BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 25,929 $9.6M 2.79% +435 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 25,862 $9.57M 1.62% +1,921 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 25,856 $9.57M 2.22% -305 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 25,725 $9.52M 1.07% +2,820 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 22,894 $9.52M 2.27% +236 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 25,692 $9.51M 1.34% +367 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 25,659 $9.5M 5.31% +255 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 25,655 $9.5M 4.38% -212 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 25,640 $9.49M 5.72% +5,940 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 25,608 $9.48M 3.4% +112 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 25,571 $9.47M 1.43% +957 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 25,569 $9.46M 1.23% +386 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 25,547 $9.46M 1.88% +67 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 25,513 $9.44M 1.67% -16 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 25,502 $9.44M 0.77% +27 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 25,502 $9.44M 3.12% -1,771 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 25,500 $9.44M 3.99% +3,176 13F-HR Timeline Ravenswood Partners LP More: the full row for Ravenswood Partners LP 25,499 $9.44M 3.49% +6,581 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 25,490 $9.44M 3% -2,028 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 25,471 $9.43M 3.87% +2,004 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 25,444 $9.42M 1.39% +2,658 13F-HR Timeline Lynch Asset Management, Inc. 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More: the full row for CacheTech Inc. 25,333 $9.38M 1.81% +5,592 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 25,234 $9.34M 3.2% +166 13F-HR Timeline United Bank More: the full row for United Bank 25,224 $9.34M 3.11% +3,411 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 25,216 $9.33M 2.11% -1,874 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 25,215 $9.33M 6.26% +341 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 25,178 $9.32M 3.09% -78 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 25,167 $9.32M 2.46% -27,089 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 25,121 $9.3M 1.33% +3,534 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 25,108 $9.29M 6.89% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 25,107 $9.29M 1.21% -1,854 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 25,054 $9.27M 3.12% -8 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 25,041 $9.27M 0.99% -5,069 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 25,033 $9.27M 4.88% +2,480 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 24,773 $9.27M 2.93% -8,603 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 25,001 $9.25M 2.25% -20,998 13F-HR Timeline Group Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 25,000 $9.25M 5.37% 0 13F-HR Timeline Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 25,000 $9.25M 3.95% +5,000 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 24,981 $9.25M 2.2% +17,524 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 24,979 $9.25M 1.67% +17,878 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24,974 $9.24M 3.44% -296 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 24,969 $9.24M 4.78% -3,563 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 24,896 $9.22M 1.06% +952 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 24,874 $9.21M 1.46% +2,374 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 24,851 $9.2M 1.57% -2,134 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 24,804 $9.18M 6.25% +4,526 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 24,788 $9.18M 1.01% +5,967 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 24,742 $9.16M 0.86% +2,603 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 24,719 $9.15M 4.47% -221 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 24,644 $9.12M 2.05% +2,860 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 24,530 $9.08M 0.55% +162 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 24,410 $9.08M 0.37% +10,920 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 24,496 $9.07M 6.81% +1,072 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 24,452 $9.05M 2.44% +443 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 24,416 $9.04M 1.13% -45 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 24,388 $9.03M 4.94% -40 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 24,366 $9.02M 1.91% -1,612 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 24,364 $9.02M 4.53% +4,977 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 24,364 $9.02M 0.65% -10,102 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 24,350 $9.01M 3.29% -1,220 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 24,291 $8.99M 1.57% -1,524 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 24,261 $8.98M 1.87% +11,056 13F-HR Timeline RIHO Partners, LLC More: the full row for RIHO Partners, LLC 24,240 $8.97M 5.64% -15,291 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 24,202 $8.96M 1.53% +4,636 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24,169 $8.95M 1.76% -733 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 24,156 $8.94M 0.46% -1,684 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 24,137 $8.93M 8.53% +7,062 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 24,127 $8.93M 1.46% +4,918 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 24,107 $8.92M 2.41% +1,652 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 24,088 $8.92M 2.62% +1,067 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 24,069 $8.91M 10.97% +710 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 24,061 $8.91M 3.5% +21,004 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 24,005 $8.89M 3.11% -146 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 23,986 $8.88M 0.4% +696 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 23,984 $8.88M 5.42% +640 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 23,982 $8.88M 2.72% -14,877 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 23,919 $8.85M 2.09% +2,268 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 23,897 $8.85M 2.44% +1,611 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 23,892 $8.84M 0.71% -1,507 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 23,884 $8.84M 1.4% +1,823 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 23,880 $8.84M 1.08% +1,026 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 23,857 $8.83M 1.78% -400 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 23,851 $8.83M 4.9% -1,712 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 23,815 $8.82M 4.84% +9 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 18,217 $8.81M 0.81% -3,924 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 23,774 $8.8M 2.96% -640 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 23,767 $8.8M 4.61% -16,917 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 23,765 $8.8M 5.26% -7,206 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 23,663 $8.76M 1.12% +5,066 