Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,059 $2.38M 0.89% +360 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,057 $2.38M 2.11% 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,056 $2.37M 0.9% +1,002 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,056 $2.37M 1.27% +91 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,899 $2.37M 1.29% +287 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,049 $2.37M 0.05% -233 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,048 $2.37M 0.99% -58 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,041 $2.37M 1.07% 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,040 $2.37M 0.86% -38 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,039 $2.36M 1.31% -157 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,018 $2.35M 0.41% -26 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,013 $2.35M 0.59% +249 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,011 $2.35M 1.43% +198 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,009 $2.35M 1.62% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,624 $2.35M 0.11% +450 13F-HR Timeline INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 4,000 $2.34M 1.24% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,991 $2.34M 0.85% -118 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,990 $2.34M 0.26% -274 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,989 $2.34M 1.17% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,981 $2.33M 0.92% +284 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,970 $2.32M 1.52% -200 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,966 $2.32M 0.65% -85 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3,959 $2.32M 1.36% +205 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,958 $2.32M 0.27% -110 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,956 $2.32M 0.19% -12,986 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,951 $2.31M 0.49% +232 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,950 $2.31M 1.67% 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,942 $2.31M 2.51% -224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,941 $2.31M 0.31% +7 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,941 $2.31M 0.29% +188 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,131 $2.31M 0.84% 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,939 $2.31M 0.17% -3 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,931 $2.3M 0.61% +106 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,925 $2.3M 0.03% +420 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,922 $2.3M 0.66% +77 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,920 $2.3M 1.58% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,920 $2.29M 0.24% +279 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,918 $2.29M 0.5% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,917 $2.29M 0.72% +314 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,916 $2.29M 0.78% +2 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,913 $2.29M 1.39% -232 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 3,912 $2.29M 1.85% +33 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,906 $2.29M 0.67% +388 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,905 $2.29M 0.88% +157 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,900 $2.28M 0.54% +71 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,899 $2.28M 2.09% 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 3,972 $2.27M 1.19% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,864 $2.26M 0.44% -11,242 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,856 $2.26M 0.32% +79 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,852 $2.26M 0.56% -325 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,849 $2.25M 0.69% +126 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,848 $2.25M 0.17% +649 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 3,848 $2.25M 1.93% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,838 $2.25M 0.57% +202 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,833 $2.24M 0.24% +200 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,832 $2.24M 0.56% -2,578 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,832 $2.24M 1.42% -36 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,826 $2.24M 1.24% +157 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,825 $2.24M 0.33% +98 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,824 $2.24M 0.63% -94 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,764 $2.24M 1.56% -286 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,817 $2.23M 0.03% +520 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 3,814 $2.23M 0.72% -109 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,812 $2.23M 0.49% -6,526 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,808 $2.23M 0.2% +515 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,798 $2.22M 0.9% +822 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,637 $2.22M 0.54% +664 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,786 $2.22M 0.78% -135 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,781 $2.21M 0.14% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,776 $2.21M 0.95% 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,774 $2.21M 0.15% -2 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,774 $2.21M 0.17% +174 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,773 $2.21M 0.44% +83 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,771 $2.21M 0.85% -30 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,731 $2.21M 0.38% +98 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,766 $2.21M 0.02% -392 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,765 $2.2M 1.91% +304 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,761 $2.2M 0.55% -573 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,757 $2.2M 0.85% +93 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,755 $2.2M 0.37% +110 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,752 $2.2M 1.23% 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,729 $2.18M 0.51% +11 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 3,722 $2.18M 1.13% +231 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,718 $2.18M 0.13% +90 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,711 $2.17M 0.13% -235 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,590 $2.17M 0.92% -559 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,703 $2.17M 0.56% +424 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,684 $2.16M 0.46% +905 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,674 $2.15M 0.32% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,673 $2.15M 0.6% -75 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,671 $2.15M 0.83% +82 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 3,640 $2.13M 0.42% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,624 $2.13M 0.39% +480 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,629 $2.12M 0.77% -44 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,625 $2.12M 1.35% +310 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,623 $2.12M 0.48% +106 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,680 $2.12M 2.11% 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,619 $2.12M 0.27% +59 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,615 $2.12M 1.96% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,602 $2.11M 0.32% +269 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,592 $2.1M 0.9% -15 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,588 $2.1M 2.45% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,586 $2.1M 1.59% +45 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,584 $2.1M 1.58% -45 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,582 $2.1M 0.71% +513 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,579 $2.1M 0.54% -31 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,579 $2.1M 0.26% -266 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 3,577 $2.09M 2.4% -612 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 3,571 $2.09M 0.92% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,533 $2.09M 0.83% +601 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,563 $2.09M 0.49% +98 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,561 $2.09M 0.74% +2,187 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,558 $2.08M 1.25% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 3,558 $2.08M 0.64% -2,513 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,548 $2.08M 0.19% -2 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,546 $2.08M 0.17% +505 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,970 $2.07M 0.99% +222 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,937 $2.07M 0.29% +131 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,533 $2.07M 1.2% +181 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,522 $2.06M 0.06% +3,325 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3,520 $2.06M 6.82% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,514 $2.06M 0.7% +137 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,508 $2.05M 0.25% -523 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 3,506 $2.05M 0.12% +1,110 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,505 $2.05M 0.24% +45 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,501 $2.05M 0.66% +11 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,500 $2.05M 2.41% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,486 $2.04M 1.68% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,475 $2.03M 0.3% -16 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,471 $2.03M 0.92% +820 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,464 $2.03M 0.31% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,464 $2.03M 0.52% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 3,458 $2.02M 0.98% -72 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,287 $2.02M 0.88% 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,456 $2.02M 0.26% +1 13F-HR Timeline Yost Capital Management, LP More: the full row for Yost Capital Management, LP 3,450 $2.02M 2.24% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,449 $2.02M 0.18% -6 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,443 $2.02M 0.73% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,443 $2.02M 1.19% -741 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,436 $2.01M 0.94% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,435 $2.01M 0.84% -33 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,428 $2.01M 1.34% -12 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,426 $2.01M 1.24% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,426 $2.01M 1.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,291 $2M 0.33% +1,278 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,418 $2M 1.99% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,414 $2M 1.36% +70 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 3,410 $2M 1.7% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,408 $2M 0.35% -24 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,401 $1.99M 0.32% +541 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,398 $1.99M 0.08% -5,162 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,397 $1.99M 0.37% +178 13F-HR/A Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,397 $1.99M 0.35% +252 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,387 $1.98M 0.47% +112 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,383 $1.98M 0.51% +11 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,380 $1.98M 1.35% -31 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,375 $1.98M 0.16% +53 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,373 $1.97M 0.29% -716 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,372 $1.97M 0.14% +117 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,371 $1.97M 0.44% +37 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,369 $1.97M 0.82% +75 13F-HR/A Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,367 $1.97M 0.36% +27 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,363 $1.97M 0.23% 0 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,362 $1.97M 0.38% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,361 $1.97M 2% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,361 $1.97M 0.45% -20 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,360 $1.97M 0.72% -34 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,358 $1.97M 0.32% +755 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,356 $1.96M 0.98% +10 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,350 $1.96M 0.11% +48 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,350 $1.96M 0.6% -432 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,348 $1.96M 0.51% +224 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,347 $1.96M 0.91% -127 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 3,326 $1.95M 1.11% +656 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 3,323 $1.95M 0.64% -10 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,323 $1.95M 0.84% -4,297 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,315 $1.94M 0.24% -31 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,265 $1.94M 0.67% +2,484 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,310 $1.94M 0.31% +2,571 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,309 $1.94M 1.64% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,299 $1.93M 0.83% -12 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,299 $1.93M 0.5% +43 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,297 $1.93M 0.13% +34 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 3,296 $1.93M 0.98% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,291 $1.93M 0.72% -44 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,288 $1.93M 0.41% -877 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,278 $1.92M 0.89% -82 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,273 $1.92M 1.04% -11 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,271 $1.92M 1.03% +130 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,262 $1.91M 0.62% +1,953 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,260 $1.91M 0.89% +60 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,259 $1.91M 1.26% +408 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,258 $1.91M 1.58% -13 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 3,257 $1.91M 2.77% +123 13F-HR Timeline TFR Capital, LLC. 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