Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,320 $291K 0.16% +22 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,320 $291K 0.12% 0 13F-HR Timeline Group Guardian Capital, LLC More: the full row for Guardian Capital, LLC 1,318 $291K 0.24% -324 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,318 $291K 0.01% -38 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,315 $290K 0.19% +3 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,310 $289K 0.2% -343,659 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,310 $289K 0.06% -25 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,310 $289K 0.02% -784 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,310 $289K 0.01% +5 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,308 $288K 0.06% +31 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,307 $288K 0.06% -30 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,306 $288K 0.07% -13 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,304 $287K 0.12% -3 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,303 $287K 0.2% -272 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,303 $287K 0.18% -11 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,303 $287K 0.02% +5 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,300 $287K 0.05% -251 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,301 $287K 0.22% +7 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,301 $287K 0.09% -45 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,300 $287K 0.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,300 $287K 0.09% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,300 $287K 0.13% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,299 $287K 0.07% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,298 $286K 0.2% -22 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,297 $286K 0.05% +127 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,296 $286K 0.02% +7 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,296 $286K 0.1% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,293 $285K <0.01% +140 13F-HR Timeline Group Hook Mill Capital Partners, LP More: the full row for Hook Mill Capital Partners, LP 1,290 $284K 0.03% -63,036 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,288 $284K 0.02% +47 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,287 $284K 0.04% -26 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,286 $284K 0.12% +63 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,285 $283K 0.23% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,285 $283K 0.18% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,283 $283K 0.17% -37 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,277 $282K 0.21% +151 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,276 $281K 0.02% +106 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,274 $281K 0.13% -179 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $280K 0.18% -1,272 13F-HR Timeline Amount filed as zero, left out of ratios. Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 1,270 $280K 0.1% -40 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,269 $280K 0.03% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,268 $280K 0.07% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,267 $279K 0.01% -43 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,267 $279K 0.21% +44 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,265 $279K 0.03% -10 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,264 $279K 0.01% -2 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,264 $279K 0.06% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,259 $278K 0.06% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,261 $278K 0.08% +6 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,260 $278K 0.12% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,259 $278K 0.02% -50 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 1,258 $277K 0.18% -8,899 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,256 $277K 0.03% -11 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,254 $276K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,251 $276K 0.02% +1 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,250 $276K 0.07% +5 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,250 $276K 0.01% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,248 $275K 0.05% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,241 $274K 0.06% +9 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,237 $273K 0.01% -172 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,237 $273K 0.18% +2 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,233 $272K 0.15% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,232 $272K 0.14% +11 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,231 $271K <0.01% +174 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,225 $270K 0.02% -300 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,225 $270K 0.19% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,225 $270K 0.08% -101 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,223 $270K 0.08% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,217 $268K 0.18% -597 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,213 $267K 0.09% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,212 $267K 0.06% -12 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,210 $267K <0.01% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,210 $267K 0.2% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,210 $267K 0.03% -46 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,206 $266K 0.05% +4 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,206 $266K 0.01% +299 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,203 $265K 0.06% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,203 $265K 0.07% -23 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,202 $265K 0.12% +6 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,201 $265K 0.05% -50 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,200 $265K 0.01% +400 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,200 $265K 0.03% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,200 $265K 0.09% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,200 $265K 0.14% -50 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,195 $263K 0.06% -39 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,255 $263K 0.09% +200 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,154 $263K 0.08% +6 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,190 $262K 0.12% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,187 $262K 0.04% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 1,187 $262K 0.05% +1,046 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,185 $261K 0.02% -322 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 1,252 $261K 0.16% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,183 $261K 0.06% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,182 $261K 0.06% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,181 $260K 0.01% -135 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,179 $260K 0.09% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,179 $260K 0.03% -31 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,178 $260K 0.14% +179 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,177 $260K 0.14% +232 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,173 $259K 0.11% +1 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,176 $259K 0.01% +2 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 1,176 $259K 0.01% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,172 $258K 0.11% -170 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,168 $258K 0.07% +31 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,168 $257K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,167 $257K 0.02% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,166 $257K 0.01% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,166 $257K 0.04% -93 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,165 $257K 0.07% +8 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,164 $257K 0.07% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,162 $256K 0.04% +1 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,161 $256K 0.09% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,160 $256K 0.09% +29 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 1,155 $255K 0.2% -77 13F-HR/A Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,154 $254K 0.09% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,152 $254K 0.06% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,150 $254K 0.1% -1,953 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,150 $254K 0.13% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,149 $253K 0.16% +38 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,148 $253K 0.04% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,147 $253K 0.03% -334 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,137 $253K 0.01% new 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,146 $253K 0.02% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,145 $253K 0.04% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,144 $252K 0.11% +17 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,144 $252K 0.02% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,141 $252K 0.09% -175 13F-HR Timeline American Trust More: the full row for American Trust 1,141 $252K 0.02% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,139 $251K 0.12% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,137 $251K 0.11% +40 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,136 $251K 0.02% -1,503 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,135 $250K 0.08% -204 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,130 $249K 0.12% -10 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,127 $248K 0.05% -30 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,127 $248K 0.08% +45 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,125 $248K 0.21% -175 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,125 $248K 0.03% -7 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,123 $248K 0.05% +13 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,121 $247K 0.03% -13 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,120 $247K 0.06% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,114 $246K 0.05% +104 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,098 $245K 0.06% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,112 $245K 0.01% +26 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,111 $245K 0.25% -552 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,110 $245K 0.01% +3 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,109 $245K 0.09% +220 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,109 $245K 0.05% -100 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,108 $244K 0.04% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,108 $244K 0.13% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,107 $244K 0.13% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,107 $244K 0.02% +67 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 1,133 $244K 0.16% -55 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,105 $244K 0.06% 0 13F-HR Timeline Group WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,105 $244K <0.01% -12,129 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 1,102 $243K 0.11% 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,098 $242K 0.05% +17 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,096 $242K 0.04% -620 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,096 $242K 0.02% -43 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,094 $241K 0.04% -105 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,094 $241K 0.06% -820 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,091 $241K 0.11% +5 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,088 $240K 0.02% -124 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,084 $239K 0.01% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,084 $239K 0.08% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,082 $239K 0.05% -11 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 1,080 $238K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 694 $238K 0.08% -483 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,078 $238K 0.01% -607 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,078 $238K 0.15% +87 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,074 $237K <0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,073 $236K 0.02% -103 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,072 $236K 0.02% -156 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,071 $236K 0.02% +56 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,071 $236K 0.11% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,071 $236K 0.1% -89 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,071 $236K 0.06% -23 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,070 $236K 0.09% +5 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,068 $235K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,064 $235K 0.07% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,063 $234K 0.04% 0 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 1,117 $234K 0.12% -6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,061 $234K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,061 $234K 0.01% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,060 $234K 0.11% +5 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,059 $233K 0.04% -165 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,058 $233K 0.03% 0 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,051 $233K 0.03% -71 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,057 $233K 0.04% -477 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,057 $233K 0.14% +5 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,057 $233K 0.05% +725 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,055 $233K 0.11% -4 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,055 $233K 0.03% +50 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,119 $233K 0.05% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,053 $232K 0.08% -129 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 1,049 $231K 0.05% -40 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,046 $231K 0.06% -241 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,045 $230K 0.05% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,045 $230K 0.15% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,045 $230K 0.18% -288 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,044 $230K 0.02% -8,717 13F-HR Timeline