1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 233,013 $14M 1.71% +29,464 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 232,522 $13.9M 0.23% 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 232,110 $13.9M 4.52% +89 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 228,905 $13.7M 2.16% -3,109 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 227,191 $13.6M 8.03% +85,702 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 225,899 $13.5M 1.89% +12,960 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 224,874 $13.5M 6.44% +15,594 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 223,790 $13.4M 6.89% -1,293 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 222,561 $13.3M 4.4% +13,158 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 222,384 $13.3M 0.02% 0 13F-HR/A Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 220,547 $13.2M 1.38% +3,529 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 220,476 $13.2M 0.34% +17,258 13F-HR/A Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 220,304 $13.2M 1.22% +11,509 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 220,092 $13.2M 7.87% +21,081 13F-HR Timeline InvesTrust More: the full row for InvesTrust 219,420 $13.1M 4.82% +2,159 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 219,170 $13.1M 1.56% -28,704 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 219,035 $13.1M 3.55% +35,776 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 218,529 $13.1M 2.75% -295 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 218,468 $13.1M 1.55% +7,178 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 217,771 $13M 0.02% +12,846 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 217,345 $13M 3.62% +963 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 217,238 $13M 1.82% -12,413 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 216,017 $12.9M 8.88% +5,624 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 215,562 $12.9M 3.46% +44,952 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 213,651 $12.8M 6.76% -1,051 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 213,609 $12.8M 1.37% +37,112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 212,434 $12.7M 0.66% +6,056 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 212,432 $12.7M 4.68% +808 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 212,357 $12.7M 2.5% +4,152 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,124 $12.7M 0.62% -6,495 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 210,997 $12.6M 9.93% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 210,997 $12.6M 9.93% +6,363 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 210,102 $12.6M 0.29% +10,747 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 210,085 $12.6M 0.18% +3,558 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 209,639 $12.6M 5.86% +46,992 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 209,609 $12.6M 0.27% +1,363 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 209,550 $12.6M 0.34% +12,287 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 208,552 $12.5M 0.08% +18,001 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 208,355 $12.5M 4.8% +22,287 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 206,806 $12.4M 5.33% -2,711 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 205,932 $12.3M 8.08% +8,461 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 205,635 $12.3M 0.46% +15,436 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 205,116 $12.3M 7.51% +8,200 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 204,901 $12.3M 7.85% -13,292 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 204,757 $12.3M 1.01% +2,597 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 204,482 $12.3M 2.76% +10,577 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 203,976 $12.2M 10.43% -10,029 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 203,701 $12.2M 1.86% +6,972 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 197,251 $12.2M 10.98% +5,915 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 202,975 $12.2M 4.5% -2 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 201,409 $12.1M 1.61% +191,496 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 200,762 $12M 7.97% +19,545 13F-HR/A Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 200,143 $12M 6.2% +9,008 13F-HR Timeline Ebor Charitable Trust More: the full row for Ebor Charitable Trust 226,810 $12M 24.24% +11,862 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 198,175 $11.9M 0.49% +1,074 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 197,903 $11.9M 4.37% +5,127 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 197,816 $11.9M 11.2% +4,261 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 198,107 $11.8M 9.52% +2,039 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 194,600 $11.7M 2.08% -54,953 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 194,377 $11.6M 1.9% -22,688 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 194,080 $11.6M 0.61% -2,909 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 193,778 $11.6M 5.16% -12,478 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 193,580 $11.6M 0.04% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 193,130 $11.6M 0.13% +59,994 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 192,790 $11.6M 3.54% -1,395 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 192,415 $11.5M 1.4% +66,800 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 191,430 $11.5M 5.68% -1,211 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 191,069 $11.4M 1.83% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 191,069 $11.4M 1.83% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 190,841 $11.4M 0.92% +4,064 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 190,789 $11.4M 0.29% -13,213 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 190,476 $11.4M 0.5% +8,696 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 189,146 $11.3M 1.27% -2,047 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 188,835 $11.3M 2.1% +7,024 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 188,478 $11.3M +6,656 Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 187,953 $11.3M 1.97% -5,968 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 186,950 $11.2M 1.41% -1,999 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 186,692 $11.2M 0.54% -8,525 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 186,441 $11.2M 0.63% -5,406 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 186,229 $11.2M 1.27% -259,915 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 185,919 $11.1M 2.77% +4,032 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 185,643 $11.1M 1.56% +2,068 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 185,478 $11.1M 0.27% +85,544 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 184,962 $11.1M 8.28% +210 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 184,541 $11.1M 3.6% +5,519 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 184,034 $11M 8.31% +665 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 183,628 $11M 5.95% -7,259 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 183,484 $11M 4.79% -84 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 183,461 $11M 0.34% +43,598 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 182,203 $10.9M 0.66% +1,736 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 181,395 $10.9M 0.51% +10,195 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 180,767 $10.8M 3.2% +26,545 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 179,656 $10.8M 4.79% +1,335 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 179,199 $10.7M 0.46% +40,285 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 179,063 $10.7M 0.31% +9,143 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 178,941 $10.7M 1.82% -132 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 178,002 $10.7M 1.05% -4,322 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 177,730 $10.6M 5.36% +11,015 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 176,835 $10.6M 2.05% +2,505 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 175,946 $10.5M 0.68% +9,675 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 175,737 $10.5M 1.7% +3,224 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 175,655 $10.5M 2.9% -2,307 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 199,278 $10.5M 0.96% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 175,200 $10.5M 1.18% +13,335 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 175,113 $10.5M +24,154 Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 174,687 $10.5M 3.53% -361 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 174,398 $10.4M 0.67% +2,656 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 174,354 $10.4M 2.4% -1,700 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 174,321 $10.4M 0.41% -220 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 171,629 $10.4M 6.74% -1,483 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 174,101 $10.4M 6.56% +477 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 173,632 $10.4M 4.03% +662 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 173,576 $10.4M 2.46% +11,661 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 172,936 $10.4M 0.45% +7,264 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 168,798 $10.3M -2,787 Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 171,472 $10.3M 0.79% -85,441 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 171,052 $10.2M 0.27% +10,779 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 170,996 $10.2M 0.91% -893 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 170,793 $10.2M 5.44% +300 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 170,623 $10.2M 1.5% -2,466 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 169,852 $10.2M 6.34% -6,593 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 168,195 $10.1M 3.19% +1,552 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 167,851 $10.1M 5.35% -2,852 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 167,759 $10.1M 2.85% +49,641 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 167,426 $10M 1% +73 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 166,946 $10M 3.97% +9,467 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 166,935 $10M 1.08% +22,164 13F-HR/A Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 166,675 $9.99M 1.09% +24,292 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 162,902 $9.97M 2.43% +3,161 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 165,703 $9.93M 0.68% +1,543 13F-HR/A Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 165,620 $9.92M 5.84% +7,699 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 164,278 $9.84M 1.26% +1,111 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 164,068 $9.83M 0.14% -2,691 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 163,317 $9.79M 0.01% +143,766 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 162,792 $9.75M 0.41% +4,924 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 162,122 $9.71M 0.61% +1,869 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 161,483 $9.68M 0.61% +8,442 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 161,415 $9.67M 0.34% -122,372 13F-HR Timeline Group DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 161,215 $9.66M 8.12% -2,959 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 159,205 $9.62M 19.63% +20,386 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 158,479 $9.5M 1.11% +6,265 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 158,160 $9.48M 8.24% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 157,604 $9.44M 2.04% -1,427 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 157,513 $9.44M 1.95% +8,480 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 157,079 $9.41M 0.74% 0 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 155,388 $9.31M 2.98% +771 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 155,315 $9.31M 1.62% +55,650 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 149,792 $9.31M 3.43% -708 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 154,297 $9.25M 0.32% -7,716 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 151,430 $9.07M 2.41% -86 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 151,279 $9.06M 0.06% -57,504 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 151,121 $9.06M 3.56% +980 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 151,091 $9.05M 0.3% +36,828 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 169,337 $9.05M +3,676 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 150,995 $9.05M 0.33% -1,351 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 150,965 $9.05M 1.28% +6,439 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 149,944 $8.98M 0.44% +2,548 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 149,826 $8.98M 6.37% -225 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 149,273 $8.94M 0.26% +2,065 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 149,017 $8.93M 3.14% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 148,741 $8.91M 2.93% -6,228 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 148,374 $8.89M 3.84% -612 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 148,154 $8.88M 3.15% +6,400 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 147,227 $8.82M 1.34% +13,144 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 146,890 $8.8M 1.15% -208,616 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 146,427 $8.77M 1.09% +569 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 145,272 $8.7M 2.01% -421 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 145,185 $8.7M 1.12% +229 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 144,875 $8.68M 0.33% +3,268 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 144,002 $8.63M 0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 143,650 $8.61M 0.17% +9,239 13F-HR Timeline Group Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 142,294 $8.53M 5.66% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 142,198 $8.52M 2.2% +7 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 142,103 $8.51M 2.05% -9,168 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 141,957 $8.51M 0.34% +3,506 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 140,512 $8.42M 3.25% -2,428 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 140,219 $8.4M 2.52% +3,398 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 139,742 $8.37M 2.75% -4,200 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 139,167 $8.34M 2.3% -2,731 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 138,940 $8.33M 2.15% +38,413 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 138,268 $8.29M 3.25% -1,223 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 137,713 $8.25M 5.46% -2,093 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 137,470 $8.24M 0.25% +2,852 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 136,923 $8.2M 0.35% +7,000 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 136,109 $8.16M 0.38% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 135,697 $8.13M 0.64% -499 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 135,648 $8.13M 0.27% +7,478 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 135,218 $8.1M 4.51% -1,026 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 134,468 $8.06M 1.45% -3,490 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 134,436 $8.06M 2.51% +2,042 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 133,949 $8.03M 0.96% +4,863 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 133,925 $8.02M 5.54% +5,288 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 133,380 $7.99M 1.02% -246 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 132,769 $7.96M 0.6% +7,007 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 132,615 $7.95M 2.04% +2,805 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 132,233 $7.92M 3.8% +3,473 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 131,766 $7.89M 1.25% +8,053 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 131,610 $7.89M 0.01% +51,047 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 130,787 $7.84M 0.69% +17,812 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 130,272 $7.81M 1.81% 0 13F-HR Timeline