2,691 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 9,657 $356K 0.11% -1,060 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 9,596 $354K 0.16% -64 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 9,593 $354K 0.12% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 9,567 $353K 0.15% +129 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,541 $352K 0.02% -7 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,484 $350K 0.01% -405 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,479 $350K 0.21% -254 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,467 $349K 0.04% -349 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,454 $349K 0.08% -1,000 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 9,445 $349K 0.1% -766 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,439 $348K 0.16% -1,759 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,267 $348K 0.03% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 9,416 $347K 0.03% -1,186 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 9,402 $347K 0.05% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,400 $347K 0.04% +575 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,444 $346K 0.03% +107 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,346 $345K 0.09% -96 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 9,327 $344K 0.18% -2,527 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,315 $344K 0.1% -1,817 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,307 $343K 0.03% +859 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,299 $343K 0.02% -8,527 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,287 $343K 0.04% +3,654 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 9,236 $341K 0.05% -101 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,220 $340K 0.02% -348 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 9,208 $340K 0.18% -225 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 9,187 $339K 0.02% +72 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 9,183 $339K 0.17% -288 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,178 $339K 0.03% -1,569 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,830 $338K 0.19% -1,159 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 9,114 $336K 0.07% -465 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 9,079 $335K 0.38% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9,069 $335K 0.26% -459 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,045 $334K 0.02% -1,815 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9,042 $334K 0.11% -2,182 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 9,040 $334K 0.07% new 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,028 $333K 0.03% +26 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 9,022 $333K 0.21% +2 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,011 $333K 0.02% -360 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,007 $332K 0.02% +54 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,981 $331K 0.11% -503 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,977 $331K 0.01% +1,684 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,959 $331K 0.08% -7 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,939 $330K 0.1% -2,704 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 8,912 $329K 0.13% -1,074 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 8,906 $329K 0.09% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 8,884 $328K 0.01% +89 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 8,838 $326K 0.2% +1,379 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,761 $326K 0.05% -1,687 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 8,823 $326K 0.23% -359 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,799 $325K 0.14% -15 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,779 $324K 0.02% +620 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,627 $323K 0.35% -98 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 8,705 $321K 0.04% new 13F-HR/A Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,681 $320K 0.26% -598 13F-HR/A Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 8,669 $320K 0.19% +596 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,653 $319K 0.05% -240 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,630 $318K 0.03% +657 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,622 $318K 0.03% -497 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,601 $317K 0.02% -201 13F-HR/A Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,600 $317K 0.12% -100 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,584 $317K 0.02% +836 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 8,578 $317K 0.02% -14,953 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,570 $316K 0.07% +2,693 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,564 $316K 0.04% -103 13F-HR/A Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 8,557 $316K 0.21% -11,679 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,541 $315K 0.15% -3,795 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8,529 $315K 0.2% -369 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 8,498 $314K 0.09% -23 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 8,498 $314K 0.16% +12 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,491 $313K 0.34% +1,368 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 8,490 $313K 0.04% -2,979 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 8,475 $313K 0.02% -1,350 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,478 $313K 0.01% -2,828 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 8,473 $313K 0.17% -1,903 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 8,470 $313K 0.37% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,469 $313K 0.04% -124 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,462 $312K 0.15% +611 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 8,451 $312K 0.02% +678 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,450 $312K 0.08% +52 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 8,442 $312K 0.09% -8,026 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,440 $311K 0.02% +323 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,425 $311K 0.07% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,417 $311K 0.07% +539 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,410 $310K 0.02% +169 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,408 $310K 0.11% +424 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 8,406 $310K 0.05% -2,752 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,367 $309K 0.09% -654 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 8,355 $308K 0.04% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 8,354 $308K <0.01% -603 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 8,305 $306K 0.05% -1,447 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 8,278 $305K 0.17% +2,652 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 8,265 $305K 0.08% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,264 $305K 0.13% +774 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 8,260 $305K 0.16% -442 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,252 $305K <0.01% +5,173 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 8,252 $304K 0.1% +68 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8,185 $302K 0.2% +1,098 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,182 $302K 0.16% -266 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,176 $302K 0.03% +213 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,170 $301K 0.1% -117 13F-HR/A Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,164 $301K 0.27% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 8,147 $301K 0.01% +274 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 8,102 $299K 0.25% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 8,099 $299K 0.05% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 8,082 $298K 0.08% -520 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 8,081 $298K 0.12% -338 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,075 $298K 0.1% -549 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,076 $298K 0.07% +47 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,712 $298K 0.06% -49 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,063 $298K 0.13% +1,531 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,050 $297K 0.12% -2,075 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,048 $297K 0.08% +835 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,048 $297K 0.1% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,044 $297K 0.06% -642 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,023 $296K 0.13% +532 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,018 $296K 0.17% -1,224 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,009 $296K 0.02% -6,508 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 8,003 $295K 0.08% -2,154 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,003 $295K 0.03% -235 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 8,002 $295K 0.27% -47 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 8,000 $295K 0.18% -2,000 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,985 $295K 0.03% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,979 $294K 0.29% -95 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,977 $294K 0.07% -950 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,969 $294K 0.2% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,945 $293K 0.06% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,931 $293K 0.05% +2,535 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,925 $292K 0.03% +20 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,909 $292K 0.03% -231 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,906 $292K 0.03% -160 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,896 $291K 0.28% -493 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,885 $291K 0.09% +432 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,884 $291K 0.19% -4,870 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 7,870 $290K 0.24% -99 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,862 $290K 0.05% -1,705 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,854 $290K 0.03% +1,082 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,850 $290K 0.21% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 7,847 $290K 0.06% +547 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,846 $290K 0.02% -281 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,826 $289K 0.06% -1,560 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,821 $289K 0.11% +63 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,763 $286K 0.01% -2,287 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,758 $286K 0.07% -532 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 7,756 $286K 0.1% +55 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,793 $286K 0.03% +2,355 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,738 $286K 0.01% -371 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,728 $285K 0.05% -1,063 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,710 $284K 0.03% +1,088 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,692 $284K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,560 $284K 0.09% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,687 $284K 0.02% -482 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 7,672 $283K 0.29% -1,060 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 7,695 $283K 0.04% +265 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,668 $283K 0.04% -395 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,661 $283K 0.17% -1,400 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,636 $282K 0.02% -13 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,635 $282K 0.07% +875 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 7,635 $282K 0.08% +177 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,634 $282K 0.03% -2,654 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 7,622 $281K 0.03% -1,903 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,619 $281K 0.03% -258 13F-HR/A Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 7,606 $281K 0.15% +73 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 7,596 $280K 0.09% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,591 $280K 0.21% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,575 $280K 0.05% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,571 $279K 0.23% -1,578 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,568 $279K 0.04% -12 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,567 $279K 0.18% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,541 $278K 0.02% -734 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,711 $277K 0.18% +4,431 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 7,539 $276K 0.05% -380 13F-HR/A Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 7,450 $276K 0.04% -13,885 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 7,471 $276K 0.11% +231 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,460 $275K 0.03% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,457 $275K 0.11% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,442 $275K 0.11% +285 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 7,414 $274K 0.02% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,408 $273K 0.41% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 7,406 $273K 0.11% -2,682 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,402 $273K 0.08% -62,657 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,400 $273K 0.05% +501 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,400 $273K 0.1% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,381 $272K 0.02% +457 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,372 $272K 0.06% -645 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,370 $272K 0.29% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEARLE & CO. More: the full row for SEARLE & CO. 7,360 $272K 0.08% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 7,360 $272K 0.1% +1,800 13F-HR Timeline