Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,514 $314K 0.19% -1,330 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,509 $313K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,506 $313K 0.03% +3 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,503 $312K 0.05% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,501 $312K 0.07% +11 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,445 $311K 0.04% +3 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,500 $311K 0.03% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,500 $311K 0.07% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,499 $311K 0.07% -1 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,497 $311K 0.12% -385 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,495 $310K 0.04% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,481 $307K 0.04% +29 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,480 $307K 0.09% +5 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,477 $307K 0.02% +11 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,474 $306K 0.23% -65 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,470 $305K 0.22% -125 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,468 $305K 0.06% -250 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,465 $304K 0.12% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,463 $304K 0.02% +479 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,460 $303K 0.18% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,457 $303K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,454 $302K 0.05% -710 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,453 $302K 0.03% -12 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,452 $301K 0.07% -200 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,661 $301K 0.05% +65 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,447 $300K 0.01% -290 13F-HR Timeline Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 1,617 $300K 0.3% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,446 $300K 0.05% -610 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,423 $299K 0.04% -10,900 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,581 $299K 0.08% +151 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,441 $299K <0.01% -135 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,440 $299K 0.02% -12 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,438 $299K 0.11% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,436 $298K 0.07% +16 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,429 $297K 0.11% -88 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,428 $296K 0.05% +8 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,426 $296K 0.11% -44 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,417 $294K 0.37% +203 13F-HR/A Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,415 $294K 0.14% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,416 $294K 0.03% -34 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,413 $293K 0.14% +240 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,405 $292K 0.01% -763 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,403 $291K 0.08% +38 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,400 $291K 0.22% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,400 $291K 0.07% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,400 $291K 0.07% -193 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,399 $290K 0.27% +13 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,397 $290K 0.06% -34 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,395 $290K 0.03% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,315 $289K 0.12% +14 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,391 $289K 0.01% -3 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,389 $288K 0.17% +93 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,389 $288K 0.18% +137 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,388 $288K 0.11% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,387 $288K 0.08% -145 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,387 $288K 0.04% +463 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,387 $288K 0.17% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,386 $288K 0.07% -229 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,380 $287K 0.05% -29 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,378 $286K 0.23% +235 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,377 $286K 0.02% -336 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,375 $285K 0.12% -486 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,373 $285K <0.01% -16 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,369 $284K 0.04% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,364 $283K 0.06% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,362 $283K 0.03% -325 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,358 $282K 0.08% +35 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,354 $281K 0.03% +4 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,354 $281K <0.01% -1,601 13F-HR/A Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,352 $281K 0.06% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,352 $281K 0.07% +145 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,351 $280K 0.07% +15 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,350 $280K 0.03% -29 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,367 $280K 0.03% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,350 $280K 0.08% -150 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,350 $280K 0.21% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,344 $279K 0.08% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,340 $278K 0.26% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,339 $278K 0.03% -358 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,336 $277K 0.01% -15 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,333 $277K 0.03% -66 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,333 $277K 0.03% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,332 $277K 0.19% -15 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,331 $276K 0.09% -47 13F-HR/A Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,324 $275K 0.03% -155 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,322 $274K 0.04% -635 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,320 $274K 0.14% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,316 $273K 0.06% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,316 $273K 0.17% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,315 $273K 0.08% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,318 $273K 0.04% -27 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,314 $273K 0.06% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,313 $273K 0.03% -76 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,308 $272K 0.14% -489 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,297 $271K 0.02% new 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 1,304 $271K 0.08% -9 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,304 $271K 0.17% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,301 $270K 0.1% -23 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,300 $270K <0.01% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,299 $270K 0.02% +67 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,292 $268K 0.09% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,291 $268K 0.07% +58 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,288 $267K 0.13% +8 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,286 $267K 0.02% +1 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,286 $267K 0.09% +131 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,282 $266K 0.03% +17 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,280 $266K 0.05% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,279 $266K 0.2% -78 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,276 $265K 0.03% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,274 $265K 0.06% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,273 $264K 0.05% -178 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,273 $264K 0.13% +1 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,271 $264K 0.02% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,271 $264K 0.09% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,266 $263K 0.03% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,258 $261K 0.05% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,253 $260K 0.3% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,233 $260K 0.02% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,250 $260K 0.12% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,250 $260K 0.1% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,250 $260K 0.05% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,250 $259K 0.03% +4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,248 $259K 0.06% -460 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,214 $259K 0.11% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,247 $259K 0.1% -24 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,246 $259K 0.2% +14 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,241 $258K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,241 $258K 0.03% -9 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,239 $257K 0.03% -3 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,239 $257K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,236 $257K 0.1% -19 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,159 $256K 0.09% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,235 $256K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,232 $256K 0.07% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,229 $255K 0.01% +20 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,230 $255K 0.01% +80 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,225 $254K <0.01% -100 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,223 $254K 0.04% +44 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,221 $254K 0.17% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,218 $253K 0.08% +29 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,217 $253K 0.01% new 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,213 $252K 0.2% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,207 $251K 0.02% -511 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,207 $251K 0.09% -10 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,206 $250K 0.07% -71 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,206 $250K 0.07% -15 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,206 $250K 0.2% +33 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 1,200 $250K <0.01% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,207 $250K 0.06% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,203 $250K 0.36% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,200 $249K 0.03% -125 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,200 $249K 0.28% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 0 $249K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,198 $249K 0.17% -100 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,197 $249K 0.09% -56 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,195 $248K 0.13% +6 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,192 $247K 0.1% -140 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,191 $247K 0.04% -25 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,189 $247K 0.02% -51 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,372 $247K 0.12% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,187 $246K 0.08% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,187 $246K 0.01% -79 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,186 $246K 0.11% +53 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,187 $246K 0.24% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,182 $245K 0.12% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,182 $245K 0.02% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,180 $245K 0.14% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,179 $245K 0.08% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,175 $244K 0.14% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,175 $244K 0.12% -25 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,172 $243K 0.16% -369 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,168 $243K 0.03% -25 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,096 $242K 0.09% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,168 $242K 0.1% -110 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,168 $242K 0.08% -452 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,167 $242K 0.15% +42 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,148 $242K 0.06% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,161 $241K 0.02% -12 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,156 $240K 0.05% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,163 $240K 0.13% -699 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,155 $240K 0.08% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,155 $239K 0.04% +316 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,151 $239K 0.16% -15,346 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,151 $239K 0.16% -3,143 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,146 $238K 0.01% -126 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,145 $238K 0.1% -23 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,141 $237K 0.04% +21 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,140 $237K 0.06% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,137 $236K 0.09% -603 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,137 $236K 0.05% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,136 $236K 0.06% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,130 $234K 0.08% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,125 $234K 0.13% -200 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,125 $234K 0.01% new 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,242 $233K 0.14% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,123 $233K 0.05% -130 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,120 $232K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,118 $232K 0.11% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,074 $232K 0.08% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,117 $232K 0.16% new 13F-HR Timeline