Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,366 $706K 0.05% +1,039 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,334 $703K 0.06% +2,953 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,325 $703K <0.01% +144 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,322 $702K 0.02% +978 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,319 $702K 0.01% +7,429 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 8,147 $699K 0.09% -661 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 8,262 $697K 0.34% -12,357 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,163 $689K 0.29% -2,996 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,161 $689K 0.06% -3,487 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,149 $688K 0.1% -869 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,099 $684K 0.06% -1,649 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,093 $683K 0.2% -757 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,086 $682K 0.05% +543 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 8,079 $682K 0.09% +2,875 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,077 $682K 0.12% +366 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,061 $680K 0.63% -7,021 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,053 $680K 0.04% +4,337 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,050 $679K 0.02% +300 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 8,025 $677K 0.45% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,006 $676K 0.22% +305 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,003 $675K 0.18% -4,937 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,000 $675K 0.48% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,977 $673K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,955 $671K 0.06% +1,833 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,952 $671K 0.06% -1,804 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,941 $670K 0.02% -1,271 13F-HR Timeline Washington Harbour Partners LP More: the full row for Washington Harbour Partners LP 7,900 $667K 1.9% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,899 $667K 0.02% -1,250 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 7,876 $665K 0.08% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,875 $665K 0.09% -6,009 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,844 $662K 0.36% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7,826 $661K 0.07% -3,012 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,164 $659K 0.02% -1,212 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 7,799 $658K 0.42% -2,135 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,781 $657K 0.07% +2,186 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,751 $654K 0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,750 $654K 0.03% +393 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 7,743 $654K 0.37% +3,748 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,720 $652K 0.04% +20 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,713 $651K 0.4% +425 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,709 $651K 0.11% +740 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,704 $650K 0.02% +2,642 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,687 $649K 0.15% -11,166 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,667 $647K 0.08% +623 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,666 $647K 0.26% +2,999 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,640 $645K 0.13% -99 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,640 $645K 0.13% -99 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,634 $644K 0.06% +534 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,597 $641K 0.35% +1,347 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 7,580 $640K 0.47% -5,165 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,568 $639K 0.11% +949 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,567 $639K 0.06% +119 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 7,541 $636K 0.48% +980 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,524 $635K 0.11% -94 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 7,504 $633K 0.38% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,500 $633K 0.01% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 7,491 $632K 0.24% -2,940 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 7,474 $631K 0.04% -8,020 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 7,435 $628K 0.04% -2,627 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,383 $623K 0.08% +1,874 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,376 $623K 0.21% -2,420 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 4,252 $622K 0.57% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,357 $621K 0.06% +2,152 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,347 $620K 0.26% +1,430 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,332 $619K 0.05% +425 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,331 $619K 0.03% -4,323 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,314 $617K 0.1% +1,371 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,308 $617K 0.11% +1,287 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 7,299 $616K 0.15% -1,200 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,295 $616K 0.1% +1,248 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 7,222 $614K 0.01% -11,900 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,270 $614K 0.4% -1,630 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,262 $613K 0.1% +327 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,253 $612K 0.01% +2,499 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7,246 $612K 0.26% +214 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,225 $610K 0.02% +2,444 13F-HR/A Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,214 $609K 0.1% +276 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,213 $609K 0.24% +3,670 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,200 $608K 0.13% -130 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 7,200 $608K 0.89% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,175 $606K 0.02% -4,710 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,169 $605K 0.06% +1,575 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,165 $605K 0.03% +1,513 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,147 $603K 0.12% -5,626 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,082 $598K 0.16% -195 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,056 $596K 0.24% +49 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,053 $595K 0.09% -378 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,051 $595K 0.52% -524 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,017 $592K 0.07% +120 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 7,014 $592K 0.17% +1,637 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,994 $590K 0.13% +3,608 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,982 $589K 0.02% +3,048 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,982 $589K 0.12% +230 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 6,981 $589K 0.35% -169 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,980 $589K 0.41% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 7,618 $589K 0.26% 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,932 $585K 0.34% -416 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,929 $585K 0.07% +1,278 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,924 $584K 0.29% -1,200 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,916 $584K 0.17% -939 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,901 $582K 0.33% +127 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 6,879 $581K 0.32% +344 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,869 $580K 0.06% +430 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,819 $576K 0.24% +3,419 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,815 $575K +757 Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,790 $573K 0.28% +1,843 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,758 $570K 0.36% +1,548 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,754 $570K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 6,747 $569K 0.51% 0 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 6,746 $569K 0.02% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,512 $568K 0.