Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,768 $259K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,768 $259K 0.02% +2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,752 $258K 0.07% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 10,682 $257K 0.05% -812 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,680 $257K 0.08% +2,459 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,657 $256K 0.05% +296 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 10,643 $256K 0.1% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,602 $255K 0.09% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,596 $255K 0.01% -1,376 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,591 $255K 0.01% +165 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,566 $254K 0.03% -342 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,558 $254K 0.05% -837 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,550 $254K 0.14% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 10,483 $252K 0.09% -1,291 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 10,471 $252K 0.13% +102 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,451 $251K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,399 $250K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,395 $250K 0.07% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,372 $249K 0.04% +1,446 13F-HR/A Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 10,362 $249K 0.18% 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 10,351 $249K 0.01% new 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 10,262 $247K 0.23% 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,261 $247K 0.06% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,254 $247K 0.02% -1,592 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,264 $246K 0.07% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,207 $245K 0.02% -457 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,206 $245K 0.01% -1,166 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 10,167 $244K 0.11% +265 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 10,153 $244K 0.29% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,150 $244K 0.04% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10,150 $244K 0.05% +9,752 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,143 $244K 0.2% +281 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,136 $244K 0.04% -527 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,115 $243K 0.03% -156 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 10,092 $243K 0.22% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 10,073 $242K 0.04% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 10,072 $242K 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,061 $242K 0.05% -8,733 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,036 $241K 0.01% +127 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,029 $241K 0.03% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 10,000 $240K 0.06% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,861 $237K 0.02% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,841 $237K 0.03% -2,197 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,763 $235K 0.01% -4,353 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,756 $235K 0.02% 0 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 9,736 $234K 0.05% +270 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,667 $232K 0.01% -681 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,634 $232K 0.08% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 9,606 $231K 0.01% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,593 $231K 0.11% -1 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 9,558 $230K 0.08% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,556 $230K 0.01% -730 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,490 $228K <0.01% -250 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,489 $228K 0.01% +2,625 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,722 $227K 0.01% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 9,382 $226K 0.01% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 9,332 $224K 0.04% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,329 $224K 0.03% +17 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,300 $224K 0.1% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,237 $222K 0.05% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,217 $222K 0.04% +98 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 9,207 $221K 0.12% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,146 $220K 0.02% +147 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,138 $220K 0.03% +32 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,121 $219K 0.12% -2,371 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 9,115 $219K 0.24% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,087 $218K 0.04% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,079 $218K 0.09% -11,425 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 9,033 $217K 0.09% 0 13F-HR/A Timeline Fortune Financial Group, Inc. 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L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,617 $207K 0.02% -239 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 8,491 $207K 0.03% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 8,604 $207K 0.04% new 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 8,593 $207K 0.14% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 8,590 $207K 0.21% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,567 $206K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,548 $205K 0.03% +46 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,547 $205K 0.03% +2,543 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,545 $205K 0.01% -52 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,542 $205K 0.02% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 8,539 $205K 0.14% new 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 8,522 $205K 0.1% 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,521 $205K 0.09% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,517 $205K 0.03% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 8,491 $204K 0.01% -5,344 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 8,482 $204K 0.08% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 8,464 $203K 0.05% new 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 8,459 $203K 0.19% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 8,456 $203K 0.19% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 8,412 $202K 0.06% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,409 $202K 0.05% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 8,404 $202K 0.1% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,397 $202K 0.02% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 8,387 $202K 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,625 $201K 0.06% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,353 $201K 0.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,340 $200K 0.03% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 8,340 $200K 0.08% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,335 $200K 0.06% -425 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 8,330 $200K 0.06% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 8,304 $200K 0.06% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7,742 $186K 0.02% +3,507 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7,670 $184K 0.09% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,604 $183K <0.01% -3,589 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,084 $170K 0.01% 0 13F-HR Timeline Group Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 7,076 $170K 0.02% +66 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 6,858 $165K 0.08% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,717 $161K 0.02% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,660 $160K 0.05% +101 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,532 $157K 0.04% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,405 $154K 0.08% +3 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 6,202 $149K 0.11% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6,169 $148K 0.15% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,120 $147K 0.21% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,052 $145K +10 Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,922 $142K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,746 $138K 0.01% -539 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 5,707 $138K 0.01% +325 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,704 $137K 0.01% +1,158 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,441 $131K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 5,364 $129K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,296 $127K 0.04% +30 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,048 $127K 0.01% -13,156 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 5,249 $126K 0.03% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,236 $126K 0.02% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,161 $124K 0.02% -420 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,129 $123K 0.01% +2,827 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,867 $117K 0.02% +1,097 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 4,804 $115K 0.06% -261 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,799 $115K 0.02% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,751 $114K 0.02% +80 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,750 $114K 0.09% +132 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,662 $112K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,472 $111K <0.01% +4,400 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,587 $110K 0.01% +2,076 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,579 $110K 0.04% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,299 $103K 0.02% +4,090 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,298 $103K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,245 $102K 0.01% +1,449 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4,221 $101K 0.08% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,147 $99.7K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,109 $99K <0.01% +606 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,116 $98.9K 0.01% +2,087 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 4,098 $98.5K 0.03% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,056 $97.5K 0.06% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 95,750 $95.8K 0.07% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,920 $94K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,812 $91.6K 0.08% -40 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,806 $91.5K 0.03% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,778 $90.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,769 $90.6K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,747 $90.1K 0.01% +588 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,741 $89.9K 0.03% +1,493 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,691 $88.7K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,676 $88K 0.03% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,624 $87.1K 0.04% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,596 $86.4K 0.03% -905 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,531 $84.9K 0.01% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,527 $84.8K 0.07% +235 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,514 $84.5K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3,512 $84.4K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,466 $83.3K 0.01% 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,438 $82.7K 0.04% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,178 $76.4K 0.04% +295 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 3,127 $75.2K 0.03% +1,361 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,057 $73K <0.01% -673 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,029 $72.8K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,100 $72.2K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,922 $70.2K 0.01% -2,922 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,839 $68.3K 0.04% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,830 $68K 0.04% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,771 $66.6K 0.02% -134 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,706 $65.1K 0.02% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,704 $65K 0.03% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,640 $63.5K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,584 $62.1K 0.02% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,564 $61.6K 0.06% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,443 $58.7K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,440 $58.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,422 $58.2K 0.03% -8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,308 $55.5K 0.01% +5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,194 $52.7K <0.01% +294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,192 $52.7K 0.02% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,186 $52.6K <0.01% new 13F-HR Timeline