MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,514 $758K 0.07% +38 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,495 $758K 0.15% +36 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,503 $756K 0.01% -1,208 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,502 $756K 0.1% +200 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,500 $755K 0.06% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,485 $755K 0.18% +14 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,498 $755K 0.08% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,487 $752K 0.06% -15 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,478 $751K 0.08% +1,050 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 3,477 $750K 0.68% +55 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,475 $750K 0.14% -895 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,465 $748K 0.03% +269 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,459 $746K 0.11% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,450 $745K 0.34% +7 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,440 $742K 0.37% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,438 $742K 0.27% +65 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for Great Lakes Retirement, Inc. 3,396 $733K 0.08% +87 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,388 $731K 0.33% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,387 $731K 0.03% +39 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,387 $731K <0.01% +169 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,357 $728K 0.31% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,360 $725K 0.01% -1,186 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,541 $725K 0.82% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,358 $725K 0.05% +336 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,356 $724K 0.09% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,350 $723K 0.11% +1,360 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 24,236 $721K 0.38% +20,303 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,340 $721K 0.1% -8 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,339 $721K 0.27% -76 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,322 $717K 0.09% -72 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,314 $715K 0.34% -120 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 3,247 $713K 0.64% -483 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,294 $711K 0.19% +432 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,288 $710K 0.06% -160 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,286 $709K 0.08% 0 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,282 $708K 0.04% +4 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,249 $705K 0.08% -152 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 3,264 $704K 0.44% +165 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,261 $704K 0.05% +11 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,260 $703K 0.52% -45 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,247 $701K 0.12% -246 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,246 $700K 0.02% +305 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,241 $699K 0.04% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,238 $699K 0.24% +104 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,236 $698K 0.17% -49 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,221 $698K 0.03% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,232 $697K 0.34% +131 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,226 $696K 0.08% -235 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,226 $696K 0.15% +987 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,216 $694K 0.48% -68 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,201 $694K 0.02% 0 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,205 $692K 0.52% +171 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,179 $689K 0.05% +10 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,189 $688K 0.04% -1,500 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,173 $685K 0.12% -111 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,171 $684K 0.2% +12 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 3,162 $682K 0.25% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,155 $681K 0.36% -31 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 3,153 $680K 0.19% -140 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,153 $680K 0.18% -951 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,153 $680K 0.15% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,125 $674K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,122 $674K 0.08% +1,554 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,120 $673K 0.14% -72 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,110 $671K 0.05% 0 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,106 $670K 0.48% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,103 $670K 0.08% +1 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,102 $669K 0.18% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,091 $667K 0.16% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,083 $665K 0.05% -155 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,078 $664K 0.06% +8 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,076 $664K 0.32% -100 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,068 $662K 0.08% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,068 $662K 0.06% +3 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,055 $659K 0.26% +295 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,051 $658K 0.23% -75 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 3,036 $655K 0.4% -20 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,027 $653K 0.23% -1 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,026 $653K 0.01% -2 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,010 $650K 0.08% -111 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,008 $649K 0.3% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 3,003 $648K 0.26% +8 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,002 $648K 0.23% +6 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,002 $648K 0.03% -768 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,001 $648K 0.14% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,001 $648K 0.1% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,986 $644K 0.04% -439 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,985 $644K 0.09% -121 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,980 $643K 0.01% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,975 $642K 0.03% +79 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,963 $639K 0.2% -153 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,958 $638K 0.1% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,955 $638K 0.28% +1 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,950 $637K 0.26% -76 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,944 $635K 0.11% +1 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 2,942 $635K 0.04% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,941 $635K 0.32% 0 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,940 $634K 0.46% +12 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,935 $633K 0.13% +525 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,929 $632K 0.53% +221 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,916 $629K 0.47% +9 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,915 $629K 0.06% -1,164 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,913 $629K 0.06% +2 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,886 $623K 0.07% +7 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,883 $622K 0.31% -286 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,871 $622K 0.13% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,885 $622K 0.09% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,879 $621K 0.13% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,878 $621K 0.04% -400 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,874 $620K 0.11% +212 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,867 $619K 0.26% -171 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,863 $618K 0.06% -447 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,861 $617K 0.1% +358 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,861 $617K 0.09% +20 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,875 $617K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,858 $617K 0.09% +283 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,856 $616K 0.25% +127 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,856 $616K 0.38% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,841 $613K 0.44% +12 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,836 $612K 0.3% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,831 $611K 0.05% +1 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,827 $610K 0.37% -192 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,825 $610K 0.18% -400 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,795 $609K 0.14% -641 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,799 $604K 0.18% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,789 $602K 0.06% +281 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,785 $602K 0.03% -352 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,786 $601K 0.22% +12 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,775 $599K 0.03% -175 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,774 $599K 0.24% -143 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 2,773 $598K 0.14% -89 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,743 $597K 0.12% +2 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,767 $597K 0.08% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,767 $597K 0.41% -46 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,757 $595K 0.17% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,757 $595K 0.4% -25 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,756 $595K 0.25% -21 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,752 $594K 0.18% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,741 $594K 0.18% +884 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,739 $591K 0.09% +227 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 2,731 $589K 0.32% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,729 $589K 0.01% +275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,725 $588K 0.08% +592 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,716 $586K 0.26% +8 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,711 $585K 0.23% +335 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,710 $585K 0.26% -59 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 2,710 $585K 0.44% +12 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,706 $584K 0.18% +2 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,704 $583K 0.17% -25 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,700 $583K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,679 $580K 0.11% -8 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,673 $577K 0.02% -267 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,671 $576K 0.01% +715 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,662 $575K 0.3% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,656 $573K 0.22% -2 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,650 $573K 0.14% -31 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,652 $572K 0.11% -15 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 2,647 $571K 0.07% +99 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,645 $571K 0.08% +210 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,640 $570K 0.04% +4 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,639 $569K 0.04% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,638 $569K 0.2% +68 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,636 $569K 0.07% +25 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,619 $565K 0.32% +30 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,619 $565K 0.02% 0 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,613 $564K 0.24% -1 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,609 $563K 0.28% +11 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,607 $563K 0.05% 0 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 2,600 $561K 0.24% -3,600 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,594 $560K 0.03% -50 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,592 $559K 0.45% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,592 $559K 0.33% -144 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 2,590 $559K 0.41% -228 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,590 $559K 0.11% +1 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,570 $555K 0.09% -5 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 300 $554K 0.29% new 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,562 $553K 0.33% -142 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,556 $552K 0.03% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,550 $550K 0.16% +285 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 2,548 $550K 0.04% +1,356 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,546 $550K 0.04% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,545 $549K 0.52% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,538 $548K 0.1% +48 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,528 $546K 0.01% -2 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,517 $545K 0.13% +1,509 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,526 $545K 0.08% +3 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 2,525 $544K 0.17% +328 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,518 $543K 0.17% -30 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,516 $543K 0.04% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,516 $543K 0.08% +6 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,510 $542K 0.12% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,495 $541K 0.08% 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,493 $538K 0.23% +1,054 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,493 $538K 0.2% +11 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,492 $538K 0.19% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,491 $538K 0.02% +312 13F-HR Timeline