Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,361 $294K 0.02% -100 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,335 $293K 0.12% +732 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,354 $293K 0.02% +428 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,350 $292K 0.02% -250 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,350 $292K 0.23% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,344 $291K 0.05% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,338 $291K 0.04% +10 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,334 $290K 0.01% +297 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,325 $289K <0.01% +72 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,319 $288K 0.02% -240 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,316 $288K 0.02% -43 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,401 $288K 0.14% -40 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,311 $287K 0.07% -181 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,295 $285K 0.23% -32 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,293 $285K 0.07% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,322 $285K 0.03% -14 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,279 $283K 0.02% -22 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,275 $283K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,270 $282K 0.04% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,268 $282K 0.01% -643 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,266 $282K 0.03% +28 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,264 $282K 0.06% -498 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,264 $282K 0.06% +75 13F-HR Timeline City State Bank More: the full row for City State Bank 2,263 $281K 0.08% -56 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,255 $280K 0.03% +56 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,250 $280K 0.22% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,239 $278K 0.03% -33 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,233 $278K 0.09% +42 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,223 $276K 0.01% -562 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,222 $276K 0.02% -586 13F-HR Timeline Group Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 2,222 $276K 0.22% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,213 $275K 0.12% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,133 $275K 0.04% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,199 $275K 0.06% +487 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,207 $274K 0.01% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,204 $274K 0.03% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 2,200 $274K 0.2% -11 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,199 $273K 0.09% +514 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,198 $273K 0.04% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,192 $273K 0.08% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,210 $272K 0.05% -512 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,189 $272K 0.01% -182 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,188 $272K <0.01% -13 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,251 $272K 0.01% -153 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,179 $271K 0.05% +6 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,175 $270K 0.15% +463 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,174 $270K 0.03% -200 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,172 $270K 0.18% +51 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,170 $270K 0.03% -145 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,166 $269K 0.11% -204 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,162 $269K 0.01% 0 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 2,160 $269K 0.05% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,152 $268K 0.1% 0 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 2,150 $267K 0.17% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,142 $266K 0.08% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,130 $265K 0.03% -208 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,115 $263K 0.13% -48 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,046 $262K 0.04% -50 13F-HR/A Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,095 $260K 0.04% -301 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,085 $259K 0.15% -86 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,084 $259K 0.02% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,079 $259K 0.02% +1,983 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,078 $258K 0.05% -376 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,078 $258K 0.09% -120 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,072 $258K 0.02% +2 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,071 $258K <0.01% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,071 $258K 0.02% 0 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,071 $258K 0.12% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,070 $257K 0.01% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,065 $257K 0.1% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,055 $255K 0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,054 $255K 0.01% -156 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,050 $255K 0.02% +72 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,049 $255K 0.08% +1 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,048 $255K 0.03% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,042 $254K 0.13% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,025 $252K 0.02% -174 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,025 $252K 0.02% -189 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,020 $251K 0.12% +17 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,020 $251K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,012 $250K 0.11% +2 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 2,000 $249K 0.02% 0 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,000 $249K 0.16% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,000 $249K 0.04% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,983 $249K 0.02% +1,002 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,978 $248K 0.05% -193 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,977 $246K 0.01% -155 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,973 $245K 0.07% -105 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,964 $244K 0.02% +85 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,962 $244K 0.01% +26 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,959 $244K 0.03% -57 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,957 $243K 0.04% -2 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,953 $243K 0.08% +73 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,948 $242K 0.03% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,700 $242K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,944 $242K 0.03% -295 13F-HR/A Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,927 $242K 0.09% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,937 $241K 0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,931 $240K 0.02% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,929 $240K 0.02% +12 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,925 $239K 0.05% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,925 $239K 0.16% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,925 $239K 0.08% -1,000 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,923 $239K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,921 $239K 0.03% -13 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,933 $238K 0.04% -23,962 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,906 $237K 0.01% -3,107 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,900 $236K 0.07% -1,225 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,892 $235K 0.18% -261 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,888 $235K 0.08% -52 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,876 $233K 0.02% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,938 $233K 0.07% -84 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,870 $233K 0.03% 0 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,870 $232K 0.15% -230 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,867 $232K 0.01% +39 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,867 $232K 0.03% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,855 $231K 0.03% -31 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,855 $231K 0 Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,852 $230K 0.02% -128 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,843 $229K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,839 $229K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,836 $228K 0.01% +2 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,831 $228K 0.06% -33 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,827 $227K 0.03% +4 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,825 $227K 0.02% -31 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,817 $226K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,812 $225K 0.02% -9 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,810 $225K 0.04% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,872 $225K 0.03% +35 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,801 $224K 0.02% +143 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,796 $223K 0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,790 $223K 0.1% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,789 $222K <0.01% 0 13F-HR Timeline Group Astoria Portfolio Advisors LLC. 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More: the full row for Joel Adams & Associates, Inc. 1,759 $219K 0.18% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,758 $219K 0.05% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,750 $218K 0.11% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,750 $218K <0.01% -16,009 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for Kovack Advisors, Inc. 1,705 $212K 0.02% -21 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,700 $211K 0.02% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,700 $211K 0.1% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,696 $211K 0.01% -454 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,749 $210K 0.02% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,689 $210K 0.1% -70 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,682 $209K <0.01% -35 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,678 $209K 0.02% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,673 $208K 0.04% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,674 $208K 0.07% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,672 $208K 0.01% -2,050 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,672 $208K 0.02% +2 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,680 $207K <0.01% 0 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,665 $207K 0.11% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,664 $207K 0.04% -50 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,662 $207K 0.05% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,661 $207K 0.04% -137 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,710 $205K 0.13% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,649 $205K 0.15% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,646 $205K 0.09% -40 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,645 $205K 0.01% -209 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,644 $204K 0.01% -14 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,643 $204K 0.03% +18 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,750 $204K 0.05% +36 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,639 $204K 0.12% -481 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 1,635 $203K 0.12% -40 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,629 $203K 0.09% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,626 $202K 0.13% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,616 $201K 0.01% -381 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,615 $201K 0.12% -324 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,615 $201K 0.03% -2,481 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,611 $200K 0.02% -53 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,608 $200K 0.03% -607 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 12,832 $200K +12,812 Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,613 $199K 0.1% +43 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,597 $199K 0.08% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,567 $195K 0.09% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,560 $194K 0.07% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,951 $189K 0.09% +29 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,507 $187K 0.02% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,506 $187K 0.02% -25 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,475 $183K 0.15% -100 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,399 $174K 0.02% +17 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,390 $173K -170 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,379 $171K <0.01% -462 13F-HR Timeline