GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,871 $917K 0.06% +480 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,869 $917K 0.84% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,844 $911K 0.3% +154 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,837 $909K 0.14% +25 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,757 $908K 0.1% +1,049 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,816 $904K 0.29% -949 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,802 $901K 0.11% -453 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,800 $901K 0.45% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,789 $901K 0.23% 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,799 $900K 0.12% -81 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,797 $900K 0.15% -1,520 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,784 $897K 0.55% -22 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,780 $896K 0.47% +298 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 3,776 $895K 0.71% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,742 $887K 0.06% +460 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,741 $887K 0.06% +152 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,740 $886K 0.27% -34 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,721 $882K 0.12% +402 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,717 $881K 0.13% +986 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 382,721 $879K 0.35% +379,072 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,695 $876K 0.15% -7 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,694 $875K 0.07% -202 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,690 $874K 0.6% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,689 $874K 0.1% +1,210 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,687 $874K 0.71% +43 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,640 $872K 0.27% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,670 $870K 0.11% +54 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,660 $867K 0.84% +173 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,660 $867K 0.05% +28 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,648 $864K 0.58% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,641 $863K 0.28% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,637 $862K 0.19% +33 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,619 $858K 0.08% +124 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,616 $857K 0.22% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,604 $854K 0.2% -97 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,599 $853K 0.39% +1 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,589 $851K 0.03% +35 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,570 $846K 0.27% +483 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,564 $845K 0.03% -3,301 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,551 $842K 0.12% +6 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,548 $841K 0.51% -58 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,534 $837K 0.04% +154 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,530 $837K 0.06% +76 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,522 $835K 0.71% -13 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,515 $833K 0.67% +422 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,502 $833K 0.4% -178 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,864 $826K 0.1% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,485 $826K 0.16% +224 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,473 $823K 0.71% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,466 $821K 0.2% +92 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,456 $819K 0.4% +1,811 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,446 $817K 0.1% +210 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,388 $816K 0.14% -4,295 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 3,436 $814K 0.12% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,433 $814K 0.12% +724 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,433 $813K 0.67% -667 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,430 $813K 0.35% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,426 $812K 0.09% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,424 $811K 0.46% +142 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,418 $810K 0.72% +1,026 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,413 $809K 0.05% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,401 $806K 0.1% +68 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 3,316 $803K 0.57% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,365 $797K 0.22% -312 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,364 $797K 0.08% -263 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,359 $796K 0.05% +885 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,354 $795K 0.07% -121 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,345 $793K 0.21% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,340 $793K 0.04% -63 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,340 $792K 0.26% +20 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,322 $787K 0.07% -82 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,316 $786K 0.11% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,296 $784K 0.02% -18 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,294 $781K 0.03% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,273 $778K 0.46% +30 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,262 $773K 0.06% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,255 $771K 0.04% -75 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,248 $770K 0.25% +1 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,173 $770K 0.91% -4,040 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,244 $769K 0.9% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,238 $767K 0.07% -145 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,216 $762K 0.61% +20 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,205 $762K 0.07% -140 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,215 $762K 0.05% +147 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,211 $760K 0.37% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,209 $760K 0.28% -481 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,195 $757K 0.04% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,172 $752K 0.11% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,146 $746K 0.02% -259 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,143 $745K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,136 $743K 0.15% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,117 $739K 0.42% -123 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,107 $736K 0.19% -1 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,106 $736K 0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,094 $733K 0.07% -1,341 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,094 $733K 0.37% +120 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,093 $733K 0.05% -7,514 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,092 $733K 0.04% -133 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,091 $732K 0.04% +20 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,089 $732K 0.4% -31 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,039 $731K 0.37% +781 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 3,083 $731K 0.45% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,082 $730K 0.18% -439 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,076 $729K 0.08% -1,248 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,062 $726K 0.04% -428 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,046 $722K 0.11% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,044 $721K 0.23% +36 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,020 $716K 0.11% -23 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,992 $709K 0.66% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,930 $708K 0.51% +8 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,962 $702K 0.03% -3,066 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,955 $700K 0.23% +1,705 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,949 $699K 0.19% +57 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,945 $698K 0.12% -60 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,937 $696K 0.01% +127 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,928 $694K 0.02% -106,053 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,897 $687K 0.31% -38 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,895 $686K 0.03% -70 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,871 $680K 0.26% -1,091 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,860 $678K 0.01% new 13F-HR/A Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,859 $677K 0.58% +14 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,843 $674K 0.2% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,840 $673K 0.11% +976 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,821 $669K 0.03% +6 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,807 $665K 0.03% -2 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,784 $660K 0.02% 0 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 2,775 $658K 0.21% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,767 $656K 0.06% -28 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,754 $653K 0.05% -66,952 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,754 $652K 0.09% +1,619 13F-HR/A Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,742 $650K 0.18% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,727 $646K 0.15% +81 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,725 $646K 0.08% +200 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,698 $639K 0.52% -357 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,681 $638K 0.11% -501 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,688 $638K 0.08% +379 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,688 $637K 0.08% +92 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,685 $636K 0.12% +5 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,678 $635K 0.36% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,677 $634K 0.29% +56 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,675 $634K 0.06% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,663 $631K 0.2% -32 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,657 $630K 0.14% -320 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,653 $629K 0.02% -1,315 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,648 $628K 0.47% -200 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,644 $627K 0.1% +1,009 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,644 $626K 0.5% -480 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,643 $626K 0.25% -261 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,641 $626K 0.04% +239 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,633 $624K 0.19% -21 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,621 $621K 0.15% -253 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,618 $620K 0.23% +206 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,617 $620K 0.46% +11 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,613 $619K 0.06% +116 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,612 $619K 0.04% -31 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,595 $615K 0.04% -11,769 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,499 $613K 0.17% +1,015 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,585 $612K 0.31% +1 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,582 $612K 0.29% -34 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,577 $611K 0.02% -493 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,570 $609K 0.1% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,569 $609K 0.04% +66 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,666 $608K 0.03% -2,088 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,560 $607K 0.3% -47,496 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,559 $606K 0.04% +75 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,555 $605K 0.11% +3 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,552 $605K 0.16% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,549 $604K 0.03% -1,737 13F-HR Timeline Group NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 2,547 $604K 0.58% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,537 $601K 0.05% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,527 $599K <0.01% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,522 $598K 0.02% -3,344 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,521 $597K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,506 $594K 0.12% +1,516 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,478 $593K <0.01% +750 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,502 $593K 0.38% +58 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,500 $592K 0.17% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,496 $592K 0.2% -140 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,494 $591K 0.18% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,477 $587K 0.06% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,475 $587K 0.09% -85 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,471 $586K 0.22% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,465 $584K 0.15% -409 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,456 $582K 0.23% +404 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,445 $582K 0.54% +202 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,449 $580K 0.03% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,440 $578K 0.04% +40 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,433 $577K 0.77% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,424 $574K 0.13% -2 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,417 $573K 0.16% -55 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,413 $572K 0.11% -144 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,412 $572K 0.02% +126 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,384 $571K 0.1% +139 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,408 $571K 0.05% -319 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,407 $570K 0.1% -2,212 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,407 $570K 0.31% -19 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,405 $570K 0.04% -43 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,345 $568K 0.3% -200 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 2,356 $566K 0.32% -1,471 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,385 $565K 0.13% +14 13F-HR Timeline