Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,600 $311K 0.05% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,600 $311K 0.15% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,599 $310K 0.06% -208 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,592 $309K 0.08% +102 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,590 $309K 0 Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,585 $308K 0.25% -9 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,582 $307K 0.25% +301 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,582 $307K 0.02% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,580 $307K 0.01% +173 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,578 $306K 0.04% +233 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,573 $305K 0.06% +10 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,570 $305K 0.05% -254 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,566 $304K 0.03% +45 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,563 $303K 0.01% +4 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,560 $303K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,559 $303K 0.03% -393 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,555 $302K 0.25% -59 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,555 $302K 0.05% -56 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,551 $301K 0.06% +315 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,550 $301K 0.12% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,290 $301K 0.03% -21 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,549 $301K 0.12% +7 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,548 $301K 0.17% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,547 $300K 0.08% 0 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,541 $299K 0.03% -293 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,536 $298K 0.03% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,494 $290K 0.04% +200 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,491 $289K 0.19% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,480 $287K 0.09% +124 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,474 $286K 0.04% 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,470 $285K 0.19% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,420 $285K 0.17% +106 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. 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More: the full row for Fullerton Fund Management Co Ltd. 1,416 $275K 0.02% -3,495 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,414 $274K 0.08% +165 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,413 $274K 0.09% -181 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,413 $274K 0.04% +45 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,411 $274K 0.21% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,411 $274K 0.09% -25 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,409 $274K 0.07% -408 13F-HR Timeline OPINICUS CAPITAL, INC. 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More: the full row for Cannon Financial Strategists, Inc. 1,365 $265K 0.03% -4 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,364 $265K 0.02% +42 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,364 $265K 0.03% +727 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,361 $264K 0.05% -75 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,359 $264K 0.03% +75 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,355 $263K 0.12% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,351 $262K 0.01% -468 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 1,350 $262K 0.01% new 13F-HR Timeline Group bLong Financial, LLC More: the full row for bLong Financial, LLC 1,350 $262K 0.2% -50 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,350 $262K 0.07% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,349 $262K 0.22% +43 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,346 $261K 0.39% -194 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,346 $261K 0.13% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,360 $261K 0.01% +25 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,345 $261K 0.04% new 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,344 $261K 0.08% -81 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,214 $261K 0.1% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,342 $261K 0.19% +67 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,340 $260K 0.21% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,338 $260K 0.1% +38 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,337 $260K 0.1% +108 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,333 $259K 0.02% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,328 $258K 0.08% new 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 1,328 $258K 0.11% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,328 $258K 0.04% -192 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,327 $258K 0.06% +1,196 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Pekin Hardy Strauss, Inc. 1,271 $247K 0.03% new 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,271 $247K 0.02% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,271 $247K 0.07% +9 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,270 $247K 0.04% +2 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,270 $247K 0.19% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,269 $246K 0.06% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,268 $246K 0.02% +12 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,267 $246K 0.03% -270 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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More: the full row for AlTi Global, Inc. 1,255 $244K 0.01% -1,693 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 1,250 $243K 0.11% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,250 $243K 0.24% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,250 $243K 0.06% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,246 $242K 0.03% +19 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,246 $242K 0.08% 0 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,245 $242K 0.24% +15 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,239 $241K 0.12% +28 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,239 $241K 0.01% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,239 $241K 0.05% -13,615 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,237 $240K 0.07% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,235 $240K 0.21% -66 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,233 $239K 0.04% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,233 $239K 0.07% +1 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,232 $239K 0.18% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,230 $239K 0.14% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,228 $238K 0.14% -58 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,225 $238K <0.01% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,221 $237K 0.02% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,213 $235K 0.16% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,212 $235K 0.07% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,208 $234K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,258 $234K 0.01% +23 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,207 $234K 0.05% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,203 $234K 0.01% new 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,201 $233K 0.04% +4 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,200 $233K 0.21% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 0 $233K 0.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,195 $232K 0.03% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,194 $232K 0.07% -208 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,336 $232K 0.02% 0 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,193 $232K 0.12% -207 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,192 $231K 0.08% 0 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 1,190 $231K 0.32% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,155 $231K 0.12% 0 13F-HR Timeline