WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,152 $236K 0.02% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,150 $235K 0.08% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,148 $235K 0.11% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,146 $235K 0.02% -210 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,145 $234K 0.04% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,140 $233K 0.04% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,138 $233K 0.03% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,136 $232K 0.03% -1,322 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,135 $232K 0.06% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,135 $232K 0.02% +62 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,134 $232K 0.07% -90 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,133 $232K 0.05% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,132 $232K 0.05% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,126 $230K 0.04% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,115 $228K 0.04% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,115 $228K 0.09% new 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,116 $228K 0.15% new 13F-HR/A Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,112 $228K 0.17% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,106 $226K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,103 $226K 0.03% +83 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,101 $225K 0.02% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,320 $225K 0.02% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,100 $225K 0.07% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,100 $225K 0.07% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,092 $223K 0.04% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,091 $223K 0.04% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,090 $223K 0.04% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,085 $222K 0.03% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,080 $221K 0.08% new 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,080 $221K 0.13% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,078 $221K 0.11% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,079 $221K 0.08% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,076 $220K 0.01% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,072 $219K 0.15% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,069 $219K 0.02% +109 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,067 $218K 0.02% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,067 $218K 0.07% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,066 $218K 0.1% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,064 $218K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,061 $217K 0.06% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,060 $217K 0.02% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,053 $216K <0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,088 $215K 0.1% -85 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 1,050 $215K 0.1% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,046 $214K 0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,044 $214K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,043 $213K 0.13% -573 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,039 $213K 0.16% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,038 $212K 0.1% -408 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,038 $212K 0.04% -604 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,037 $212K 0.2% -240 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,037 $212K 0.04% -1,172 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,034 $212K 0.12% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,027 $210K 0.01% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,026 $210K 0.07% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,026 $210K 0.04% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,207 $210K 0.1% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,117 $209K 0.07% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,020 $209K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,018 $208K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,018 $208K 0.02% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,014 $208K 0.02% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,009 $206K 0.01% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,008 $206K 0.03% new 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,006 $206K 0.13% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,006 $206K 0.01% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,005 $206K 0.06% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,005 $206K 0.07% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,003 $205K 0.07% new 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,000 $205K 0.03% -3,000 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,000 $205K 0.02% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $205K 0.21% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 995 $204K 0.05% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 990 $203K <0.01% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 990 $203K 0.03% new 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 991 $203K 0.14% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 987 $202K 0.04% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 986 $202K 0.06% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 986 $202K 0.05% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 986 $202K 0.09% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 985 $202K 0.09% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 982 $201K 0.09% +21 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 980 $201K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 980 $201K 0.07% -30 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 978 $200K 0.04% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 978 $200K 0.06% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 969 $198K 0.17% -231 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 960 $196K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 956 $196K 0.09% +415 13F-HR Timeline Quarry LP More: the full row for Quarry LP 933 $191K 0.04% -245 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 925 $189K 0.03% +133 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $184K 0.05% -900 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 898 $184K 0.16% -142 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 856 $175K 0.14% +300 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 821 $168K 0.02% -329 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 224 $167K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 808 $165K 0.04% +422 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 938 $165K 0.05% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 800 $164K 0.07% -160 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 781 $160K 0.08% -88 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hemington Wealth Management More: the full row for Hemington Wealth Management 780 $159K 0.02% +314 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 756 $155K 0.15% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 743 $152K 0.06% +206 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 732 $150K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 721 $148K 0.03% +165 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 713 $146K 0.06% -86 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 728 $145K 0.06% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 704 $144K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 700 $143K 0.07% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 694 $142K 0.03% -248 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 669 $137K <0.01% +101 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 799 $135K 0.03% -73 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 658 $135K 0.01% -34 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 650 $133K 0.1% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 182 $133K 0.01% -480 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 750 $133K 0.07% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 641 $131K 0.02% +283 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 630 $129K 0.08% -594 13F-HR/A Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 630 $128K 0.05% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 620 $127K 0.08% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 618 $126K 0.01% -264 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 618 $126K 0.09% -88 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 609 $125K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 624 $123K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 600 $123K 0.02% -100 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 600 $122K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 586 $120K <0.01% -77 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 585 $120K 0.04% +5 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 582 $119K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 570 $117K 0.02% -182 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 560 $115K 0.01% +555 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 560 $115K 0.05% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 534 $109K 0.03% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 516 $106K 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 511 $105K 0.04% -263 13F-HR/A Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 312 $104K 0.05% -10 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 500 $102K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 498 $102K 0.08% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 484 $99K 0.08% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 476 $97.4K 0.01% -66 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 461 $94.3K 0.01% -32 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 458 $93.7K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 458 $93.7K 0.04% +42 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 457 $93.5K <0.01% -743 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 456 $93.3K 0.03% +61 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 446 $91.3K 0.04% +16 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 435 $89K 0.01% -15 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 434 $88.8K 0.01% +28 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 430 $88K 0.01% +100 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 427 $87K <0.01% +26 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 407 $83.3K 0.01% +144 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 400 $81.9K 0.04% -400 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 390 $79.8K 0.03% -20 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 381 $78K 0.01% -317 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 379 $77.6K 0.03% +29 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 374 $76.5K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 372 $76.1K 0.01% +18 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 364 $74.5K 0.01% +126 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 350 $71.6K 0.04% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 348 $71.2K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 347 $71K 0.02% +56 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 344 $70.4K 0.04% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 330 $67.5K 0.06% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 398 $66.5K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 324 $66.3K 0.04% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 326 $66K 0.02% +54 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 317 $65K 0.02% +160 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 312 $63.8K 0.03% -14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 308 $63K <0.01% +9 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 304 $62.2K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $61.4K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 300 $61.4K 0.03% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 300 $61K 0.02% -14 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 294 $60.2K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 292 $59.8K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 288 $58.9K <0.01% -78 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 288 $58.9K 0.02% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 280 $57.3K 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 270 $55.3K 0.01% -108 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 260 $53K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 255 $52.2K 0.02% -24 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 250 $51.2K 0.03% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 246 $50.3K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 244 $49.9K 0.01% +142 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 241 $49.3K 0.01% +65 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 239 $48.9K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 236 $48.3K 0.04% +36 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 230 $47.1K 0.01% -200 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 226 $46.2K 0.01% -42 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 225 $46K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 216 $44K 0.01% +36 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 214 $43.8K <0.01% +120 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 212 $43.4K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 210 $43K 0.03% -10 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 207 $42.4K 0.01% +13 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 201 $41.1K <0.01% -25 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 200 $41K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $40.9K 0.03% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $40.9K 0.03% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $40.9K 0.62% new 13F-HR Timeline