Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,425 $532K 0.09% +605 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,387 $530K 0.1% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,857 $529K 0.53% -25 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 7,370 $528K 0.34% +1,511 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 7,341 $526K 0.1% -196 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 7,367 $526K 0.01% 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,330 $525K 0.24% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,328 $525K 0.38% -12 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,313 $524K 0.07% -7 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 7,303 $524K 0.08% -592 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 7,291 $523K 0.16% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,280 $522K 0.08% -1,073 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,253 $520K 0.03% -4,379 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,246 $519K 0.06% +1 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 7,594 $518K 0.18% -342 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 7,219 $518K 0.45% +8 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,214 $517K 0.06% +4,792 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 7,200 $516K 0.08% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,185 $515K <0.01% -1,000 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,179 $515K 0.08% +1,220 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,176 $514K 0.48% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,172 $514K 0.26% +27 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 7,169 $514K <0.01% -31,540 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,157 $513K 0.43% -4,703 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,140 $512K 0.07% -6,003 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,146 $512K 0.28% +126 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 7,150 $512K 0.44% 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 7,124 $511K 0.34% -248 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 7,096 $511K 0.45% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,109 $510K 0.44% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 7,085 $508K 0.34% -120 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 7,074 $507K 0.06% -1,265 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,066 $507K 0.04% +1,381 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,070 $507K 0.11% -55 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,070 $507K 0.06% +47 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,055 $506K 0.16% -1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,045 $505K 0.06% -184 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,042 $505K 0.24% +75 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,038 $505K 0.04% -727 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,011 $503K 0.19% +54 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 7,010 $503K 0.35% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 7,002 $502K 0.08% +1,064 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,972 $500K 0.2% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 6,970 $500K 0.14% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,972 $499K 0.17% -4,412 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,954 $499K 0.09% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,950 $498K 0.07% +29 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,929 $497K <0.01% -183,473 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,916 $496K 0.07% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,912 $496K 0.38% -1,045 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,912 $495K 0.08% -55 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,904 $495K 0.26% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,896 $494K 0.11% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,884 $494K 0.05% -210 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,870 $493K 0.31% +1,370 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 6,861 $492K 0.18% -162 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,835 $490K 0.24% -28,293 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,817 $489K 0.18% -159 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,816 $489K 0.03% +131 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,796 $487K 0.08% +187 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 6,788 $487K 0.11% +68 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,781 $486K 0.14% -274 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 6,776 $486K 0.05% -8 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,776 $486K 0.04% +871 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,770 $485K 0.06% -75 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 6,751 $484K 0.22% -457 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 6,735 $483K 0.28% +54 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,731 $483K 0.07% -272 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,725 $482K 0.08% -113 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,694 $480K 0.37% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,694 $480K 0.16% -969 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6,678 $479K 0.47% 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,673 $478K 0.12% -10 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,640 $476K 0.13% -28 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,632 $475K 0.05% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 6,624 $475K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 6,614 $474K 0.11% -367 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,610 $474K 0.06% +1,500 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 6,591 $473K 0.4% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,568 $471K 0.04% -212 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 6,539 $469K 0.03% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,512 $467K 0.12% -100 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 6,506 $466K 0.09% -46 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,504 $466K 0.08% +1,375 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,500 $466K 0.06% -2,703 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 6,485 $465K 0.08% 0 13F-HR Timeline PECONIC PARTNERS LLC More: the full row for PECONIC PARTNERS LLC 6,485 $465K 0.02% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,482 $465K 0.04% +278 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,475 $464K 0.04% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,468 $464K 0.18% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,460 $463K 0.05% +1,221 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,446 $462K 0.05% -4,212 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,451 $462K 0.07% +2,196 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,432 $461K 0.08% -659 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,413 $460K 0.5% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,393 $458K 0.29% +250 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,383 $458K 0.04% +2,771 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,360 $456K 0.11% +26 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,347 $455K 0.17% -470 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 6,337 $454K 0.43% 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,331 $454K 0.27% -40 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,323 $453K 0.13% -117 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,317 $453K 0.02% -2,921 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 6,309 $452K 0.3% +736 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,303 $452K 0.14% +1,317 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,282 $450K 0.06% +687 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 6,280 $450K 0.08% -1,239 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,279 $450K 0.27% -256 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,277 $450K 0.53% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 6,259 $449K 0.04% +996 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,235 $447K 0.26% +107 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,213 $445K 0.36% +142 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,210 $445K 0.14% -98 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,207 $445K 0.39% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,202 $445K 0.1% 0 13F-HR/A Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,194 $444K 0.07% +285 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,184 $443K 0.04% -120 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,180 $443K 0.01% -3,151 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,180 $443K 0.33% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,176 $443K 0.03% -361 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,171 $442K 0.12% -87 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,169 $442K 0.21% -236 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,165 $442K 0.15% -131 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 6,161 $442K 0.03% +384 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,156 $441K 0.39% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,152 $441K 0.34% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,149 $441K 0.26% -65 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,147 $441K 0.15% -490 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,147 $441K 0.05% -12,730 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,144 $440K 0.13% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,136 $440K 0.09% -369 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,134 $440K 0.15% +1,100 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,126 $439K 0.09% +1,168 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,118 $439K 0.22% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,107 $438K 0.46% -8,531 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,098 $437K 0.19% +24 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,096 $437K 0.14% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 6,088 $436K 0.04% +1 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,030 $432K 0.06% -17,845 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 6,024 $432K 0.38% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,024 $432K 0.11% +692 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,022 $432K 0.03% +7 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,014 $431K 0.05% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 6,011 $431K 0.07% +40 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,999 $431K 0.16% -23 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,989 $429K 0.07% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,965 $428K 0.35% +430 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,963 $427K 0.08% -42 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,958 $427K 0.25% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,954 $427K 0.05% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 5,946 $426K 0.03% -320 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 5,940 $426K 0.05% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 5,939 $426K 0.17% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,936 $426K 0.14% -363 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,921 $424K 0.01% -72 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,920 $424K 0.01% +1,096 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,918 $424K 0.42% 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 5,915 $424K 0.08% -1,974 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,914 $424K 0.05% -1,792 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 5,912 $424K 0.08% +352 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 5,904 $423K 0.42% +2,010 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,888 $422K 0.36% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,884 $422K 0.09% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,859 $420K 0.24% 0 13F-HR/A Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,857 $420K 0.28% +957 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,852 $420K 0.13% -142 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,841 $419K 0.03% -42 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,835 $418K 0.03% -75 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 5,820 $417K 0.19% +168 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,800 $416K 0.25% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,799 $416K 0.47% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,773 $414K 0.19% -394 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,748 $412K 0.26% 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,744 $412K 0.2% +20 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,576 $412K 0.06% +1,064 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,729 $411K 0.21% +165 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,722 $410K 0.19% -399 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,703 $409K 0.31% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,670 $406K 0.24% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 5,643 $405K 0.17% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,637 $404K 0.12% -42 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,626 $403K 0.1% -54 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,618 $403K 0.04% +538 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,594 $401K 0.15% -460 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,593 $401K 0.08% +253 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,578 $400K 0.04% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,569 $400K 0.03% +1,492 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,572 $399K 0.12% -2 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,571 $399K 0.15% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,561 $399K 0.19% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,560 $399K 0.02% -5,801 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,555 $398K 0.2% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,551 $398K 0.04% -379 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5,544 $397K 0.08% +29 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,537 $397K 0.34% 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,536 $397K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,518 $396K 0.04% -82 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,491 $394K 0.09% +341 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,469 $393K 0.03% +4,549 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,470 $392K 0.03% 0 13F-HR Timeline