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,726 $568K 0.04% +5,805 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,708 $566K 0.14% +2,793 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 6,666 $563K 0.1% -3,334 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,648 $561K 0.05% +1,863 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,647 $561K 0.36% +3,076 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,614 $558K 0.17% +2,133 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,607 $558K 0.12% +3,232 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 6,600 $557K 0.12% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,597 $557K 0.08% +651 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6,586 $556K 0.29% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,573 $555K 0.05% -5,977 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,561 $554K 0.46% -506 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,319 $554K 0.18% 0 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 6,539 $552K 0.36% -1,104 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 6,525 $551K 0.59% new 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,517 $550K 0.48% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 6,500 $549K 0.27% -2,806 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,491 $548K 0.06% +1,049 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,490 $548K 0.01% -3,450 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,446 $544K 0.06% -755 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 6,436 $543K 0.37% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,411 $541K 0.12% +2,926 13F-HR/A Timeline Addison Capital Co More: the full row for Addison Capital Co 6,394 $540K 0.21% +1,734 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,382 $539K 0.1% +835 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,371 $538K 0.04% +1,298 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,352 $536K 0.07% -6,317 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 6,350 $536K 0.25% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,348 $536K 0.02% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,354 $535K 0.06% -780 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,339 $535K 0.15% +834 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 6,335 $535K 0.36% -6,226 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,324 $534K 0.04% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,320 $533K 0.1% -551 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,317 $533K 0.41% -293 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,298 $532K 0.07% +1,135 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,279 $530K 0.01% -305 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,254 $528K 0.11% -4,889 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,250 $528K 0.1% +361 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,233 $526K 0.1% +732 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,232 $526K 0.02% -532 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 6,226 $525K 0.34% -950 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,214 $524K 0.06% -868 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,189 $522K 0.15% +30 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,405 $522K 0.25% -492 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,166 $520K 0.06% +1,888 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 6,146 $519K 1.24% +3,124 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,132 $517K 0.01% -4,309 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 6,116 $516K 0.05% -221 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 6,116 $516K 0.39% +3,084 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 6,100 $515K 0.18% -1,000 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,085 $514K <0.01% +4,020 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,079 $513K 0.08% +430 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,073 $513K 0.05% -1,696 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,065 $512K 0.03% -400 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,064 $512K 0.03% +1,701 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,061 $512K 0.3% +640 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,453 $511K 0.07% +94 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,050 $511K 0.13% +3,050 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,035 $510K 0.18% +2,365 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,005 $507K 0.14% -1,159 13F-HR/A Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,000 $506K 0.02% +250 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,000 $506K 0.07% -1,000 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,999 $506K 0.47% -1,243 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,144 $506K 0.23% -1,379 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,000 $506K 0.16% +500 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,986 $505K 0.05% -598 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,939 $501K 0.07% -2,441 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,936 $501K 0.46% +345 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 5,897 $498K 0.38% -653 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 5,886 $497K 0.06% -1,073 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,885 $497K 0.04% -545 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,845 $493K 0.19% +876 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 5,768 $490K 0.26% -672 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,797 $489K 0.09% -1,728 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,784 $488K 0.1% -2,709 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,732 $484K 0.06% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,503 $481K 0.02% +665 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,687 $480K 0.19% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,670 $479K 0.27% -424 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,667 $478K 0.04% -90 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,645 $476K 0.23% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,635 $476K 0.12% -1,875 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 5,635 $476K 0.16% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 5,633 $475K 0.31% new 13F-HR/A Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,622 $474K 0.01% new 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,606 $473K 0.21% -500 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,562 $469K 0.02% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 5,558 $469K 0.18% +46 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,539 $467K 0.04% -150 13F-HR Timeline