Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9,188 $328K 0.25% +119 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 9,182 $328K 0.11% -800 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 9,181 $328K 0.17% -4,401 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,161 $327K 0.07% +753 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,159 $327K 0.07% +1,274 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 9,138 $326K 0.01% -4,970 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 9,134 $326K 0.12% +870 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,126 $326K 0.01% +3,351 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,124 $326K 0.06% -2,043 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,084 $325K 0.09% +9 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,118 $325K 0.03% -349 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 9,116 $325K 0.02% -71 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,107 $325K 0.01% +1,415 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,103 $325K 0.01% +219 13F-HR Timeline BANK OZK More: the full row for BANK OZK 9,079 $324K 0.12% -488 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 9,046 $323K 0.37% -33 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 9,043 $323K 0.1% +62 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 9,032 $322K 0.04% -2,349 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 9,017 $322K 0.15% -166 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 8,669 $320K 0.19% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,957 $320K <0.01% -914,637 13F-HR Timeline Bell Bank More: the full row for Bell Bank 8,928 $319K 0.01% +1,082 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,891 $317K 0.01% -882 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 8,884 $317K 0.08% -22 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 8,863 $316K 0.11% -49 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,831 $315K 0.05% -1,000 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,828 $315K 0.13% +29 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,821 $315K 0.13% -618 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,820 $315K 0.02% -4,107 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 8,782 $313K 0.05% +2,087 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,740 $312K 0.09% -374 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 8,738 $312K 0.16% -470 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,727 $311K 0.03% +1,108 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,723 $311K 0.02% +714 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,696 $310K 0.02% -83 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 8,659 $309K 0.11% +1,299 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 8,655 $309K 0.19% -1,500 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 8,647 $309K 0.04% +919 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 8,644 $308K 0.1% -1,453 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 8,608 $307K 0.02% -399 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,584 $306K 0.12% +521 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,580 $306K 0.06% -132 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 8,577 $306K 0.01% -1 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,575 $306K 0.03% +1,289 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 8,571 $306K 0.05% -1,306 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,570 $306K 0.14% +388 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,570 $306K 0.06% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,561 $306K 0.03% -3 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,505 $304K 0.02% -540 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,491 $303K 0.02% +804 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 8,470 $302K 0.07% +4,218 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,462 $302K 0.14% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,496 $302K 0.04% -265 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 8,475 $302K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,437 $301K 0.18% -3,611 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 8,428 $301K 0.08% new 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 8,426 $301K 0.23% -3,455 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,421 $301K 0.12% -14,766 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,399 $300K 0.11% -201 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,375 $299K 0.05% +1,204 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8,370 $299K 0.17% -159 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 8,353 $298K 0.18% -470 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,362 $298K 0.22% -319 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,342 $298K 0.06% -25 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,334 $297K 0.01% -1,150 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,334 $297K 0.07% +699 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 8,321 $297K 0.05% +1,692 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,318 $297K 0.08% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,315 $297K 0.07% +267 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,302 $296K 0.01% -282 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 8,266 $295K 0.08% -2,771 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 8,265 $295K 0.06% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,256 $295K 0.09% -1,189 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,225 $294K 0.24% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,208 $293K 0.02% +498 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 8,203 $293K 0.04% -102 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,182 $292K 0.06% +106 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,181 $292K 0.06% -244 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,175 $292K 0.02% -1,092 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 8,174 $292K 0.1% +2,467 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,168 $292K 0.11% -4,097 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8,164 $291K 0.03% +258 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,164 $291K 0.25% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,162 $291K 0.03% +494 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,156 $291K 0.09% -14 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,135 $290K 0.03% -487 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,126 $290K 0.11% +76 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,122 $290K 0.04% -531 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 8,102 $289K 0.2% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 8,066 $288K 0.04% +491 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,057 $288K 0.06% +2,272 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 8,063 $287K 0.04% +368 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,040 $287K 0.08% -8 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,023 $286K 0.13% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,616 $286K 0.14% -711 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,872 $286K 0.12% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 8,000 $286K 0.16% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 7,973 $285K 0.09% -279 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,969 $284K 0.18% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 7,968 $284K 0.17% +718 