SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,891 $1.34M 0.11% -26 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,870 $1.34M 0.44% -31 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,859 $1.34M 0.41% +125 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,829 $1.33M 0.59% -390 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,828 $1.33M 0.15% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,063 $1.33M 0.26% +2,317 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,816 $1.33M 0.13% +11 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 83,217 $1.33M 1.02% +75,512 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,852 $1.33M 0.05% -807 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,810 $1.33M +220 Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,807 $1.33M 0.37% +700 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,806 $1.33M 0.09% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,799 $1.33M 0.44% -1,527 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 6,792 $1.32M 0.36% -603 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,772 $1.32M 0.06% -102 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,778 $1.32M 0.43% -7 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,765 $1.32M 0.3% -617 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,762 $1.32M 0.67% -226 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,760 $1.32M 0.06% -3,404 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,753 $1.32M 0.38% +2,120 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,741 $1.31M 0.16% +533 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,732 $1.31M 0.14% -76 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,728 $1.31M 0.27% -380 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,727 $1.31M 0.1% +165 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,725 $1.31M 0.88% +1,387 13F-HR/A Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,719 $1.31M 0.37% -16,574 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,718 $1.31M 0.43% -342 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,715 $1.31M 0.19% +1,404 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,704 $1.31M 0.09% +2,502 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,702 $1.31M 0.07% -483 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 6,666 $1.3M 0.34% -689 13F-HR Timeline MOTCO More: the full row for MOTCO 6,630 $1.29M 0.12% 0 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 6,600 $1.29M 0.2% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,596 $1.29M 0.18% +200 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,590 $1.28M 0.11% +31 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,574 $1.28M 0.08% -316 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,574 $1.28M 0.7% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,572 $1.28M 0.3% -155 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,571 $1.28M 0.15% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,561 $1.28M 0.21% -529 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,558 $1.28M 0.29% -249 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,526 $1.27M 0.2% +4,677 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 6,518 $1.27M 1.19% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,516 $1.27M 0.07% -627 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,515 $1.27M 0.19% +30 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,511 $1.27M 0.16% -79 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,502 $1.27M 0.33% +102 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,501 $1.27M 0.07% -47 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 6,492 $1.27M 1.24% 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,482 $1.26M 0.68% +4,866 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,456 $1.26M 0.19% -1,025 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,353 $1.25M 0.08% -4,648 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,200 $1.25M 0.5% +149 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,422 $1.25M 0.11% +284 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 6,419 $1.25M 0.88% 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,411 $1.25M 0.07% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,409 $1.25M 0.51% -273 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,408 $1.25M 0.04% +621 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,408 $1.25M 0.45% -1,760 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,405 $1.25M 0.12% +1,233 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,402 $1.25M 0.24% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,399 $1.25M 0.7% +748 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,388 $1.25M 0.05% -1,272 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,376 $1.24M 0.13% +3,743 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,332 $1.23M 0.01% +74 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,332 $1.23M 0.17% +702 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 6,329 $1.23M 1.2% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,763 $1.23M 0.1% 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,314 $1.23M 0.09% -4,089 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 6,311 $1.23M 0.26% +8 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 6,306 $1.23M 0.71% +5,430 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,296 $1.23M 0.03% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,293 $1.23M 0.34% +2 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 6,290 $1.23M 0.92% 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,290 $1.23M 1.72% +160 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,287 $1.23M 0.85% -100 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,286 $1.23M 0.21% +4,574 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 6,267 $1.22M 0.94% -18 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 6,246 $1.22M 0.68% +981 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,242 $1.22M 0.52% -512 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,231 $1.21M 0.51% +763 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 6,209 $1.21M 0.23% +1,358 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,205 $1.21M 0.39% +2,121 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 6,202 $1.21M 1.05% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,200 $1.21M 0.52% 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,199 $1.21M 0.21% +5,237 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 6,190 $1.21M 0.34% +4,979 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,186 $1.21M 0.32% +354 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,180 $1.2M 0.16% -492 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 6,176 $1.2M 0.11% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,167 $1.2M 0.37% +4,222 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,162 $1.2M 0.17% +25 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,159 $1.2M 0.21% -1,958 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,142 $1.2M 0.02% -1,564 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,141 $1.2M 0.08% +1,047 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,128 $1.19M 0.59% +134 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,119 $1.19M 0.34% -7 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 