JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 391 $256K 0.03% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 391 $255K 0.17% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 390 $255K 0.05% +10 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 390 $255K 0.12% -104 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 390 $255K 0.11% +52 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 389 $254K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 389 $254K 0.02% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 389 $254K 0.14% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 388 $254K 0.03% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 387 $253K 0.02% +64 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 386 $252K 0.01% +2 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 385 $252K 0.12% +38 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 385 $252K 0.18% 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 385 $251K 0.02% -1 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 384 $251K 0.07% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 384 $251K 0.13% -75 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 383 $250K 0.1% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 383 $250K 0.07% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 382 $250K 0.02% +25 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 382 $250K 0.04% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 381 $249K 0.03% -4 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 381 $249K 0.09% -65 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 381 $249K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 381 $249K 0.03% +28 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 380 $248K 0.1% 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 380 $248K 0.04% +13 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 380 $248K 0.04% 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 379 $248K 0.12% 13F-HR/A Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 378 $247K 0.13% +25 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 378 $247K 0.02% +24 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 378 $247K 0.03% -4,458 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 377 $247K 0.03% +10 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 377 $247K 0.06% -28 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 377 $246K 0.26% -52 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 377 $246K 0.07% +6 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 376 $246K 0.07% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 376 $246K 0.04% -117 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 376 $246K 0.12% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 376 $246K 0.02% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 376 $245K 0.02% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 375 $245K 0.21% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 375 $245K 0.13% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 375 $245K 0.17% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 375 $245K 0.29% 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 373 $244K 0.05% -72 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 372 $243K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 371 $243K 0.03% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 371 $243K 0.08% +14 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 371 $242K 0.07% -440 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 371 $242K 0.24% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 370 $242K 0.09% -1 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 370 $242K 0.22% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 369 $241K 0.09% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 367 $241K -7,475 Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 368 $241K 0.03% -50 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 368 $241K 0.11% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 367 $240K 0.03% +32 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 366 $239K 0.01% -10 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 366 $239K 0.04% -50 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 365 $239K 0.18% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 364 $238K 0.08% +47 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 364 $238K 0.18% 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 364 $238K 0.14% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 364 $238K 0.11% +3 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 363 $237K 0.08% +1 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 362 $237K 0.03% +2 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 361 $236K 0.26% 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 361 $236K 0.23% 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 362 $236K 0.1% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 361 $236K 0.08% -137 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 361 $236K 0.01% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 361 $236K 0.16% +2 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 360 $235K 0.06% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 359 $235K 0.1% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 359 $235K 0.19% +7 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 359 $235K 0.11% -73 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 358 $234K 0.08% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 358 $234K 0.03% +26 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 358 $234K 0.06% -15 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 343 $234K 0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 357 $233K 0.03% -80 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 357 $233K 0.05% -90 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 357 $233K 1.85% 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 356 $233K 0.05% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 356 $233K 0.03% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 356 $233K 0.01% -1 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 355 $232K 0.05% 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 354 $231K 0.04% +6 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 353 $231K 0.05% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 353 $231K 0.18% +6 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 352 $230K 0.04% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 351 $229K 0.07% -65 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 351 $229K 0.04% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 351 $229K 0.12% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 351 $229K 0.07% +17 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 350 $229K 0.06% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 350 $229K 0.1% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 350 $229K 0.06% +10 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 349 $228K 0.25% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 349 $228K 0.01% +5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 348 $228K 0.06% -3 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 348 $228K 0.02% new 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 347 $227K 0.08% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 347 $227K 0.02% +10 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 347 $227K 0.07% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 347 $227K 0.13% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 347 $227K 0.12% 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 346 $226K 0.16% 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 346 $226K 0.06% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 347 $226K 0.07% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 346 $226K 0.03% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 345 $225K 0.01% new 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 344 $225K 0.05% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 344 $225K 0.04% 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 343 $224K 0.04% +10 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 343 $224K 0.25% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 342 $224K 0.07% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 342 $224K 0.05% -18 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 342 $223K 0.1% -8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 341 $223K 0.01% -13 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 340 $222K 0.02% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 340 $222K 0.06% +8 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 339 $222K 0.02% -69 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 339 $222K 0.16% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 293 $221K 0.15% 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 338 $221K 0.07% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 338 $221K 0.04% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 338 $221K 0.08% -5 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 337 $220K 0.09% -29 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 336 $220K 0.05% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 336 $220K 0.03% -350 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 336 $220K 0.04% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 336 $220K 0.19% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 335 $219K 0.06% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 335 $219K 0.28% +92 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 333 $218K 0.03% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 333 $217K 0.04% new 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 332 $217K 0.19% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 332 $217K 0.13% +5 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 332 $217K 0.22% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $217K 0.13% 13F-HR Timeline Amount filed as zero, left out of ratios. SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 332 $217K 0.01% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 331 $216K 0.05% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 331 $216K 0.01% +1 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 330 $216K 0.11% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 330 $216K 0.05% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 330 $216K 0.07% -25 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 330 $216K 0.22% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 330 $215K 0.16% -5 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 329 $215K 0.07% -1 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 329 $215K 0.11% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 329 $215K 0.16% +68 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 328 $214K 0.17% -2 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 328 $214K 0.23% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 267 $214K 0.06% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 327 $214K 0.04% -41 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 327 $214K 0.06% -174 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 327 $214K 0.15% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 326 $213K 0.04% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 326 $213K 0.11% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 325 $212K 0.03% -9 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 325 $212K 0.01% -11 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 325 $212K 0.09% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 55,492 $212K 0.04% -10 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 324 $212K 0.03% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 323 $211K 0.03% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 323 $211K 0.06% -19 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 323 $211K 0.06% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 323 $211K 0.2% 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 322 $210K 0.14% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 338 $210K 0.05% +4 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 306 $210K 0.03% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 321 $210K 0.01% -332 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 321 $210K 0.12% -23 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 320 $209K 0.1% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 320 $209K 0.13% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 319 $208K 0.03% -23 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 318 $208K 0.17% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 318 $208K 0.11% -238 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 317 $207K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 317 $207K 0.06% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 316 $207K 0.05% new 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 316 $207K 0.03% 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 316 $207K 0.07% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 316 $207K 0.09% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 316 $207K 0.1% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 316 $207K 0.04% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 315 $206K 0.06% new 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 315 $206K 0.13% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 315 $206K 0.04% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 314 $205K 0.02% -185 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 314 $205K 0.02% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 313 $205K 0.07% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 313 $205K 0.03% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 313 $205K 0.09% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 313 $204K 0.05% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 312 $204K 0.07% -25 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 233 $204K 0.16% 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 311 $203K 0.04% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 310 $203K 0.06% new 13F-HR Timeline