Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,080 $449K 0.1% -29 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,087 $449K 0.04% -179 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,086 $449K 0.13% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,072 $446K 0.19% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,070 $445K 0.07% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,068 $445K 0.21% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,068 $445K 0.04% +4 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,066 $444K 0.06% -130 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,064 $444K 0.11% +4 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,988 $444K 0.09% -284 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,063 $444K 0.19% -586 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,061 $443K 0.05% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,057 $442K 0.04% +1 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,056 $442K 0.07% -9 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,055 $442K 0.16% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,053 $442K 0.16% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,050 $441K 0.1% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,050 $441K 0.15% -6 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,047 $440K 0.06% +5 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,043 $439K 0.03% +6 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,039 $438K 0.03% +14 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 2,034 $437K 0.2% -5 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 2,032 $437K 0.38% -5 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,031 $437K 0.08% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,908 $437K 0.16% -17 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,004 $431K 0.08% +158 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,002 $430K 0.11% -281 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,001 $430K 0.01% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,000 $430K 0.22% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 1,999 $430K 0.17% +139 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,997 $429K 0.13% -110 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,900 $429K 0.18% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,987 $427K 0.08% -58 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,985 $427K 0.13% +254 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,980 $426K 0.12% -250 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,975 $425K 0.25% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,973 $424K 0.12% +154 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,964 $422K 0.05% +8 13F-HR/A Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,957 $421K 0.09% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,954 $420K 0.02% -208 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,950 $419K 0.13% +2 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,947 $419K 0.08% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,946 $419K 0.27% +26 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,925 $418K 0.3% -140 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,942 $418K 0.1% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,821 $416K 0.16% 0 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 1,935 $416K 0.28% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,934 $416K 0.02% -15 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,932 $416K 0.44% +1 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,932 $415K 0.12% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,931 $415K 0.23% 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,928 $415K 0.21% -395 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,926 $414K 0.03% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,925 $414K 0.18% +97 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,924 $414K 0.8% -1,080 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,924 $414K 0.02% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,924 $414K 0.09% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,922 $413K 0.19% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,922 $413K 0.03% +271 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,922 $413K 0.06% -13 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,920 $413K 0.05% +329 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,915 $412K 0.12% -53 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,912 $411K 0.22% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,569 $411K 0.28% +908 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,910 $411K 0.13% -503 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,907 $410K 0.09% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,907 $410K 0.15% -28 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,906 $410K 0.21% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,896 $408K 0.04% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,893 $407K 0.07% -450 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,788 $406K 0.16% -37 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,885 $405K 0.84% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,883 $405K 0.24% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,880 $404K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,878 $404K 0.17% +4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,870 $402K 0.06% -16 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,864 $401K 0.27% -120 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,862 $400K 0.03% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,855 $399K 0.08% -76 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,854 $399K 0.08% -207 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,848 $397K 0.39% -134 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 1,846 $397K 0.06% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,840 $396K 0.11% 0 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,840 $396K 0.09% -13 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,840 $396K 0.11% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,838 $395K 0.31% -915 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,839 $395K 0.18% +4 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,827 $393K 0.02% +17 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,825 $392K 0.06% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,822 $392K 0.18% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,821 $392K 0.15% +41 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,819 $391K 0.04% -121 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 1,707 $390K 0.2% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,815 $390K 0.07% +7 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,813 $390K 0.09% +46 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,812 $390K 0.28% +226 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,810 $389K 0.03% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,808 $389K 0.07% +450 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,807 $389K 0.04% -926 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,721 $388K 0.12% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,804 $388K 0.03% +4 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,804 $388K 0.11% -47 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,793 $386K 0.32% +5 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,780 $383K 0.04% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 1,780 $383K 0.51% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,774 $382K 0.1% -61 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,774 $381K 0.18% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,771 $381K 0.3% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,770 $381K 0.08% +344 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,963 $381K 0.12% -140 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,681 $380K 0.08% -130 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 1,763 $379K 0.31% -17 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,761 $379K 0.08% +457 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,760 $379K 0.18% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,758 $378K 0.04% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,758 $378K 0.04% -44 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,758 $378K 0.08% -3 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,751 $378K 0.06% +360 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,756 $378K 0.07% -209 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,753 $377K 0.27% +8 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 1,752 $377K 0.19% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,753 $376K 0.12% -7 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,748 $376K 0.14% +2 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,748 $376K 0.2% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,747 $376K 0.08% -240 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,746 $376K 0.04% +1 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,746 $375K 0.11% +5 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,745 $375K 0.02% -46 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,743 $375K 0.32% -27 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,743 $375K 0.07% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,738 $374K 0.18% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,654 $373K 0.19% +294 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,734 $373K 0.04% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,732 $373K 0.14% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,728 $372K 0.3% -120 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,720 $370K 0.12% +37 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,718 $369K 0.05% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,712 $368K 0.02% -141 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,706 $367K 0.16% -148 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,706 $367K 0.04% +232 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 1,703 $366K 0.38% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,696 $365K 0.06% +1 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,695 $365K 0.13% +451 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,681 $364K 0.13% -15 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,690 $363K 0.04% -39 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,685 $362K 0.04% -52 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,675 $360K 0.05% +35 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,671 $359K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,670 $359K 0.22% +106 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,666 $358K 0.24% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,666 $358K 0.17% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,664 $358K 0.1% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,662 $357K 0.17% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,657 $356K 0.07% +4 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,656 $356K 0.06% +50 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,653 $355K 0.13% +55 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,648 $354K 0.02% -320 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,642 $353K 0.12% +1 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,640 $353K 0.05% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,636 $352K 0.31% +357 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,634 $351K 0.02% +6 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,631 $351K 0.1% -131 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,630 $351K 0.13% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,626 $350K 0.01% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,625 $349K 0.17% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,624 $349K 0.15% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,624 $349K 0.04% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,623 $349K 0.28% +320 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,622 $349K 0.14% -408 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,621 $349K 0.32% -46 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,616 $348K 0.05% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,614 $347K 0.11% -54 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,613 $347K 0.02% -250 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,578 $347K 0.2% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,609 $346K 0.08% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,608 $346K 0.24% +15 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,604 $345K 0.02% -176 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,598 $344K 0.08% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,596 $343K 0.03% +485 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,584 $342K 0.26% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,588 $342K 0.26% -794 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,587 $341K 0.14% +4 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,587 $341K 0.02% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,579 $341K 0.13% +7 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,584 $341K 0.15% -23 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,584 $341K 0.02% +25 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,582 $340K 0.09% +190 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,519 $339K 0.02% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,572 $338K 0.03% -25 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,569 $337K 0.12% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,567 $337K 0.06% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,565 $337K 0.04% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,564 $336K 0.07% -496 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,518 $336K 0.01% 0 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 1,563 $336K 0.2% +44 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,561 $336K 0.02% -945 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,557 $335K 0.21% +284 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,554 $334K 0.15% +383 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,550 $333K 0.05% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,550 $333K 0.05% +100 13F-HR Timeline