LRI Investments, LLC More: the full row for LRI Investments, LLC 2,115 $838K 0.07% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,114 $838K 0.09% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,113 $837K 0.07% +84 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 2,112 $837K 0.53% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,104 $834K 0.01% +280 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,103 $833K 0.86% +1,435 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,097 $831K 0.55% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,095 $830K 0.19% +202 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,095 $830K 0.38% -145 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,094 $830K 0.07% -3 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,091 $829K 0.16% -1 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 2,086 $827K 0.27% -289 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,082 $825K 0.35% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,085 $823K 0.71% +130 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,070 $820K 0.37% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,067 $819K 0.27% +258 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,067 $819K 0.12% -779 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,067 $819K 0.16% -317 13F-HR Timeline III Capital Management More: the full row for III Capital Management 2,066 $819K 0.18% +1,589 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,063 $818K 0.47% 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,055 $815K 0.34% +128 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,049 $812K 0.07% -2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,049 $812K 0.08% +358 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 2,049 $812K 0.81% +21 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,048 $812K 0.13% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,042 $809K 0.06% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,042 $809K 1.81% -241 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,038 $808K 0.09% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,973 $807K 0.36% +728 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,037 $807K 0.33% -27 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 2,037 $807K 0.79% 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,032 $805K 0.3% -14 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,029 $804K 0.13% -45 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,027 $803K 0.22% -355 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,026 $803K 0.02% +511 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,022 $801K 0.2% -295 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,020 $801K 0.05% -11 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,016 $799K 0.46% new 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,015 $799K 0.15% +157 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,004 $794K 0.15% -464 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,003 $794K 0.22% +21 13F-HR Timeline 25 LLC More: the full row for 25 LLC 2,003 $794K 0.25% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,001 $793K 0.01% -9,491 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,000 $793K <0.01% -44,400 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,998 $792K 0.05% +193 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,996 $791K 0.29% +368 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,993 $790K 0.08% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,993 $790K 0.05% +566 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,992 $789K 0.02% +441 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,984 $786K 0.06% +20 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,975 $783K 0.35% 0 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 1,974 $782K 0.28% +102 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,970 $781K 0.03% -200 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,906 $779K 0.27% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,965 $779K 0.03% -48 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,962 $778K 0.45% -28 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,956 $775K 0.1% +536 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,945 $771K 0.03% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,945 $771K 0.24% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,942 $770K 0.01% -32 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,934 $766K 0.03% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,930 $765K 0.14% -50 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,928 $764K 0.52% -142 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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More: the full row for Mascagni Wealth Management, Inc. 1,913 $758K 0.57% -1 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,912 $758K 0.39% +30 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,907 $756K 0.4% -200 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,904 $755K 0.05% +1,125 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,903 $754K 0.08% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,901 $753K 0.23% +14 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,894 $751K 0.13% -1,563 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,888 $748K 0.64% +189 13F-HR/A Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,879 $745K 0.31% -243 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,878 $744K 0.19% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,647 $744K 0.2% -115 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,870 $741K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,868 $740K 0.03% +119 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,867 $740K 0.03% -59 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,863 $738K 0.24% +1,250 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,860 $737K 0.19% +109 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,857 $736K 0.06% +316 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,852 $734K 0.02% +155 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,847 $732K 0.13% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,847 $732K 0.19% -22,304 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,844 $731K 0.08% -154 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,843 $730K 0.21% -246 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,842 $730K 0.25% +80 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,833 $726K 0.22% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,832 $726K 0.04% +502 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,831 $726K 0.39% -225 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,827 $724K 0.34% 0 13F-HR Timeline Clarus Group, Inc. 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MANNING & CO., INC. 1,812 $718K 0.72% -457 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,812 $718K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,812 $718K 0.26% +288 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,803 $715K 0.06% +273 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,802 $714K 0.13% -58 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,800 $713K 0.56% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,782 $706K 0.09% -159 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,779 $705K 0.2% +54 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,778 $705K 0.25% -33 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,777 $704K 0.21% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,647 $703K 0.1% 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,770 $701K 0.12% -287 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,770 $701K 0.35% -32 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,764 $699K 0.04% +274 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,763 $699K 0.28% -105 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,752 $694K 0.2% -50 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,751 $694K 0.26% +585 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,751 $694K 0.32% -153 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,739 $694K 0.07% +108 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,750 $694K 0.3% +250 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,748 $693K 0.06% -40 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,748 $693K 0.43% -40 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,748 $693K 0.59% -90 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,746 $692K 0.12% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 1,741 $690K 0.28% -3 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,741 $690K 0.18% +22 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,740 $690K 0.44% +51 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,736 $688K 0.14% +15 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,735 $688K 0.2% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,735 $688K 0.26% -210 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,732 $686K 0.21% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,729 $685K 0.12% 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,728 $685K 0.29% -64 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,727 $684K 0.06% -6,470 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,727 $684K 0.51% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,724 $683K 0.04% +154 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,724 $683K 0.51% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,720 $681K 0.29% -202 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 1,719 $681K 0.62% 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,718 $681K 0.03% -743 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 1,709 $677K 0.65% 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 1,706 $676K 0.11% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,705 $676K 0.06% -383 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,703 $675K 0.1% +57 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,702 $675K 0.28% -1 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,701 $674K 0.38% +218 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,699 $673K 0.26% +860 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,694 $671K 0.24% -35 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,694 $671K 0.02% 0 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,694 $671K 0.36% +237 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,692 $671K 0.04% -94 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,692 $671K 0.21% -2 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,477 $671K 0.08% +22 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,691 $670K 0.04% -155 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 1,691 $670K 0.25% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,689 $669K 0.28% +1 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,685 $668K 0.39% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,619 $667K 0.24% +30 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,680 $666K 0.01% +251 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,669 $661K 0.12% -125 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,666 $660K 0.15% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,665 $660K 0.03% +282 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,664 $659K 0.13% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,416 $658K 0.06% +44 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,659 $657K 0.31% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,652 $655K 0.36% +767 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,651 $654K 0.09% -210 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,578 $654K 0.07% 0 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,646 $652K 0.55% -731 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,641 $650K 0.09% +35 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,641 $650K 0.05% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,641 $650K 0.24% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,631 $646K 1.33% -1,559 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,627 $645K 0.06% +624 13F-HR/A Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,625 $644K 0.33% 0 13F-HR/A Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,620 $642K 0.46% -130 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,620 $642K 0.19% -310 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,618 $641K 0.11% -40 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,617 $641K 0.03% +34 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,617 $641K 0.14% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,611 $638K 0.18% +56 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,611 $638K 0.06% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,610 $638K 0.23% +32 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,600 $638K 0.26% -29 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,600 $634K 0.01% -2 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,600 $634K 0.27% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,600 $634K 0.12% +30 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,596 $633K 0.33% -45 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,595 $632K 0.08% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,594 $632K 0.18% +276 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,421 $630K 0.08% -12 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,590 $630K 0.06% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,589 $630K 0.09% +7 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,589 $630K 0.21% +90 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,586 $629K 0.34% +56 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,586 $629K 0.12% -500 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,585 $628K 0.69% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,583 $627K 0.09% 0 13F-HR Timeline