Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,326 $461K 0.42% +940 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,454 $461K 0.01% +243 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,448 $460K 0.34% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,443 $459K 0.02% +232 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,050 $456K 0.05% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,421 $456K 0.06% -100 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,420 $456K 0.06% -62 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. 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More: the full row for Wealth Dimensions Group, Ltd. 3,073 $410K 0.09% +80 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,073 $410K 0.03% -140 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,068 $409K 0.12% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,048 $406K 0.03% -1,582 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,047 $406K 0.18% -869 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,046 $406K 0.08% +127 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,045 $406K 0.09% +90 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,032 $404K 0.15% -57 13F-HR/A Timeline CALTON & ASSOCIATES, INC. 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More: the full row for Beaumont Asset Management, L.L.C. 2,619 $349K 0.19% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,613 $348K 0.02% -80 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,611 $348K 0.26% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,607 $348K 0.07% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,604 $347K 0.11% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,600 $347K 0.28% -121 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,600 $347K 0.07% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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Co. 2,780 $333K 0.04% new 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,489 $332K 0.03% -2,804 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,489 $332K 0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,488 $332K 0.16% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,272 $331K 0.15% -650 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,468 $329K 0.12% +24 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,467 $329K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for Windward Private Wealth Management Inc. 2,400 $320K 0.12% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,394 $319K 0.02% +110 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,372 $316K 0.08% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,360 $315K 0.11% +11 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,358 $314K 0.04% -5 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,350 $313K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,347 $313K 0.04% -12 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,338 $312K 0.13% +121 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 2,330 $311K 0.1% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,329 $311K 0.19% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,235 $309K 0.05% +140 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,308 $308K 0.07% -17 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,308 $308K 0.05% +2,133 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,305 $307K 0.04% -532 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,300 $307K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,300 $307K 0.02% +13 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,294 $306K 0.01% -99 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,284 $305K 0.35% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,200 $304K 0.13% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,280 $304K 0.23% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,277 $304K 0.01% +176 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,274 $303K 0.05% 0 13F-HR/A Timeline S&CO INC More: the full row for S&CO INC 2,280 $303K 0.02% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,269 $303K 0.02% new 13F-HR Timeline