PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,360 $391K 0.14% -823 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,353 $391K 0.25% -1,384 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,351 $391K 1.88% +545 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,345 $390K 0.26% -200 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 4,342 $390K 0.07% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,333 $389K 0.26% -84 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,301 $386K 0.16% -525 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,299 $386K 0.16% -24 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,292 $385K 0.08% -121 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,635 $384K 0.01% +1,474 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,271 $383K 0.05% -7 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,231 $383K 0.17% -56 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,262 $383K 0.03% +1,310 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,220 $382K 0.16% -1,062 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,250 $381K 0.17% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,216 $381K 0.17% -340 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,241 $381K 0.03% -1 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,234 $380K 0.14% +1,274 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,231 $380K 0.01% +100 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,228 $380K 0.11% -68 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,225 $379K 0.29% +257 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,222 $379K 0.17% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,218 $379K 0.02% +35 13F-HR/A Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,215 $378K 0.05% +671 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,214 $378K 0.16% -171 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,212 $378K 0.06% +83 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,200 $377K 0.11% +858 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,768 $377K 0.06% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,180 $375K 0.22% -1,209 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,132 $374K 0.11% -55 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,164 $374K 0.04% -3,950 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,155 $373K 0.22% -3,020 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,152 $373K 0.21% -540 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,150 $373K 0.01% +1,970 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,150 $373K 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,148 $372K 0.05% +224 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,109 $372K 0.18% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,146 $372K 0.02% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,141 $372K 0.04% -29 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 3,082 $371K 0.34% 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,124 $370K 0.07% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,121 $370K 0.06% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,119 $370K 0.04% -4,401 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,118 $370K 0.27% -495 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,113 $369K 0.05% -5,714 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,108 $369K 0.18% +1,463 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 4,105 $368K 0.03% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,083 $367K 0.06% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,073 $366K 0.07% +832 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,063 $365K 0.19% -8 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,031 $364K 0.09% -3,867 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,052 $364K 0.1% -142 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,043 $363K 0.12% +6 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 4,040 $363K 0.08% -33 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,040 $363K 0.07% -311 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 4,038 $362K 0.07% -781 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,035 $362K 0.13% -5,694 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,994 $362K 0.33% -200 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,026 $361K 0.1% +35 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 4,021 $361K 0.73% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,978 $360K 0.15% -169 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,010 $360K 0.17% +170 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,005 $360K 0.19% +5 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,000 $359K 0.19% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,991 $358K 0.19% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,976 $357K 0.18% +610 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,972 $357K 0.12% +300 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,969 $356K 0.21% -65 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,969 $356K 0.14% +666 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,930 $356K 0.17% -695 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,963 $356K 0.29% +321 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,962 $356K 0.18% +522 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,961 $356K 0.14% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,950 $355K 0.2% -800 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,932 $353K 0.11% +116 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,927 $353K 0.16% +600 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,926 $352K 0.01% -85 13F-HR/A Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,925 $352K 0.13% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,922 $352K 0.12% +403 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,032 $352K 0.16% +49 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,906 $351K 0.11% -237 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,906 $351K 0.08% +16 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,902 $350K 0.29% +833 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,900 $350K 0.12% -37 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,892 $349K 0.14% -23 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,887 $349K 0.27% -45 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,886 $349K 0.15% -722 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,883 $349K 0.41% -852 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,883 $349K 0.01% -744 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,883 $349K 0.05% +420 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,880 $348K 0.15% +386 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,862 $347K 0.07% +163 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,859 $346K 0.04% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,859 $346K 0.05% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,864 $346K 0.05% -186 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,852 $346K 0.1% +282 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,847 $345K <0.01% -2,056,814 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,840 $345K 0.05% -250 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,803 $344K 0.02% 0 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,817 $343K 0.24% -106 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,800 $341K 0.01% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,794 $341K 0.08% +2 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,786 $340K 0.23% +402 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,785 $340K 0.18% +15 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,784 $340K 0.34% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,781 $339K <0.01% +3,040 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,779 $339K 0.21% +1,140 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,777 $339K 0.1% +360 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,764 $338K 0.18% +9 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,756 $337K 0.21% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,753 $337K 0.05% -128 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,754 $337K 0.04% +3,150 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,385 $337K 0.11% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,735 $335K 0.02% -6,786 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,735 $335K 0.27% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,731 $335K 0.08% -8,090 13F-HR/A Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,729 $335K 0.08% -1,600 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,729 $334K 0.03% 0 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 3,720 $334K 0.02% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,718 $334K 0.03% -1,211 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,170 $334K 0.17% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,707 $334K 0.11% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 3,710 $333K 0.28% +29 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,703 $332K 0.11% -401 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,703 $332K 0.05% +124 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,702 $332K 0.28% +93 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,701 $332K 0.22% -30 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,701 $332K 0.04% +1,021 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,812 $332K 0.19% -107 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,699 $332K 0.14% -33 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,697 $332K 0.27% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,684 $331K 0.08% +469 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,678 $330K 0.06% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,685 $330K 0.13% -1,353 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,676 $330K 0.24% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,639 $330K 0.09% +157 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,671 $330K 0.18% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,666 $329K 0.12% -30 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,665 $329K 0.09% -309 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,664 $329K 0.18% +29 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,663 $329K 0.17% +842 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,659 $328K 0.05% +291 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,657 $328K 0.25% -110 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,623 $327K 0.15% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,645 $327K 0.06% +200 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,645 $327K 0.22% -4,724 13F-HR/A Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,641 $327K 0.02% -900 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,641 $327K 0.13% +1,032 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,635 $326K 0.02% -86 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,613 $324K 0.3% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,611 $324K 0.18% +1,397 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,604 $323K 0.22% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,599 $323K 0.04% +30 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,591 $322K 0.22% -1,333 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,589 $322K 0.15% -450 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,589 $322K 0.06% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,589 $322K 0.12% -28 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,547 $321K 0.16% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,574 $321K 0.27% +17 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,570 $320K 0.07% +5 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,565 $320K 0.15% +128 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,563 $320K 0.18% +285 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,554 $319K 0.07% -3,156 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,557 $319K 0.07% -535 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,549 $319K 0.12% -1,154 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,546 $318K 0.09% +17 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,540 $318K 0.24% -113 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,529 $317K 0.07% -294 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,520 $316K 0.07% -50 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,519 $316K 0.1% 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,513 $315K 0.17% -423 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 3,509 $315K 0.22% +662 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,506 $315K 0.06% +165 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,506 $315K 0.07% -545 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,505 $315K 0.36% -700 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,499 $314K 0.02% +215 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,500 $314K 0.18% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,498 $314K 0.07% +23 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,496 $314K 0.08% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,495 $314K 0.02% +301 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,494 $314K 0.14% +4 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,489 $313K 0.04% -937 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,599 $313K 0.32% -80 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,480 $312K 0.1% +78 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,479 $312K 0.07% +190 13F-HR/A Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,475 $312K 0.01% -6,965 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 3,475 $312K 0.28% -125 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,469 $311K 0.1% +3 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,927 $311K 0.06% -50 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,463 $311K 0.13% -100 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,462 $311K 0.15% +32 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,451 $310K 0.07% +55 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 3,449 $310K 0.03% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 3,449 $310K 0.04% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,448 $309K 0.09% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,437 $309K 0.04% -387 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,435 $308K 0.05% -411 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,432 $308K 0.07% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,431 $308K 0.03% -250 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,422 $307K 0.11% -751 13F-HR Timeline