HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,522 $298K 0.16% +86 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,505 $297K 0.1% -1,340 13F-HR Timeline Group J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,503 $297K 0.03% -158 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,499 $297K 0.04% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,497 $297K 0.02% -500 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,493 $297K 0.01% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,491 $296K 0.07% +18 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,483 $296K 0.09% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,408 $296K 0.01% -74 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,478 $296K 0.03% -36 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 4,474 $295K 0.17% -18 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,465 $295K 0.22% +1,400 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,460 $294K 0.03% -3,011 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,458 $294K 0.01% -1,472 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 4,399 $292K 0.3% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,425 $292K 0.09% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 4,422 $292K 0.18% +30 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,444 $292K 0.07% -190 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,347 $291K 0.03% +125 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 4,415 $291K 0.21% +68 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,415 $291K 0.13% 0 13F-HR/A Timeline NORDEA INVESTMENT MANAGEMENT AB in group NORDEA INVESTMENT MANAGEMENT … More: the full row for NORDEA INVESTMENT MANAGEMENT AB 4,392 $291K <0.01% new 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,408 $291K 0.09% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,404 $291K 0.04% +164 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,399 $290K 0.06% -2 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,399 $290K 0.05% -505 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,398 $290K 0.01% -1,000 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,394 $290K 0.05% -3,565 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,390 $290K 0.02% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,378 $289K 0.01% +2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,372 $289K 0.12% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,365 $288K 0.02% -115 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,356 $287K 0.05% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,348 $287K 0.07% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,346 $287K 0.16% -265 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,344 $287K 0.2% -16 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,323 $285K 0.02% -41 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,316 $285K 0.27% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,310 $284K 0.07% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,308 $284K 0.05% -253 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,301 $284K 0.02% +334 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,301 $284K 0.03% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 4,270 $282K 0.16% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,267 $282K 0.02% +592 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,133 $282K 0.03% -1 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,260 $281K 0.02% +6 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,256 $281K 0.14% +5 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,256 $281K 0.02% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,255 $281K 0.14% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,245 $280K 0.03% -1,114 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,240 $280K 0.15% +178 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,233 $279K 0.02% +6 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,233 $279K 0.06% +49 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,222 $279K 0.18% -755 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,215 $278K 0.1% +43 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 4,209 $278K 0.17% +21 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,206 $278K 0.02% -358 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 4,200 $277K <0.01% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,199 $277K 0.16% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,191 $277K 0.04% +9 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 4,188 $276K 0.07% +200 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 4,187 $276K 0.03% -1,230 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,180 $276K 0.05% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,176 $276K 0.04% -327 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,174 $275K 0.12% -249 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,168 $275K 0.06% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,165 $275K 0.05% +160 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,097 $274K 0.06% +800 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,158 $274K 0.1% +120 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,155 $274K 0.07% +305 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,099 $274K 0.08% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,147 $274K 0.21% +94 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,144 $273K 0.1% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,143 $273K 0.05% -882 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,142 $273K 0.04% -821 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,132 $273K 0.16% +55 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,124 $272K 0.16% +44 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,123 $272K 0.05% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,124 $272K 0.02% -315 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,119 $272K 0.09% -1,048 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,117 $272K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,117 $272K 0.05% +324 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,112 $271K 0.02% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,111 $271K 0.08% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,108 $271K 0.06% +129 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,105 $271K 0.01% -61 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,104 $271K 0.23% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,098 $270K 0.14% -18 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,130 $270K 0.2% +215 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,090 $270K 0.08% +16 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,080 $269K <0.01% 0 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,078 $269K 0.12% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,076 $269K 0.18% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,071 $269K 0.02% -128 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,066 $268K 0.03% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,058 $268K 0.05% -240 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,047 $267K 0.03% -420 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,047 $267K 0.05% +1,177 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,046 $267K 0.04% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,027 $266K <0.01% +125 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,961 $266K 0.04% -126 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,023 $265K 0.09% -548 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,004 $264K 0.15% -451 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,001 $264K 0.02% -195 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 4,000 $264K 0.1% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,989 $263K 0.12% +77 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,974 $262K 0.1% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,964 $262K 0.08% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,962 $261K 0.17% -354 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,959 $261K 0.03% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $261K 0.08% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,954 $261K 0.16% -523 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,879 $260K 0.05% -226 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,931 $259K 0.04% new 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,920 $259K 0.23% -1,743 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,916 $258K 0.01% -294 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,850 $258K 0.17% +241 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,912 $258K 0.13% +4 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 3,906 $258K 0.09% +22 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,845 $258K <0.01% -9,952 13F-HR Timeline Group BAXTER BROS INC More: the full row for BAXTER BROS INC 3,900 $257K 0.03% -500 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,888 $257K 0.15% -300 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,886 $256K <0.01% -600 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,883 $256K 0.09% +46 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,798 $256K 0.01% -133 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,875 $256K 0.02% +160 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,859 $255K 0.15% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,847 $254K 0.15% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,847 $254K 0.06% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,800 $253K 0.11% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,823 $252K 0.08% +31 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,908 $252K 0.16% -50 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,815 $252K 0.2% +332 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,811 $251K 0.05% -602 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,892 $251K 0.1% -53 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 3,748 $251K 0.22% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,792 $250K 0.18% +30 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,789 $250K 0.08% -1,396 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 3,787 $250K 0.09% -106 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,781 $249K 0.05% -548 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,772 $249K 0.02% -1,049 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,770 $249K 0.04% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 3,770 $249K 0.07% +170 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,764 $248K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,761 $248K 0.05% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,758 $248K 0.12% +7 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,755 $248K 0.06% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,753 $248K 0.01% -29 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,745 $247K 0.11% -983 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,737 $247K 0.04% -1,741 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,736 $247K 0.21% -135 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,735 $246K 0.06% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,730 $246K 0.03% +127 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,722 $246K 0.05% -3,420 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,721 $246K 0.02% -82 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,719 $245K 0.17% -200 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,717 $245K 0.08% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,711 $245K 0.07% -71 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,708 $245K 0.01% +7 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,697 $244K 0.05% +9 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,696 $244K 0.1% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,648 $244K 0.05% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,688 $243K 0.03% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,765 $243K 0.06% +42 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,683 $243K 0.07% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,659 $241K 0.01% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,657 $241K 0.05% +32 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,656 $241K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,652 $241K 0.05% -299 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,651 $241K 0.05% +1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,645 $241K 0.01% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,644 $240K 0.06% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,643 $240K 0.06% +28 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,637 $240K 0.11% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,629 $239K 0.05% +10 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,627 $239K 0.02% -25 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,622 $239K 0.05% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,679 $239K 0.19% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,611 $238K 0.05% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,610 $238K 0.07% -316 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,602 $238K 0.05% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,600 $238K 0.05% new 13F-HR/A Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 3,600 $238K 0.21% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 3,595 $237K 0.21% +99 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,590 $237K 0.08% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,588 $237K 0.02% +31 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,587 $237K 0.06% -238 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,584 $237K 0.18% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,583 $236K 0.03% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,577 $236K 0.17% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,575 $236K 0.07% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,573 $236K 0.06% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,570 $236K 0.05% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,562 $235K 0.04% -323 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,560 $235K 0.04% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,557 $235K 0.16% +10 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,500 $235K 0.01% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,553 $234K 0.06% +31 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,591 $232K 0.03% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,501 $231K 0.07% 0 13F-HR Timeline