Coastline Trust Co More: the full row for Coastline Trust Co 2,800 $618K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,787 $615K 0.21% -510 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,787 $615K 0.12% -383 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,783 $615K 0.08% +3 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,450 $612K 0.03% -110 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,763 $610K 0.03% +2,573 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,753 $608K 0.03% -14 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,740 $605K 0.07% -48 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,734 $604K 0.02% +263 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,733 $604K 0.02% +44 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,724 $602K 0.18% +203 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,704 $597K 0.02% -923 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,703 $597K 0.12% +110 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,702 $597K 0.01% -5,980 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,678 $591K 0.04% +29 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,674 $590K 0.01% +1,307 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,674 $590K 0.01% -340 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,673 $590K 0.15% -241 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 2,672 $590K 0.39% -56 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,670 $590K 0.01% +982 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,659 $587K 0.03% -224 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,641 $583K 0.06% -242 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,624 $579K 0.13% -2,350 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,622 $579K 0.01% +247 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 2,620 $579K 0.21% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,956 $578K 0.09% -62 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,613 $577K 0.1% +215 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,612 $577K 0.28% +598 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,609 $576K 0.09% -7 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,608 $576K 0.02% -174 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,600 $574K 0.03% -113 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,596 $573K 0.1% +75 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,567 $567K <0.01% -3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,449 $565K 0.03% +47 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,558 $565K 0.03% +2 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,522 $557K 0.53% -13 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,519 $556K 0.2% -84 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,514 $555K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,501 $552K 0.04% +1,029 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,500 $552K 0.09% +270 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,472 $546K 0.03% -44 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,461 $543K 0.19% +74 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,463 $543K 0.06% +417 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,420 $534K 0.12% -8 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,418 $534K 0.05% -352 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,416 $533K 0.11% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,412 $533K 0.05% -1,473 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,406 $531K 0.09% -255 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,402 $530K 0.03% +527 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 2,394 $529K 0.22% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,388 $527K 0.1% -131 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,373 $524K 0.16% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,356 $520K 0.2% +151 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,353 $520K 0.05% +253 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,342 $517K 0.31% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,340 $517K 0.06% +94 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,333 $515K 0.03% +819 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,324 $513K 0.13% -118 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 2,321 $512K 0.43% +3 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,321 $512K 0.43% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,284 $504K 0.08% +1 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,283 $504K 0.02% +28 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,266 $501K 0.05% +158 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 2,261 $499K 0.29% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,258 $499K 0.01% -304 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,256 $498K 0.02% -360 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,236 $494K 0.07% -947 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,224 $491K 0.06% +2,172 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,195 $485K 0.02% -71 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,191 $484K 0.03% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,962 $483K 0.18% +598 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,186 $483K 0.06% -18 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,182 $482K 0.01% -773 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,182 $482K 0.33% +19 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,175 $479K <0.01% +94 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,163 $478K 0.25% +250 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,160 $477K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,151 $475K 0.02% -143 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,150 $475K 0.44% +21 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,139 $472K 0.01% +164 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,139 $472K 0.02% -743 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,145 $469K 0.03% -287 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,118 $468K 0.01% +400 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,117 $467K 0.27% -236 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,112 $466K 0.01% +95 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,109 $466K 0.03% -39 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,106 $465K 0.02% +83 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 2,100 $464K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,100 $464K 0.01% -40 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,099 $464K 0.29% +105 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,101 $463K 0.1% +152 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,089 $461K 0.13% -9 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,075 $458K 0.26% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,064 $456K 0.04% -160 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,062 $455K 0.02% +727 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,053 $453K 0.04% +406 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,046 $452K 0.23% +233 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,036 $450K 0.01% -12 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,035 $449K 0.01% -955 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,012 $444K 0.12% -52 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,998 $441K 0.02% +73 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,995 $441K 0.14% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,990 $439K 0.1% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,650 $439K 0.03% -3 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,986 $439K 0.02% -16 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,978 $437K 0.06% -445 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,974 $436K 0.04% +19 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,974 $436K 0.01% -366 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,959 $433K 0.01% 0 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,957 $432K 0.03% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,936 $428K 0.04% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,932 $427K 0.01% -672 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NS Partners Ltd More: the full row for NS Partners Ltd 1,924 $425K 0.02% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,910 $422K 0.22% -400 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,909 $422K 0.03% -533 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,907 $421K 0.03% +90 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,904 $420K 0.41% -40 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,901 $420K <0.01% +97 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,900 $420K <0.01% -15,293 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,883 $416K 0.03% +412 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,870 $413K 0.08% +174 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,867 $412K 0.01% +206 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,864 $412K 0.02% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,856 $410K 0.25% +42 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,848 $408K 0.17% +562 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,845 $407K 0.01% +631 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,834 $405K 0.14% +9 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,834 $405K 0.02% -84 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,813 $400K 0.02% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,812 $400K 0.05% -17 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,809 $400K 0.06% +7 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,796 $397K 0.01% -617 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,793 $396K 0.03% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,770 $391K 0.16% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,765 $390K 0.12% -247 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,762 $389K 0.1% -184 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,760 $389K 0.04% -120 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,752 $387K 0.08% -2,148 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,749 $386K 0.22% -50 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,745 $385K 0.06% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,734 $383K 0.21% -39 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,444 $382K 0.01% +3 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,746 $382K 0.04% -203 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,728 $382K 0.04% -954 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,727 $381K 0.12% +30 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,710 $379K 0.02% new 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,706 $377K 0.01% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,702 $376K 0.16% +61 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,698 $375K 0.02% +19 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,674 $370K 0.01% +436 13F-HR/A Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,667 $368K 0.22% +35 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,661 $367K <0.01% -267 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,654 $365K 0.01% -153 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,653 $365K 0.11% -102 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,652 $364K 0.04% +2 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 1,332 $363K 0.24% +783 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,644 $363K 0.02% -22 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,643 $363K 0.02% -51 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,642 $363K 0.01% -46 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,639 $362K 0.01% -1,126 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,637 $361K 0.08% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,617 $357K 0.01% +5 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,604 $354K 0.07% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,603 $354K 0.04% +405 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,600 $353K 0.43% +770 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,598 $353K 0.06% +4 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,590 $351K 0.11% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,586 $350K 0.11% +15 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,583 $350K 0.19% +46 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,582 $349K 0.07% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,577 $348K 0.04% -51 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,576 $348K 0.27% +81 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,575 $348K 0.3% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,573 $347K 0.03% -964 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,571 $347K 0.01% -49 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,568 $346K 0.05% -241 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,561 $345K 0.03% +432 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,557 $344K 0.04% -417 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,556 $344K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,553 $343K <0.01% +318 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,541 $340K 0.01% -94 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,536 $339K <0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,531 $338K 0.04% -25 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,530 $338K 0.06% 0 13F-HR/A Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,519 $335K <0.01% -1,336 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,512 $334K 0.04% +10 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,509 $333K 0.02% +214 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,505 $332K 0.06% +446 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,500 $331K 0.23% -134 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,433 $331K <0.01% +240 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,486 $328K <0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,485 $328K 0.09% -1,451 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,484 $328K 0.1% -5 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,478 $326K 0.06% +52 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,220 $326K 0.02% +474 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,468 $324K 0.03% -985 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,465 $324K 0.05% -228 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,459 $322K 0.35% +15 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,458 $322K 0.11% +139 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,455 $321K 0.02% 0 13F-HR Timeline