American Money Management, LLC More: the full row for American Money Management, LLC 1,362 $328K 0.05% +238 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,358 $327K 0.03% -316 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,357 $327K 0.02% -26 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,186 $327K 0.09% +66 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,354 $327K 0.08% -2,811 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,353 $326K 0.08% +107 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,352 $326K 0.06% -75 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,350 $326K 0.07% -54 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,349 $325K 0.01% +63 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,348 $325K 0.09% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,346 $325K 0.16% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,346 $324K 0.24% +39 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,343 $324K 0.11% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 1,340 $323K 0.18% +9 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,334 $322K 0.06% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,329 $320K 0.05% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,326 $320K 0.05% +164 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,324 $319K 0.04% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,323 $319K 0.24% -138 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,320 $318K 0.04% +217 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,320 $318K 0.15% 0 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,320 $318K 0.21% 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,317 $318K 0.14% +16 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,317 $318K 0.15% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,316 $317K 0.02% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,314 $317K 0.02% +67 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,314 $317K 0.16% -21 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 1,310 $316K 0.12% +250 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,309 $316K 0.05% +4 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,309 $316K 0.04% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,307 $315K 0.25% +12 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,306 $315K 0.01% -308 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,306 $315K 0.1% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,304 $314K 0.01% -25 13F-HR/A Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,302 $314K 0.19% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,302 $314K 0.03% +389 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,300 $314K 0.06% +44 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,300 $314K 0.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,300 $314K 0.11% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,300 $314K 0.15% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,300 $314K 0.02% +50 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,300 $314K 0.16% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,299 $313K 0.06% -11 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,299 $313K 0.02% +1 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,297 $313K 0.18% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,296 $313K 0.12% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,293 $312K 0.09% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,291 $311K 0.01% new 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,290 $311K 0.02% -100 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,290 $311K 0.09% -25 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,289 $311K 0.3% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,288 $311K 0.03% +7 13F-HR/A Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,285 $310K 0.29% -13 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,284 $310K 0.03% +7 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,283 $309K 0.13% -271 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,283 $309K 0.18% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,280 $309K 0.12% +15 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,277 $308K 0.11% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,275 $307K 0.03% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,272 $307K 0.22% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,269 $306K 0.03% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,265 $305K 0.03% +176 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,265 $305K 0.1% -859 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,265 $305K 0.09% +2 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,264 $305K 0.09% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,262 $304K 0.03% +304 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,261 $304K 0.06% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,261 $304K 0.13% +56 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,261 $304K 0.04% -13 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,260 $304K 0.19% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,131 $304K 0.07% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,256 $303K 0.04% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,253 $302K 0.08% +149 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,251 $302K 0.03% +265 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,251 $302K 0.05% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,251 $302K 0.09% -252 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,250 $301K 0.18% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,249 $301K 0.13% +6 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,247 $301K 0.02% -5 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,246 $301K 0.22% +311 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,246 $300K 0.08% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,244 $300K 0.07% +6 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,240 $299K 0.09% +2 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,240 $299K 0.09% -316 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,239 $299K 0.04% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,238 $299K 0.09% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,238 $298K 0.13% +139 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,235 $298K 0.24% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,234 $298K 0.09% -962 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,233 $297K 0.1% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,231 $297K 0.26% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,230 $297K 0.1% +30 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,094 $296K 0.07% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,228 $296K 0.01% -16 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,226 $296K 0.02% +79 13F-HR/A Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,225 $295K 0.21% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,224 $295K 0.18% +61 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,225 $295K 0.01% -360 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,224 $295K 0.03% +263 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,215 $293K 0.06% -409 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,213 $293K 0.11% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,055 $292K 0.12% -1 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,210 $292K 0.03% +2 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,210 $292K <0.01% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,053 $292K 0.04% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,207 $291K 0.04% -6 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,207 $291K 0.24% -9 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,205 $291K 0.03% +12 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,204 $290K 0.12% -44 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,202 $290K 0.04% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,190 $290K 0.1% +52 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,201 $290K 0.17% -50 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,200 $289K 0.07% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,200 $289K 0.11% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,198 $289K 0.05% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 1,192 $287K 0.14% +45 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,191 $287K 0.14% -9 13F-HR Timeline American Trust More: the full row for American Trust 1,191 $287K 0.02% -225 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,190 $287K 0.15% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,190 $287K <0.01% -40 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,189 $287K 0.06% +129 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,185 $286K 0.04% -42 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,183 $285K 0.18% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,183 $285K 0.01% +10 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,037 $285K 0.21% 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,182 $285K 0.13% -30 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,182 $285K 0.07% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,179 $284K 0.07% -143 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,177 $284K 0.1% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,176 $284K 0.02% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,175 $283K 0.05% +127 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,170 $283K 0.13% +3 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,171 $282K 0.28% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,170 $282K 0.04% -11 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,169 $282K 0.02% -58 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,169 $282K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,169 $282K 0.05% -240 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,166 $281K 0.03% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,166 $281K 0.25% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,165 $281K 0.02% +40 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,167 $281K 0.02% -70 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,165 $281K 0.18% -26 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,165 $281K 0.06% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,164 $281K 0.08% -10 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,163 $280K 0.02% +2 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,161 $280K 0.12% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,160 $280K 0.14% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,159 $280K 0.05% -15 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,159 $280K 0.08% -6 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,158 $279K 0.03% +5 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,157 $279K 0.08% +31 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,154 $278K 0.19% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,012 $278K 0.05% -32 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,152 $278K 0.08% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,152 $278K 0.03% -12 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,150 $277K 0.18% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,149 $277K 0.14% -587 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 1,148 $277K 0.25% 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,146 $276K 0.02% -204 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,145 $276K 0.13% -498 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,139 $275K 0.14% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,138 $275K 0.12% +11 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,138 $275K 0.14% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,135 $274K 0.15% +2 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,133 $273K 0.12% +29 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,130 $272K 0.02% -20 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,127 $272K 0.01% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,120 $270K 0.08% +15 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,088 $269K 0.24% +5 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,113 $268K <0.01% new 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,110 $268K 0.08% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,108 $267K 0.06% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,107 $267K 0.13% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,105 $266K 0.07% -21 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,104 $266K 0.23% -903 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,104 $266K 0.08% -2 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,117 $266K 0.03% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,102 $266K 0.05% +145 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,100 $265K 0.24% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,099 $265K 0.07% -12 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,100 $265K <0.01% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,098 $265K 0.02% -46 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,098 $265K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,094 $264K 0.11% -408 13F-HR Timeline Core Wealth Advisors, Inc. 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More: the full row for Verity Asset Management, Inc. 1,072 $259K 0.11% -546 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,071 $258K 0.13% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,068 $258K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,068 $258K 0.02% new 13F-HR Timeline