McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,382 $1.63M 0.09% -2,013 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,381 $1.63M 0.38% -124 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,379 $1.63M 0.23% +98 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,375 $1.62M 0.41% -70 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,372 $1.62M 0.9% +250 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 5,343 $1.61M 0.34% -47,986 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,338 $1.61M 0.22% +32 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,337 $1.61M 0.43% -58 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,336 $1.61M 0.23% +201 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,332 $1.61M 0.02% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,331 $1.61M 0.19% -602 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 5,323 $1.61M 0.05% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,325 $1.61M 0.1% -59,983 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,310 $1.6M 0.72% +42 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,309 $1.6M 0.07% +35 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,302 $1.6M 0.37% +557 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 4,898 $1.6M 1.39% +903 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 5,283 $1.6M 3% +196 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,278 $1.6M 0.38% -210 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,274 $1.59M 0.4% +3,214 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,262 $1.59M 0.98% -98 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,257 $1.59M 1.27% -114 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 5,242 $1.58M 0.9% +1,418 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 5,230 $1.58M 0.26% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,227 $1.58M 0.65% +446 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,224 $1.58M 0.99% +168 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,110 $1.58M 0.43% +168 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,223 $1.58M 0.2% -358 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,214 $1.58M 0.7% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,213 $1.58M 0.32% -104 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,200 $1.57M 0.2% -101 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,200 $1.57M 0.47% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,175 $1.56M 0.43% +705 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,175 $1.56M 1.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,172 $1.56M 0.19% +401 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,169 $1.56M 0.03% +233 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,164 $1.56M 1.1% -31 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,162 $1.56M 0.11% +125 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 5,150 $1.56M 0.36% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,148 $1.56M 0.22% +752 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,137 $1.55M 0.29% -750 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,132 $1.55M 0.28% -175 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,127 $1.55M 0.22% +357 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,111 $1.54M 0.28% -14 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,108 $1.54M 0.53% +812 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 5,105 $1.54M 0.9% -237 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 5,100 $1.54M 0.47% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,095 $1.54M 0.35% +2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,094 $1.54M 0.62% -341 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,091 $1.54M 1.55% -253 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,939 $1.54M 0.21% +405 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,081 $1.54M 0.43% +36 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,078 $1.53M 0.25% +1,161 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,038 $1.53M 0.04% -399 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,070 $1.53M 1.04% -187 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,065 $1.53M 1.56% +10 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 5,100 $1.53M 0.6% +200 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 4,576 $1.53M 1.5% +1,606 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 5,051 $1.53M 0.72% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,050 $1.53M 0.46% -6 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,046 $1.53M 0.2% +191 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,044 $1.52M 0.51% -382 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,043 $1.52M 0.35% -42 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,032 $1.52M 0.09% -302 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,031 $1.52M 0.42% +518 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,029 $1.52M 0.39% +195 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,026 $1.52M 0.41% -211 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,013 $1.52M 0.46% -279 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,010 $1.51M 0.14% -82 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,994 $1.51M 0.5% +109 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,994 $1.51M 0.52% +2,262 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 4,993 $1.51M 1.4% +141 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,978 $1.5M 0.16% -6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,978 $1.5M 0.85% 0 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 4,973 $1.5M 1.29% +771 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,968 $1.5M 0.03% -134 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,968 $1.5M 0.11% -454 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,957 $1.5M 0.06% -527 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,937 $1.49M 0.95% -131 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,931 $1.49M 0.19% +6 13F-HR/A Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 4,923 $1.49M 0.75% +37 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,920 $1.49M 0.09% -6,991 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,919 $1.49M 0.21% -4,097 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,905 $1.48M 0.05% -587 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,878 $1.47M 0.04% -1,141 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,601 $1.47M 0.14% +142 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,871 $1.47M +1,183 Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,870 $1.47M 0.54% +94 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,858 $1.47M 0.31% -203 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,852 $1.47M 0.46% -382 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,170 $1.46M 0.13% -386 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,829 $1.46M 0.4% -207 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,819 $1.46M 0.18% -344 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,818 $1.46M 0.31% -112 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,807 $1.45M 0.21% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,802 $1.45M 0.48% -146 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,790 $1.45M 0.47% +178 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,789 $1.45M 1.15% +435 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,787 $1.45M 0.9% -836 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,671 $1.45M 0.28% +39 