GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,694 $617K 0.04% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,771 $616K 0.44% +309 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,689 $616K 0.04% +1,395 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,675 $613K 0.12% +250 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,670 $611K 0.14% -28 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,669 $611K -5,923 Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,666 $610K 0.09% +27 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,546 $607K 0.14% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,645 $605K 0.18% -54 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,758 $605K 0.15% +25 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,642 $605K 0.12% -407 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,635 $603K 0.12% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,622 $600K 0.05% +100 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,608 $597K 0.06% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,605 $596K 0.19% +229 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,598 $595K 0.07% +547 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,592 $593K 0.02% +117 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,590 $593K 0.13% +9 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,583 $591K 0.04% +178 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,583 $591K 0.26% 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,576 $590K 0.02% -100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,571 $589K 0.05% -5 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,571 $589K 0.25% -1,231 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,549 $584K 0.06% +211 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,548 $583K 0.03% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,544 $582K 0.13% -657 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,535 $580K 0.2% 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,530 $579K 0.38% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,523 $578K 0.05% +306 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,534 $577K 0.03% -9 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,515 $576K 0.11% +68 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,510 $575K 0.04% +650 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,653 $575K 0.01% +1,555 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 2,507 $574K 0.41% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,474 $571K 0.01% +1,259 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,493 $571K 0.15% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,493 $571K 0.09% +161 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,491 $570K 0.07% -1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,490 $570K 0.09% -279 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,475 $567K 0.07% +905 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,474 $566K 0.02% +492 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,470 $565K 0.04% -234 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,469 $565K 0.02% +380 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,468 $565K 0.04% +482 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,467 $565K 0.03% +22 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,458 $563K 0.08% -229 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,457 $562K 0.15% +421 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,456 $562K 0.01% +122 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,452 $561K 0.12% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,449 $561K 0.04% +116 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,956 $560K 0.06% +318 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,442 $559K 0.08% +658 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,436 $558K 0.04% +140 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,433 $557K 0.2% -700 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 2,432 $557K 0.1% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,425 $555K 0.08% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,419 $554K 0.03% +4 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,419 $554K 0.06% +98 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,417 $553K +253 Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,335 $552K 0.05% +448 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,408 $551K 0.25% +15 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,386 $550K 0.08% +1,487 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,399 $549K 0.08% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,398 $549K 0.04% +113 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,396 $548K 0.04% +71 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,390 $547K 0.06% +160 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,390 $547K 0.36% -2,565 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,382 $545K 0.02% +332 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,361 $540K 0.06% +184 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 2,345 $537K 0.54% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,339 $535K 0.02% -2,341 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,329 $533K 0.01% -208 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,320 $531K 0.24% 0 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,317 $530K 0.21% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,313 $529K 0.02% +27 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,306 $528K 0.17% +241 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,303 $527K 0.41% +752 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,298 $526K 0.09% +29 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,279 $522K 0.02% +364 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,275 $521K 0.03% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,275 $521K 0.36% +2 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,274 $521K 0.22% 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,272 $520K 0.01% -341 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,266 $519K 0.02% +402 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,268 $519K 0.03% +664 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,263 $518K 0.04% -115,168 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,261 $518K <0.01% -1,057 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,257 $517K 0.03% -63 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,257 $517K 0.11% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,255 $516K 0.12% -260 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,244 $514K 0.02% +188 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,240 $513K 0.01% -358 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,235 $512K 0.03% -40 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,232 $511K 0.02% -10 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,223 $510K 0.04% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,223 $509K 0.48% -30 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,215 $508K 0.07% +130 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,211 $507K 0.11% +979 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,214 $507K 0.11% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,192 $502K 0.05% +1,173 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,185 $500K 0.15% -343 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,186 $500K 0.18% -778 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,183 $500K 0.23% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,085 $496K 0.37% 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,164 $495K 0.44% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,158 $494K 0.25% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,157 $494K 0.08% +385 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,152 $493K 0.26% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,249 $492K 0.19% new 13F-HR/A Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,150 $492K 0.08% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,147 $491K 0.03% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,142 $490K 0.11% +21 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,134 $488K 0.1% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,131 $488K 0.03% +733 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,130 $488K 0.06% +124 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,112 $484K 0.23% +57 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,112 $483K 0.04% +21 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 2,108 $483K 0.2% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,106 $482K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,104 $482K 0.12% +7 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,095 $480K 0.21% +75 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,090 $478K 0.07% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,079 $476K 0.3% -47 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,059 $471K 0.41% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,043 $468K 0.07% -1,075 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,040 $467K 0.13% -54 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,039 $467K 0.01% -58 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,036 $466K 0.03% +6 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,035 $465K 0.01% +23 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,031 $465K 0.05% +79 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,025 $464K 0.02% -384 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,022 $463K 0.11% -300 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,928 $462K 0.04% -1,550 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,017 $462K 0.01% -5 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 2,012 $461K 0.03% -125 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,012 $461K 0.03% -12 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,004 $459K 0.16% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,000 $458K 0.03% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,988 $455K 0.06% -53 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,980 $453K 0.02% -500 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,977 $453K 0.22% +878 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,975 $452K 0.19% -40 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,971 $451K 0.03% +344 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,005 $450K 0.03% -27 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,956 $448K -171 Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,950 $447K 0.24% +178 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,934 $443K 0.03% -244 13F-HR Timeline MOTCO More: the full row for MOTCO 1,932 $442K 0.04% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,931 $442K 0.06% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,854 $442K 0.06% +142 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,926 $441K 0.15% -195 13F-HR/A Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,922 $440K 0.29% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,918 $439K 0.1% 0 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,917 $439K 0.05% -900 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,914 $438K 0.07% -10 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,913 $438K 0.04% +309 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,910 $437K 0.05% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,898 $435K 0.42% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,898 $434K 0.03% -618 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,894 $434K 0.16% -3,818 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,893 $433K 0.06% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,890 $433K 0.14% +185 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,888 $432K 0.07% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,886 $432K 0.19% +166 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,882 $431K 0.03% -351 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,879 $430K 0.04% +50 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,874 $429K 0.63% 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,871 $428K 0.06% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,870 $428K 0.05% +47 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 1,870 $428K 0.21% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,867 $427K 0.05% +22 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,865 $427K 0.15% +500 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,863 $426K 0.13% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,856 $425K 0.08% +433 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,854 $424K 0.25% +104 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,828 $418K 0.08% +30 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,827 $418K 0.14% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,826 $418K 0.01% +167 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,826 $418K 0.27% -86 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,823 $418K 0.03% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,823 $417K 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,820 $417K 0.03% +247 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,813 $415K 0.04% +30 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,806 $413K 0.03% -45 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,801 $412K 0.06% -325 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,791 $410K <0.01% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,772 $406K 0.01% +528 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,772 $406K 0.15% -34 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,770 $405K 0.02% +521 13F-HR/A Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,770 $405K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,752 $402K 0.12% +318 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,752 $401K 0.34% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,750 $401K 0.03% -42 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,743 $399K 0.11% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,740 $398K 0.06% +164 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,739 $398K 0.03% +59 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,734 $397K 0.08% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,736 $397K 0.08% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,734 $397K 0.17% +1 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,782 $397K 0.03% -921 13F-HR Timeline