Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,844 $357K 0.09% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,820 $355K 0.1% -1,375 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,688 $355K 0.06% -409 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,809 $354K 0.01% new 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,806 $354K 0.09% +631 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,801 $354K 0.01% +1,766 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for AIFG Consultants Ltd. 4,581 $338K 0.58% -9 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,578 $337K 0.04% -1,096 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,509 $332K 0.01% -4,816 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,504 $332K 0.02% +515 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,479 $330K 0.17% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,468 $329K 0.01% new 13F-HR/A Timeline Group Family Capital Management, Inc. 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More: the full row for Atlas Brown,Inc. 3,842 $283K 0.08% -15 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,266 $283K 0.2% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,831 $282K 0.1% -38 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,872 $281K 0.05% +983 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,797 $280K 0.05% +15 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,793 $280K 0.02% -301 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,790 $279K 0.01% -481 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,774 $278K 0.01% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,763 $277K 0.02% +12 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for VeraBank, N.A. 3,606 $266K 0.05% -51 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,594 $265K 0.06% -9,413 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,589 $264K 0.04% -100 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,563 $263K 0.01% -10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,542 $261K 0.04% -825 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,101 $260K 0.12% -29 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,524 $260K 0.05% -8 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,477 $258K 0.02% -16 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,500 $258K 0.08% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,499 $258K 0.12% +3 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,499 $258K 0.02% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,377 $257K 0.1% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,475 $256K 0.03% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,471 $256K 0.08% -252 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,470 $256K 0.23% -278 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,450 $254K 0.02% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 3,450 $254K 0.11% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,431 $253K 0.03% -333 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,409 $251K 0.13% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,407 $251K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for Walsky Investment Management, Inc. 3,320 $245K 0.25% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,102 $244K 0.01% +72 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,312 $244K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,301 $243K 0.03% +1,398 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,298 $243K 0.11% -33 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,294 $243K 0.07% -236 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,288 $242K 0.02% -480 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,285 $242K 0.01% +89 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,281 $242K 0.02% +527 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,275 $241K 0.07% +90 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,271 $241K 0.11% -75 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,252 $240K 0.09% +5 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,224 $238K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,222 $237K 0.02% -189 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,217 $237K 0.15% -61 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,231 $237K 0.02% +141 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,194 $235K 0.02% -191 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,190 $235K 0.09% -14 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,168 $233K 0.01% -1,391 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,168 $233K 0.02% -50 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,166 $233K 0.22% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,160 $233K 0.02% -404 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,160 $233K 0.09% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,604 $233K 0.05% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,154 $232K 0.01% -1,606 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,149 $232K 0.05% -65 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,149 $232K 0.03% +273 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,125 $230K 0.08% -60 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,117 $230K <0.01% +16 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,114 $229K 0.02% +590 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,108 $229K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,105 $229K 0.01% -47 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,105 $229K 0.03% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,100 $228K 0.02% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,086 $227K 0.06% +67 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,081 $227K 0.04% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,079 $227K <0.01% -4,607 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,062 $226K 0.07% 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,042 $225K 0.03% +41 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,054 $225K 0.01% -30 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,050 $225K 0.16% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,033 $224K 0.05% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,029 $223K 0.04% +59 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,029 $223K 0.04% -1,820 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,025 $223K 0.15% 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,025 $223K 0.05% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,015 $222K 0.01% -147 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,006 $222K 0.01% -1,162 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,000 $221K 0.01% -985 13F-HR Timeline Mraz, Amerine & Associates, Inc. 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