LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 292 $228K 0.08% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 291 $227K 0.16% 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 291 $227K 0.05% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 291 $227K 0.05% -75 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 289 $225K 0.08% -14 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 289 $225K 0.08% new 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 289 $225K 0.12% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 288 $225K 0.18% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 287 $224K 0.18% +24 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 286 $223K 0.02% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 286 $223K 0.06% -34 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 286 $223K 0.06% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 285 $222K 0.15% -16 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 284 $222K 0.03% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 284 $222K 0.07% 0 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 284 $221K 0.1% +205 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 284 $221K 0.06% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 283 $221K 0.22% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 283 $221K 0.06% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 282 $220K 0.06% -53 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 282 $220K 0.01% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 282 $220K 0.08% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 282 $220K 0.16% -17 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 281 $219K 0.05% -92 13F-HR Timeline CLG LLC More: the full row for CLG LLC 281 $219K 0.07% +32 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 281 $219K 0.05% +1 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 280 $218K 0.04% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 280 $218K 0.03% -34 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 279 $217K 0.11% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 279 $217K 0.39% +10 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 278 $217K 0.35% -8 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 278 $217K 0.07% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 276 $215K 0.15% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 276 $215K 0.17% -1 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 276 $215K 0.16% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 276 $215K 0.1% +1 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 275 $214K 0.03% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 275 $214K 0.14% +16 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 275 $214K 0.17% -22 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 274 $213K 0.08% -12 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 272 $212K 0.05% +15 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 497 $212K 0.12% new 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 271 $211K 0.06% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 271 $211K 0.05% new 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 270 $210K 0.15% 0 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 268 $209K 0.26% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 267 $208K 0.06% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 267 $208K 0.04% -3 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 266 $207K 0.06% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 266 $207K 0.07% +7 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 266 $207K 0.18% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 265 $207K 0.04% -595 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 264 $206K 0.07% -500 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 264 $206K 0.02% +17 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 264 $206K 0.04% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 264 $206K 0.05% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 264 $205K 0.19% -13 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 263 $205K 0.14% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 263 $205K 0.06% -46 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 267 $205K 0.13% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 261 $205K <0.01% -96,051 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 261 $204K 0.06% -115 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 261 $204K 0.03% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 261 $203K 0.03% +12 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 261 $203K 0.14% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 261 $203K 0.11% -14 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 261 $203K 0.16% +5 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 261 $203K 0.19% -20 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 261 $203K 0.15% +10 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 260 $203K 0.17% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 260 $203K 0.03% -20 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 258 $201K 0.09% new 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 258 $201K 0.03% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 258 $201K 0.13% +15 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 258 $201K 0.14% -59 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 257 $200K 0.07% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 254 $198K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 254 $198K 0.08% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 254 $198K 0.17% 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 252 $197K 0.19% -12 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 248 $193K 0.02% +32 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 247 $193K 0.05% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 247 $193K 0.04% +17 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 247 $192K 0.05% +107 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 236 $184K 0.1% -40 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 230 $179K 0.15% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 228 $178K 0.06% +40 13F-HR/A Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 227 $177K 0.03% +14 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 226 $176K 0.11% -81 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 222 $173K 0.07% -1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 221 $172K 0.11% -216 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 208 $162K 0.06% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 206 $161K 0.09% +41 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 200 $156K 0.15% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $156K 0.12% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 200 $156K 0.19% -3 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 196 $153K 0.11% -33 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 196 $153K 0.04% +6 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 193 $150K 0.15% -7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 192 $150K 0.04% -38 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 191 $149K 0.07% +29 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 190 $148K 0.05% +29 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 188 $147K 0.04% +42 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 188 $146K 0.06% +21 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 187 $146K 0.14% +77 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 186 $145K 0.05% +16 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 185 $144K 0.03% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 182 $142K 0.11% -29 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 181 $141K 0.09% +23 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 178 $139K 0.04% +47 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 168 $138K 0.12% -7 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 172 $134K 0.04% +45 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 170 $133K 0.05% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 166 $130K 0.04% -1 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 163 $127K 0.04% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 161 $126K 0.07% +7 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 159 $124K 0.1% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 158 $123K 0.1% -275 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 158 $123K 0.08% +8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 153 $119K 0.05% +17 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 152 $118K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 149 $117K 0.09% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 149 $116K 0.04% +10 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 147 $115K 0.03% -5 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 144 $112K 0.04% +3 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 143 $111K 0.08% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 142 $110K 0.04% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 140 $109K 0.08% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 132 $103K 0.07% +2 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 162 $101K 0.03% +1 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 123 $95.9K 0.03% -10 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 122 $95.1K 0.05% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 120 $93.7K 0.05% -15 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 120 $93.5K 0.02% +35 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 114 $89K 0.06% +11 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 107 $88.4K 0.05% +94 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 112 $87.2K 0.08% +19 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 111 $86.5K 0.09% +29 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 110 $85.7K 0.04% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107 $83.2K 0.03% -5 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 105 $81.9K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 105 $81.9K 0.01% -132 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 104 $81.2K 0.04% +5 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 101 $78K 0.06% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $78K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $78K 0.03% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $78K 0.06% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 99 $77.2K 0.07% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 98 $76.4K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 97 $75.6K 0.01% -13 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 95 $74.1K 0.03% 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 84 $65.5K 0.02% -640 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 84 $65.5K 0.03% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 81 $63.1K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 79 $61.6K 0.01% +12 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 78 $60.9K 0.01% +23 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 77 $60K 0.02% +11 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 102 $59.5K 0.66% +17 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 75 $58.5K 0.02% -188 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 75 $58.5K 0.05% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 75 $57.8K 0.04% -24 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 74 $57.8K 0.02% +5 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 71 $55.3K 5.05% -279 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 69 $53.8K 0.03% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 66 $51.4K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 65 $50.7K 0.03% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 65 $50.7K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 64 $49.9K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 63 $49.1K 0.01% -18 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 62 $47.9K 0.03% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 60 $46.8K 0.03% -94 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 59 $46K 0.04% +17 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5,707 $44.5K 1.74% +316 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 55 $42.8K 0.01% -51 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 54 $42.1K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 52 $40.5K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52 $40.3K <0.01% -7,021 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 51 $39.8K 0.01% +21 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 51 $39.8K 0.02% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 51 $39.8K 0.06% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 50 $39.2K 0.04% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 48 $37.1K 0.02% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 47 $36.6K 0.01% -12 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 46 $35.9K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 45 $35.1K 0.03% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 44 $34.3K 0.01% +14 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 40 $31.4K 0.02% +7 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 40 $31.2K 0.01% 13F-HR Timeline Group Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 40 $31.2K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $31.2K 0.01% +29 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 37 $28.8K 0.04% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 35 $27.3K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 34 $26.5K <0.01% +3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 34 $26.5K 0.02% +9 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 34 $26.5K 0.02% +3 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 33 $25.7K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 31 $24.2K 0.02% -3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 31 $24.2K 0.02% -1 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 30 $23.4K 0.02% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 28 $21.8K 0.02% 13F-HR Timeline