Level Financial Advisors More: the full row for Level Financial Advisors 384 $342K 0.13% +8 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 384 $342K 0.09% +18 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 383 $341K 0.02% -100 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 382 $341K 0.11% +32 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 382 $340K 0.06% -147 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 382 $340K 0.15% -1 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 380 $339K 0.2% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 379 $338K 0.1% +17 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 379 $338K 0.3% 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 379 $338K 0.31% 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 402 $338K 0.05% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 377 $336K 0.07% -22 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 377 $336K 0.17% +2 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 377 $336K 0.08% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 376 $335K 0.04% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 376 $335K 0.2% -11 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 376 $335K 0.19% +37 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 376 $335K 0.1% 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 321 $335K 0.09% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 375 $334K 0.03% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 375 $334K 0.07% +68 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 375 $334K 0.1% -148 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 375 $334K 0.06% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 375 $334K 0.23% +75 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 374 $333K 0.17% +38 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 373 $332K 0.04% +4 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 373 $332K 0.15% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 377 $332K 0.02% +7 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 373 $332K 0.17% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 372 $332K 0.23% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 371 $331K 0.25% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 371 $331K 0.22% 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 370 $331K 0.1% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 370 $330K 0.25% +10 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 370 $330K 0.14% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 369 $328K 0.23% +32 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 366 $326K 0.24% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 365 $325K 0.02% +3 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 365 $325K 0.04% +73 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 365 $325K 0 Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 364 $324K 0.32% +5 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 364 $324K 0.1% +55 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 363 $324K 0.05% +6 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 362 $323K 0.01% +17 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 362 $323K 0.02% +8 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 362 $323K 0.02% -43 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 362 $323K 0.29% -30 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 360 $321K 0.35% 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 359 $320K 0.17% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 358 $320K 0.04% +4 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 358 $319K 0.1% +29 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 358 $319K 0.09% +15 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 358 $319K 0.05% +26 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 358 $319K 0.05% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 358 $319K 0.03% -1 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 358 $319K 0.17% 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 358 $319K 0.02% new 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 357 $318K 0.1% +54 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 356 $317K 0.08% +17 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 356 $317K 0.15% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 356 $317K 0.11% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 356 $317K 0.24% -3 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 360 $317K 0.07% -10 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 355 $316K 0.05% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 355 $316K 0.14% +60 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 331 $316K 0.12% +11 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 354 $316K 0.14% +7 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 353 $315K 0.03% +17 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 353 $315K 0.05% +4 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 352 $314K 0.05% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 352 $314K 0.15% -120 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 352 $314K 0.03% +3 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 351 $313K 0.13% +3 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 351 $313K 0.03% +54 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 350 $312K 0.04% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 350 $312K 0.16% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 350 $312K 0.1% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 350 $312K 0.11% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 307 $311K 0.09% -20 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 349 $311K 0.1% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 348 $310K 0.01% -11 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 348 $310K 0.17% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 347 $310K 0.04% -86 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 347 $310K 0.09% -73 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 347 $309K 0.17% 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 347 $309K 0.06% new 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 347 $309K 0.23% -9 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 347 $309K 0.06% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 346 $308K 0.11% -4 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 345 $308K 0.03% +2 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 345 $308K 0.03% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 345 $308K 0.05% -3 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 345 $308K 0.06% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 345 $307K 0.05% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 344 $307K 0.15% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 343 $306K 0.03% -7 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 343 $306K 0.17% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 343 $306K 0.08% -17 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 343 $306K 0.09% +8 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 343 $306K 0.04% new 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 314 $305K 0.06% +28 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 342 $305K 0.05% 0 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 292 $305K 0.28% -182 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 339 $302K 0.12% -130 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 339 $302K 0.02% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 339 $302K 0.1% -39 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 338 $301K 0.23% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 337 $300K 0.14% -10 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 337 $300K 0.1% +14 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 337 $300K 0.1% +2 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 307 $300K 0.13% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 336 $299K 0.29% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 335 $299K 0.12% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 335 $299K 0.15% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 335 $299K 0.23% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 334 $298K 0.08% -11 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 334 $298K 0.04% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 334 $298K 0.12% 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 334 $298K 0.17% -19 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 334 $298K 0.06% -27 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 333 $297K 0.16% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 333 $297K 0.3% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 332 $296K 0.01% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 332 $296K 0.03% -50 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 332 $296K 0.2% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 331 $295K 0.02% 13F-HR/A Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 331 $295K 0.02% +8 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 331 $295K 0.09% +13 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 301 $295K 0.25% +2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 330 $294K <0.01% -59,705 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. XML Financial, LLC More: the full row for XML Financial, LLC 330 $294K 0.03% +22 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 330 $294K 0.12% 0 13F-HR/A Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 330 $294K 0.27% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 330 $294K 0.1% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 328 $292K <0.01% +18 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 328 $292K 0.07% +2 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 328 $292K 0.07% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 327 $291K 0.01% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 327 $291K 0.08% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 327 $291K 0.17% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 325 $289K 0.06% -86 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 324 $289K 0.07% -90 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 324 $289K 0.23% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 323 $288K 0.12% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 323 $288K 0.2% +13 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 322 $287K 0.11% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 322 $287K 0.12% -7 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 322 $287K 0.25% 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 322 $287K 0.2% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 322 $287K 0.07% new 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 321 $286K 0.08% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 317 $285K 0.2% +124 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 320 $285K 0.08% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 320 $285K 0.03% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 320 $285K 0.11% -29 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 319 $284K 0.06% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 319 $284K 0.04% +36 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 319 $284K 0.24% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 318 $283K 0.02% -182 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 319 $283K 0.11% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 317 $283K 0.07% -28 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 317 $283K 0.02% -4,086 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 317 $283K 0.18% +9 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 316 $282K 0.12% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 314 $280K 0.05% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 314 $280K 0.16% -3 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 311 $277K 0.06% -5 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 311 $277K 0.03% -189 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 311 $277K 0.23% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 310 $276K 0.17% -58 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 310 $276K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 310 $276K 0.11% 0 13F-HR Timeline Group Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 310 $276K 0.17% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 309 $276K 0.07% -33 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 309 $275K 0.07% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 308 $275K 0.01% 0 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 308 $275K 0.05% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 308 $275K 0.25% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 308 $274K 0.31% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 307 $274K 0.06% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 307 $274K 0.16% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 307 $274K 0.13% +2 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 306 $273K 0.21% +15 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 306 $273K 0.13% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 305 $272K 0.04% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 305 $272K 0.03% +4 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 305 $272K 0.14% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 305 $272K 0.16% +5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 303 $270K 0.18% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 303 $270K 0.14% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 303 $270K 0.06% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 303 $270K 0.04% +3 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 302 $269K 0.16% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 302 $269K 0.11% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 305 $269K 0.18% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 301 $268K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 312 $268K 0.12% +3 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 300 $267K 0.05% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 300 $267K 0.03% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 300 $267K 0.07% 0 13F-HR Timeline