Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,776 $697K 0.05% +2,693 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,624 $690K 0.03% -3,185 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 13,568 $687K 0.15% +8,899 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 13,465 $681K 0.09% +649 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 13,394 $678K 0.46% -2,208 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 13,314 $674K 0.28% -5,099 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,206 $668K 0.04% +1,461 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,168 $666K 0.01% -111 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,000 $658K 0.38% -6,500 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 13,026 $657K 0.08% -2,571 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 12,987 $657K 0.13% new 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 12,936 $655K 0.22% 0 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 12,916 $654K 0.32% -101 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 12,644 $640K 0.31% -19,719 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,618 $639K 0.03% +3,449 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 12,582 $637K 0.6% +2,496 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 12,558 $636K 0.09% -7,850 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 12,488 $632K 0.47% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 12,462 $631K 0.1% -3,947 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,377 $626K 0.03% -3,824 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,361 $626K 0.02% +255 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 12,334 $624K 0.09% -1,636 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 12,266 $621K 0.09% -29,645 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 12,256 $620K 0.22% -804 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 12,144 $615K 0.06% -1,464 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 12,133 $614K 0.33% -20,153 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,033 $609K 0.1% -2,995 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 12,028 $609K 0.45% +2,541 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,000 $607K 0.45% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,977 $606K 0.04% -21,881 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,939 $604K 0.02% +469 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 11,783 $596K 0.04% -1,117 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,762 $595K 0.02% +1,032 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,698 $592K 0.09% -649 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,667 $590K 0.05% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,556 $585K 0.59% -1,233 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 11,542 $584K 0.17% +1,973 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,527 $582K 0.04% +919 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 11,457 $580K 0.49% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,399 $575K 0.06% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,248 $569K 3.46% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,169 $565K 0.06% -290 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,145 $564K 0.12% -1,903 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,095 $562K 0.13% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 11,000 $557K 0.08% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 10,994 $556K 0.13% -376 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,929 $553K 0.06% -22,919 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 10,800 $547K 0.45% 0 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 10,708 $542K 0.54% -5,446 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,686 $541K 0.02% +1,708 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,628 $538K 0.05% -11 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 10,602 $537K 0.47% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 10,624 $536K 0.22% -20,905 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 10,525 $533K 0.33% +1,066 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,459 $529K 0.07% +857 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 10,455 $529K 0.09% +197 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,336 $521K 0.11% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,300 $521K 0.11% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 10,117 $512K 0.11% -10,527 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 10,071 $510K 0.15% +1,223 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,973 $505K 0.03% -3,218 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,862 $499K 0.23% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,788 $495K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,656 $489K 0.26% -425 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,570 $484K 0.01% -12,938 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 9,511 $481K 0.68% -475 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 9,470 $479K 0.3% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,442 $478K 0.03% +921 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 9,439 $478K 0.21% +96 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,373 $474K 0.22% +452 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 9,267 $469K 0.07% -1,821 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,259 $469K 0.02% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,207 $466K 0.17% +120 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,907 $451K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,829 $447K 0.01% -1,907 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,816 $446K 0.07% +470 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 8,712 $441K 0.45% -70,243 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,673 $439K 0.15% +4,180 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 8,639 $437K 0.54% -274 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,561 $433K 0.1% -1,599 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,531 $432K 0.1% -9 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,462 $428K 0.26% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,453 $428K 0.08% -2,525 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,438 $427K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,419 $426K 0.04% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,400 $425K <0.01% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 8,274 $419K 0.44% -135 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,274 $419K 0.07% +37 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 8,262 $418K 0.06% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 8,257 $418K 0.15% -1,594 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 8,247 $417K 0.44% +27 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 8,227 $416K 0.11% -298,875 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 8,193 $415K 0.27% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,171 $414K 0.03% +68 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,120 $411K 0.17% -957 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,077 $409K 0.05% -10 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 8,045 $407K 0.13% 13F-HR/A Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 8,000 $405K 0.16% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,985 $404K 0.03% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,982 $404K <0.01% new 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,970 $403K 0.02% +573 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,932 $401K 0.03% -468 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,896 $400K 0.07% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,862 $398K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 7,806 $395K 0.35% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,658 $387K 0.02% 0 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 7,650 $387K 0.38% +13 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 7,602 $385K 0.29% -408 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 7,600 $384K 0.1% -4,263 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,565 $383K 0.13% -22,871 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 7,477 $378K 0.12% -986 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,418 $375K 0.03% -475 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,309 $369K 0.04% +23 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 7,262 $368K 0.33% -230 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,210 $365K 0.37% -860 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,207 $365K 0.02% -316 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,187 $364K 0.06% +7,183 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,180 $363K 0.02% -2,120 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,168 $363K <0.01% -106 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 7,120 $360K 0.32% -8,998 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,110 $359K 0.22% +13 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 7,076 $358K 0.06% -2,392 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,076 $358K 0.09% -770 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 7,046 $357K 0.12% +126 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,018 $355K 0.09% -463 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,979 $353K 0.37% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,940 $351K 0.01% -1,068 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,872 $348K 0.32% -560 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 6,850 $347K 0.03% +600 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,843 $346K 0.1% -876 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,798 $344K 0.05% -2,295 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,780 $343K 0.23% +2,130 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 6,776 $343K 0.21% -500 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,773 $343K 0.1% -495 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,746 $341K 0.12% +68 13F-HR/A Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,746 $341K 0.09% -253 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 6,745 $341K 0.35% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,720 $340K 0.09% -5,584 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,711 $340K 0.22% -2,940 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,689 $339K 0.06% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,666 $337K 0.02% -12,015 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,626 $335K 0.06% -377 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,589 $333K <0.01% 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 6,585 $333K 0.01% new 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,555 $332K 0.02% -115 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 6,441 $326K 0.04% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,435 $326K 0.19% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,422 $325K <0.01% -2,143 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,422 $325K 0.01% -2,143 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,393 $324K 0.05% -60 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6,384 $323K 0.34% -806 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,351 $321K 0.09% +35 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,340 $321K 0.04% +280 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6,339 $321K 0.24% 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,339 $321K 0.04% -28,151 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,324 $320K 0.02% -975 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,248 $316K 0.16% +434 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,237 $316K 0.11% +1 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,236 $316K 0.09% -23 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 6,219 $314K 0.27% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,106 $309K <0.01% -2,113 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,032 $305K 0.03% -193 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,009 $304K 0.04% +19 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,000 $304K 0.02% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,993 $303K 0.03% -5,547 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,944 $301K 0.15% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,861 $297K 0.02% +111 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,848 $296K 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,840 $296K 0.01% +362 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,835 $295K 0.1% -642 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,811 $293K 0.01% -1,331 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,787 $293K 0.08% -2,110 13F-HR Timeline Trust Co More: the full row for Trust Co 5,765 $292K 0.03% +19 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,758 $291K 0.17% -11,371 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,750 $291K <0.01% -3,000 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,690 $288K 0.13% -994 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 5,655 $286K 0.08% +1,700 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,643 $286K 0.17% +51 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,630 $285K 0.03% +1,159 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,599 $283K 0.06% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,569 $282K 0.14% +244 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,564 $282K 0.01% -9,367 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 5,544 $281K 0.1% -1,768 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,542 $280K 0.09% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 5,460 $276K 0.04% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,459 $276K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,400 $273K <0.01% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,399 $273K 0.04% -58 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,384 $272K 0.06% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,371 $272K 0.02% -6,532 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,347 $271K 0.02% +370 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,323 $269K 0.06% -41,684 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,286 $268K 0.13% -82 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,233 $265K 0.11% +137 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,209 $264K <0.01% -89 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 5,132 $260K 0.13% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,121 $259K 0.18% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,116 $259K 0.09% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,094 $258K 0.01% +42 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,079 $257K 0.04% +181 13F-HR Timeline