Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,027 $396K 0.04% +374 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,026 $396K 0.03% -24 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,024 $396K 0.25% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,021 $396K 0.03% -102 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,012 $394K 0.26% +101 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,000 $393K 0.14% 0 13F-HR Timeline Group Walter Public Investments Inc. 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Roy Papp & Associates, LLP 2,740 $359K 0.04% +250 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,740 $359K 0.12% -56 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 2,736 $358K 0.34% -3 13F-HR Timeline Elmwood Wealth Management, Inc. 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Sherr & Co., LLC 2,611 $342K 0.16% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,606 $341K 0.01% new 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,604 $341K 0.02% +2 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,603 $341K 0.27% -880 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,603 $341K 0.22% -346 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,602 $341K 0.06% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,602 $341K 0.23% +17 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,601 $341K <0.01% -106 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,601 $341K 0.28% +4 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,600 $340K 0.17% -18 13F-HR Timeline Tandem Investment Advisors, Inc. 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More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,493 $326K 0.14% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,493 $326K 0.16% new 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,490 $326K 0.24% +161 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,489 $326K 0.26% -174 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,485 $325K 0.02% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,484 $325K 0.06% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,482 $325K 0.11% -31 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,472 $324K 0.07% +386 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,471 $324K 0.01% +2 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,470 $323K 0.06% -284 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,469 $323K 0.18% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,752 $323K 0.2% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,462 $322K 0.09% +142 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,462 $322K 0.2% +193 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,461 $322K 0.04% +749 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,457 $322K 0.06% -35 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,451 $321K 0.08% -48 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,450 $321K 0.05% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,444 $320K 0.02% -672 13F-HR Timeline FDx Advisors, Inc. 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