KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,550 $302K 0.23% -394 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,549 $302K 0.12% -53 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,540 $301K 0.24% -150 13F-HR/A Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 4,530 $300K 0.12% -75 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,489 $300K 0.02% -245 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,528 $300K 0.09% -21 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,518 $300K 0.08% +18 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 4,517 $300K 0.06% -57 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,513 $299K 0.07% -302 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,512 $299K 0.19% -82 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,231 $299K 0.06% +214 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,508 $299K 0.05% +500 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,504 $299K 0.04% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,500 $298K 0.2% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,498 $298K 0.03% -45 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,475 $297K 0.15% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,462 $296K 0.02% +273 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,455 $295K 0.19% -115 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 4,523 $295K 0.15% -59 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,445 $295K 0.11% +28 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,445 $295K 0.04% -5,124 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,441 $295K 0.13% -75 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,434 $294K 0.04% +554 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,433 $294K 0.03% +20 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 4,431 $294K 0.1% -71 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,394 $293K 0.07% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,389 $293K 0.08% +33 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,412 $293K 0.23% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,396 $292K 0.06% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,395 $291K 0.1% +1 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,393 $291K 0.12% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,393 $291K 0.16% -757 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,390 $291K 0.21% +180 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,387 $291K 0.25% -126 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,382 $291K 0.11% +2,139 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,380 $290K 0.14% +29 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,361 $289K 0.05% +400 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,355 $289K 0.07% -40 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,348 $288K 0.17% +602 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,347 $288K 0.08% +425 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,345 $288K 0.07% +223 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 4,341 $288K 0.28% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,340 $288K 0.2% -15 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 4,335 $287K 0.12% +2,676 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 4,331 $287K 0.17% -1,192 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,323 $287K 0.08% -886 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,322 $287K 0.06% +386 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 4,308 $286K 0.07% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,298 $285K 0.16% -161 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,298 $285K 0.08% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,297 $285K 0.03% +268 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,282 $284K 0.05% +185 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,995 $284K 0.13% -269 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 4,280 $284K 0.19% 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,277 $284K 0.06% +1,310 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,125 $283K 0.09% -538 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,266 $283K 0.03% +116 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,254 $282K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,248 $282K 0.05% +134 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,247 $282K 0.09% +34 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,231 $281K 0.02% +195 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,228 $280K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,224 $280K 0.13% +1,319 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,220 $280K 0.03% -297 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 4,184 $280K 0.07% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,211 $279K 0.08% -972 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,200 $279K 0.2% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 4,218 $279K 0.23% -126 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,204 $279K 0.05% -58 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,198 $278K 0.09% -110 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 4,195 $278K 0.09% -240 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,185 $278K 0.17% +369 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,183 $277K 0.17% +120 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,172 $277K 0.03% -399 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,968 $277K 0.08% +246 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,089 $276K 0.09% +21 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 4,152 $275K 0.03% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,128 $275K 0.22% -175 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,146 $275K 0.08% -102 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,144 $275K 0.1% -103 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,141 $275K 0.12% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,143 $275K 0.21% +1,020 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,139 $274K 0.13% +30 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,137 $274K 0.07% -475 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,136 $274K 0.1% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,135 $274K 0.08% +41 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,134 $274K 0.18% +673 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,126 $274K 0.08% -32 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,126 $274K 0.04% +1,313 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 4,113 $273K 0.04% -4,174 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,108 $272K 0.03% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,100 $272K 0.12% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,095 $272K 0.11% +106 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 4,086 $271K 0.16% +137 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,081 $271K 0.36% +33 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 4,040 $270K 0.07% -68 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 4,071 $270K 0.12% +4 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,070 $270K 0.12% -494 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,066 $270K 0.14% -7 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,061 $269K 0.01% +43 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 4,059 $269K 0.08% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,045 $268K 0.16% +24 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,034 $268K 0.07% +10 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,032 $267K 0.03% +193 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,000 $267K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,024 $267K 0.03% -51 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 4,021 $267K 0.26% +12 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,010 $266K 0.11% +232 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 4,007 $266K 0.22% 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 4,000 $265K 0.17% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,000 $265K 0.05% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,000 $265K 0.02% 0 13F-HR Timeline Group McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 4,000 $265K 0.13% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,000 $265K 0.2% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 4,000 $265K 0.07% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,991 $265K 0.03% +36 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,986 $264K 0.08% +10 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,982 $264K 0.08% -66 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,978 $264K 0.08% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,506 $264K 0.05% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,959 $263K 0.14% +813 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,957 $262K 0.1% +148 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,949 $262K 0.01% -228 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,935 $261K 0.16% +2 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,925 $260K 0.04% -1,300 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,924 $260K 0.08% -316 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,920 $260K 0.15% -14 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,920 $260K 0.07% -20 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,915 $260K 0.07% +150 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,874 $259K 0.07% +4 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 3,901 $259K 0.05% +1 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,901 $259K 0.06% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,900 $259K 0.15% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,894 $258K <0.01% +3,841 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,887 $258K 0.01% +593 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,883 $258K 0.07% -791 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,882 $257K 0.04% +121 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,878 $257K 0.24% -31 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,865 $256K 0.03% +257 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,864 $256K 0.07% -61 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 3,854 $256K 0.12% +125 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,876 $256K 0.3% +385 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,853 $256K 0.02% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,853 $256K 0.06% +125 13F-HR Timeline Group Rather & Kittrell, Inc. 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More: the full row for Lifestyle Asset Management, Inc. 3,782 $251K 0.09% +246 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,771 $250K 0.12% -40 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,769 $250K 0.22% +2 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,767 $250K 0.04% +229 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,761 $249K 0.07% +118 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,759 $249K 0.03% +1 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,756 $249K 0.19% +393 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,754 $249K 0.15% +404 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,747 $249K 0.04% -313 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 3,740 $248K 0.01% new 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,740 $248K 0.06% 0 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,726 $247K 0.1% +13 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,726 $247K 0.04% -180 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,716 $246K 0.11% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,720 $246K 0.06% +416 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,724 $246K 0.03% -178 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,700 $245K 0.08% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 3,698 $245K 0.03% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,689 $245K 0.04% -33,663 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,684 $244K 0.03% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,676 $244K 0.13% -238 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,674 $244K 0.04% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,673 $244K 0.05% -48 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,671 $243K 0.05% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,679 $243K 0.14% +113 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,670 $243K 0.12% +38 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 3,661 $243K 0.09% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,660 $243K 0.2% -38 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,656 $242K 0.02% +75 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,652 $242K 0.02% -2,700 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,651 $242K 0.06% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,648 $242K 0.14% +373 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,643 $242K 0.04% -109 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,643 $242K 0.04% 0 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 3,635 $241K 0.2% +236 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,629 $241K 0.18% +13 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 3,625 $240K 0.1% +5 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,613 $240K 0.09% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,581 $239K 0.06% +50 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,581 $239K 0.09% -350 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,578 $239K 0.04% -1,615 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 3,599 $239K 0.01% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,598 $239K 0.02% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,597 $239K 0.01% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,594 $238K 0.04% +4 13F-HR Timeline