L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,390 $296K 0.08% -206 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,248 $296K 0.06% +218 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,376 $295K 0.02% +688 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,371 $295K 0.06% +184 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,371 $295K 0.15% -103 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,351 $293K 0.04% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,342 $293K 0.07% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,329 $292K 0.03% +23 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,319 $291K 0.03% -927 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,282 $291K 0.03% +982 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,307 $290K 0.02% -300 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,299 $290K 0.01% -19 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,298 $290K 0.2% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,197 $290K 0.1% +66 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,292 $289K 0.08% -36 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,290 $289K 0.02% +947 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,288 $289K 0.03% +102 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,281 $289K 0.11% +361 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,279 $289K 0.07% -1,805 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,263 $287K 0.02% +200 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,261 $287K 0.16% -110 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,231 $287K 0.17% +542 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,251 $287K 0.05% -3,674 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,210 $284K 0.07% -215 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,210 $284K 0.07% -130 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,208 $284K 0.03% +24 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,204 $283K 0.03% -830 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,181 $282K 0.03% -4 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,179 $282K 0.02% -142 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,177 $282K 0.01% -490 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,177 $282K 0.05% -905 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,122 $281K 0.15% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,163 $281K 0.01% +1 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,158 $280K 0.01% +231 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,157 $280K 0.12% +39 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,153 $280K 0.02% -47 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 4,134 $279K 0.06% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,133 $279K 0.06% -12 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,127 $278K 0.06% +26 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,120 $278K 0.01% -755 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,117 $278K 0.02% +7 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,082 $277K 0.07% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,105 $277K 0.05% -53 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,093 $276K 0.04% +57 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,089 $276K 0.01% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,091 $276K 0.05% -400 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 4,060 $274K 0.05% +419 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,053 $273K 0.06% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,033 $272K 0.18% +105 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,032 $272K 0.22% -14 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,022 $271K 0.19% new 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 4,020 $271K 0.03% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,007 $270K 0.04% -651 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,006 $270K 0.01% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,000 $270K 0.02% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,000 $270K 0.12% -500 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,970 $270K 0.01% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,978 $268K 0.2% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,977 $268K 0.15% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,959 $268K 0.02% new 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,972 $268K 0.01% +2,951 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,958 $267K 0.1% +8 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,945 $266K 0.04% +139 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,922 $266K 0.07% +67 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 3,931 $265K 0.15% 0 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 3,919 $264K 0.25% -13 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,911 $264K 0.03% -11 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,876 $261K 0.16% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,869 $261K 0.03% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,858 $260K 0.02% -39 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,863 $260K 0.1% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,846 $259K 0.09% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,826 $258K 0.01% new 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,836 $258K 0.07% +123 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,793 $256K 0.03% +1 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,792 $256K 0.12% -13 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,789 $256K 0.19% +702 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,789 $256K 0.03% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,782 $255K 0.07% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,741 $254K 0.02% -121 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,755 $253K 0.03% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 3,775 $253K 0.16% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,922 $253K 0.01% +980 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 3,751 $253K 0.12% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,745 $253K 0.03% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,743 $252K 0.29% -552 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,743 $252K 0.03% +15 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,739 $252K 0.02% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,732 $252K 0.09% +187 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,720 $251K 0.08% +6 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,713 $250K 0.03% +175 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,710 $250K 0.03% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,390 $250K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,615 $249K 0.05% +133 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,696 $249K 0.03% 0 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,690 $249K 0.05% -165 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,688 $249K 0.01% -481 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,686 $249K 0.01% -612 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,685 $249K 0.06% +227 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,677 $248K 0.09% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,675 $248K 0.04% +30 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,673 $248K 0.01% -502 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,667 $247K 0.02% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,656 $247K 0.09% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,652 $246K 0.05% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,650 $246K 0.03% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 3,649 $246K 0.06% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,645 $246K 0.02% new 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,630 $245K 0.06% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,627 $245K 0.05% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,910 $244K 0.25% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,593 $242K 0.01% +625 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,566 $242K 0.05% +575 13F-HR/A Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 403 $242K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,730 $242K 0.01% new 13F-HR/A Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,554 $241K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,571 $241K 0.06% +882 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,571 $241K 0.02% +345 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,560 $240K 0.02% -59 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,553 $240K 0.01% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,553 $240K 0.06% -13,960 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,549 $239K 0.1% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,548 $239K 0.16% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,541 $239K 0.02% +549 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,533 $238K 0.11% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,530 $238K 0.06% -19,524 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,524 $238K 0.01% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,500 $237K 0.06% +25 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,520 $237K 0.03% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,477 $237K 0.03% -271 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,510 $237K 0.02% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,509 $237K 0.17% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,505 $236K 0.04% 0 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 3,500 $236K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,497 $236K 0.01% +71 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,482 $235K 0.02% 0 13F-HR Timeline GLOBAL VALUE INVESTMENT CORP. More: the full row for GLOBAL VALUE INVESTMENT CORP. 3,470 $234K 0.34% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,463 $234K 0.17% -27 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,454 $233K 0.15% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,450 $233K 0.08% -31 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,449 $233K 0.11% -783 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,422 $232K 0.13% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,414 $232K 0.08% +358 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,426 $231K 0.09% +20 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,425 $231K 0.32% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,422 $231K 0.02% -275 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,413 $230K 0.11% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,405 $230K 0.11% +185 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,398 $229K <0.01% -797 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 3,398 $229K 0.1% -249 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,391 $229K 0.03% -114 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,389 $229K 0.04% +276 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,383 $228K 0.02% -645 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,376 $228K 0.03% +124 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,378 $228K 0.11% +271 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,358 $226K 0.05% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,355 $226K 0.14% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,355 $226K 0.06% -468 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,321 $225K 0.02% -68 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,343 $225K 0.06% +275 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,332 $225K 0.01% +353 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 3,328 $225K 0.1% +20 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,325 $224K 0.01% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,322 $224K 0.13% new 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 3,321 $224K 0.2% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,317 $224K 0.02% -1,109 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,316 $224K 0.03% +295 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,300 $223K 0.05% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,275 $221K 0.04% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,812 $220K 0.07% -177 13F-HR/A Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,269 $220K 0.02% +21 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,246 $219K 0.02% +4 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,246 $219K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,244 $219K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,194 $218K 0.01% +53 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,238 $218K 0.05% +22 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,237 $218K <0.01% +25 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,228 $218K 0.04% +78 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,226 $218K 0.03% -246 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,221 $217K 0.15% -296 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,213 $217K 0.08% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,204 $216K 0.05% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,198 $216K 0.13% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,185 $215K 0.02% -33,317 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 3,181 $215K 0.04% -12,377 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,157 $213K 0.06% -2,038 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,156 $213K 0.11% +4 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,152 $213K 0.07% +20 13F-HR/A Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,145 $212K 0.1% -8,737 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,150 $212K 0.15% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,142 $212K 0.09% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,130 $212K 0.07% +432 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,138 $212K 0.01% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,127 $211K 0.03% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,123 $211K 0.18% -128 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 3,114 $210K 0.19% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,112 $210K 0.14% -62 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,090 $210K 0.05% +74 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,108 $210K 0.03% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,099 $209K 0.04% new 13F-HR Timeline