Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,427 $238K 0.15% +68 13F-HR/A Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,419 $237K 0.03% +152 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,404 $236K 0.09% +161 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,400 $236K 0.03% -173 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,395 $236K 0.02% -211 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,389 $235K 0.06% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,387 $235K 0.05% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,386 $235K 0.04% -2,420 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,382 $235K 0.1% +3 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,791 $234K 0.09% 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,367 $234K 0.01% -563 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,363 $233K 0.01% -7,031 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,362 $233K 0.01% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,360 $233K 0.17% -1,400 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,405 $233K 0.12% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,346 $232K 0.12% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,344 $232K 0.04% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 3,357 $232K 0.13% +67 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,344 $232K 0.06% +3 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,343 $232K 0.12% +1 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,340 $232K 0.07% -1,200 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,380 $231K 0.15% +670 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,335 $231K 0.16% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,331 $231K 0.08% -338 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,323 $231K 0.07% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,325 $231K 0.08% -505 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,321 $230K 0.11% -154 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,318 $230K 0.11% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,312 $230K 0.17% -70 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,312 $230K 0.04% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,310 $230K 0.08% -211 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,323 $230K 0.09% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,309 $230K 0.05% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,307 $229K 0.02% -582 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,300 $229K 0.05% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,288 $228K 0.03% new 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,291 $228K 0.06% -76 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,283 $228K 0.12% -1,290 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,281 $228K 0.12% -80 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,286 $228K 0.1% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,276 $227K 0.09% new 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 3,272 $227K 0.16% 0 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,270 $227K 0.12% -2,150 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,270 $227K 0.12% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,267 $227K 0.13% +769 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 3,264 $226K 0.1% -752 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,261 $226K 0.05% +126 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,250 $225K 0.03% new 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 3,244 $225K 0.06% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,242 $225K 0.08% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,278 $224K 0.05% +10 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,234 $224K 0.02% -30,163 13F-HR/A Timeline Group Trust Co of Kansas More: the full row for Trust Co of Kansas 3,230 $224K 0.11% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,226 $224K 0.08% -93 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,259 $224K 0.03% -882 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,214 $223K 0.11% -144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,213 $223K 0.08% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,212 $223K 0.26% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,212 $223K 0.16% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,210 $223K 0.02% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,277 $223K 0.12% -201 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,207 $223K 0.08% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,206 $222K 0.14% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,204 $222K 0.03% +56 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,202 $222K 0.16% -442 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,200 $222K 0.05% -210 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,203 $222K 0.13% -220 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 3,199 $222K 0.03% -2,306 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,197 $222K 0.02% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,191 $221K 0.09% -109 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,186 $221K 0.09% -59 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,184 $221K 0.07% -1,507 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,181 $221K 0.06% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,175 $220K 0.06% -87 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,175 $220K 0.18% -258 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,167 $220K 0.05% -587 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 3,161 $219K 0.08% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,160 $219K 0.06% -600 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,157 $219K 0.04% -207 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,154 $219K 0.04% -533 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,149 $218K 0.2% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,146 $218K 0.08% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,141 $218K 0.14% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,140 $218K 0.06% -835 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,132 $217K 0.12% +261 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 3,131 $217K 0.24% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,130 $217K 0.17% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,190 $217K 0.08% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,124 $217K 0.04% +200 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,123 $216K 0.03% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,110 $216K 0.07% new 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 3,096 $215K 0.07% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,092 $215K 0.06% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 3,110 $214K 0.09% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,089 $214K 0.06% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,087 $214K 0.12% -596 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,080 $214K 0.09% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,079 $214K 0.02% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,078 $214K 0.08% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,073 $213K 0.05% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,067 $213K 0.01% +3,007 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,062 $212K 0.17% -382 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,061 $212K 0.19% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,061 $212K 0.05% +1,487 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 3,054 $212K 0.03% +2,846 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,050 $212K 0.05% new 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 3,050 $212K 0.08% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,047 $211K 0.16% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,043 $211K 0.06% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,043 $211K 0.03% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 3,038 $211K 0.16% new 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 3,023 $210K 0.11% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,018 $209K 0.17% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,015 $209K 0.06% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,013 $209K 0.03% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,002 $208K 0.02% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,002 $208K 0.06% +1,760 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,000 $208K <0.01% -6,579 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,025 $208K 0.07% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,996 $208K 0.08% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,993 $208K 0.06% -13,294 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,991 $208K 0.06% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,990 $207K 0.07% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,965 $206K 0.08% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,964 $206K 0.11% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,956 $205K 0.1% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,955 $205K 0.1% -1,393 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,955 $205K 0.16% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,954 $205K 0.19% -160 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,951 $205K 0.06% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,926 $203K 0.12% -2,000 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,921 $203K 0.17% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,917 $202K 0.1% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,916 $202K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,914 $202K 0.03% +163 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 2,889 $200K 0.08% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,889 $200K 0.02% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,888 $200K 0.17% new 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 2,888 $200K 0.11% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,845 $197K 0.07% +284 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,809 $195K 0.05% -131 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,797 $194K 0.3% -7,187 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,789 $194K 0.01% +646 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,766 $192K 0.01% -153 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,699 $187K 0.16% +325 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,667 $185K 0.01% +1,150 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,655 $184K 0.07% +17 13F-HR Timeline TOBAM More: the full row for TOBAM 2,642 $183K 0.07% +1,825 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,638 $183K 0.03% +828 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,647 $183K 0.1% -6,839 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,519 $175K 0.13% -497 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,516 $175K <0.01% +226 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,429 $168K 0.07% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,421 $168K 0.08% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,414 $167K 0.05% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,400 $167K 0.05% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,338 $162K 0.03% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,335 $162K 0.03% +133 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,314 $161K 0.04% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,306 $160K 0.11% -632 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,242 $156K 0.05% -79 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,238 $155K 0.05% +193 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,223 $154K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,216 $154K 0.05% -5 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,212 $154K 0.09% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,188 $152K 0.08% -250 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,179 $151K 0.04% +93 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,154 $149K 0.1% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,151 $149K 0.1% +1,927 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,141 $149K 0.08% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,106 $146K 0.07% +106 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,104 $146K 0.04% +171 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,072 $144K 0.05% +62 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,063 $143K 0.01% -119 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,045 $142K 0.23% -3,119 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,050 $142K 0.03% +357 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,034 $141K 0.06% +1,080 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,024 $140K 0.1% -72 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2,000 $139K 0.06% -551 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,997 $139K 0.05% -995 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,879 $130K 0.05% -191 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,876 $130K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,867 $130K 0.02% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,864 $129K 0.12% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,819 $126K 0.05% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,797 $125K 0.07% -2,624 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,749 $121K 0.04% -1,133 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,719 $119K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,697 $118K 0.06% +754 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,671 $116K 0.01% +99 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,670 $116K 0.02% -3,250 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,660 $115K 0.07% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,659 $115K 0.12% 0 13F-HR/A Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,651 $115K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,649 $114K 0.04% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,637 $114K 0.08% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,630 $113K 0.14% -203 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,631 $113K 0.08% +98 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,615 $112K 0.1% +100 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,586 $110K 0.03% +6 13F-HR Timeline