Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,990 $115K 0.02% -10 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,989 $115K 0.07% +231 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,917 $113K 0.08% +3,231 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3,910 $113K 0.04% +284 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,897 $113K 0.1% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 3,833 $111K 0.05% +21 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,804 $110K 0.1% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,797 $109K 0.03% +9 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,746 $108K 0.02% -236 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,705 $107K 0.03% +21 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,665 $106K 0.01% +3,320 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,635 $105K 0.03% -20 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,616 $105K 0.02% -27 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,591 $104K 0.05% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,486 $101K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,473 $101K 0.05% +33 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,435 $99.4K 0.03% +235 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,348 $96.9K 0.04% +2,748 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,308 $95.7K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,210 $93K 0.01% -715 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,188 $92.3K 0.03% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,186 $92.2K 0.04% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,182 $92.1K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,177 $91.9K 0.05% +68 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,000 $86.8K 0.03% 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,972 $86K 0.03% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,964 $85.8K 0.08% +564 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,964 $85.8K 0.05% -64 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,960 $85.7K 0.02% +1,159 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,953 $85.5K 0.02% +993 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,904 $84K 0.04% +494 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,888 $84K <0.01% +726 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,835 $82K 0.13% -20 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,827 $81.8K 0.21% +22 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,799 $81K 0.04% +18 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 2,766 $80K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,734 $79.1K 0.03% -390 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,726 $78.9K 0.02% +116 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,635 $76.2K 0.02% +555 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,599 $75.2K 0.02% -380 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,734 $73.7K 0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,535 $73.4K 0.02% +25 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,496 $72.2K 0.02% -25 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,494 $72K 0.02% +44 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,450 $70.9K 0.03% -455 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,431 $70K 0.03% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,415 $69.9K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,411 $69.8K 0.06% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,372 $68.6K 0.02% +829 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,352 $68.1K 0.03% +2,221 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,292 $66.3K 0.02% -1,966 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,256 $65K 0.02% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,160 $62.5K 0.03% +397 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,157 $62.4K 0.02% +12 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,098 $60.7K 0.04% -1,276 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,074 $60K 0.03% +3 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,002 $57.9K 0.03% +4 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,000 $57.9K 0.04% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,960 $56.7K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,954 $56.5K 0.01% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 1,913 $55.4K 0.07% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,890 $54.7K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,880 $54.4K 0.04% -1,110 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,869 $54.1K 0.04% +442 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,867 $54K 0.05% +1,597 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,909 $53.6K 0.03% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,852 $53.6K 0.04% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,833 $53K 0.04% -200 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,820 $52.7K 0.01% -99 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,823 $52K 0.01% +776 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,796 $52K 0.01% +270 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,832 $51.4K 0.01% -683 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,775 $51.3K 0.03% +10 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,767 $51.1K 0.01% -1,162 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,758 $50.9K 0.02% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,730 $50.1K 0.03% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,745 $50K 0.03% +745 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,955 $49.6K 0.55% +2,123 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,676 $48.5K 0.05% +13 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,648 $47.7K 0.06% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 1,648 $47.7K 0.03% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,578 $45.7K 0.03% +450 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,568 $45.4K 0.04% -100 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,566 $45.3K 0.02% +1,473 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,557 $45.1K 0.02% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,557 $45.1K 0.01% +456 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,546 $44.7K 0.02% -86 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,541 $44.6K 0.01% +520 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,540 $44.6K 0.01% -1,262 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,528 $44.1K 0.02% -311 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,506 $44K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,482 $42.9K <0.01% +15 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,450 $42K 0.01% +519 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,447 $41.9K 0.01% -130 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,420 $41.1K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,372 $39.7K 0.02% +36 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,366 $39.5K 0.03% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,358 $39.3K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,354 $39.2K 0.01% +469 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,350 $39.1K 0.02% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 1,378 $39K 0.04% +14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,317 $38.1K <0.01% -2,078 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,300 $37.6K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,300 $37.6K 0.03% +1,078 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,255 $36.3K <0.01% +181 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,248 $36.1K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,248 $36.1K 0.02% +92 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,244 $36K 0.04% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,238 $35.8K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,238 $35.8K 0.01% +4 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,226 $35.5K 0.02% +3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,223 $35.4K 0.06% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,222 $35.4K 0.01% +349 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,211 $35K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,203 $34.8K 0.04% 0 13F-HR/A Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,202 $34.8K 0.02% -495 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,197 $34.6K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,144 $33.1K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,120 $32.4K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,118 $32.4K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,113 $32.2K 0.04% 0 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,112 $32.2K 0.03% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1,092 $31.6K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,092 $31.6K 0.02% -26 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,091 $31.6K 0.02% +11 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,090 $31.5K 0.03% -260 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,065 $31K 0.01% -118 13F-HR Timeline IMA Advisory Services, Inc. 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Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 722 $20.9K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 700 $20.3K 0.01% 0 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 700 $20K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 717 $19.5K 0.01% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 660 $19.1K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 646 $18.7K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 640 $18.5K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 637 $18.4K 0.01% +1 13F-HR Timeline Hillsdale Investment Management Inc. 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Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 450 $13K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 419 $12.1K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 425 $12K <0.01% 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 410 $11.9K 0.01% +120 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 410 $11.9K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 397 $11.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 391 $11.3K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. 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More: the full row for Decker Retirement Planning Inc. 298 $8.62K <0.01% -534 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 297 $8.6K 0.01% +42 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 300 $8.42K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 283 $8.19K <0.01% -1,030 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 269 $7.78K <0.01% +127 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 263 $7.59K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 262 $7.57K <0.01% +1 13F-HR Timeline