Emprise Bank More: the full row for Emprise Bank 5,435 $1.91M 0.79% -4 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,434 $1.91M 0.83% +61 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,426 $1.9M 0.62% -86 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,422 $1.9M 0.14% -274 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,422 $1.9M 0.49% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 5,419 $1.9M 1.62% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,417 $1.9M 0.14% +2,985 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,409 $1.9M 0.11% +14 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,400 $1.89M 0.25% +2,445 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,395 $1.89M 0.5% -237 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,393 $1.89M 0.03% -14,016 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,384 $1.89M 0.86% -25 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,374 $1.88M 0.34% -428 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,372 $1.88M 0.41% -6,292 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,371 $1.88M 1.44% +4 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,365 $1.88M 0.49% +1,683 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,361 $1.88M 0.24% +3,784 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,360 $1.88M 1.11% +102 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,344 $1.87M 1.75% +8 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 5,342 $1.87M 1% +227 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,341 $1.87M 0.45% +84 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,334 $1.87M 0.11% -284 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,325 $1.87M 0.23% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 5,323 $1.87M 0.05% -454 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,317 $1.86M 0.37% +36 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,307 $1.86M 0.34% -147 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,306 $1.86M 0.26% -3 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,301 $1.86M 0.23% +8 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,292 $1.86M 0.55% +147 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,290 $1.86M 0.39% +2,840 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,299 $1.85M 0.42% +8 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,281 $1.85M 0.26% -9 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,274 $1.85M 0.08% +299 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,258 $1.84M 0.1% +49 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,257 $1.84M 1.2% -43 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,241 $1.84M 0.64% +74 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 5,240 $1.84M 0.47% -719 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 5,237 $1.84M 0.36% +1,559 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 5,237 $1.84M 0.68% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,237 $1.84M 0.49% +126 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,234 $1.84M 0.55% -264 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 5,230 $1.83M 0.29% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,229 $1.83M 0.93% -137 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,221 $1.83M 0.23% -1,497 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,214 $1.83M 0.81% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 5,209 $1.83M 1.71% 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 5,209 $1.83M 1.64% 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,200 $1.82M 0.54% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,195 $1.82M 1.28% -63 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 5,178 $1.82M 0.63% +3,460 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,175 $1.81M 1.18% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,122 $1.81M 0.96% -20 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,163 $1.81M 0.23% -60 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 5,150 $1.81M 0.39% -1,500 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,151 $1.81M 0.56% +484 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,149 $1.81M 1.01% +249 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 5,144 $1.8M 0.6% +37 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 5,140 $1.8M 0.53% +18 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,135 $1.8M 0.26% +103 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,133 $1.8M 1.98% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,133 $1.8M 0.72% -112 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 5,130 $1.8M 1.55% -400 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,125 $1.8M 0.31% +1,277 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,113 $1.79M 0.15% -5,252 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 5,108 $1.79M 0.14% +1,787 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,102 $1.79M 0.03% +57 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 5,100 $1.79M 0.54% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,099 $1.79M 0.36% +1,933 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,093 $1.79M 0.36% +227 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,092 $1.78M 0.17% -474 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 5,089 $1.78M 1.86% 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 5,087 $1.78M 2.07% -142 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,085 $1.78M 0.4% +306 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,068 $1.78M 1.04% -194 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,061 $1.77M 0.37% -3,038 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,056 $1.77M 1% +194 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,056 $1.77M 0.54% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,055 $1.77M 1.13% 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,055 $1.77M 1.49% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,506 $1.77M 0.79% -13 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 5,051 $1.77M 0.91% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,050 $1.77M 1.09% -314 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 5,047 $1.77M 2.23% -2,611 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,045 $1.77M 0.53% +482 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,037 $1.77M 0.1% +3,057 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,037 $1.77M 0.13% -77 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,036 $1.77M 0.44% +6 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,034 $1.77M 0.03% +2,076 13F-HR Timeline Group FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 5,032 $1.76M 0.81% +3,718 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 5,019 $1.76M 0.33% +339 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,997 $1.75M 0.03% +160 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,988 $1.75M 0.36% +291 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,987 $1.75M 1.08% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,984 $1.75M 0.19% -21 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,978 $1.75M 0.95% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,960 $1.74M 0.4% -3,840 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,948 $1.74M 0.67% -178 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,944 $1.73M 0.84% -184 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,930 $1.73M 0.36% +222 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,925 $1.73M 0.19% +424 