Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,770 $553K 0.24% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,768 $553K 0.2% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,766 $552K 0.16% +12 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,761 $551K 0.06% -318 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,760 $551K 0.43% +394 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,758 $551K 0.13% +237 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,759 $551K <0.01% +72 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,754 $550K 0.08% -148 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,750 $550K 0.12% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,749 $550K 0.28% +251 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,748 $550K 0.03% +1,380 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,746 $549K 0.14% -561 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,742 $549K 0.61% +2 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,721 $546K 0.05% +502 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,721 $546K 0.07% +368 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,710 $544K 0.09% +110 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,708 $544K 0.13% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,701 $543K 0.19% +306 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,700 $543K 0.41% +204 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 3,700 $543K 0.24% -100 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,700 $543K 0.55% +62 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,696 $542K 0.07% +15 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,686 $541K 0.11% +10 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,685 $540K 0.05% +1,559 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 3,683 $540K 0.02% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,678 $539K 0.2% +26 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,664 $537K 0.19% +9 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 3,651 $535K 0.23% -24 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,649 $535K 0.12% +198 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 3,651 $535K 0.09% 0 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 3,637 $533K 0.18% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,637 $533K 0.03% -148 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,633 $533K 0.31% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,622 $531K 0.05% +1,538 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,621 $531K 0.14% +385 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 3,611 $530K 0.54% +20 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,613 $530K 0.04% +1,711 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,611 $530K 0.04% -228 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,602 $528K 0.1% -28 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,595 $527K 0.33% +704 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,593 $527K 0.15% +219 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,587 $526K 0.09% -53 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,583 $525K 0.37% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,580 $525K 0.21% -116 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,602 $522K 0.27% +296 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,555 $521K 0.16% -288 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 3,546 $520K 0.03% 0 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,541 $519K 0.24% -94 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,537 $519K 0.24% +3 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,535 $518K 0.13% +88 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,534 $518K 0.32% -468 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,533 $518K 0.05% +12 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,525 $517K 0.27% -128 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,578 $516K 0.17% +46 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,512 $515K 0.15% -16 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,511 $515K 0.08% +75 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,510 $515K 0.04% -634 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,510 $515K 0.35% +118 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,506 $514K 0.1% +28 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,497 $513K 0.33% +1,719 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,497 $513K 0.28% +443 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,494 $512K 0.2% +6 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,488 $512K 0.3% +1,368 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,486 $511K 0.4% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,484 $511K 0.19% -115 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,484 $511K 0.39% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,481 $510K 0.07% +832 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,418 $510K 0.06% +42 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,467 $508K 0.05% +143 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,464 $508K 0.08% +56 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,465 $508K 0.2% -160 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,455 $507K 0.09% -388 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,449 $506K 0.15% +17 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 3,447 $505K 0.22% +547 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,446 $505K 0.11% -318 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,444 $505K 0.38% -21 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,442 $505K 0.09% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,432 $503K 0.07% +1 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,428 $503K 0.34% -146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roan Capital Partners More: the full row for Roan Capital Partners 3,427 $503K 0.42% +31 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 3,406 $500K 0.43% -502 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,407 $500K 0.03% +257 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,388 $497K 0.14% -26 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,388 $497K 0.04% +225 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,384 $496K 0.12% +296 13F-HR/A Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,372 $494K 0.14% +92 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,368 $494K 0.25% +262 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,365 $494K 0.27% +23 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,364 $493K 0.03% -569 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,364 $493K 0.11% -40 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,358 $492K 0.28% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,356 $492K 0.09% +99 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,358 $492K 0.22% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,347 $491K 0.24% +308 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,344 $490K 0.06% -1,983 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,343 $490K 0.21% -106 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,625 $490K 0.08% -10,563 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 3,338 $489K 0.15% +1,296 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,336 $489K 0.37% -2,067 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,330 $488K 0.3% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,329 $488K 0.19% +1,165 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,329 $488K 0.19% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,328 $488K 0.1% -21 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,326 $488K 0.08% -83 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,324 $487K 0.37% -42 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,323 $487K 0.37% +98 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 3,323 $487K <0.01% -233 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,317 $486K 0.07% +131 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,314 $486K 0.06% -245 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 3,314 $486K 0.35% +1,554 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,313 $486K 0.14% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,313 $486K 0.1% -52 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,312 $486K 0.29% -152 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,302 $484K 0.1% +55 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,301 $484K 0.17% +4 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,301 $484K 0.08% -1,968 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,298 $484K 0.22% -369 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,283 $481K 0.06% -80 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,280 $481K 0.09% -5 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,273 $480K 0.13% +724 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,264 $479K 0.24% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,260 $478K 0.03% +366 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,253 $477K 0.05% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,249 $476K 0.21% -8,764 13F-HR/A Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,248 $476K 0.11% +566 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,244 $476K 0.01% -15,565 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,238 $475K 0.2% +414 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,232 $474K 0.12% -60 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,223 $473K 0.06% +766 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,223 $473K 0.07% +160 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,223 $473K 0.12% +57 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,219 $472K 0.09% +9 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,211 $471K 0.12% -29 13F-HR Timeline Capstone Financial Advisors, Inc. 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More: the full row for Braun-Bostich & Associates Inc. 3,136 $460K 0.26% -252 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 3,136 $460K 0.18% 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,129 $459K 0.04% +97 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,123 $458K 0.08% +82 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,122 $458K 0.12% -629 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,121 $458K 0.33% -41 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,119 $457K 0.11% -303 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,118 $457K 0.15% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,108 $456K 0.13% +1 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,101 $455K 0.37% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,100 $455K 0.11% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,100 $455K 0.15% -300 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,099 $454K 0.03% +225 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,169 $454K 0.14% -84 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,095 $454K 0.09% +254 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,078 $451K 0.22% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,076 $451K 0.05% +14 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,074 $451K 0.01% +9 13F-HR/A Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,063 $449K 0.14% +63 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,045 $447K 0.08% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,042 $446K 0.05% +392 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,042 $446K <0.01% +30 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,039 $446K 0.03% -187 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,915 $445K 0.14% -38 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,035 $445K 0.05% -226 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,030 $444K 0.03% -79 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,028 $444K 0.2% -2,542 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,025 $444K 0.13% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,024 $443K 0.09% +1,527 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,021 $443K 0.06% -1,604 13F-HR/A Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,020 $443K 0.06% +6 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,008 $441K 0.17% -27 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,006 $441K 0.04% -561 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,006 $441K 0.03% +106 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,003 $440K 0.1% -70 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,000 $440K 0.14% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,980 $439K 0.04% -575 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,992 $439K 0.11% +68 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,991 $439K 0.06% +224 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,990 $438K 0.02% -1,615 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,984 $438K 0.05% -17 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,981 $437K 0.23% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,976 $436K 0.24% +1 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,972 $436K 0.05% +318 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 2,968 $435K 0.09% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,965 $435K 0.07% +1,384 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,964 $435K 0.07% +836 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,961 $434K 0.18% -115 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,943 $432K 0.31% +59 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,938 $431K 0.05% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,933 $430K 0.28% -41 13F-HR Timeline