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 23,635 $8.75M 2.36% +1,400 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 23,620 $8.74M 5.94% -465 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 23,600 $8.74M 1.63% -2,500 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,591 $8.73M 2.02% -175 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 18,023 $8.72M 1.55% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 23,518 $8.71M 3.82% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 23,492 $8.7M 5.89% +4,116 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 23,455 $8.68M 1.17% +273 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 23,444 $8.68M 1.29% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 23,429 $8.67M 2.89% -50 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 23,418 $8.67M 2.12% +1,088 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 23,395 $8.66M 0.65% -48 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 23,394 $8.66M 2.21% +1,080 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 23,346 $8.64M 2.54% -15 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 23,345 $8.64M 7.54% -988 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 23,324 $8.63M 2.55% +1,121 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 23,297 $8.62M 2.48% +215 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 23,257 $8.61M 2.62% +4,110 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 23,256 $8.61M 0.38% +1,878 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 23,244 $8.6M 3.78% +5,339 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 20,794 $8.6M 1.72% +324 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 23,220 $8.6M 2.29% -101 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 23,220 $8.6M 3.31% +1,600 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 23,198 $8.59M 3.14% -1,223 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,172 $8.58M 2.58% -322 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 23,199 $8.57M 1.91% -39 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 23,115 $8.56M 0.74% +976 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 23,115 $8.56M 0.88% +926 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 23,093 $8.55M 1.8% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 20,756 $8.54M 2.7% +731 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 23,043 $8.53M 1.94% +4,491 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 22,988 $8.51M 1.6% +12,521 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 22,991 $8.51M 1.27% +847 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 22,959 $8.5M 0.74% -51,790 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 22,948 $8.49M 2.2% -2,082 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 22,931 $8.49M 3.48% +257 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 22,846 $8.46M 6.7% -1,699 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 22,839 $8.45M 2% -100 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 22,813 $8.44M 1.12% +83 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 22,781 $8.43M 2.58% -1,163 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 22,765 $8.43M 5.95% +57 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22,753 $8.42M 7% -1,351 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 22,743 $8.42M 8.13% -2,500 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 22,721 $8.41M 3.48% +590 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 22,715 $8.41M 4.21% -740 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 22,710 $8.41M 1.89% -232 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 22,703 $8.4M 1.22% +2,396 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 22,640 $8.38M 3.04% +3,989 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 22,589 $8.36M 4.74% +641 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 23,292 $8.36M 0.34% -3,441 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 22,578 $8.36M 1.74% -347 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 22,570 $8.36M 5.92% +22 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 22,453 $8.31M 1.74% -20,991 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 22,446 $8.31M 3.61% +113 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 22,435 $8.3M 0.91% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 22,424 $8.3M 1.81% +3,131 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 22,397 $8.29M 1.01% -39,548 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 22,392 $8.29M 2.64% +120 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 22,348 $8.27M 3.58% -295 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 22,338 $8.27M 3.54% +532 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 22,332 $8.27M 2.68% +489 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22,319 $8.26M 1.62% +240 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 22,317 $8.26M 2.15% +1,152 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 22,311 $8.26M 3.46% +1,476 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22,278 $8.25M 0.81% +649 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 22,276 $8.25M 3.59% -54 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 22,245 $8.23M 6.24% -505 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 22,233 $8.23M 2.46% +7,854 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 22,231 $8.23M 2.63% +638 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 22,199 $8.22M 1.65% -6,959 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 22,166 $8.21M 7.21% -13,688 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 22,164 $8.2M 1.56% +6,639 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 22,128 $8.19M 1.57% +254 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 22,051 $8.16M 2.07% 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 22,051 $8.16M 2.25% +8 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 22,046 $8.16M 0.88% -320 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 22,032 $8.16M +12,062 Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 22,020 $8.15M 2.45% +5,669 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 22,020 $8.15M 6% +3,184 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 22,004 $8.15M 2.31% +836 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 22,004 $8.14M 0.87% +5,007 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21,999 $8.14M 0.89% -5,117 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 21,964 $8.13M 1.83% +48 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 21,950 $8.13M 2.48% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 21,946 $8.12M 0.62% -399,153 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 21,940 $8.12M 0.62% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,920 $8.11M 1.84% -2,004 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 21,796 $8.07M 3% -18,400 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 21,753 $8.05M 2.18% +5,968 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 21,740 $8.05M 1.19% +799 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 21,721 $8.04M 1.26% -182 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 21,684 $8.03M 2.29% +2,964 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 21,677 $8.02M 3.99% -107 13F-HR/A Timeline