Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,510 $312K 0.13% new 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 2,507 $312K 0.14% -118 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 2,507 $312K 0.22% -37,823 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,504 $311K 0.01% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,292 $311K 0.19% -165 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,488 $309K 0.07% -218 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 2,485 $309K 0.23% -114 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,475 $308K 0.03% -194 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,470 $307K 0.05% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,468 $307K 0.12% -138 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,467 $307K 0.04% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,465 $306K 0.28% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,465 $306K 0.06% 0 13F-HR Timeline Foguth Wealth Management, LLC. 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A. 2,434 $303K 0.03% -407 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,424 $301K 0.13% +4 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 2,422 $301K 0.08% -145 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 2,417 $300K 0.1% +324 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,415 $300K 0.13% -383 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,415 $300K 0.04% -127 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 2,413 $300K 0.07% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,410 $300K <0.01% -85 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 2,400 $298K 0.01% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,392 $297K 0.14% -41 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,391 $297K 0.04% -1,037 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,388 $297K 0.13% 0 13F-HR Timeline Davidson Capital Management Inc. 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More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,375 $295K 0.1% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,374 $295K 0.06% -2,396 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,369 $294K 0.1% -228 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,366 $294K <0.01% -939 13F-HR Timeline Group Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,365 $294K 0.06% +13 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,283 $284K 0.04% +1 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 2,281 $284K 0.3% -36 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,278 $283K 0.06% -600 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 2,277 $283K 0.08% +242 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,277 $283K 0.23% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,270 $282K 0.06% -64 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,188 $272K 0.09% +80 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,182 $271K 0.04% +333 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,181 $271K 0.05% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,176 $271K 0.03% -175 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,170 $270K 0.06% -259 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,166 $269K 0.07% -293 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,162 $269K 0.04% -70 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,161 $269K 0.26% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,160 $269K 0.11% -12 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,160 $269K 0.03% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,120 $268K 0.16% -23 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 2,155 $268K 0.09% 0 13F-HR/A Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,151 $267K 0.09% +224 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,148 $267K 0.06% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,139 $266K 0.12% +100 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,139 $266K 0.07% +66 13F-HR Timeline City State Bank More: the full row for City State Bank 2,133 $265K 0.07% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,133 $265K 0.05% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,129 $265K 0.08% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,124 $264K 0.14% -1,000 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,119 $263K 0.03% -26 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,117 $263K 0.06% -71 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 2,112 $263K 0.23% 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,107 $262K 0.06% +92 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,104 $262K 0.09% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,088 $260K 0.03% +5 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 2,345 $259K 0.17% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,084 $259K 0.01% -4,879 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,080 $259K 0.03% +2 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,073 $258K 0.02% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,073 $256K 0.14% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,058 $256K 0.03% -134 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,058 $256K 0.14% -121 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 2,054 $255K 0.08% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,050 $255K 0.1% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,045 $254K 0.01% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,045 $254K 0.03% 0 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 2,032 $253K 0.04% +316 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,030 $252K 0.05% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,000 $252K 0.19% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,839 $252K 0.05% -335 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,898 $251K 0.06% -83 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,012 $250K 18.85% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,016 $250K 0.06% +3 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,012 $250K 0.07% +40 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,012 $250K 0.03% 0 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,010 $250K <0.01% -4,038 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,010 $250K 0.06% +85 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,006 $249K 0.01% -272 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,006 $249K 0.03% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,002 $249K 0.02% +357 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,996 $248K 0.05% -3,892 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,996 $248K 0.06% +22 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,995 $248K 0.03% +10 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 1,818 $248K 0.23% -67 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,991 $248K 0.28% -773 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,990 $247K 0.13% -234 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,987 $247K 0.14% +2 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,979 $246K 0.19% +1,769 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,968 $245K 0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,967 $245K 0.04% -155 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,961 $244K 0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,956 $243K 0.07% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,954 $243K 0.14% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,943 $242K 0.05% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 1,946 $242K 0.15% -62 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,945 $242K 0.15% +3 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,940 $241K 0.06% +199 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,939 $241K 0.07% +127 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,937 $241K 0.04% +36 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,934 $240K 0.04% -49 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,934 $240K 0.02% +26 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,933 $240K 0.02% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,930 $240K 0.02% -14 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,927 $240K 0.05% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,924 $239K 0.02% +18 13F-HR Timeline Zullo Investment Group, Inc. 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