NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,808 $333K 0.12% +274 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,827 $332K 0.23% -51 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,798 $329K 0.05% +1,640 13F-HR Timeline American Trust More: the full row for American Trust 3,781 $328K 0.03% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,756 $325K 0.03% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,754 $325K 0.18% +1,427 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,750 $325K 0.28% +117 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,741 $324K 0.22% +6 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,735 $324K 0.01% -5,735 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,733 $323K +2,696 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,713 $322K 0.01% -1,191 13F-HR Timeline Group Bey-Douglas LLC More: the full row for Bey-Douglas LLC 3,704 $321K 0.28% +109 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,682 $319K 0.12% -197 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,672 $318K 0.04% +210 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 3,668 $318K 0.22% -71 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,624 $317K 0.04% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,653 $317K 0.05% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,295 $317K 0.02% -86 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,649 $316K 0.09% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,640 $315K 0.02% +296 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,600 $314K 0.09% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,625 $314K 0.08% 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,623 $314K 0.01% +704 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,874 $314K 0.02% -3,003 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,620 $314K 0.15% 0 13F-HR Timeline Group PCB Capital LLC More: the full row for PCB Capital LLC 3,612 $313K 0.49% -71 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,549 $310K 0.06% -18 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,574 $310K 0.02% -1,080 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,574 $310K 0.03% -140 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,580 $309K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,546 $307K 0.06% +3,163 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,539 $307K 0.05% +450 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,532 $306K 0.21% -12 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,531 $306K 0.11% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,496 $305K 0.06% +2,609 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,511 $304K 0.1% +880 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,525 $303K 0.2% -180 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,501 $303K 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,499 $303K 0.02% -2,151 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 3,462 $302K 0.22% +21 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,484 $302K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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LLC 3,231 $280K 0.03% -35 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,231 $280K 0.05% -10 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,216 $279K 0.01% -3,647 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,210 $278K 0.15% +9 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,209 $278K 0.04% +54 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,193 $277K 0.05% +196 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,191 $276K 0.04% -1,320 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,184 $276K 0.05% -4,325 13F-HR Timeline West Family Investments, Inc. 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Arbour, LLC More: the full row for J.M. Arbour, LLC 3,040 $263K 0.25% +776 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,034 $263K 0.01% +912 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,030 $263K 0.01% +139 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,025 $262K 0.18% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,002 $260K 0.01% +60 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,000 $260K 0.12% 0 13F-HR Timeline North Star Investment Management Corp. 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Co. 2,954 $253K 0.03% -1,051 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,903 $252K 0.03% +1,994 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,900 $251K 0.02% +1,900 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,900 $251K 0.11% -94 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,893 $251K 0.17% -4,316 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,887 $250K 0.03% -7,263 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,887 $250K 0.14% +25 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,885 $250K 0.09% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,876 $249K 0.1% -534 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 2,874 $249K 0.09% +538 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,873 $249K 0.05% +597 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 2,870 $249K 0.07% -880 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,796 $249K 0.08% -4,641 13F-HR Timeline American Investment Services, Inc. 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More: the full row for CHAPIN DAVIS, INC. 2,747 $238K 0.05% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,739 $237K 0.05% -85 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,725 $236K 0.17% +78 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,723 $236K 0.05% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,716 $235K <0.01% +225 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,711 $235K 0.04% +40 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,708 $235K 0.17% -531 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,708 $235K 0.02% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,696 $234K 0.16% -282 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,694 $233K 0.05% +1,834 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,686 $233K 0.04% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,685 $233K 0.01% +345 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,675 $232K 0.05% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,670 $231K 0.01% -160 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,665 $231K 0.14% -2,454 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,664 $231K 0.07% -764 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,660 $230K 0.02% +22 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,653 $230K 0.04% -76 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,649 $230K 0.11% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,645 $229K 0.07% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,644 $229K 0.02% new 13F-HR Timeline Beaton Management Co. 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