Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,211 $274K 0.08% -3,764 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,206 $274K 0.13% -167 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,200 $273K 0.2% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,199 $273K 0.12% -290 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,198 $273K 0.27% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,196 $272K 0.15% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,192 $272K 0.09% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,186 $271K 0.03% -270 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,184 $271K 0.1% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,183 $271K 0.11% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,183 $271K 0.08% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,182 $271K 0.11% +1 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,180 $270K 0.07% -2,454 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,174 $270K 0.24% -333 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,170 $269K 0.08% +9 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 2,166 $269K 0.12% -50 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,198 $268K 0.1% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,162 $268K 0.2% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,160 $268K 0.04% +223 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,156 $267K 0.13% -95 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,156 $267K 0.02% -166 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,155 $267K 0.15% -2,660 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,143 $266K 0.1% -16 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,135 $265K 0.07% -277 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,133 $264K 0.06% -50 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 2,132 $264K 0.1% -551 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,204 $264K 0.14% -94 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,131 $264K 0.02% -72,003 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,131 $264K 0.14% -100 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,129 $264K 0.13% 0 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 2,128 $264K 0.18% -42 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,127 $264K 0.06% -126 13F-HR Timeline Group Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,125 $264K 0.08% -63 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 2,125 $263K 0.17% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,122 $263K 0.21% -2 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,121 $263K 0.2% +2,022 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,117 $263K 0.2% 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,120 $263K 0.05% -4 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,117 $263K 0.03% -120 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 2,105 $262K 0.3% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,107 $261K 0.2% -300 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,104 $261K 0.05% -680 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,100 $260K 0.05% new 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,100 $260K 0.15% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,099 $260K 0.04% +45 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,097 $260K 0.12% +15 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,100 $260K 0.06% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 2,091 $259K 0.19% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,089 $259K 0.1% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,087 $259K 0.12% +15 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,087 $259K 0.17% -50 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,086 $259K 0.28% 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,646 $258K 0.29% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,084 $258K 0.12% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,082 $258K 0.21% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,081 $258K 0.16% +15 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,077 $258K 0.03% +100 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,071 $257K 0.03% -1,842 13F-HR/A Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,070 $257K 0.07% +280 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,066 $256K 0.08% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,061 $256K 0.04% +2 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,060 $255K 0.05% +7 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,055 $255K 0.22% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,050 $254K 0.08% -75 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,048 $254K 0.04% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,046 $254K 0.16% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,043 $253K 0.05% new 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,037 $253K 0.01% -524 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,042 $252K 0.13% -187 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,033 $252K 0.05% -26 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,030 $252K 0.02% -7,200 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,030 $252K 0.07% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,026 $251K 0.04% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,012 $250K 0.3% -223 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,009 $249K 0.08% -328 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,188 $249K 0.08% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,006 $249K 0.09% new 13F-HR Timeline Hoya Capital Real Estate, LLC More: the full row for Hoya Capital Real Estate, LLC 2,004 $249K 4.72% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,004 $248K 0.02% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,000 $248K 0.07% -3,960 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,999 $248K 0.21% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,997 $248K 0.17% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,993 $247K 0.03% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,071 $247K 0.11% -200 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,988 $247K 0.11% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,988 $247K 0.02% -10,339 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,986 $246K 0.02% -295 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,984 $246K 0.04% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,983 $246K 0.01% -667 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,983 $246K 0.01% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,981 $246K 0.03% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 1,977 $245K 0.08% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,976 $245K 0.11% -250 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,971 $244K 0.1% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,970 $244K 0.05% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,967 $244K 0.05% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,967 $244K 0.01% -74 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,966 $244K 0.07% -555 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,965 $244K 0.42% -1,315 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,962 $243K 0.06% new 13F-HR Timeline American Trust More: the full row for American Trust 1,962 $243K 0.02% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,960 $243K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,958 $243K 0.13% -497 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,956 $243K 0.06% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,954 $242K 0.08% new 13F-HR/A Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,982 $242K 0.1% 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,004 $241K 0.08% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,944 $241K 0.01% -1,601 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,942 $241K 0.02% -110 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,939 $241K 0.11% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,930 $239K 0.04% -210 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,927 $239K 0.13% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,927 $239K 0.11% -333 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 1,926 $239K 0.14% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,926 $239K 0.07% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,923 $238K 0.26% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,922 $238K <0.01% new 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,921 $238K 0.07% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,917 $238K 0.11% -2 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,913 $237K 0.04% -444 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,908 $237K 0.04% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,904 $236K 0.05% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,902 $236K 0.03% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,901 $236K 0.11% -366 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,900 $236K 0.12% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,895 $235K 0.12% -626 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,892 $235K 0.08% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,891 $235K 0.05% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,887 $234K 0.03% -588 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,887 $234K 0.08% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,883 $233K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,880 $233K 0.12% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,879 $233K 0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,879 $233K 0.06% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,874 $232K 0.02% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,871 $232K 0.04% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,870 $232K 0.03% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,870 $232K 0.03% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,870 $232K 0.11% -438 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,867 $231K 0.05% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,866 $231K 0.04% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,911 $230K 0.02% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,853 $230K 0.19% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,850 $229K 0.18% -531 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,848 $229K 0.05% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,854 $229K 0.05% +169 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,844 $229K 0.07% -350 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,879 $228K 0.07% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,838 $228K 0.04% -557 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,836 $228K 0.08% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,861 $228K 0.08% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,025 $228K 0.14% -82 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,310 $227K 0.19% +100 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,823 $227K 0.1% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,823 $226K 0.03% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,822 $226K 0.08% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,818 $225K 0.01% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,815 $225K 0.14% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,814 $225K 0.06% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,812 $225K 0.03% -375 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,808 $224K 0.03% +17 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,803 $224K 0.05% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,800 $223K 0.01% -1,852 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 1,800 $223K 0.17% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,796 $223K 0.03% -256 13F-HR/A Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,795 $223K 0.03% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,794 $222K 0.2% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,797 $222K 0.01% -501 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,788 $222K 0.64% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,784 $221K 0.25% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,784 $221K 0.06% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,777 $220K 0.09% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,773 $220K 0.07% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,771 $220K 0.04% new 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,770 $219K 0.12% new 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,766 $219K 0.02% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,765 $219K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,765 $219K 0.02% -120 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,763 $219K 0.05% +42 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,762 $218K 0.05% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,761 $218K 0.01% -424 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,757 $218K 0.02% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,756 $218K 0.09% -282 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,756 $218K 0.09% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,750 $217K 0.03% -1,698 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,753 $217K 0.02% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 1,749 $217K 0.09% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,746 $217K 0.04% -300 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,745 $216K 0.09% -82 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,743 $216K 0.02% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,743 $216K 0.21% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,742 $216K 0.17% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,739 $216K 0.04% -47,958 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,741 $216K 0.05% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,741 $216K 0.12% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,739 $216K 0.05% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,737 $215K 0.03% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,732 $215K 0.01% -15 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,731 $215K 0.1% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,731 $215K 0.01% new 13F-HR Timeline