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 7,968 $284K 0.07% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,954 $284K 0.04% +644 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 7,937 $283K 0.07% -66 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,934 $283K 0.06% -43 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,933 $283K 0.06% -111 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,915 $282K 0.07% -1,906 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,905 $282K <0.01% -2,778 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 7,896 $282K 0.21% 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,884 $281K 0.17% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 7,872 $281K 0.21% +2 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,862 $281K 0.09% +41 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 7,835 $280K 0.04% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,833 $280K 0.07% -249 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,830 $279K 0.03% -1,457 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 7,822 $279K 0.09% +66 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,813 $279K 0.01% -665 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7,778 $278K 0.16% -407 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 7,776 $278K <0.01% -371 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,708 $275K 0.02% -71,317 13F-HR Timeline Group MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 7,708 $275K 0.13% +102 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 7,704 $275K 0.01% -6,523 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,692 $275K 0.02% -748 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,650 $273K 0.17% -200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,645 $273K 0.02% +11 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,633 $272K 0.05% -312 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,618 $272K 0.03% +342 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,606 $271K 0.04% -800 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,605 $271K 0.09% -5,795 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 7,593 $271K <0.01% -3,032,059 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,591 $271K 0.03% -318 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 7,588 $271K 0.1% +117 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,571 $270K 0.21% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 7,539 $269K 0.07% -18,666 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,533 $269K 0.07% +283 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 7,524 $269K 0.08% -72 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,513 $268K 0.02% -28 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,511 $268K 0.15% -150 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,491 $267K 0.07% -267 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,480 $267K <0.01% +880 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PARTHENON LLC More: the full row for PARTHENON LLC 7,460 $266K 0.03% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,448 $266K 0.04% -2,650 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,431 $265K 0.04% -17,057 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,429 $265K 0.05% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 7,427 $265K 0.04% -112 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,418 $265K 0.01% +282 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,409 $264K 0.39% +1 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 7,406 $264K 0.01% +94 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,400 $264K 0.09% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,391 $264K 0.08% -21,068 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,388 $264K 0.01% +7 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,382 $263K 0.06% +379 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,381 $263K 0.22% -515 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,372 $263K 0.19% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,360 $263K 0.07% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,317 $261K 0.05% -509 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,310 $261K 0.02% -675 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,305 $261K <0.01% -115,885 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,289 $260K 0.1% +712 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,006 $258K 0.05% -198 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,222 $258K 0.06% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,214 $257K 0.03% -640 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,196 $257K <0.01% +88 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,166 $256K 0.04% -116 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,126 $254K 0.02% -62 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,123 $254K 0.1% -958 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,120 $254K 0.07% +879 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,119 $254K 0.23% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,112 $254K 0.02% +1,264 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,089 $253K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,074 $252K 0.05% +932 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,070 $252K 0.03% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 7,059 $252K 0.03% -1,646 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,055 $252K 0.04% -345 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,055 $252K 0.13% +763 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,038 $251K 0.24% -941 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,035 $251K 0.09% -422 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,014 $250K 0.08% +115 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,012 $250K 0.07% +3 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,006 $250K 0.14% +58 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,993 $250K 0.05% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,989 $249K 0.02% -2,022 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,979 $249K 0.04% -5,317 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,972 $249K 0.03% -1,497 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,971 $249K 0.11% -79 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,940 $248K 0.01% -17,537 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,934 $247K 0.03% +6 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 6,921 $247K 0.23% +1,288 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 6,895 $246K 0.4% -1,575 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 6,850 $244K 0.11% -400 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,851 $244K 0.09% -331 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,846 $244K 0.07% +200 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,842 $244K 0.1% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,827 $244K 0.2% +35 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,815 $243K 0.05% -5,511 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,809 $243K 0.07% -208 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,800 $243K 0.07% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,798 $243K 0.07% +45 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,784 $242K 0.02% -1,392 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 6,797 $242K 0.02% +909 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 6,741 $241K 0.08% -213 13F-HR Timeline