Washington Trust Bank More: the full row for Washington Trust Bank 1,233 $821K 0.06% -227 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 220,898 $818K 0.11% +220,003 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,224 $815K 0.34% +166 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 1,220 $815K 0.42% +436 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,215 $809K 0.94% +192 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,213 $808K 0.32% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,213 $808K 0.34% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,212 $807K 0.57% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,212 $807K 0.03% -19 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,210 $806K 0.21% +11 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,209 $805K 0.22% -3 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,207 $804K 0.2% +3 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,206 $803K 0.8% -2,590 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,204 $802K 0.18% +424 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,204 $802K 0.28% +212 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,204 $802K 0.66% +297 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 1,202 $801K 0.29% 0 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 1,200 $799K 2.02% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,194 $797K 0.39% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,197 $797K 0.09% -28 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,197 $797K 0.32% +3 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,195 $796K 0.28% -363 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,194 $795K 0.09% +568 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,192 $794K 0.33% -16 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,192 $794K 0.13% +105 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,192 $794K 0.19% -539 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,191 $793K 0.21% +30 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,190 $793K 0.23% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,189 $792K 0.27% +153 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,187 $791K 0.01% -1,494 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 1,185 $789K 0.64% +205 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,183 $788K 0.26% -169 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,182 $787K 0.16% -351 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,181 $787K 0.35% +150 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,181 $787K 0.1% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,178 $785K 0.35% -11 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,177 $784K 0.27% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,187 $784K 0.32% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 1,176 $783K 0.16% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,175 $783K 0.34% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,175 $783K 0.08% 0 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 1,171 $780K 0.07% +38 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,165 $776K 0.26% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,164 $775K 0.31% -20 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 2,500 $775K 0.37% new 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,163 $775K 0.3% -9,232 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,163 $775K 0.3% -97 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,161 $774K 0.36% +4 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,160 $773K 0.33% +89 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,160 $773K 0.66% -10 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,157 $771K 0.25% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,157 $771K 0.54% -18 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,154 $769K 0.53% +22 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,152 $768K 0.3% +805 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,150 $766K 0.51% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,144 $765K 0.14% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,147 $764K 0.2% +117 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,147 $764K 0.11% -1 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,146 $763K 0.32% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,142 $761K 0.24% -254 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,139 $759K 0.2% +266 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,136 $757K 0.22% -41 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,135 $756K 0.65% -115 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,131 $756K 0.5% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,134 $755K 0.34% +1 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,129 $752K 0.07% -20 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,128 $751K 0.16% -32 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,124 $751K 0.14% -53 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,127 $750K 0.22% -204 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 1,126 $750K 0.21% -8 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,124 $749K 0.36% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,124 $749K 0.29% -7 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 1,124 $749K 0.45% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,118 $745K 0.18% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 1,118 $745K 0.32% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,114 $742K 0.21% +4 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,114 $742K 0.05% +125 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,113 $741K 0.56% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,113 $741K 0.42% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,102 $740K 0.22% +7 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,110 $739K 0.47% -24 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,110 $739K 0.7% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,109 $739K 0.58% -21 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,109 $739K 0.5% +10 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,107 $738K 0.12% +2 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,103 $737K 0.13% new 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 1,106 $737K 0.32% +2 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,106 $736K 0.38% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,101 $732K 1.49% +9 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 1,099 $732K 0.68% +3 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,098 $732K 0.28% new 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,098 $731K 0.15% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,096 $730K 0.17% -19 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,095 $729K 0.5% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,091 $727K 0.1% +144 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,090 $726K 0.13% -750 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,084 $722K 0.18% -134 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,081 $720K 0.38% +1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,076 $717K 0.1% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,073 $715K 0.52% +3 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 1,071 $714K 0.37% +3 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,071 $714K 0.13% +7 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,068 $711K 0.27% new 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 1,066 $710K 0.64% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,065 $709K 0.23% -29 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,064 $709K 0.03% -9,857,240 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,063 $708K 0.21% -7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,062 $708K 0.06% +21 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,260 $705K 0.06% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,055 $703K 0.26% +18 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 1,054 $702K 0.16% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,053 $701K 0.23% +51 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,052 $701K 0.29% +7 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,051 $700K 0.17% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,050 $699K 0.45% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,050 $699K 0.27% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,048 $698K 0.14% +2 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,046 $697K 0.31% -10 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,045 $696K 0.25% -15 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,044 $695K 0.11% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,043 $695K 0.06% +10 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,040 $695K 0.12% -170 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,042 $694K 0.02% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,040 $693K 0.25% -10 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 1,039 $692K 0.68% +18 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,037 $691K 0.46% +56 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,036 $690K 0.44% +2 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,035 $689K 0.13% +82 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,034 $689K 0.21% +1 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,029 $686K 0.27% -381 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,028 $685K 0.45% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,027 $684K 0.12% +168 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,026 $684K 0.15% +154 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,025 $683K 0.23% -18 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 1,025 $683K 0.29% +1 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,024 $682K 0.7% -10 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,024 $682K 0.41% +1 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 1,021 $680K 0.31% -17 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,017 $678K 0.13% +6 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 1,016 $677K 0.07% +121 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,014 $676K 0.6% +34 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,010 $673K 0.17% +17 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,009 $672K 0.17% -19 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,009 $672K 0.27% +7 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,009 $672K <0.01% +569 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,007 $671K 0.18% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,005 $670K 0.14% +16 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,005 $669K 0.35% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,003 $668K 0.07% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,001 $667K 0.31% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,001 $667K 0.07% -100 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,000 $666K 0.15% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,000 $666K 0.58% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,000 $666K 0.24% +2 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,001 $666K 0.15% +253 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 999 $666K 0.21% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 998 $665K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 998 $665K 0.41% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 992 $661K 0.25% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 992 $661K 0.27% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 989 $660K 0.46% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 990 $660K 0.51% -8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 990 $660K 0.03% -90 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 990 $660K 0.02% -9 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 988 $658K 0.24% +284 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 988 $658K 0.16% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 988 $658K 0.09% +10 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 987 $658K 0.16% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 986 $657K 0.1% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 986 $657K 0.03% +344 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 985 $656K 0.13% +1 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 985 $656K 0.24% +63 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 983 $655K 0.41% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 983 $655K 0.08% -10 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 960 $655K 0.15% +6 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 981 $654K 0.06% -291 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 979 $652K 0.15% -70 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 979 $652K 0.45% +1 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 977 $651K 0.63% -241 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 976 $650K 0.08% +191 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 969 $646K 0.28% -5 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 968 $645K 0.28% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 966 $643K 0.29% +5 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 965 $643K 0.04% 0 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 965 $643K 0.25% +110 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 964 $642K 0.17% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 962 $641K 0.21% +95 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 960 $640K 0.32% +55 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 959 $639K 0.11% -607 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 959 $639K 0.2% +112 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 956 $638K 0.11% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 958 $638K 0.05% +411 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 955 $636K 0.37% +2 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 954 $636K 0.1% -8 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 953 $635K 0.14% -31 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 952 $634K 0.08% +10 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 950 $633K 0.16% -1,749 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 948 $632K 0.14% -164 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 949 $632K 0.31% +17 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 948 $631K 0.12% +2 13F-HR Timeline