JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,765 $2.25M 0.52% -51 13F-HR/A Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,765 $2.25M 0.45% +535 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,762 $2.25M 0.38% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,230 $2.25M 0.26% +243 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 3,759 $2.25M 1.92% 13F-HR/A Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,758 $2.25M 1.05% 0 13F-HR/A Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 3,751 $2.24M 1.17% -67 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,750 $2.24M 0.69% +122 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,750 $2.24M 0.3% +536 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,745 $2.24M 1.35% -84 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,384 $2.24M 0.42% -745 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 3,735 $2.23M 2.28% +733 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,727 $2.23M 1.75% +196 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,716 $2.22M 0.3% -16 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,707 $2.22M 0.49% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,696 $2.21M 0.24% -59 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,692 $2.21M 0.16% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,673 $2.19M 0.31% +7 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,671 $2.19M 0.39% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,668 $2.19M 0.63% +49 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,306 $2.19M 1.41% -242 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,664 $2.19M 0.06% +1,111 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,660 $2.19M 0.1% -228 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,626 $2.19M 0.07% +552 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,653 $2.18M 0.05% -2,225 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,648 $2.18M 0.53% +119 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,640 $2.18M 0.28% +58 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,633 $2.17M 0.13% +1,092 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,628 $2.17M 0.14% +400 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,628 $2.17M 0.12% +267 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,628 $2.17M 0.6% +199 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,605 $2.15M 1.16% -516 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,603 $2.15M 0.2% +4 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,601 $2.15M 0.55% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,597 $2.15M 0.24% +596 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,751 $2.15M 0.03% +566 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 3,583 $2.14M 2.22% -194 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,570 $2.13M 1.09% +509 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,569 $2.13M 1.17% +1 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,566 $2.13M 0.29% +728 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,565 $2.13M 0.74% +11 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,560 $2.13M 0.28% +1,044 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,559 $2.13M 0.37% +554 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 3,548 $2.12M 0.78% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,540 $2.12M 0.59% -3 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 3,528 $2.11M 0.75% +389 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,528 $2.11M 0.12% +1,315 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 3,517 $2.1M 1.25% -118 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,513 $2.1M 0.62% +13 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,504 $2.09M 0.32% -43 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,502 $2.09M 0.14% -201 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,499 $2.09M 1.08% +8 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,495 $2.09M 0.36% +1,470 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,490 $2.09M 1.35% -177 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 3,485 $2.08M 1.22% -2,078 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,478 $2.08M 0.66% -115 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,447 $2.08M 0.51% +2,645 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 3,472 $2.07M 1.32% -35 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,469 $2.07M 0.71% +6 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 3,469 $2.07M 1.06% -1,298 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,467 $2.07M 1.32% -526 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,466 $2.07M 0.24% +11 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,464 $2.07M 1.11% -817 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,461 $2.07M 0.41% +84 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,458 $2.07M 0.26% +598 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,455 $2.06M 0.9% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,451 $2.06M 1.41% +250 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,447 $2.06M 0.21% +1,659 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,439 $2.05M 0.91% -80 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,990 $2.05M 1.21% +919 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,425 $2.05M 0.33% +11 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,424 $2.05M 0.07% -57 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,424 $2.05M 0.46% -163 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,400 $2.03M 1.87% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,396 $2.03M 0.61% +200 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,377 $2.02M 0.2% -393 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,373 $2.02M 0.28% +3 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,372 $2.02M 1.06% -20 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,372 $2.01M -38 Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 3,372 $2.01M 1.58% +62 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,358 $2.01M 0.93% +52 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,357 $2.01M 1.52% +1 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,348 $2M 1.13% +25 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,347 $2M 0.01% -225 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,347 $2M 0.86% +79 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,343 $2M 0.21% -134 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,330 $1.99M 1.62% +75 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,313 $1.98M 0.13% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,311 $1.98M 1.46% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,311 $1.98M 0.16% -56 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 3,310 $1.98M +2,145 Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,309 $1.98M 1.02% +2,581 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,097 $1.98M 0.11% -10,213 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,300 $1.97M 1.16% +22 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,297 $1.97M 0.34% +825 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 3,295 $1.97M 1.62% +52 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,293 $1.97M 0.66% -349 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,290 $1.97M 0.64% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,290 $1.97M 0.57% +629 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,287 $1.96M 0.1% +594 