CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 11,260 $722K 0.1% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,254 $721K 0.09% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,486 $720K 0.19% -119 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 11,228 $719K 0.31% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 11,208 $718K 0.49% +628 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 11,193 $717K 0.36% -905 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 11,171 $716K 0.08% -790 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 11,168 $716K 0.35% -783 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,130 $713K 0.21% +1,075 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 11,128 $713K 0.17% -1 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,119 $713K 0.2% +2,097 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 11,108 $712K 0.39% -441 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,999 $705K 0.25% -84 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 10,987 $704K 0.4% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,947 $702K 0.13% +708 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 9,937 $700K 0.33% -3,906 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 9,862 $699K 0.24% -35 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,873 $697K 0.18% -1,122 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,839 $695K 0.41% -42,332 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,822 $693K 0.07% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,772 $690K 0.04% -7,753 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 10,765 $690K 0.08% -845 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 10,755 $689K 0.27% +368 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 10,736 $688K 0.39% +3,434 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 10,733 $688K 0.36% -1,275 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,669 $684K 0.14% -2,870 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 10,646 $682K 0.16% -249 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 10,642 $682K 0.35% -1,873 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 10,575 $678K 0.29% +1,888 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 10,566 $677K 0.29% -1,106 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 9,885 $674K 0.63% -220 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10,508 $673K 0.49% -340 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 10,481 $672K 0.48% +215 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 10,476 $671K 0.29% -4,569 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 10,465 $671K 0.62% -660 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,431 $668K 0.31% +181 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,412 $667K 0.03% -24 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,393 $666K 0.14% +1,892 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 10,343 $663K 0.16% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 10,342 $663K 0.34% -5,532 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,288 $659K 0.06% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,263 $658K 0.54% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,248 $657K 0.11% -800 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 10,237 $656K 0.04% -18 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,234 $656K 0.2% +6,110 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,224 $655K 0.08% +1,166 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 10,222 $655K 0.22% -4,078 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,219 $655K 0.04% +5,838 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 10,215 $655K 0.09% +3,879 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 10,182 $652K 0.28% +2,000 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,148 $650K 0.06% -1,202 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,377 $650K 0.17% +323 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,104 $647K 0.04% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,034 $643K 0.05% +1,450 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,000 $641K 0.05% +62 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,000 $641K 0.12% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 9,965 $639K 0.11% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 9,412 $638K 0.25% +16 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,927 $636K 0.05% +6,327 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,901 $634K 0.01% -1,050 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,888 $634K 0.07% +137 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,792 $633K 0.02% -3,502 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,874 $633K 0.07% +942 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,836 $630K 0.27% +151 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 9,800 $628K 0.54% +222 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,782 $627K 0.11% +51 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 9,714 $622K 0.33% -482 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 9,747 $622K 0.12% -116 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,697 $621K 0.02% +669 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 9,692 $621K 0.11% +1,590 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 9,643 $618K 0.15% +1,599 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,621 $617K <0.01% +5,189 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,597 $615K 0.06% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9,568 $613K 0.01% +138 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 9,549 $612K 0.13% -1,392 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,542 $611K 0.2% +103 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 9,524 $610K 0.09% +717 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,517 $610K 0.07% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,489 $608K 0.09% +1,095 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 9,488 $608K 0.15% +286 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,478 $607K 0.2% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,449 $605K 0.21% +719 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,406 $603K 0.2% +2,893 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,400 $602K 0.1% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 9,390 $602K 0.29% +500 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 9,385 $601K 0.22% -713 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 9,363 $600K 0.25% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 9,356 $600K 0.28% 0 13F-HR/A Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 9,342 $599K 0.11% -460 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9,337 $598K 0.07% +5,675 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 9,328 $598K 0.4% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,327 $598K 0.08% +77 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,298 $596K 0.11% +33 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 9,286 $595K 0.08% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 9,284 $595K 0.36% -491 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,282 $595K 0.02% +2,025 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,210 $590K 0.69% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,189 $589K 0.02% +2,072 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,169 $588K 0.18% +3,242 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,164 $587K 0.3% +9 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,146 $586K 0.06% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,143 $586K 0.06% +649 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 9,094 $583K 0.1% +3,332 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 9,091 $583K 0.11% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,073 $581K 0.42% -78 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,301 $581K 0.1% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,057 $580K 0.14% -920 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,959 $574K 0.1% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,942 $573K 0.1% +387 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,935 $573K 0.02% 0 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 8,910 $571K 0.03% -63 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,867 $568K 0.15% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 8,830 $566K 0.54% -203 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,847 $565K <0.01% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,749 $561K 0.38% +1,998 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,724 $559K 0.03% +399 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 8,715 $558K 0.21% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,705 $558K 0.06% -1,134 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 8,540 $556K 0.44% +1 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 8,673 $556K 0.13% +783 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 8,651 $554K 0.24% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,618 $552K 0.39% +1,387 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,605 $551K 0.03% +1,153 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,544 $548K 0.3% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,535 $547K 0.08% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,519 $546K 0.04% +114 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,513 $546K 0.02% 0 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 8,500 $545K 0.53% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 8,497 $544K 0.1% +28 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,007 $543K 0.04% +3,526 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,455 $542K 0.06% -38 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 10,210 $542K 0.23% +4,501 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,446 $541K 0.01% new 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,436 $541K 0.09% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,424 $540K 0.29% +3 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 8,419 $539K 0.17% +4,324 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 8,383 $537K 0.06% +3,128 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 8,358 $536K 0.05% +34 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,357 $536K 0.09% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,320 $533K 0.37% -1,300 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,309 $532K 0.12% +42 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 8,142 $530K 0.51% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 8,268 $530K 0.13% +712 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,240 $528K 0.04% +144 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 8,207 $526K 0.56% +14 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,199 $525K 0.08% +653 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 8,191 $525K 0.14% -948 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,190 $525K 0.07% +2 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,177 $524K 0.22% -79 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,176 $524K 0.01% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 8,167 $523K 0.3% +1,044 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 8,150 $522K 0.05% +283 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,149 $522K 0.06% +1,534 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,119 $520K 0.07% +1,026 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,112 $520K 0.25% -60 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,090 $518K 0.09% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8,089 $518K 0.38% -426 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,071 $517K 0.11% +2,001 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,060 $516K 0.15% -4,107 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,041 $515K 0.04% +383 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,030 $515K 0.34% -1,300 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 8,000 $513K <0.01% new 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,996 $512K 0.1% -511 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,246 $511K 0.03% +224 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 7,971 $511K 0.22% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,814 $509K 0.29% +574 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,942 $509K 0.03% +111 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,940 $509K 0.11% -6,400 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 7,930 $508K 0.41% -224 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,917 $507K 0.07% -257 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,915 $507K 0.16% -100 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,909 $507K 0.06% -250 13F-HR/A Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 7,879 $505K 0.06% 0 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 7,850 $503K 0.25% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,849 $503K 0.22% +1,123 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,975 $502K 0.23% -12 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 7,823 $501K 0.41% -267 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,409 $501K 0.08% +28 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 7,789 $499K 0.24% +313 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 7,764 $498K 0.16% +1,392 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,730 $495K 0.22% +217 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 7,718 $495K 0.32% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 7,693 $493K 0.09% +182 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,681 $492K <0.01% 0 13F-HR/A Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 7,213 $491K 0.07% -8,244 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 7,661 $491K 0.46% -30 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 7,657 $491K 0.4% -3,983 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,644 $490K 0.19% -194 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 7,630 $489K 0.07% +6 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,615 $488K 0.1% -649 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,610 $488K 0.03% -2,860 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 7,549 $484K 0.12% +332 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,116 $483K 0.05% +3,604 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,526 $482K 0.25% -12,527 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,080 $482K 0.1% +490 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 7,515 $482K 0.17% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,505 $481K 0.12% -1,104 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 6,936 $481K 0.19% -1,851 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,500 $481K <0.01% new 13F-HR Timeline Group Watchman Group, Inc. More: the full row for Watchman Group, Inc. 7,458 $478K 0.12% 0 13F-HR Timeline