Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 822 $453K <0.01% new 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 820 $452K 0.11% -11 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 812 $452K 0.2% 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 818 $451K 0.29% +110 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 816 $451K 0.18% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 816 $450K 0.18% -4 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 816 $450K 0.32% +1 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 815 $450K 0.12% -2 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 813 $448K 0.1% -15 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 809 $446K 0.08% +235 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 805 $444K 0.05% +195 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 805 $444K 0.17% -13 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 804 $443K 0.16% +1 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 771 $443K 0.18% 0 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 800 $442K 0.31% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 800 $441K 0.1% +25 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 800 $441K 0.04% 0 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 799 $441K 0.08% +144 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 798 $440K 0.21% +352 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 796 $439K 0.04% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 795 $439K 0.1% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 795 $439K 0.06% +180 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 794 $438K 0.1% 0 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 806 $437K 0.23% +12 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 791 $436K 0.24% +22 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 767 $435K 0.16% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 788 $435K 0.22% -660 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 787 $434K 0.31% -43 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 787 $434K 0.19% +1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 786 $434K 0.03% -9 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 781 $431K 0.13% +78 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 781 $431K 0.04% +41 13F-HR/A Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 780 $431K 0.05% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 777 $429K <0.01% -10 13F-HR Timeline Group RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 776 $428K 0.18% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 776 $428K 0.27% +11 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 750 $428K 0.37% +291 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 775 $428K 0.3% +264 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 774 $427K 0.03% +45 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 774 $427K 0.2% +1 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 773 $426K 0.16% -438 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 772 $426K 0.33% +94 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 770 $425K 0.23% -4 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 769 $424K 0.08% +265 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 767 $423K 0.28% -75 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 761 $420K 0.09% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 760 $419K 0.02% 0 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 760 $419K 0.16% +2 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 757 $418K 0.09% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 756 $417K 0.11% -11,780 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 755 $416K 0.05% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 755 $416K 0.11% -29 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 753 $415K 0.27% +2 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 750 $414K 0.08% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 750 $414K 0.06% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 750 $414K 0.18% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 747 $413K 0.05% +717 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 743 $410K 0.01% +26 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 742 $409K 0.28% +1 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 740 $408K 0.01% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 738 $407K 0.17% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 708 $407K 0.19% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 737 $407K 0.17% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 736 $406K 0.04% +4 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 735 $406K 0.28% +2 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 734 $405K 0.2% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 735 $405K 0.18% -161 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 734 $405K 0.1% -1 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 733 $405K 0.26% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 731 $403K 0.18% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 731 $403K 0.18% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 728 $402K 0.3% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 727 $401K 0.11% +3 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 725 $400K 0.03% -62 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 723 $399K 0.02% -22 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 723 $399K <0.01% -556,998 13F-HR Timeline Group RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 720 $397K 0.15% +4 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 718 $396K 0.03% +139 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 717 $396K 0.22% +9 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 715 $394K 0.17% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 715 $394K 0.39% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 715 $394K 0.12% +57 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 715 $394K 0.11% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 715 $394K 0.31% -25 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 714 $394K 0.34% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 713 $393K <0.01% -854 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 710 $392K 0.28% +82 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 710 $392K 0.09% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 710 $392K 0.04% -35 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 710 $392K 0.37% -5 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 710 $392K 0.19% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 708 $391K 0.23% +1 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 708 $391K 0.27% +16 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 707 $390K 0.15% +180 13F-HR Timeline MOTCO More: the full row for MOTCO 689 $389K 0.04% -453 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 703 $388K 0.15% -5 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 703 $388K 0.1% -8 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 701 $387K 0.05% -100 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 700 $386K 0.09% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 700 $386K 0.26% 0 13F-HR Timeline Pinnacle Investment Management Ltd More: the full row for Pinnacle Investment Management Ltd 700 $386K 2.23% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 821 $385K 0.05% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 696 $384K 0.09% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 695 $383K 0.1% +166 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 693 $382K 0.24% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 692 $382K 0.07% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 691 $381K 0.21% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 690 $381K 0.08% -182 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 689 $380K 0.05% 0 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 688 $380K 0.06% 0 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 687 $379K 0.05% -24 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 686 $378K 0.14% 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 686 $378K 0.05% +157 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 683 $377K 0.3% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 681 $376K 0.12% +46 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 681 $375K 0.11% +33 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 799 $375K 0.27% -191 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 679 $374K 0.05% +120 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 658 $374K 0.07% -15 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 677 $374K 0.19% -14 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 677 $373K 0.09% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 676 $373K 0.25% -941 13F-HR/A Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 675 $372K 0.22% +100 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 674 $372K 0.05% +20 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 658 $371K 0.1% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 672 $371K 0.18% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 670 $370K 0.1% +130 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 669 $369K 0.04% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 669 $369K 0.11% -8 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 668 $369K 0.28% -103 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 668 $368K 0.23% +120 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 667 $368K 0.07% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 667 $368K 0.34% -23 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 630 $365K 0.25% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 662 $365K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 661 $365K 0.18% -15,291 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 629 $365K 0.06% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 661 $365K 0.12% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 660 $364K 0.36% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 655 $361K 0.05% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 659 $361K 0.07% +139 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 653 $360K 0.05% +185 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 651 $359K <0.01% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 632 $359K 0.09% +54 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 649 $358K 0.18% -37,261 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 649 $358K 0.22% +72 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 649 $358K 0.05% -597 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 648 $357K 0.07% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 648 $357K 0.29% +62 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 647 $357K 0.02% -92 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 646 $356K 0.07% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 642 $354K 0.22% +164 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 641 $354K 0.02% -115 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 638 $353K 0.12% +7 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 640 $353K 0.1% new 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 642 $351K 0.12% +33 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 637 $351K 0.05% +502 13F-HR/A Timeline Tufton Capital Management More: the full row for Tufton Capital Management 636 $351K 0.07% +144 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 636 $351K 0.23% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 634 $350K 0.27% +10 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 633 $349K 0.35% -54 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 631 $348K 0.29% -175 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 628 $347K 0.14% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 627 $346K 0.15% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 627 $346K 0.21% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 626 $345K 0.06% +115 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 626 $345K 0.19% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 625 $345K 0.03% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 624 $344K 0.02% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 624 $344K 0.03% +113 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 623 $344K 0.17% -64,466 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 618 $341K 0.13% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 615 $339K 0.04% +100 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 615 $339K 0.05% -25 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 615 $339K 0.18% -69 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 615 $339K 0.2% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 613 $338K 0.02% -10 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 611 $337K 0.07% -1 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 606 $334K 0.06% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 606 $334K 0.12% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 606 $334K 0.24% +90 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 600 $334K 0.03% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 605 $334K 0.04% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 603 $333K 0.17% +43 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 603 $333K 0.17% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 602 $332K 0.13% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 601 $332K 0.12% +153 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 601 $332K 0.07% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 583 $331K 0.09% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 600 $331K 0.16% +15 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 600 $331K 0.42% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 600 $331K 0.14% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 599 $330K 0.12% new 13F-HR/A Timeline Tevis Investment Management More: the full row for Tevis Investment Management 598 $330K 0.21% +3 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 597 $329K 0.26% new 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 595 $328K 0.05% +5 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 595 $328K 0.21% +32 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 594 $328K 0.1% -340 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 593 $327K 0.21% +142 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 593 $327K 0.26% new 13F-HR Timeline