WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,801 $245K 0.07% new 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,800 $245K 0.21% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,798 $244K 0.02% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,798 $244K 0.07% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,795 $244K 0.03% new 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,782 $242K 0.21% -532 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,780 $242K 0.04% -3,220 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,779 $242K 0.06% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,777 $242K 0.06% -22 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,769 $241K 0.01% new 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,767 $240K 0.05% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,766 $240K 0.12% new 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,766 $240K 0.05% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,760 $239K 0.04% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,759 $239K 0.03% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,751 $238K <0.01% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,750 $238K 0.13% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,750 $238K 0.01% 0 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,750 $238K 0.05% 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,748 $238K 0.12% -1,319 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,746 $237K 0.17% +323 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,600 $237K 0.03% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,740 $237K 0.12% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,738 $236K 0.02% +234 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,738 $236K 0.06% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,737 $236K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,736 $236K 0.04% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,731 $235K 0.07% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,726 $235K 0.04% +107 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,721 $234K 0.03% -778 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,720 $234K 0.03% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,720 $234K <0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,388 $233K 0.03% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,710 $233K 0.03% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,709 $232K 0.15% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,708 $232K 0.08% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,708 $232K 0.08% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,704 $231K 0.1% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,696 $231K 0.08% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,689 $230K 0.02% -653 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,688 $230K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,682 $229K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,681 $229K 0.08% -2,550 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,679 $228K 0.06% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,678 $228K 0.02% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,557 $228K 0.2% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,676 $228K 0.14% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,674 $228K 0.09% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,672 $227K 0.02% new 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,669 $227K 0.01% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,666 $227K 0.01% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,664 $226K 0.02% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,663 $226K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,663 $226K 0.08% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,330 $226K 0.11% -1,111 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,655 $225K 0.04% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,648 $224K 0.03% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,648 $224K 0.02% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,632 $222K 0.04% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,632 $222K 0.09% +1,110 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,628 $221K 0.13% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,627 $221K 0.03% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,618 $220K 0.19% -5,074 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,615 $220K <0.01% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,617 $220K 0.1% new 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 1,615 $220K 0.18% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,609 $219K 0.03% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,607 $218K 0.03% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,604 $218K 0.06% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,602 $218K 0.01% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,602 $218K 0.06% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,601 $218K 0.08% +625 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,601 $218K 0.15% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,601 $218K 0.02% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,600 $218K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,600 $218K 0.09% +75 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,600 $218K 0.11% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,598 $217K 0.02% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,598 $217K <0.01% new 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,288 $216K 0.05% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,591 $216K 0.06% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,591 $216K 0.03% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,589 $216K 0.01% -63 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,587 $216K 0.02% +344 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,583 $215K 0.04% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 1,581 $215K 0.08% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,580 $215K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,578 $215K 0.04% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,576 $214K 0.03% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,574 $214K 0.05% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,572 $214K 0.1% new 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 1,568 $213K 0.22% -1,627 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,560 $212K 0.13% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,560 $212K 0.01% -526 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,544 $210K 0.03% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,541 $210K 0.12% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,416 $209K 0.09% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,538 $209K 0.02% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,536 $209K 0.08% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,531 $208K 0.04% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,528 $208K 0.01% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,527 $208K 0.09% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,525 $207K 0.09% +1 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,516 $206K 0.13% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,514 $206K 0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,511 $205K 0.08% 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,507 $205K 0.07% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,500 $204K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,500 $204K 0.03% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,500 $204K <0.01% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,500 $204K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,500 $204K 0.02% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,500 $204K 0.04% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,500 $204K 0.02% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,500 $204K 0.11% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,500 $204K 0.14% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,500 $204K 0.05% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,496 $203K 0.05% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,494 $203K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,494 $203K 0.01% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,492 $203K 0.1% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,492 $203K 0.1% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,492 $203K 0.03% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,491 $203K 0.04% -5,610 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,491 $203K 0.03% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,491 $203K 0.2% -151 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,485 $202K 0.02% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,484 $202K 0.21% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,478 $201K <0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,476 $201K 0.03% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,476 $201K 0.06% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,475 $201K 0.06% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,474 $200K 0.02% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,447 $197K 0.05% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,444 $196K 0.12% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,444 $196K 0.01% +24 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,438 $196K 0.08% -414 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,440 $195K 0.15% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,380 $188K 0.06% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,345 $183K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,334 $181K 0.01% +501 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,313 $179K 0.06% +8 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,300 $177K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,293 $176K 0.03% -22,178 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,240 $169K 0.06% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,235 $168K 0.01% -163 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,215 $165K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,203 $164K 0.01% +25 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,202 $163K 0.01% -28 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $158K 0.06% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,162 $158K 0.07% -488 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,131 $154K 0.08% +23 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 1,119 $152K 0.18% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,115 $152K 0.09% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,113 $151K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,100 $150K 0.13% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,094 $149K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,033 $147K 0.03% +423 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,066 $145K 0.08% +866 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,025 $139K 0.03% +209 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,023 $139K 0.07% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,013 $138K 0.04% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,005 $137K 0.02% +5 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,000 $136K <0.01% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,000 $136K 0.03% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,000 $136K 0.04% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,000 $136K 0.09% +700 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 997 $136K 0.03% +410 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 994 $135K 0.39% -9,429 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 990 $135K 0.03% +26 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 979 $133K 0.08% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 977 $133K 0.04% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 893 $132K 0.01% -2 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 959 $130K 0.03% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 950 $129K 0.12% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 948 $129K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 925 $126K 0.03% 0 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 918 $125K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 901 $123K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 895 $122K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 876 $120K 0.08% +307 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 882 $120K 0.03% +50 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 870 $118K 0.05% +82 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 865 $118K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 859 $117K 0.01% -230 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 857 $117K 0.02% -190 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 852 $116K <0.01% -4 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 851 $116K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 850 $116K 0.14% -211 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 846 $115K 0.1% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 843 $115K 0.05% -73 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 840 $114K 0.03% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 837 $114K 0.08% -51 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 816 $111K 0.07% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 800 $109K 0.07% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 798 $109K 0.05% +1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 789 $107K 0.04% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 767 $104K 0.02% +22 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 768 $104K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 725 $103K <0.01% +149 13F-HR Timeline