GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,534 $995K 0.19% -81 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,516 $993K -1,038 Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,511 $992K 0.42% +23 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,506 $991K 0.46% -1,046 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 7,500 $990K 0.79% new 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 7,504 $990K 1.48% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,491 $989K 0.08% +2,064 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 7,084 $989K 0.37% +311 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,484 $988K 0.39% +2 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,478 $987K 0.5% +2,315 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,477 $987K 0.39% +5,417 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,476 $987K 0.18% +1 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,455 $984K 0.54% -2,110 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,454 $984K 0.33% -219 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,450 $984K 0.4% -233 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,447 $983K 0.08% +333 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,450 $982K 0.68% +6 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,395 $976K 0.31% +1,020 13F-HR/A Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,381 $975K 0.05% +258 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,356 $971K 0.15% +161 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,351 $971K 0.23% +481 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,341 $969K 0.05% -602 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,145 $965K 0.07% +79 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,310 $965K 0.13% -1,382 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,237 $955K 0.09% +779 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 7,230 $955K 0.16% -23,816 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 7,230 $955K 0.2% -1,284 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,217 $953K 0.87% -1,830 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,210 $952K 0.11% -308 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,201 $951K 0.15% -218 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,191 $950K 0.72% +4,017 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,190 $949K 0.69% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 7,186 $949K 0.58% -101 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,182 $948K 0.2% +1,403 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 7,000 $947K 0.16% -4,850 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,153 $944K 0.3% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,135 $942K 0.11% -83,173 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,134 $942K 0.6% +767 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 7,130 $941K 0.28% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,125 $941K 0.11% +2,557 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,114 $939K 0.31% -317 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,111 $939K 0.13% +1,146 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,108 $939K 0.24% -221 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,106 $938K 0.24% -15 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,106 $938K 0.19% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,106 $937K 0.38% -1,499 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,088 $936K 0.23% -633 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,079 $935K 0.41% +35 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,078 $935K 0.41% +79 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,076 $934K 0.13% -500 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 7,077 $934K 0.62% -1,167 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,071 $934K 0.29% -477 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,060 $932K 0.33% +898 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,029 $928K 0.15% +17 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,011 $926K 0.1% +1,094 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,009 $926K 0.15% -213 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,008 $925K 0.12% +739 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,004 $925K 0.42% -502 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,000 $924K 0.01% +5,783 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,997 $924K 0.33% 0 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,980 $922K 0.68% -100 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,954 $918K 0.05% -11,641 13F-HR Timeline Trust Co More: the full row for Trust Co 6,954 $918K 0.1% +962 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,953 $918K 1.33% +595 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,943 $917K 0.53% +703 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,938 $916K 0.02% +501 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 6,920 $914K 0.46% -168 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,916 $913K 0.01% +1,096 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 6,915 $913K 0.4% -3 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 6,911 $913K 0.14% -48 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,909 $912K 0.26% -48 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,895 $910K 0.72% +212 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,871 $907K 0.06% -3,867 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,860 $906K 0.51% +26 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,850 $904K 0.31% +80 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,848 $904K 0.07% -80 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 6,846 $904K 0.44% -451 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,837 $903K 0.61% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,800 $898K 0.33% +200 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,330 $897K 0.21% -163 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,750 $891K 0.26% -1,043 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,749 $891K 0.5% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,749 $891K 0.31% +443 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,748 $891K 0.67% -23 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,721 $887K 0.16% +1,985 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 6,700 $885K 0.5% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 6,688 $883K 0.28% +259 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,676 $881K 0.49% +248 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 6,673 $881K 0.37% -591 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,667 $880K 0.06% +11 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,666 $880K 0.45% +17 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,664 $880K 0.44% +7 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 6,663 $880K 0.34% -968,567 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 6,648 $878K 0.12% -1,570 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,646 $878K 0.31% +645 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 6,646 $878K 0.28% -377 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,636 $876K 0.15% -15,285 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,635 $876K 0.08% +174 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 6,635 $876K 0.13% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,631 $876K 0.13% -385 