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 3,284 $1.96M 2.15% -1,757 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,281 $1.96M 0.61% -15 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,274 $1.96M 0.95% +675 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,273 $1.96M 0.12% +1,483 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,273 $1.96M 0.12% -15,411 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,269 $1.95M 0.69% +706 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,267 $1.95M 1.84% -394 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,267 $1.95M 1.75% +208 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,263 $1.95M 1.15% -54 13F-HR/A Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,263 $1.95M 1.39% +448 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,354 $1.95M 1.66% +164 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 2,953 $1.95M 1.19% +2,932 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,254 $1.94M 0.87% +163 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,249 $1.94M 0.34% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,246 $1.94M 0.13% +279 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,243 $1.94M 0.15% +423 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,242 $1.94M 0.59% -146 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,240 $1.94M 0.03% -4,906 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,238 $1.94M 0.31% +117 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,237 $1.93M 1.38% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,236 $1.93M 0.24% +2,668 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,225 $1.93M 0.45% +8 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,225 $1.93M 1.13% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,225 $1.93M 0.46% +43 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 3,222 $1.93M 1.08% +237 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 3,221 $1.92M 0.34% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,220 $1.92M 0.66% -128 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,219 $1.92M 0.15% -10 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,214 $1.92M 0.6% -3,187 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,212 $1.92M 1.35% +65 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,211 $1.92M 0.11% -210 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,211 $1.92M 0.27% +679 13F-HR Timeline TLWM More: the full row for TLWM 3,211 $1.92M 0.35% +322 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,209 $1.92M 1.34% +11 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,203 $1.91M 1.45% +738 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 3,203 $1.91M 1.31% 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 3,198 $1.91M 0.55% -145 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,196 $1.91M 1.07% +96 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,192 $1.91M 0.33% -134 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,189 $1.91M 0.27% +1 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,185 $1.9M 0.18% -8 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,184 $1.9M 0.28% -26 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,182 $1.9M 1.1% 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,179 $1.9M 0.54% -715 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 3,177 $1.9M 0.52% +522 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,177 $1.9M 0.21% +71 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 3,161 $1.89M 1.17% +658 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,151 $1.88M 0.03% +259 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,150 $1.88M 0.24% +48 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,148 $1.88M 0.55% +510 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,147 $1.88M 0.32% -1 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,147 $1.88M 0.25% +476 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 3,145 $1.88M 0.44% +673 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,144 $1.88M 0.23% +52 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,140 $1.88M 1.66% +1,119 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,130 $1.87M 0.28% -25 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 3,130 $1.87M 1.06% -1,972,882 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,130 $1.87M 0.21% -258 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,126 $1.87M 0.11% +344 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 3,123 $1.87M 0.19% +10 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,852 $1.86M 1.11% -47 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,102 $1.85M 0.12% +220 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,102 $1.85M 0.07% -236 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,091 $1.85M 0.37% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,091 $1.85M 1.2% -27 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,089 $1.85M 1.65% +290 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,082 $1.84M 0.64% +489 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,071 $1.84M 0.37% +765 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,071 $1.84M 1.05% -102 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 3,064 $1.83M 1.04% -35 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,062 $1.83M 0.75% -6,133 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,058 $1.83M 0.7% -2,699 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,057 $1.83M 0.1% -821 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 3,052 $1.82M 0.57% -4,790 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,050 $1.82M 0.23% +504 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 3,049 $1.82M 0.86% -171 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,043 $1.82M 0.13% -209 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,040 $1.82M 0.3% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,039 $1.82M 2.69% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 3,035 $1.81M 0.54% +124 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,030 $1.81M 0.19% +1,417 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,026 $1.81M 0.31% -86 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 3,022 $1.81M 1.12% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,012 $1.8M 0.28% +1,051 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,012 $1.8M 0.51% -55 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,009 $1.8M 0.81% -14 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,000 $1.79M 1.81% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,994 $1.79M 0.77% +116 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,995 $1.79M 1.22% -1 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,988 $1.79M 3.22% +1,986 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,980 $1.78M 0.35% +91 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,973 $1.78M 0.38% -15 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,972 $1.78M 0.31% +399 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,946 $1.77M 1.02% -7 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,969 $1.77M 0.35% +203 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,960 $1.77M 0.82% +9 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,960 $1.77M 0.18% +93 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,960 $1.77M 0.19% -169 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,948 $1.76M 1.33% +9 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,946 $1.76M 0.96% +76 13F-HR Timeline