Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,132 $431K 0.01% +320 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,126 $430K 0.23% +74 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,128 $430K 0.01% -7,918 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,120 $430K 0.12% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,120 $430K 0.18% +2 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 5,100 $428K 0.35% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,094 $428K 0.06% -681 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,942 $427K 0.06% +185 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,078 $426K 0.3% +41 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,073 $426K 0.12% -452 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,068 $425K 0.18% +473 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 5,061 $425K 0.35% new 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 5,050 $424K 0.2% +1,100 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,048 $424K 0.03% -2,182 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,007 $424K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,036 $423K 0.18% +317 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,023 $422K 0.21% -225 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,022 $421K 0.14% +41 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,012 $421K 0.09% -34,557 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,012 $421K 0.12% +307 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,009 $420K 0.11% -583 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,001 $420K 0.06% -3,818 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,993 $419K 0.09% -40 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,985 $418K 0.03% -239 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,984 $418K 0.23% -1,729 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,984 $418K 0.06% -1,196 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,640 $418K 0.11% +2 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,967 $417K 0.15% +2,239 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,964 $417K 0.05% +3,123 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 4,844 $416K 0.05% +2,258 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,961 $416K 0.18% +11 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,960 $416K 0.81% -2,698 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,954 $416K 0.17% -738 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,951 $416K 0.05% +684 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,935 $414K 0.22% +21 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,924 $413K 0.05% +70 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,925 $413K 0.15% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,919 $413K 0.21% +1 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,918 $413K 0.15% -113 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,915 $413K 0.11% -570 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,907 $412K 0.07% +459 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,898 $411K 0.02% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,897 $411K 0.19% -515 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 4,897 $411K 0.26% +174 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,889 $410K 0.14% +804 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,880 $410K 0.18% -480 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,865 $408K 0.12% -392 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,864 $408K 0.01% +76 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,815 $408K 0.09% -4,551 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,851 $407K 0.11% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 4,849 $407K 0.12% +400 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,843 $406K 0.04% +6 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,724 $406K 0.24% +54 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,825 $405K 0.08% +12 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,709 $405K 0.07% -175 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,815 $404K 0.19% +278 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,812 $404K 0.29% -695 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 4,812 $404K 0.09% -100 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,807 $403K 0.26% +801 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,804 $403K 0.05% +2,053 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 4,800 $403K 0.26% -193 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,793 $402K 0.03% -2,136 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,790 $402K 0.05% +46 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,491 $402K 0.04% +484 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,777 $401K 0.1% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,775 $401K 0.01% +34 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,767 $400K 0.05% +996 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,770 $400K 0.04% +346 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,764 $400K 0.13% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,750 $399K 0.19% +200 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,750 $399K 0.16% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,739 $398K 0.13% +39 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,737 $398K 0.05% +95 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 4,736 $397K 0.15% new 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 4,725 $397K 0.03% -49 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 4,719 $396K <0.01% -1,475 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,710 $395K 0.35% +2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,696 $394K 0.27% +745 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,693 $394K 0.17% +37 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,679 $393K 0.14% -1,326 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,679 $393K 0.07% +40 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,673 $392K 0.17% +3 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,671 $392K 0.14% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,658 $391K 0.05% -250 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 4,657 $391K 0.14% -80 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,653 $391K 0.08% -40 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,649 $390K 0.07% -185 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,646 $390K 0.34% +56 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,644 $390K 0.03% -367 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,644 $390K 0.07% +213 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,638 $389K 0.26% +1,383 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,633 $389K 0.17% -710 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,631 $389K 0.09% -170 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,618 $388K 0.03% -39,189 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,300 $388K 0.19% +470 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,617 $388K 0.05% -126 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,617 $388K 0.02% -2,268 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,613 $387K 0.15% +149 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,601 $386K 0.02% -2,299 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,590 $385K 0.05% +3 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,589 $385K 0.02% +1,324 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,587 $385K 0.04% -145 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,575 $384K 0.05% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,574 $384K 0.02% +408 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,572 $384K 0.17% -28 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,442 $383K 0.03% -37 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,564 $383K 0.03% +65 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,536 $381K 0.09% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4,532 $380K 0.13% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,528 $380K 0.06% -7 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,527 $380K 0.13% -97 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,468 $379K 0.02% -1,336 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,517 $379K 0.11% +400 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,515 $379K 0.19% -20 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,402 $378K 0.08% -25,194 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,507 $378K 0.04% +26 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,505 $378K 0.21% +273 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,482 $376K 0.12% -179 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,472 $375K 0.21% -720 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,472 $375K 0.08% -53 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 4,466 $375K 0.16% +680 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,461 $374K 0.09% -555 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,460 $374K 0.06% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,458 $374K 0.14% -290 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,457 $374K 0.07% +673 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,445 $373K 0.06% -328 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,444 $373K 0.09% -387 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,430 $372K 0.14% -450 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,185 $372K 0.31% +1,291 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,689 $371K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,376 $371K 0.06% -11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,417 $371K 0.14% -68 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,417 $371K 0.06% -20 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,408 $370K 0.05% -254 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,397 $369K 0.03% -40 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,395 $369K 0.16% -176 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,395 $369K 0.37% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,379 $368K 0.19% +42 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,377 $367K 0.07% -772 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,376 $367K 0.13% +614 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 4,375 $367K 0.16% -1,875 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 4,364 $366K 0.16% +23 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,354 $365K 0.24% +15 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 4,342 $364K 0.06% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,338 $364K 0.01% +1,074 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,303 $361K 0.11% -148 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,302 $361K 0.25% -3,464 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,118 $360K 0.25% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,292 $360K 0.06% -106 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,287 $360K 0.08% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,289 $360K 0.2% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,284 $360K 0.16% +8 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,283 $359K 0.15% +124 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,281 $359K 0.03% -3,391 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,276 $359K 0.08% +985 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,269 $358K 0.06% +1,016 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,265 $358K 0.05% -1,246 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 4,265 $358K 0.11% +731 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,228 $355K 0.08% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,227 $355K 0.08% +1,134 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,218 $354K 0.04% +447 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,217 $354K 0.16% -11 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,213 $354K 0.08% +249 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,206 $353K 0.05% -640 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,206 $353K 0.26% +549 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,207 $353K 0.11% -297 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,202 $353K 0.17% +96 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,194 $352K 0.02% +435 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,183 $351K 0.02% -498 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 4,177 $351K 0.11% -173 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,173 $350K 0.04% -24 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,906 $350K 0.05% -10 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,160 $349K 0.09% -330 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,160 $349K 0.01% -474 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,153 $349K 0.03% -388 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,150 $348K 0.21% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,109 $348K 0.12% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,147 $348K 0.05% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,143 $348K 0.1% -151 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,131 $347K 0.01% -319 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,132 $347K 0.21% -948 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,129 $347K 0.01% +328 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,123 $346K 0.08% -742 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 4,123 $346K 0.03% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,121 $346K 0.12% -154 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,119 $346K 0.13% -3,835 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,106 $345K 0.07% -738 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,098 $344K 0.03% -1,400 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,094 $344K <0.01% -5,018 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Weaver Consulting Group More: the full row for Weaver Consulting Group 4,091 $343K 0.09% -76 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,083 $343K 0.05% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,079 $342K 0.03% +198 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,073 $342K 0.16% +373 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,028 $341K 0.19% +1,055 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 4,063 $341K 0.02% -1,101 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,062 $341K 0.33% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,022 $341K 0.15% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,015 $340K 0.09% +199 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,052 $340K 0.08% -304 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,042 $339K 0.22% -2,580 13F-HR Timeline