13F-HR/A Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 30,344 $1.72M 0.14% -151 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,025 $1.72M 0.44% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,890 $1.71M 0.39% +222 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,886 $1.71M 0.96% -126 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,886 $1.71M 0.29% -1,827 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,885 $1.71M 0.62% -957 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,268 $1.71M 0.71% +111 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,874 $1.71M 1.02% +239 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,855 $1.7M 0.25% +227 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 4,852 $1.7M 1.6% +308 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,807 $1.7M 0.17% +113 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,845 $1.7M 0.62% -141 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,834 $1.7M 0.39% -466 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 4,826 $1.69M 0.36% -225 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,813 $1.69M 0.38% -775 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,809 $1.69M 0.21% +234 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,803 $1.68M 0.89% -790 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,800 $1.68M 0.78% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,784 $1.68M 0.17% +72 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,783 $1.68M 0.16% +502 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,781 $1.68M 0.71% +209 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,771 $1.67M 0.21% +721 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,770 $1.67M 0.23% +1,250 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 4,767 $1.67M 0.65% 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 4,760 $1.67M 1.5% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,746 $1.66M 0.15% -89 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,745 $1.66M 0.38% +1 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,745 $1.66M 0.11% +706 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,734 $1.66M 0.94% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,731 $1.66M 0.55% -125 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,724 $1.66M 1.15% -2,147 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,724 $1.66M 0.41% -223 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,721 $1.66M 0.72% +351 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,720 $1.66M 0.36% +125 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,719 $1.66M 0.52% -176 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 5,068 $1.65M 0.27% +93 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,708 $1.65M 0.14% -34 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,702 $1.65M 0.81% -64 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,748 $1.64M 0.25% -33,149 13F-HR/A Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,676 $1.64M 0.05% -4 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,666 $1.64M 0.02% -107 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,662 $1.64M 0.28% -511 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,657 $1.63M 0.18% +503 13F-HR/A Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,624 $1.63M 0.61% +128 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,642 $1.63M 0.36% -106 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,638 $1.63M 1.04% -19 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,635 $1.63M 0.38% +389 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,627 $1.62M 0.12% -422 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,621 $1.62M 0.64% +172 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,621 $1.62M 0.12% -1,068 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,632 $1.62M 0.31% -734 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,612 $1.62M 0.52% -18 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,936 $1.61M 0.03% +1,303 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,942 $1.61M 0.42% -694 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,599 $1.61M 0.51% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,595 $1.61M 0.86% -144 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,583 $1.61M 0.37% +304 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,578 $1.61M 0.61% +40 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,572 $1.6M 0.43% -13 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,216 $1.6M 0.36% -804 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 4,557 $1.6M 0.77% -121 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 4,556 $1.6M -18,062 Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,555 $1.6M 0.74% +67 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,548 $1.59M 0.52% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,542 $1.59M 1.01% -308 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,536 $1.59M 0.26% -1,613 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,535 $1.59M 0.79% -980 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,534 $1.59M 0.3% +26 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,530 $1.59M 0.05% -139 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,528 $1.59M 0.53% -32 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,524 $1.59M 1.04% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,523 $1.59M 0.72% -50 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,522 $1.59M 0.1% -395 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,518 $1.58M 0.13% +381 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,515 $1.58M 0.6% +2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,513 $1.58M 0.49% -2 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,513 $1.58M 0.42% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,510 $1.58M 0.77% +81 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,509 $1.58M 0.61% -300 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,500 $1.58M 0.33% -187 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 4,500 $1.58M 0.05% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 4,498 $1.58M 1.39% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,492 $1.58M 1.09% -1 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,480 $1.57M 1.28% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,450 $1.56M 0.54% -9,763 13F-HR/A Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,440 $1.56M 0.14% -261 13F-HR Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,435 $1.56M 1.12% +110 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,432 $1.55M 0.41% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,427 $1.55M 0.32% -43 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,425 $1.55M 0.52% 0 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,422 $1.55M 1.39% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,416 $1.55M 0.52% -889 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,398 $1.54M 0.29% -532 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,396 $1.54M 0.22% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,390 $1.54M 0.84% -203 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,386 $1.54M 0.3% -25 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,379 $1.54M 1.12% +190 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,378 $1.54M 0.12% +122 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,367 $1.53M 0.68% +129 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,368 $1.53M 0.17% +1,336 13F-HR Timeline