One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,896 $287K 0.04% +763 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,886 $286K 0.07% +98 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,948 $286K 0.28% -189 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,886 $286K <0.01% new 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,882 $286K 0.1% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,971 $286K 0.03% +411 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,878 $285K 0.17% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,871 $285K 0.01% -11,057 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,869 $285K 0.04% +480 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,869 $285K 0.05% +82 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,865 $284K 0.06% -214 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,863 $284K 0.24% -14 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,857 $283K 0.08% -414 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,855 $283K 0.02% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,853 $283K 0.12% -700 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,852 $283K 0.17% -137 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,851 $283K 0.03% +387 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,849 $283K 0.3% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,846 $282K 0.15% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,897 $281K 0.01% new 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,835 $281K 0.25% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,832 $281K 0.14% -719 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,829 $281K 0.25% +356 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,829 $281K 0.05% -165 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,826 $280K 0.07% +43 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,825 $280K 0.08% +538 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,815 $279K 0.14% +788 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,815 $279K 0.11% +415 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,811 $279K 0.07% -67 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,809 $279K 0.07% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,796 $277K 0.03% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,793 $277K 0.09% -67 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,787 $276K 0.06% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,783 $276K 0.24% 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,782 $276K 0.09% -653 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,782 $276K 0.2% +544 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,774 $275K 0.09% -3 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,771 $275K 0.06% +69 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,770 $275K 0.06% new 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,769 $275K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,762 $274K 0.19% -520 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,754 $273K 0.05% -402 13F-HR Timeline City State Bank More: the full row for City State Bank 2,750 $273K 0.1% -170 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,746 $272K 0.13% -37 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,744 $272K 0.13% +258 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,744 $272K 0.4% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,742 $272K 0.03% +572 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,737 $271K 0.16% 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,730 $271K 0.08% +50 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,733 $271K 0.04% -15 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 2,730 $271K 0.05% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,729 $271K 0.29% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,725 $270K 0.02% +347 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,723 $270K 0.15% +600 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,720 $270K 0.01% -183 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,712 $269K 0.06% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,636 $268K 0.15% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 2,700 $268K 0.14% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,697 $267K 0.15% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,696 $267K 0.03% +45 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,642 $267K 0.11% -747 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,693 $267K 0.03% -57 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,690 $267K 0.02% +241 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,682 $266K 0.05% -125 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,680 $266K 0.07% -246 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,679 $266K 0.02% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,675 $265K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,663 $264K 0.05% +331 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,663 $264K 0.07% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,661 $264K 0.18% -223 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,659 $264K 0.06% +722 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,654 $263K 0.08% -181 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,706 $263K 0.02% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,507 $263K 0.09% +117 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,647 $263K 0.02% +257 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,642 $262K 0.09% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,646 $262K 0.05% new 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,636 $261K 0.12% +793 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,634 $261K 0.05% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,479 $261K 0.11% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,629 $261K 0.03% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,623 $260K 0.06% -1,813 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,618 $260K 0.03% +266 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,615 $259K 0.13% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,610 $259K 0.1% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,608 $259K 0.05% +6 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 2,606 $258K 0.23% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,604 $258K 0.19% -236 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,604 $258K 0.1% +210 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,598 $258K 0.02% +457 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,588 $257K 0.16% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,585 $256K 0.17% -148 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,578 $256K 0.03% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,577 $256K 0.02% +230 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,576 $255K 0.22% 13F-HR/A Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,565 $254K 0.15% +55 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,561 $254K <0.01% +393 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,533 $253K 0.05% +259 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,550 $253K 0.09% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,550 $253K 0.07% +232 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,545 $252K 0.19% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,542 $252K 0.1% -180 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,541 $252K 0.14% -633 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 2,537 $252K 0.1% -1,650 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,521 $250K 0.15% +1 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,516 $250K 0.22% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,516 $250K 0.03% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,516 $250K 0.09% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,513 $249K 0.18% +63 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,510 $249K 0.07% +510 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,510 $249K 0.2% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,508 $249K 0.01% +437 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,501 $248K 0.09% +127 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,500 $248K 0.19% +50 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,499 $248K 0.13% -74 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,493 $247K 0.02% -59 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,488 $247K 0.08% +4 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,482 $246K 0.02% +205 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,482 $246K 0.16% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,480 $246K 0.04% -809 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,476 $246K 0.07% +210 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,467 $245K 0.13% 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,460 $244K 0.09% +3 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,459 $244K 0.1% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,454 $243K 0.06% +136 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,453 $243K 0.05% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,443 $242K 0.03% +287 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,441 $242K 0.13% +1,145 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,438 $242K 0.08% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,388 $241K 0.17% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,429 $241K 0.06% +1 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,425 $240K 0.24% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,423 $240K 0.05% -31 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2,421 $240K 0.07% -27 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,419 $240K 0.16% +42 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,417 $240K 0.1% +22 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,413 $239K 0.02% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,408 $239K 0.07% +400 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,405 $239K 0.17% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,403 $238K 0.13% +225 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,400 $238K 0.16% -306 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 2,400 $238K 0.16% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,400 $238K 0.02% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,400 $238K 0.03% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,398 $238K 0.09% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,390 $237K 0.01% +119 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,389 $237K <0.01% +68 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 2,388 $237K 0.02% -279 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,381 $236K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,433 $236K 0.02% -2,514 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,377 $236K 0.2% new 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,365 $235K 0.09% -30 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,364 $234K 0.08% +149 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,360 $234K 0.1% +89 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,355 $234K 0.07% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,343 $232K 0.07% -279 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,341 $232K 0.01% -638 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,340 $232K 0.03% 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,340 $232K 0.08% +210 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,339 $232K 0.02% -174 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,333 $231K 0.12% +425 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,331 $231K 0.02% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,331 $231K 0.08% +12 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,329 $231K 0.2% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,328 $231K 0.01% -16 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,283 $231K 0.05% +15 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,327 $231K 0.02% +181 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,327 $231K 0.17% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,324 $230K 0.02% +315 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,324 $230K 0.02% +267 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,311 $229K 0.04% +1 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,305 $229K 0.13% -485 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,299 $227K 0.06% +15 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,287 $227K <0.01% +1,912 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,282 $226K 0.16% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,281 $226K 0.06% +5 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,280 $226K 0.17% -84 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,271 $225K 0.08% +10 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,266 $225K <0.01% -478,858 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,264 $225K 0.03% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,262 $224K 0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,261 $224K 0.02% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,260 $224K 0.16% +117 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,252 $223K 0.02% +351 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,251 $223K 0.07% 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,250 $223K 0.03% +154 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,244 $223K 0.08% +77 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,249 $223K 0.03% +124 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,242 $222K 0.21% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,239 $222K 0.06% +77 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,232 $221K 0.13% +749 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,230 $221K 0.09% +61 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,226 $221K 0.05% +76 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,212 $219K 0.01% -141 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,209 $219K 0.05% -214 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,208 $219K 0.07% -14 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,206 $219K 0.11% +147 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,206 $219K 0.05% +121 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,096 $218K 0.21% 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,200 $218K 0.08% 0 13F-HR Timeline