BSW Wealth Partners More: the full row for BSW Wealth Partners 2,939 $646K 0.08% -383 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,937 $646K 0.06% +550 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,933 $645K 0.44% +17 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,930 $644K 0.03% new 13F-HR Timeline Group CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,926 $643K 0.48% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,925 $643K 0.06% +10 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,912 $640K 0.19% +87 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. 2,911 $640K 0.01% -115 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,899 $637K 0.07% +13 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,897 $637K 0.13% +26 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,897 $637K 0.04% -461 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,886 $634K 0.19% -77 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,885 $634K 0.08% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,879 $633K 0.13% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,876 $632K 0.02% +414 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,867 $630K 0.26% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,866 $630K 0.16% -1,135 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 2,863 $629K 0.06% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,859 $628K 0.09% -2 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,856 $628K 0.37% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,834 $623K 0.02% -1,179 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,834 $623K 0.08% -176 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,833 $623K 0.43% -8 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,828 $622K 0.36% +1 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,820 $620K 0.54% +400 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,815 $619K 0.24% +1,076 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,814 $619K 0.06% -1,401 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,809 $617K 0.53% 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,804 $616K 0.41% -125 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,802 $616K 0.06% -696 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,799 $615K 0.17% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,792 $614K 0.26% +36 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,789 $613K 0.02% +1,576 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,775 $610K 0.06% +649 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2,773 $609K 0.6% 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,767 $608K 0.08% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,767 $608K 0.13% -28 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,754 $605K 0.41% 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,753 $605K 0.49% 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,752 $605K 0.18% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,745 $603K 0.08% +6 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,740 $602K 0.08% +15 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,735 $601K 0.08% -250 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,733 $601K 0.07% -389 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 2,732 $600K 0.43% +22 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 2,731 $600K 0.3% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,726 $599K 0.03% -49 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,726 $599K 0.09% +250 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,724 $599K 0.03% -1,082 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,722 $598K 0.09% +410 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,721 $598K 0.01% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,709 $595K 0.18% +3 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,705 $595K 0.04% +225 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,703 $594K 0.06% -365 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,701 $594K 0.4% -66 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,700 $593K 0.02% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,700 $593K 0.09% +55 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,690 $591K 0.29% -146 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,677 $588K 0.41% -80 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,670 $587K <0.01% -4,470 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,669 $587K 0.16% -35 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,665 $586K 0.14% -92 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,662 $585K 0.28% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,655 $584K 0.09% -203 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,655 $584K 0.11% -24 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,651 $583K 0.22% -5 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,649 $582K 0.19% +1,329 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,638 $581K 0.13% -12 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,639 $580K 0.19% +1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,629 $578K 0.31% 13F-HR/A Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,623 $576K 0.27% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,609 $573K 0.18% +92 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,607 $573K 0.1% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,607 $573K 0.05% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,601 $572K 0.07% +1,721 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,599 $571K 0.01% +558 13F-HR Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,596 $571K 0.08% +522 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,595 $570K 0.03% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,593 $570K 0.03% -648 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,592 $570K 0.32% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,476 $569K 0.24% -407 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,568 $564K 0.32% +6 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,562 $563K 0.06% -227 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,561 $563K 0.24% -52 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,558 $562K 0.11% -94 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,552 $561K 0.16% +2 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,551 $561K 0.49% +6 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,546 $560K 0.04% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,535 $557K <0.01% new 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,535 $557K 0.11% +124 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,532 $557K 0.08% +6 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,531 $556K 0.02% -88 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,521 $554K 0.23% +28 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,520 $554K 0.06% +320 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,515 $553K 0.17% -3 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,515 $553K 0.08% -1 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,510 $552K 0.11% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,510 $552K 0.29% -109 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,506 $551K 0.04% -10 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,506 $551K 0.16% +20 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,496 $549K 0.19% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,495 $548K 0.07% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,494 $548K 0.3% -4,785 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,490 $547K 0.09% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,488 $547K 0.11% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,484 $546K 0.02% +557 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 2,476 $544K 0.35% 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,473 $543K 0.19% +1 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,472 $543K 0.11% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,471 $543K 0.13% +981 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,464 $542K 0.2% -25 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,460 $541K 0.16% +19 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,452 $539K 0.24% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,443 $537K 0.08% +1,886 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,442 $537K 0.06% -1 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,440 $536K 0.09% +3 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,434 $535K 1.02% -2,586 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,364 $535K 0.11% +2 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,424 $533K 0.46% -1 13F-HR/A Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,423 $533K 0.14% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,419 $532K 0.37% +5 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,414 $530K 0.06% -1,064 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,413 $530K 0.17% +34 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,402 $528K 0.05% +702 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,399 $527K 0.12% +778 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,391 $525K 0.19% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,388 $525K 0.34% +815 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,339 $524K 0.42% -34 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,382 $524K 0.44% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,377 $522K 0.14% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,377 $522K 0.01% -983 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,368 $520K 0.22% -348 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,367 $520K 0.06% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,366 $520K 0.38% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,361 $519K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,359 $518K 0.07% +14 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,349 $516K 0.22% +17 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,343 $515K 0.1% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,342 $515K 0.28% +1 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,340 $514K 0.24% +1 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,339 $514K 0.2% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,325 $511K <0.01% 0 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,272 $511K 0.11% -1,223 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,323 $511K 0.13% +11 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,319 $510K 0.09% -271 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,319 $510K 0.06% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,316 $509K 0.11% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,300 $505K 0.23% -1,100 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,299 $505K 0.22% +1 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,299 $505K 0.56% +522 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,292 $504K 0.11% +342 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,289 $503K 0.19% -71 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,285 $502K 0.32% +16 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,284 $502K 0.03% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,271 $499K 0.09% -7 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,267 $498K 0.04% -144 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,266 $498K 0.05% +280 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 2,263 $497K 6.03% -98,123 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,263 $497K 0.12% +3 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,249 $494K 0.33% -26 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,283 $493K 0.13% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,234 $491K 0.31% -164 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,234 $491K 0.08% 0 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 2,233 $491K 0.41% 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,232 $491K 0.21% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,230 $490K 0.14% -100 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,223 $489K 0.25% +5 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,215 $487K 0.38% +9 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,206 $485K 0.1% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,201 $484K 0.16% +461 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,200 $484K 0.05% -181 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,200 $484K 0.14% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 2,197 $483K 0.15% -328 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,196 $483K 0.06% +14 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,184 $480K 0.3% +8 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,175 $478K 0.24% -161 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,164 $476K 0.02% -327 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 2,163 $475K 0.46% 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,163 $475K 0.18% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,162 $475K 0.02% -24 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,155 $474K 0.38% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,151 $473K 0.1% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,109 $473K 0.1% +48 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 2,149 $472K 0.26% -441 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,145 $471K 0.01% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,127 $467K 0.17% -365 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,123 $467K 0.33% 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,122 $466K 0.35% +2 13F-HR Timeline American Trust More: the full row for American Trust 2,119 $466K 0.04% +40 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,118 $465K 0.31% +64 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,114 $465K 0.08% +24 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,107 $463K 0.15% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,107 $463K 0.09% +6 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,106 $463K 0.06% +1,040 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,103 $462K 0.09% -34 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 2,094 $460K 0.38% 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,086 $458K 0.14% +1,043 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,072 $455K 0.19% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,070 $455K 0.07% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,068 $455K 0.13% -30 13F-HR Timeline