WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 8,206 $934K 0.03% new 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,184 $931K 0.35% -198 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,154 $928K 0.09% +79 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,145 $927K 0.16% -393 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,141 $926K 0.22% -2,790 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 8,130 $925K 0.03% 0 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,602 $924K 0.08% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 8,100 $922K 0.05% -480 13F-HR Timeline Group WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,087 $920K 0.09% +277 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 8,084 $920K 0.08% -53 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,064 $917K 0.07% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,039 $915K 0.44% -494 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,018 $912K 0.34% +982 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,017 $912K 0.74% -66 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 7,999 $910K 0.07% -404 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,985 $908K 0.08% -478 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 7,952 $905K 0.71% -230 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,929 $902K 0.06% +903 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 7,910 $900K 0.48% -397 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 7,872 $896K 2.82% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,869 $895K 0.19% +100 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,857 $894K 0.05% -217 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,856 $894K 0.03% +273 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,788 $886K 0.22% -616 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,764 $883K 0.2% -1,661 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,759 $883K 0.26% -501 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,748 $881K 0.05% +1,860 13F-HR Timeline GLP Holdings LLLP More: the full row for GLP Holdings LLLP 7,700 $876K 0.83% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,684 $874K 0.09% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 7,671 $873K 0.29% 13F-HR/A Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,639 $869K 0.18% -251 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 7,637 $869K 0.34% -1,700 13F-HR Timeline QVR LLC More: the full row for QVR LLC 7,625 $867K 0.61% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,606 $865K 0.06% -4 13F-HR/A Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 7,564 $861K 0.29% -100 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,515 $860K 0.56% -146 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 7,550 $859K 0.37% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,542 $858K 0.39% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,525 $856K 0.17% +4,266 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,503 $854K 0.11% -116 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,468 $850K 0.22% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,466 $849K 0.03% -870 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,428 $845K 0.33% +5,533 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,426 $845K -203 Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,422 $844K 0.11% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,406 $843K 0.2% -1,124 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,403 $842K 0.58% -661 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 7,400 $842K 0.21% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,395 $841K 0.09% -351 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,393 $841K 0.08% -1,372 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,371 $839K 0.16% +2,376 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,369 $838K 0.05% +6,596 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,362 $838K 0.33% +2,185 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,361 $837K 0.25% +3 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,288 $835K 0.05% -533 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,325 $833K 0.11% +30 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,314 $832K 0.32% -46 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,307 $831K 0.35% -401 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,298 $830K 0.09% -109 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,291 $829K 0.04% +605 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,286 $829K 0.18% +162 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,280 $828K 0.12% -614 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,278 $828K 0.1% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,262 $826K 0.05% -246 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,250 $825K 0.26% -472 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,226 $824K 0.01% -1,064 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,241 $824K 0.45% -220 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,234 $823K 0.08% -860 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,232 $823K 0.02% +1,132 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,229 $822K 0.13% +3,891 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,195 $819K 0.18% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,169 $816K 0.11% -148 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,163 $815K 0.38% -850 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,143 $813K 0.11% +1,702 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,139 $812K 0.05% +79 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,135 $812K 0.1% +524 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 7,129 $811K 0.13% -363 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,129 $811K 0.09% -636 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,125 $811K 0.01% -107,232 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,119 $810K 0.29% -2,300 13F-HR Timeline Group REIK & CO., LLC More: the full row for REIK & CO., LLC 7,115 $809K 0.22% -295 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,102 $808K 0.22% -645 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,220 $808K 0.12% +5,332 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,094 $807K 0.15% -16,697 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,082 $806K 0.12% -212 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,074 $805K 0.37% -259 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,068 $804K 0.15% -618 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,062 $803K 0.19% +5,368 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,060 $803K 0.02% -738 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,023 $799K 0.07% -11 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,006 $797K 0.34% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 7,003 $797K 0.09% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,000 $796K 0.06% +540 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,998 $796K 0.37% -211 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 6,997 $796K 0.21% +26 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,993 $796K 0.5% -115 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,975 $794K 0.16% +1,359 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,966 $793K 0.23% 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,964 $792K 0.23% +1,400 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,902 $785K 0.05% -747 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,881 $783K 0.21% -57 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,871 $782K 0.09% +621 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,869 $781K 0.23% -333 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 6,854 $780K 0.12% -1,021 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,852 $780K 0.05% +613 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,841 $778K 0.21% +93 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,838 $778K 0.15% -270 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,807 $774K 0.08% -297 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,804 $774K 0.04% -359 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,805 $774K 0.1% -13 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,795 $773K 0.03% +711 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,790 $773K 0.32% +165 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 6,782 $772K 0.15% -20,186 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,775 $771K 0.1% +3,088 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,775 $771K 0.54% -1,178 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,651 $771K 0.08% -185 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,769 $770K 0.18% +46 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 6,750 $768K 0.54% +700 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,750 $768K 0.04% -1,949 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,748 $768K 0.02% +115 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,728 $765K 0.02% +14 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,722 $765K 0.04% -2,236 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,722 $765K 0.06% -103 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,721 $765K 1.75% -22,579 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,717 $764K 0.04% +37 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,664 $763K 0.17% -446 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,664 $758K 0.54% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,663 $758K 0.11% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,662 $758K 0.02% -993 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,652 $757K 0.1% -531 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,640 $756K 0.24% -384 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,636 $755K 0.11% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,620 $753K 0.04% +93 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,602 $751K 0.19% -137 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 6,600 $751K 0.07% -140 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,574 $748K 0.09% -384 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,570 $747K 0.05% +271 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 6,527 $747K 0.2% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 6,556 $746K 0.44% -850 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,555 $746K 0.04% -675 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 6,554 $746K 0.63% +1,415 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 6,541 $744K 0.31% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,425 $744K 0.09% +39 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,528 $743K 0.08% -98 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,523 $742K 0.49% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,520 $742K 0.29% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,514 $741K 0.17% +202 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 6,501 $740K 0.15% -233 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 6,473 $736K 0.02% +290 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,461 $735K 0.23% -450 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 6,460 $735K 0.65% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,385 $730K 0.04% +239 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,402 $728K 0.14% +36 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,399 $728K 0.04% -647 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,393 $727K 0.08% +702 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,389 $727K 0.19% -58 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,385 $726K 0.28% +997 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,379 $726K 0.15% +411 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,377 $725K 0.18% -103 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,371 $725K 0.13% +114 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 6,362 $724K 0.01% +3,781 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,361 $724K 0.32% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,358 $723K 0.34% +109 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,358 $723K 0.16% -316 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,324 $719K 0.05% -150 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,317 $719K 0.11% +1,209 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,312 $718K 0.3% -1,245 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,311 $718K 0.25% 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,309 $718K 0.09% -372 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,304 $717K 0.06% -294 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,298 $717K 0.1% +1,136 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 6,291 $716K 0.3% -512 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 6,289 $716K 0.08% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 6,231 $715K 0.06% -1,768 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 6,232 $714K 0.36% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,268 $713K 0.26% +906 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,265 $713K 0.03% -3 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,252 $711K 0.39% -2,534 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,247 $711K <0.01% -1,187 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,230 $709K 0.13% -205 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,227 $708K 0.67% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,224 $708K 0.44% +297 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,223 $708K 0.05% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,217 $707K 0.24% -30 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,166 $706K 0.19% +2,026 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,204 $706K 0.12% +195 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,185 $704K 0.03% -150 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,175 $703K 0.16% +62 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,172 $702K 0.38% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,115 $702K 0.56% -290 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 6,167 $702K 0.44% +241 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,163 $701K 0.07% -621 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,161 $701K 0.24% 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,127 $697K 0.35% -598 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,122 $696K 0.5% -45 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,109 $695K 0.09% -241 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 6,101 $694K 0.39% -3,152 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,100 $694K 0.38% -553 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,097 $694K 0.11% -21 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 6,097 $694K 0.68% 13F-HR Timeline