6,118 $1.19M 0.06% -332 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,118 $1.19M 0.18% +1,432 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,895 $1.19M 0.02% +4,832 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,099 $1.19M 0.08% +75 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,090 $1.19M 0.17% -954 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,089 $1.19M 0.68% +1 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 6,082 $1.19M 0.61% +40 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,076 $1.18M 0.07% +335 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,075 $1.18M 0.12% -12,494 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,067 $1.18M 0.06% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,059 $1.18M 0.14% -472 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,054 $1.18M 0.03% +524 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,049 $1.18M <0.01% +1,422 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,039 $1.18M 0.49% +14 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,022 $1.17M 0.22% -1,226 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 6,020 $1.17M 0.98% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 6,003 $1.17M 0.1% -1,783 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,000 $1.17M 0.1% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 6,000 $1.17M 1.38% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,997 $1.17M 0.46% +558 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,996 $1.17M 0.15% -679 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 5,984 $1.17M 0.16% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,968 $1.16M 0.72% 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,964 $1.16M 0.03% +214 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,964 $1.16M 0.07% +2,704 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 5,961 $1.16M 0.55% -50 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,950 $1.16M 0.06% +255 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,939 $1.16M 0.31% +152 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,939 $1.16M 0.29% +525 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,933 $1.16M 0.09% -1,693 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,932 $1.16M 0.29% +390 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,925 $1.15M 0.09% -300 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,222 $1.15M 0.51% +163 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,922 $1.15M 0.15% +2,193 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,914 $1.15M 0.12% -140 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,913 $1.15M 0.13% +342 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,900 $1.15M 0.24% +5,000 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,893 $1.15M 0.38% +1,006 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,888 $1.15M 1.1% 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,883 $1.15M 0.22% -295 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,874 $1.14M 0.15% +2,952 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,870 $1.14M 0.35% +2,881 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 5,865 $1.14M 0.8% +2,966 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,864 $1.14M 0.08% +818 13F-HR Timeline TLWM More: the full row for TLWM 5,861 $1.14M 0.21% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 5,861 $1.14M 0.14% -763 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,856 $1.14M 0.58% -573 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,855 $1.14M 0.17% -195 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,818 $1.13M 0.32% +4,861 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,817 $1.13M 0.23% +216 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,805 $1.13M 0.12% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 5,804 $1.13M 0.15% -50,530 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,795 $1.13M 0.3% +1,990 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,794 $1.13M 1.08% 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 5,785 $1.13M 0.12% -400 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,783 $1.13M 0.27% +3,758 13F-HR Timeline Group TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 5,782 $1.13M 0.17% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,778 $1.13M 0.14% -640 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,776 $1.13M 0.04% +53 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,772 $1.13M 0.6% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,754 $1.12M 0.28% +4,502 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,745 $1.12M 0.94% -925 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,744 $1.12M 0.27% -258 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,743 $1.12M 0.07% -110 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,743 $1.12M 0.28% -2 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 5,718 $1.11M 0.01% +1,720 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,706 $1.11M 0.05% +1,183 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,705 $1.11M 0.21% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,670 $1.11M 0.5% -34 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,665 $1.1M 0.32% -778 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,650 $1.1M 0.2% -50 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,631 $1.1M 0.3% +1,119 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,624 $1.1M 0.13% -424 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,618 $1.09M 0.19% -2,330 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,612 $1.09M 0.18% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,739 $1.09M 0.13% +120 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,600 $1.09M 0.12% +387 13F-HR/A Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 5,602 $1.09M 0.52% -864 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,599 $1.09M 0.61% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.09M 0.66% 13F-HR Timeline Amount filed as zero, left out of ratios. Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,579 $1.09M 1.02% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,575 $1.09M 0.37% +1,793 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,574 $1.09M 0.58% +86 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,553 $1.08M 0.27% -504 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,551 $1.08M 0.14% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,546 $1.08M 0.12% +1,480 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,537 $1.08M 0.18% +43 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,529 $1.08M 0.26% -66 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,521 $1.08M 0.19% +980 13F-HR/A Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,510 $1.07M 0.6% +249 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,505 $1.07M 0.13% -2,109 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 5,500 $1.07M 0.59% 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,492 $1.07M 0.47% +1 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,490 $1.07M 0.07% -23,545 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,486 $1.07M 0.77% +55 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,479 $1.07M 0.07% -858 13F-HR Timeline Stockman Wealth Management, Inc. 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