POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 7,042 $1.06M 0.46% +746 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,002 $1.05M 0.08% -177 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $1.05M 0.33% 0 13F-HR Timeline PMC FIG Opportunities LLC More: the full row for PMC FIG Opportunities LLC 6,000 $1.05M 2.57% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,992 $1.05M 0.19% -27 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,987 $1.05M 0.48% +332 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 5,934 $1.04M 0.01% +131 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,914 $1.04M 0.07% -96 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,863 $1.03M 0.04% -390 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 5,862 $1.03M 0.08% -1,020 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,858 $1.02M 0.01% +25 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,810 $1.02M 1.09% +5,040 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,791 $1.02M 0.52% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,771 $1.01M 0.09% +1 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 5,763 $1.01M 0.01% +198 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,758 $1.01M 0.14% +1,322 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,737 $1.01M 0.09% +3,293 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,730 $1.01M 0.04% -105 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,717 $1M 0.03% -10 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,694 $1M 0.04% -5,500 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,659 $994K <0.01% +3,741 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,650 $993K 0.06% +35 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,649 $993K 0.08% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,641 $991K 0.35% +33 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,555 $976K 0.02% +650 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,459 $962K 0.43% +107 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,470 $961K 0.25% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,463 $960K 0.09% -432 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,459 $960K 0.36% -723 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,441 $956K 0.11% -106 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,397 $949K 0.8% -339 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,215 $945K 1% -763 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,373 $944K 0.05% -2,904 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,135 $942K 0.02% +543 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,350 $940K 0.02% +150 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 5,345 $939K 0.86% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,294 $931K 0.05% +304 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,283 $929K 0.27% +41 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,274 $927K 0.01% +226 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,268 $926K 0.21% -318 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,239 $921K 0.02% +167 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 5,236 $920K 0.14% -846 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,206 $915K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,199 $914K 0.2% +49 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,195 $913K <0.01% -148,606 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,178 $910K 0.35% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,169 $909K 0.06% +94 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,648 $908K 0.35% -295 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,148 $905K 0.04% -360 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,126 $901K 0.07% +586 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,120 $900K 0.41% +2,315 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 5,104 $897K 0.58% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,100 $896K 0.17% 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,098 $896K 0.42% +39 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,091 $895K 0.02% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,078 $893K 0.31% -100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,063 $890K 0.08% +5,059 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 5,059 $889K 0.28% -24 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,057 $889K 0.15% +867 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,042 $886K 0.23% +33 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $879K 0.18% new 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 4,992 $877K 0.37% -7,463 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,986 $876K 0.23% -2,935 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,950 $870K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,928 $866K 0.08% +547 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,915 $864K 0.31% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,912 $864K 0.03% +248 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,900 $861K 0.1% +1,800 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,886 $859K 0.06% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,883 $858K 0.03% +638 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,881 $858K 0.05% -23 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,870 $856K 0.01% -1,076 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,869 $856K 0.24% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,862 $855K 0.06% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,833 $849K 0.1% +3,425 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,830 $849K 0.03% +149 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,825 $848K 0.07% -418 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,825 $848K 0.29% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,825 $848K 0.27% +13 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,817 $847K 0.21% +1,125 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,808 $845K 0.04% -93 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,791 $842K 0.27% +11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,769 $838K 0.12% +156 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,755 $836K 0.01% +134 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,746 $834K 0.06% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,726 $831K 0.04% -626 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,725 $831K 0.06% -223 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,721 $830K 0.05% +112 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,683 $823K 0.15% +599 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,680 $823K 0.25% +36 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,674 $822K 0.07% -224 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,671 $821K 0.1% -91 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 4,672 $821K 0.45% +22 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,655 $818K 0.08% new 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,648 $817K 0.07% +182 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,644 $816K 0.14% +118 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,638 $815K 0.41% +414 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,634 $815K 0.03% +746 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,632 $814K 0.26% +2 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,631 $814K 0.16% -120 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,625 $813K 0.02% +1,225 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,450 $812K 0.02% +40 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,615 $811K 0.09% new 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,600 $809K 0.02% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,595 $808K 0.06% +16 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,586 $806K 0.1% -15 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,582 $805K 0.07% -133 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,562 $802K 0.19% +5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,546 $799K 0.06% 0 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 4,524 $795K 0.3% +99 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,494 $790K 0.03% +301 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 4,470 $786K 0.37% +3,050 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,469 $785K 0.03% +428 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,424 $778K 0.14% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,424 $778K 0.09% +524 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,402 $774K 0.25% +140 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,392 $771K 0.07% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,375 $769K 0.34% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,359 $766K 0.07% +200 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,977 $763K 0.14% +2,852 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,315 $758K 0.1% +384 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,312 $758K 0.02% -235 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,310 $758K 0.09% +2,251 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,302 $756K 0.13% -6 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,291 $754K 0.06% +396 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,247 $746K 0.02% +42 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,235 $744K 0.02% +46 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,230 $744K 0.08% +25 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,226 $743K 0.14% +396 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,216 $741K 0.11% -15 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,216 $741K 0.05% +2,011 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,206 $739K 0.11% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,194 $737K 0.19% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,192 $737K 0.56% +515 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,190 $736K 0.2% -68 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,185 $736K 0.07% -62 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,183 $735K 0.07% -379 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,204 $734K 0.05% +2,495 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,290 $732K 0.07% +1,540 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,111 $723K 0.05% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,106 $722K 0.26% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,105 $722K 0.2% +1 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,098 $720K 0.07% +26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,718 $717K 0.04% -93 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,078 $717K 0.08% -586 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,074 $716K 0.05% +760 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,073 $716K 0.13% -11 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,057 $713K 0.51% +18 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,034 $709K 0.18% +3,809 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,026 $708K 0.1% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,023 $707K 0.71% +111 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,012 $705K 0.05% +1,214 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,000 $703K 0.09% +2,000 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,996 $702K <0.01% +259 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,991 $701K 0.01% -19 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,975 $699K 0.04% +693 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,963 $697K 0.02% +976 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,900 $686K 0.06% -79,100 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,920 $685K 0.11% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,881 $682K 0.1% -18 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,876 $681K 0.43% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,862 $679K 0.04% -119 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,855 $678K 0.31% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,841 $675K 0.25% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,839 $675K 0.06% -3,937 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,835 $674K 0.02% -49 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,820 $671K 0.05% -68 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,816 $671K 0.02% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,802 $668K 0.13% +125 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,772 $663K 0.36% +3,121 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,762 $661K 0.47% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,756 $660K 0.16% -131 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,754 $660K 0.16% -124 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,747 $659K 0.06% -424 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,742 $658K 0.12% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,733 $656K 0.35% -656 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,731 $656K 0.09% -280 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,735 $656K 0.01% +3 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,721 $654K 0.53% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,710 $652K 0.1% -992 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,704 $651K 0.13% -100 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,704 $651K 0.31% +14 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,702 $651K 0.05% -1,194 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,696 $650K 0.01% -57 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,666 $644K 0.15% +66 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,652 $642K 0.01% -315 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,648 $641K 0.23% -184 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,635 $639K 0.13% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,627 $638K 0.01% +1,037 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,624 $637K 0.39% +1,626 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,620 $636K 0.45% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,612 $635K 0.36% new 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,611 $635K 0.18% +2,482 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,582 $630K 0.02% -31 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,580 $629K 0.51% +182 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,564 $626K 0.17% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,559 $626K 0.06% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,557 $625K 0.54% +95 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,550 $624K 0.09% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,846 $624K 0.26% 0 13F-HR Timeline