FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,134 $312K 0.19% -690 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,131 $311K 0.05% +171 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,130 $311K 0.08% -242 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,125 $310K 0.24% +102 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 2,125 $310K 0.14% +25 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,119 $309K 0.02% -3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,114 $309K 0.04% -756 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,114 $309K 0.06% -143 13F-HR/A Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,112 $308K 0.04% +50 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,111 $308K 0.05% -31 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 2,300 $307K 0.31% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,100 $307K 0.06% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,097 $306K 0.1% -4 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,097 $306K 0.05% +395 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,096 $306K 0.12% -12 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,094 $306K 0.17% +87 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,086 $305K 0.04% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,084 $304K 0.07% +260 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,080 $304K 0.12% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,075 $303K 0.04% 0 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,071 $303K 0.06% +274 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,069 $302K 0.07% +9 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,061 $301K 0.14% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,080 $300K 0.05% +21 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,049 $299K 0.24% +61 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,047 $299K 0.18% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,036 $297K 0.03% +70 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,245 $297K 0.18% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,019 $295K 0.13% -695 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,018 $295K 0.15% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,014 $294K 0.07% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,014 $294K 0.04% -1,331 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,870 $294K 0.24% 0 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 2,011 $294K 0.12% -54 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,008 $293K 0.08% +38 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,007 $293K 0.09% +70 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,008 $293K 0.06% -4 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,004 $293K 0.04% -520 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,001 $292K 0.03% +1 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,000 $292K 0.08% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,999 $292K 0.07% +169 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,996 $291K 0.07% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,993 $291K 0.09% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,990 $290K 0.05% -24 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,978 $289K 0.11% +36 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $288K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Granite Harbor Advisors, Inc. 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More: the full row for HTG Investment Advisors, Inc. 1,850 $270K 0.1% +4 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,770 $270K 0.06% -26 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,849 $270K 0.16% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,845 $269K 0.07% -811 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,844 $269K 0.19% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,841 $269K 0.19% -1,000 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,705 $268K 0.12% -391 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,858 $268K 0.14% -99 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,827 $267K 0.05% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,824 $266K 0.12% +220 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,813 $265K 0.04% +142 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,999 $265K 0.07% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,807 $264K 0.13% +19 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,807 $264K 0.18% -30 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,800 $263K 0.16% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,799 $263K 0.16% -137 13F-HR/A Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,797 $262K 0.17% +1 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,791 $261K 0.1% +2 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,788 $261K 0.03% +155 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,782 $260K 0.16% +49 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,776 $259K 0.02% +60 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,780 $259K 0.15% +2 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,775 $259K 0.05% 0 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,776 $259K 0.26% +100 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,770 $258K <0.01% new 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,767 $258K 0.21% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,765 $258K 0.01% new 13F-HR Timeline Pettee Investors, Inc. 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More: the full row for PATTON FUND MANAGEMENT, INC. 1,759 $257K 0.06% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,754 $256K 0.13% +96 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 1,749 $255K 0.04% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 1,753 $255K 0.08% +5 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,611 $255K 0.07% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,628 $254K 0.05% new 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,740 $254K 0.03% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,742 $254K 0.06% +15 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,627 $253K 0.03% +80 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,733 $253K 0.05% +8 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,726 $252K 0.1% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,725 $252K 0.03% +126 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,725 $252K 0.11% +166 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,720 $251K 0.02% +198 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,719 $251K 0.09% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,717 $251K 0.09% -749 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,715 $250K 0.21% +7 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,711 $250K 0.17% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,710 $250K 0.01% +107 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,709 $250K 0.1% -5 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,705 $249K 0.04% -92 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,704 $249K 0.1% +48 13F-HR Timeline MOTCO More: the full row for MOTCO 1,579 $249K 0.02% +91 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,704 $249K 0.05% +6 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,704 $249K 0.09% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,703 $249K 0.1% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,703 $249K 0.05% -117 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,596 $249K 0.06% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 1,700 $248K 0.08% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,698 $248K 0.13% +23 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,698 $248K 0.03% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,696 $248K 0.06% +10 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,694 $247K 0.08% +37 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,690 $247K 0.03% +20 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,711 $247K 0.14% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,689 $247K 0.2% +145 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,689 $247K 0.04% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,688 $246K 0.04% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,688 $246K 0.18% +2 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,682 $246K 0.06% -1,057 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,680 $245K 0.15% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,678 $245K 0.17% 0 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,677 $245K 0.08% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,672 $244K 0.2% -5 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,671 $244K 0.02% +2 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,670 $244K 0.2% -210 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,663 $243K 0.17% -246 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,662 $243K 0.03% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,658 $242K 0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,658 $242K 0.01% +1,005 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,655 $242K 0.06% 0 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 1,648 $241K 0.05% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,649 $241K 0.03% 0 13F-HR/A Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,644 $240K 0.11% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,643 $240K 0.02% +31 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,643 $240K 0.19% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,642 $240K 0.16% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,638 $239K 0.05% -2,030 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,640 $239K 0.03% -8 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,635 $239K 0.06% -35 13F-HR/A Timeline AVENIR CORP More: the full row for AVENIR CORP 1,634 $239K 0.02% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,630 $238K 0.02% -5 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,629 $238K 0.17% new 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,626 $237K 0.06% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,626 $237K 0.09% +1 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,625 $237K 0.18% -14 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,620 $237K 0.17% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,620 $237K 0.5% -52 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,615 $236K <0.01% 0 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,613 $236K 0.07% +10 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,613 $236K 0.19% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,612 $235K 0.02% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,611 $235K 0.08% -20 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,611 $235K 0.03% +61 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,609 $235K 0.13% +48 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,605 $234K 0.17% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,604 $234K 0.04% +8 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,602 $234K 0.04% -538 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,602 $234K 0.18% -90 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,599 $233K 0.17% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,612 $233K 0.08% +59 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,590 $232K 0.07% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,601 $232K 0.07% -127 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,587 $232K 0.05% -76 13F-HR Timeline