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,780 $1.44M 0.06% +2,942 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 4,767 $1.44M 0.61% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,766 $1.44M 0.33% +183 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,757 $1.44M 0.32% -133 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,757 $1.44M 1.42% -1,265 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 4,753 $1.44M 1.25% -377 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,751 $1.44M 0.59% +438 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,747 $1.43M 0.74% -197 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,747 $1.43M 0.76% +1,357 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,742 $1.43M 0.46% +491 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 4,611 $1.43M 0.21% -457 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,719 $1.43M 0.66% +164 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,710 $1.42M 0.86% +511 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,678 $1.41M 0.77% -125 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,719 $1.41M 0.22% -29 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,673 $1.41M 0.28% +173 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,672 $1.41M 0.61% +532 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 4,670 $1.41M 0.71% -1,400 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,669 $1.41M 0.33% -144 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,666 $1.41M 0.02% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,664 $1.41M 0.25% +2,558 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,648 $1.4M 0.15% -136 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,643 $1.4M 0.11% +2,331 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,642 $1.4M 0.9% +100 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,641 $1.4M 0.12% +376 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,634 $1.4M 0.85% -100 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,632 $1.4M 0.62% -89 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,622 $1.4M 1.02% +130 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,618 $1.4M 0.16% -39 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,615 $1.39M 0.31% -105 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,615 $1.39M 0.18% -194 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,611 $1.39M 0.32% -24 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,609 $1.39M 0.41% -2,786 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,608 $1.39M 0.56% -13 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,608 $1.39M 0.97% -116 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,600 $1.39M 0.43% +1 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,593 $1.39M 0.54% +84 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,593 $1.39M 1.28% +171 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,585 $1.39M 0.54% +7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,639 $1.39M 0.89% -235 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,584 $1.39M 0.44% -135 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,580 $1.38M 0.02% -454 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,571 $1.38M 0.17% -790 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,566 $1.38M 0.45% -578 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,561 $1.38M 0.22% +25 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 4,557 $1.38M 0.72% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,550 $1.38M 0.22% -112 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,549 $1.38M 0.46% +1 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,546 $1.37M 0.09% -199 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,541 $1.37M 0.09% -80 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 4,540 $1.37M 0.53% 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,536 $1.37M 0.67% +1 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 4,529 $1.37M 0.29% +197 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,314 $1.37M 0.09% +457 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,522 $1.37M 0.09% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,516 $1.36M 0.68% -79 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,513 $1.36M 0.44% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,508 $1.36M 0.3% -943 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 4,500 $1.36M 0.05% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,477 $1.35M 0.27% +50 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,463 $1.35M 0.12% -245 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,455 $1.35M 0.68% -774 13F-HR Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,445 $1.34M 0.95% +10 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,438 $1.34M 0.3% -204 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,416 $1.33M 0.45% -9 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,415 $1.33M 0.36% -17 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,407 $1.33M 0.86% -231 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,402 $1.33M 1.14% +115 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,391 $1.33M 0.28% +52 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,386 $1.33M 0.2% -54 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 4,386 $1.33M 0.6% -747 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,380 $1.32M 0.35% -12,162 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,368 $1.32M 0.52% -147 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,362 $1.32M 0.95% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,359 $1.32M 0.3% +135 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 4,351 $1.32M 0.68% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,346 $1.31M 0.18% +100 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,337 $1.31M 0.37% -1,870 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,330 $1.31M 1.13% -150 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,322 $1.31M 0.68% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,316 $1.3M 0.21% +1 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 4,313 $1.3M 1.45% +557 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,310 $1.3M 0.37% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 4,304 $1.3M 1.03% +29 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 4,300 $1.3M 1.32% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,298 $1.3M 0.6% -225 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,297 $1.3M 0.41% -30 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,332 $1.3M 0.89% -292 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,293 $1.3M 0.08% +411 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,290 $1.3M 0.02% -1,271 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,289 $1.3M 0.31% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,286 $1.3M 0.03% +54 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,283 $1.29M 0.26% -103 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,283 $1.29M 0.11% -83 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,283 $1.29M 0.16% -6,700 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 4,282 $1.29M 1.17% +1 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,279 $1.29M 0.1% 0 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 4,256 $1.29M 0.19% +85 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,251 $1.28M 0.04% -425 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,239 $1.28M 0.33% 0 13F-HR/A Timeline