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,627 $875K 0.05% +1,510 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,624 $875K 0.22% -908 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,623 $875K 0.9% +103 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,619 $874K 0.7% -1,117 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,603 $872K 0.06% -100 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,598 $871K 0.23% +120 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,583 $869K 0.14% -100 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 6,579 $869K 0.03% -10,878 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,569 $867K 0.17% +1,034 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,569 $867K 0.1% +46 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,558 $866K 0.4% +107 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,527 $862K 0.29% +3,790 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,486 $856K 0.08% -118 13F-HR/A Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,479 $855K 0.6% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,462 $853K 0.06% -35 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,446 $851K 0.22% -25 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,415 $847K 0.33% +2,800 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,413 $847K 0.06% -1,659 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,391 $844K 0.06% +50 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,390 $844K 0.02% -7 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 6,386 $843K 0.54% -1,132 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,379 $842K 0.35% +59 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,376 $842K 0.48% -1,020 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,361 $840K 0.14% -455 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,351 $839K 0.17% +111 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,341 $837K 0.16% -439 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,183 $835K 0.17% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,321 $835K 0.22% +200 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,316 $834K 0.39% -62 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,313 $834K 0.05% -266,242 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,304 $832K 0.16% +123 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,291 $831K 0.06% -855 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,101 $830K 0.3% -572 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,278 $829K 0.23% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,275 $829K 0.59% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,733 $828K 0.35% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,271 $828K 0.3% -431 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,248 $825K 0.07% -1,819 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,242 $824K 0.09% +403 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 6,232 $823K 0.22% -786 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,203 $819K 0.34% -121 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,202 $819K 0.16% +14 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,178 $816K 0.08% +61 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,169 $815K 0.22% -146 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,998 $812K 0.48% +61 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,147 $812K 0.25% -75 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,145 $811K 0.08% -852 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,139 $811K 0.13% +298 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,128 $809K 0.06% +684 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,118 $808K 0.07% +382 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 6,105 $806K 0.09% -2,379 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,095 $805K 0.36% +55 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,088 $804K 0.12% -100 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,084 $803K 0.06% +130 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,075 $802K 0.36% +52 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,046 $798K 0.12% -47 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,026 $796K 0.6% +230 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,014 $794K 0.02% -558 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,011 $794K 0.71% -100 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,987 $789K 0.13% -365 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,972 $789K 0.13% +386 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 5,968 $788K 0.24% -466 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,965 $788K 0.3% +561 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,962 $787K 0.12% +394 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,962 $787K 0.2% +400 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,958 $787K 0.12% -45 13F-HR/A Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,948 $785K 0.64% -333 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 5,945 $785K 0.76% +680 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,929 $783K 0.2% +5 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,925 $782K 0.26% +450 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,900 $779K 0.54% -55 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 5,897 $779K 0.33% +208 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,897 $779K 0.06% -332 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,890 $778K 0.14% +741 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 5,875 $776K 0.15% +166 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,867 $775K 0.23% -514 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,857 $773K 0.1% -1,804 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,857 $773K 0.04% -137 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,851 $773K 0.12% +324 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,846 $772K 0.09% -304 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,844 $772K 0.32% -110 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,836 $771K 0.16% -430 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5,813 $768K 0.48% -1,573 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,805 $766K 0.14% +282 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,800 $766K 0.24% -2,322 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,796 $765K 0.03% -122 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,792 $765K 0.06% -16,628 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,791 $764K 0.12% -33 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 763,191 $763K 1.09% +757,361 13F-HR/A Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,771 $762K 0.08% -2,577 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 5,768 $762K 0.42% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,740 $758K 0.06% -557 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,739 $758K 0.1% -108 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,716 $755K 0.1% -245 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,714 $754K 0.16% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 5,702 $753K 0.19% -142 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,696 $752K 0.11% +241 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 5,690 $751K 0.06% -75 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,687 $751K 0.15% -1,250 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 5,680 $750K 0.38% -50 13F-HR Timeline