EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,787 $1.23M 0.02% +55 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,771 $1.23M 0.36% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 8,772 $1.23M 0.18% -3,183 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 8,758 $1.22M 0.75% +123 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,755 $1.22M 0.06% +748 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,718 $1.22M 0.1% -5,145 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,715 $1.22M 0.24% +54 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,710 $1.22M 0.48% -149 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,199 $1.22M 0.23% -1,430 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,695 $1.22M 0.12% -1,060 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 8,685 $1.21M 1.32% -20 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,678 $1.21M 0.03% -1,335 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,665 $1.21M 0.9% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,665 $1.21M +1,097 Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 8,617 $1.2M 0.28% -817 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,593 $1.2M 0.11% -11,156 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 8,587 $1.2M 0.41% -990 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,564 $1.2M 0.73% -216 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,540 $1.19M 0.16% +28 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,526 $1.19M 0.08% +1,445 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,526 $1.19M 0.07% +1,320 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,501 $1.19M 0.11% +69 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,499 $1.19M 0.62% +2,256 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,449 $1.18M 0.23% +23 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,442 $1.18M 0.46% -220 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8,431 $1.18M 0.94% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,420 $1.18M 0.34% -675 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,419 $1.18M 0.76% -458 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,414 $1.18M 0.03% +212 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 8,410 $1.18M 0.47% -77 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,408 $1.18M 0.56% -6,460 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,371 $1.17M 0.11% -4,375 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,368 $1.17M 0.21% -115 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,357 $1.17M 0.52% +4,666 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,320 $1.16M 0.24% +1,125 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 8,300 $1.16M 0.6% -200 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,264 $1.16M 0.17% -86 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 8,260 $1.15M 0.76% -1,369 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 8,252 $1.15M 0.39% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 8,231 $1.15M 0.09% +265 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,228 $1.15M 0.68% -12 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,225 $1.15M 0.28% +406 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,213 $1.15M 0.26% +421 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,179 $1.14M 0.18% +130 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,164 $1.14M 0.18% -158 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,107 $1.14M -375 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,157 $1.14M 0.14% -169 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,156 $1.14M 0.24% -21,559 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,116 $1.13M 0.26% -4 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 8,112 $1.13M 0.03% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,106 $1.13M 0.06% +761 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8,103 $1.13M 0.18% +4 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 8,077 $1.13M 0.2% +265 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,077 $1.13M 0.34% +605 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 8,075 $1.13M 0.14% -92 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,059 $1.13M 0.66% +215 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,043 $1.12M 0.22% -50 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,034 $1.12M 0.12% +847 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,028 $1.12M 0.28% +46 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,011 $1.12M 0.13% +368 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,980 $1.12M 0.09% -46,228 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,952 $1.11M 0.13% +2,845 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 7,950 $1.11M 0.36% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,921 $1.11M 0.03% +74 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 7,919 $1.11M 0.12% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,918 $1.11M 0.47% +2,600 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 7,916 $1.11M 0.07% +310 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 7,907 $1.1M 0.12% -114 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,899 $1.1M 0.15% +31 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 7,890 $1.1M 1.12% -251 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 7,889 $1.1M 0.05% -442 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,861 $1.1M 0.56% +6,508 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,856 $1.1M 0.02% +6,575 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,847 $1.1M 0.41% +2,050 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,843 $1.1M 0.04% +367 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,817 $1.09M 0.16% -1,240 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,807 $1.09M 0.52% -218 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,771 $1.09M 0.43% -319 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 7,766 $1.09M 0.09% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,758 $1.08M 0.19% +1,484 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,737 $1.08M 0.54% -237 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,724 $1.08M 0.13% +302 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7,712 $1.08M 0.58% +8 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,711 $1.08M 0.05% -469 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 7,704 $1.08M 0.63% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,675 $1.07M 0.07% -126 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,663 $1.07M 0.08% -356 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,324 $1.07M 0.65% +360 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,640 $1.07M 0.85% -100 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,126 $1.07M 0.36% -702 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,635 $1.07M 0.11% -244 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 7,619 $1.07M 0.45% -201 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,609 $1.06M 0.09% +1,037 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,277 $1.06M 0.05% +181 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,438 $1.06M 0.17% 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,559 $1.06M 0.43% +473 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 7,541 $1.05M 0.59% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 7,526 $1.05M 0.44% +6,043 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,520 $1.05M 0.29% +677 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,514 $1.05M 0.4% +64 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,512 $1.05M 0.12% +20 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,505 $1.05M 0.29% +41 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,449 $1.05M 0.84% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,485 $1.05M 0.36% +23 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,468 $1.04M 0.16% -42 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,469 $1.04M 0.54% +100 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,707 $1.04M 0.2% +3,992 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,452 $1.04M 0.09% +83 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,449 $1.04M 0.05% +2,572 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 7,448 $1.04M 0.17% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,440 $1.04M 0.07% +71 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 7,422 $1.04M 0.2% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,418 $1.04M 0.86% -213 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,417 $1.04M 0.07% +3,418 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,411 $1.04M 0.19% -1,393 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 7,395 $1.03M 0.09% -122,832 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,367 $1.03M 0.2% +2,756 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,348 $1.03M 0.17% -257 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,341 $1.03M 0.31% -30 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,330 $1.02M 0.2% -92 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,321 $1.02M 0.9% -3,202 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,298 $1.02M 0.97% +4,576 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,166 $1.02M 0.25% +1,161 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,263 $1.02M 0.08% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,255 $1.01M 0.1% -149 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 7,248 $1.01M 0.05% -55 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,225 $1.01M 0.28% +119 13F-HR/A Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,201 $1.01M 0.25% -25 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,189 $1.01M 0.1% -18 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,173 $1M 0.17% +45 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,152 $1000K 0.28% +304 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,147 $999K 0.19% -401 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,104 $993K 0.49% -31 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,100 $993K 0.87% +2 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 7,100 $993K 0.18% -163 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,095 $992K 0.12% +85 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,085 $991K 0.75% +1 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 7,079 $990K 0.38% +499 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 7,081 $989K 0.01% -29,295 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,073 $989K 0.34% -2,471 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7,072 $989K 0.65% +1,233 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,067 $988K 0.99% +994 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,056 $987K 0.07% -396 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,052 $986K 0.16% +1,255 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,051 $986K 0.52% +2,101 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,043 $985K 0.32% -409 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,024 $982K 0.53% +285 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,018 $981K 0.12% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,014 $981K 0.14% +789 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,506 $981K 0.3% +363 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,003 $979K 0.03% -190 13F-HR Timeline Group Telligent Fund, LP More: the full row for Telligent Fund, LP 7,000 $979K 1.09% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 7,000 $979K 0.5% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,985 $977K 0.57% -7,597 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,975 $975K 0.46% +3,259 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 6,975 $975K 0.42% +1,575 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,616 $972K 0.05% -3,478 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,928 $969K 0.4% +2 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,925 $968K 0.1% -1,235 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,925 $968K 0.56% +869 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,866 $967K 0.08% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,912 $966K 0.08% +180 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,910 $966K 0.06% +532 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 6,900 $965K 0.08% +15 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,900 $965K 0.25% +241 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 6,894 $964K 0.06% +365 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,890 $963K 0.12% -1,085 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,885 $963K 0.07% +98 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 6,870 $960K 0.95% -95 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 6,862 $959K 0.14% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 20,094 $959K 0.48% -899 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,238 $958K 1.01% +292 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,847 $957K 0.15% -170 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,844 $957K 0.37% +639 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 6,837 $956K 0.48% -133 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,837 $956K 0.65% +1,090 13F-HR Timeline Goelzer Investment Management, Inc. 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