Hemington Wealth Management More: the full row for Hemington Wealth Management 1,904 $292K 0.07% -284 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,900 $292K 0.05% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,899 $292K 0.06% +31 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,898 $292K 0.02% +87 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,897 $291K 0.08% +229 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,887 $290K 0.11% +6 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,886 $290K 0.09% -692 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,886 $290K 0.05% +108 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,885 $290K 0.12% -24 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,883 $289K 0.01% +150 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,880 $289K 0.14% -70 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,879 $289K 0.02% +35 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,879 $289K 0.26% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,878 $289K 0.11% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,875 $288K 0.02% -508 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,875 $288K 0.1% -225 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,868 $287K 0.02% +236 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,866 $287K 0.05% +166 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,862 $286K 0.18% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,856 $285K 0.34% -100 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 1,853 $285K 0.09% +30 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,853 $285K 0.15% +636 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,851 $284K 0.04% +78 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,850 $284K 0.11% new 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 1,847 $284K 0.32% 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,846 $284K 0.1% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,838 $282K 0.07% +11 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,836 $282K 0.04% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,832 $281K 0.04% -226 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,831 $281K 0.03% -761 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,826 $281K 0.08% +7 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 1,825 $280K 0.07% -150 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,822 $280K 0.04% -3,284 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,821 $280K 0.07% -3 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,814 $279K 0.04% -7,228 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,797 $276K 0.08% -163 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,793 $275K 0.05% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,791 $275K 0.08% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,790 $275K 0.09% +20 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,789 $275K 0.07% +8 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,604 $275K 0.09% +5 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,785 $274K 0.1% +615 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,785 $274K 0.2% +5 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,784 $274K 0.05% -173 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,777 $273K 0.03% -81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,776 $273K 0.02% +540 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,772 $272K 0.08% -14 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,770 $272K 0.04% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,766 $271K 0.16% -23 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,760 $270K 0.02% +196 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,757 $270K 0.25% 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,757 $270K 0.11% +33 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,755 $270K 0.02% +277 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,752 $269K 0.07% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 1,751 $269K 0.17% -55 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,751 $269K 0.15% -108 13F-HR Timeline Group X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,740 $268K 0.11% +1 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,742 $268K 0.02% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,741 $267K 0.02% +34 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,741 $267K 0.02% +72 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,736 $267K 0.09% +768 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,734 $266K 0.04% +28 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,733 $266K <0.01% -53 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,733 $266K 0.08% +173 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,731 $266K 0.03% +12 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,718 $264K 0.13% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,718 $264K 0.05% -149 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,717 $264K <0.01% +59 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,653 $264K 0.09% +67 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,715 $263K 0.21% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,713 $263K 0.06% +616 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,712 $263K 0.12% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,710 $263K 0.13% -19 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,708 $262K 0.04% -206 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,705 $262K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,700 $261K 0.06% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,700 $261K 0.05% +130 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,700 $261K 0.1% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 1,697 $261K 0.05% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,698 $261K 0.14% -348 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,697 $261K 0.12% +120 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,696 $261K 0.07% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,695 $260K 0.15% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,681 $258K 0.15% -164 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,680 $258K 0.02% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,679 $258K 0.01% -1,270 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,679 $258K 0.07% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,677 $258K 0.06% +51 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,674 $257K 0.05% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,670 $257K 0.2% +3 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,670 $256K 0.02% -255 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,668 $256K 0.02% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,667 $256K 0.05% +36 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,664 $256K 0.02% -115 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,655 $254K 0.14% -97 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,653 $254K 0.06% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,650 $254K 0.01% +324 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,650 $253K 0.03% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,649 $253K 0.04% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,644 $253K 0.18% -134 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,632 $251K 0.21% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,630 $250K 0.23% +82 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,629 $250K <0.01% -229 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,628 $250K 0.04% +17 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,627 $250K 0.25% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,627 $250K 0.02% -46 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,624 $250K 0.22% -73 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,622 $249K 0.11% -108 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,621 $249K 0.03% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,618 $249K 0.18% -263 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,620 $249K 0.13% +7 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,620 $249K <0.01% -2,187 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,618 $249K 0.09% 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,615 $248K 0.08% +9 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,604 $246K 0.08% -2,733 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 1,400 $246K 0.18% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,600 $246K 0.03% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 1,600 $246K 0.11% -52 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,600 $246K 0.2% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,596 $245K 0.05% +87 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,594 $245K 0.14% -67 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,594 $245K 0.05% +3 13F-HR/A Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,590 $244K 0.12% -8 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,587 $244K 0.2% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,586 $244K 0.09% -125 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,586 $244K 0.02% -190 13F-HR/A Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,578 $242K 0.18% 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,577 $242K 0.03% -148 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,574 $242K 0.16% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,572 $241K 0.13% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,570 $241K 0.04% +148 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,570 $241K 0.15% -212 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,559 $241K 0.03% +138 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,535 $241K 0.1% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,564 $240K 1.14% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,564 $240K 0.07% -101 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,562 $240K 0.05% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,561 $240K 0.09% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,560 $240K 0.02% +1 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,552 $238K 0.08% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,551 $238K 0.21% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,550 $238K 0.14% +300 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,549 $238K 0.19% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,543 $237K 0.23% +3 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,540 $237K 0.05% -104 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,540 $237K 0.22% 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,539 $236K 0.11% +1 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,536 $236K 0.1% -23 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,534 $236K 0.03% +55 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,533 $235K 0.11% +16 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,530 $235K 0.02% -715 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,533 $235K 0.13% -15,641 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,526 $234K 0.16% 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,519 $233K 0.17% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,518 $233K 0.11% -1,000 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,515 $233K 0.19% 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,514 $233K 0.02% -100 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,513 $232K 0.25% -90 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,509 $232K 0.05% -23 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,506 $231K 0.04% -78 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,504 $231K 0.01% -815 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,504 $231K new Timeline GERBER, LLC More: the full row for GERBER, LLC 1,503 $231K 0.17% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,500 $230K 0.06% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,498 $230K 0.03% +2 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,498 $230K 0.06% +156 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,496 $230K 0.11% +38 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,493 $229K 0.05% 0 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,490 $229K 0.05% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,489 $229K 0.07% -103 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,488 $229K 0.02% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,486 $228K 0.01% +90 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,485 $228K 0.07% +46 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,476 $227K 0.23% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,475 $227K 0.05% new 13F-HR/A Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,473 $226K 0.18% -145 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,465 $225K 0.22% 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,463 $225K 0.03% +26 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,461 $225K 0.14% +89 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,460 $224K 0.14% 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,459 $224K 0.01% 0 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,458 $224K 0.18% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,458 $224K 0.18% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,457 $224K 0.01% -10 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,456 $224K 0.16% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,455 $224K 0.22% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,450 $223K 0.08% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,450 $223K 0.11% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,448 $222K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,448 $222K 0.2% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,448 $222K 0.02% -41 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,438 $221K 0.04% -7 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,282 $221K 0.06% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,437 $221K 0.06% -762 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,433 $220K 0.06% +9 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,430 $220K 0.02% -300 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,430 $220K 0.08% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,427 $219K 0.04% +59 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,424 $219K 0.12% +3 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,421 $218K 0.19% 13F-HR Timeline