FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,404 $438K 0.03% +1,704 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,397 $437K 0.02% +551 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,394 $437K 0.09% -233 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,390 $437K 0.22% -5 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,391 $437K 0.03% -422 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,384 $436K 0.28% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,380 $435K 0.04% +350 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,377 $435K 0.25% +15 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,371 $434K 0.27% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,370 $434K 0.08% -485 13F-HR/A Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,365 $433K 0.02% +142 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,361 $433K 0.08% +339 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,348 $431K 0.13% -2,267 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,345 $431K 0.05% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,341 $430K 0.05% +394 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,340 $430K 0.07% +300 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,333 $429K 0.25% +59 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,333 $429K 0.01% +185 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,324 $428K 0.03% -668 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,324 $428K 0.1% -38 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,323 $428K 0.27% -10 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,212 $427K 0.14% +26 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,312 $427K 0.12% +212 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,354 $426K 0.06% +338 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,306 $426K 0.05% -88 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,298 $425K 0.14% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,291 $424K 0.18% +696 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,287 $423K 0.31% -190 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,279 $422K 0.01% +689 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,276 $422K 0.2% +3 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,274 $422K 0.05% +21 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,269 $421K 0.13% +24 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,264 $420K 0.2% +291 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,258 $420K 0.08% -117 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,252 $419K 0.08% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,248 $418K 0.09% -100 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,249 $418K 0.01% -1,595 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,246 $418K 0.22% +21 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,242 $418K 0.09% -1,290 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,238 $417K 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,229 $416K 0.02% -1,706 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,224 $415K 0.16% -97 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,221 $415K 0.16% -187 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,215 $414K 0.08% -71 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,213 $414K 0.01% +500 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,212 $414K 0.05% -562 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,248 $413K 0.09% +851 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,203 $412K 0.01% -723 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,587 $412K 0.1% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,200 $412K 0.03% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,198 $412K 0.12% -816 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,197 $412K 0.05% -91 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,232 $411K 0.05% -867 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,189 $411K 0.21% +76 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,189 $411K 0.14% +7 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,189 $411K 0.02% +419 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,187 $411K 0.09% -43 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,184 $410K 0.08% +10 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,181 $410K 0.01% -2,122 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,172 $408K 0.19% -170 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,171 $408K 0.15% +584 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 3,161 $407K 0.42% +421 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,161 $407K 0.07% -3,189 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,147 $405K 0.04% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,146 $405K 0.02% -46 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,136 $404K 0.03% -185 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,134 $404K 0.04% -325 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,127 $403K 0.23% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,126 $403K 0.12% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,123 $402K 0.01% -3 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,119 $402K 0.08% -559 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,118 $402K 0.06% -741 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,341 $400K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,107 $400K 0.02% -237 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,105 $400K 0.06% +249 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,104 $400K 0.11% +2 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,101 $399K 0.1% +2,900 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,098 $399K 0.01% +1,519 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,091 $398K 0.1% +204 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,088 $398K 0.14% +91 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,089 $397K 0.38% new 13F-HR Timeline American Trust More: the full row for American Trust 3,080 $397K 0.04% -50 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,059 $394K 0.48% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,057 $394K 0.31% +74 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,056 $394K 0.25% -5,315 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,054 $393K 0.17% +156 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,054 $393K 0.02% -262 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,051 $393K 0.03% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,047 $392K 0.01% +45 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 3,045 $392K 0.05% -954 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,042 $392K 0.08% -108 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,032 $390K 0.06% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,029 $390K 0.19% +517 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,028 $390K 0.11% -10 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,026 $390K 0.16% +320 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,023 $389K 0.1% -23 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,020 $389K 0.09% 0 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,015 $388K 0.03% -9,003 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,010 $388K <0.01% -10 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,010 $388K 0.02% -529 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,007 $387K 0.26% +3 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $386K 0.03% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,996 $386K 0.07% -35 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,993 $385K 0.23% -861 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,989 $385K 0.09% +191 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,989 $385K 0.07% -337 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,988 $385K 0.05% +45 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,978 $384K 0.03% +194 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,971 $383K <0.01% -976 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,971 $383K 0.24% +5 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,962 $381K 0.21% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,951 $380K 0.24% +117 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,949 $380K 0.05% -79 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 2,943 $379K 0.18% +2,777 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,942 $379K 0.11% -174 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,934 $378K 0.18% +120 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,929 $377K 0.01% -808 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,930 $377K 0.03% -8,976 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,918 $376K 0.17% -87 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,914 $375K 0.06% -195 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,944 $375K 0.24% -265 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,902 $374K 0.02% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,900 $373K 0.34% +2,700 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,894 $373K 0.08% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,883 $371K 0.27% -60 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,882 $371K 0.13% -73 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,862 $368K <0.01% -740 13F-HR Timeline Group Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 2,857 $368K 0.23% -406 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,855 $368K 0.05% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,852 $367K 0.02% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,852 $367K 0.13% -875 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,845 $366K 0.31% +1,199 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,842 $366K 0.09% +262 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,840 $366K 0.32% new 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,835 $365K 0.36% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,827 $364K 0.14% -116 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,828 $364K 0.06% -453 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 2,826 $364K 0.4% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,822 $363K 0.06% -40 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,817 $363K 0.37% +1 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,815 $363K 0.55% +94 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,813 $362K 0.05% -493 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,800 $361K 0.05% -5 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,799 $360K 0.11% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,800 $360K 0.16% +2,400 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,791 $359K 0.13% +364 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,794 $359K 0.11% +2 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,779 $358K 0.05% -292 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,778 $358K 0.26% +1,436 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,773 $357K 0.07% +20 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,758 $355K 0.02% +496 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,753 $355K 0.06% +11 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,750 $354K 0.26% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,745 $354K 0.3% -6 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,745 $353K 0.09% +1,619 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,735 $352K 0.03% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,729 $351K 0.02% +558 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,725 $351K 0.11% +35 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,724 $351K 0.04% +23 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,722 $351K 0.13% -193 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,721 $350K 0.14% +79 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,715 $350K <0.01% +65 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,714 $350K 0.07% -69 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,700 $348K 0.04% -20 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,690 $346K 0.01% +1,265 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,686 $346K 0.21% +832 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,683 $346K 0.04% +790 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,680 $345K 0.23% -269 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,672 $344K 0.06% -42 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,671 $344K 0.11% -28 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,670 $344K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,650 $341K 0.03% 0 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 2,648 $341K 0.18% -332 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,435 $341K 0.26% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,646 $341K 0.08% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,639 $341K 0.07% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,636 $339K 0.08% -105 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,634 $339K 0.1% -264 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,625 $338K 0.29% -28 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,605 $335K 0.06% +1,275 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,601 $335K 0.13% 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,596 $334K 0.09% +274 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,588 $333K 0.24% +100 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,582 $333K 0.3% +168 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,582 $333K 0.19% +74 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,568 $331K 0.22% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,549 $328K 0.05% +155 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,545 $328K 0.01% +3 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,540 $327K 0.1% -75 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,539 $327K 0.07% -11 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,539 $327K 0.06% -11 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,536 $327K 0.05% +35 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,535 $326K 0.02% -1,028 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,534 $326K 0.02% -470 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,534 $326K 0.24% -770 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,532 $326K 0.02% -370 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,529 $326K 0.14% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,528 $326K 0.11% +556 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,525 $325K 0.15% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,522 $325K 0.01% 0 13F-HR Timeline