Refined Wealth Management More: the full row for Refined Wealth Management 1,959 $1.11M 0.76% +2 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,957 $1.11M 0.76% +448 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,953 $1.11M 0.05% +558 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,952 $1.11M 0.42% -858 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,949 $1.11M 0.13% -123 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,949 $1.11M 0.72% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,946 $1.11M 0.51% +266 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,944 $1.1M 0.5% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,941 $1.1M 0.12% +72 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,940 $1.1M 0.07% +647 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,937 $1.1M 0.49% +32 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,932 $1.1M 0.88% -63 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,930 $1.1M 0.11% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,924 $1.09M 0.24% -377 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,923 $1.09M 0.6% +439 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 1,922 $1.09M 1% +6 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,921 $1.09M 0.36% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,921 $1.09M 0.87% +121 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,918 $1.09M 0.26% +692 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,917 $1.09M 0.03% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,915 $1.09M 0.15% +62 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,903 $1.08M 0.02% +172 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,901 $1.08M 0.6% -36 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,897 $1.08M 0.22% +74 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,878 $1.08M 0.21% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,892 $1.07M 0.34% -336 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,891 $1.07M 0.34% +262 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,891 $1.07M 0.41% +1,305 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,884 $1.07M 0.69% +275 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,880 $1.07M 0.73% -443 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,879 $1.07M 0.08% -20 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,877 $1.07M 0.2% -3 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,869 $1.06M 0.5% +1 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,866 $1.06M 0.1% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,865 $1.06M 0.04% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,854 $1.06M 0.27% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,856 $1.05M 0.17% -444 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,855 $1.05M 0.09% +3 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,854 $1.05M 0.31% -12 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,853 $1.05M 0.77% +105 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,852 $1.05M 0.56% +47 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,845 $1.05M 0.15% -22,708 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,843 $1.05M 0.19% +549 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,842 $1.05M 0.77% +3 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,841 $1.05M 0.47% -10 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,839 $1.04M 0.08% +6 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 1,837 $1.04M 0.16% -1,099 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 1,830 $1.04M 0.79% +2 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,829 $1.04M 0.28% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,828 $1.04M 0.34% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,822 $1.04M 0.09% +190 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,819 $1.03M 0.04% -1,802 13F-HR/A Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,817 $1.03M 1.46% -102,388 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,781 $1.03M 0.19% +1,560 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,815 $1.03M 0.48% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,768 $1.03M 0.44% 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,814 $1.03M 0.99% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,811 $1.03M 0.43% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,810 $1.03M 0.26% -5,694 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,806 $1.03M 0.23% +8 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,806 $1.03M 0.16% +310 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,804 $1.02M 0.25% +1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,799 $1.02M 0.51% +20 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,795 $1.02M 0.12% +217 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,793 $1.02M 0.38% -69 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,791 $1.02M 0.11% +205 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,790 $1.02M 0.12% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,790 $1.02M 0.06% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,787 $1.02M 0.41% -27 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,786 $1.01M 0.39% -167 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,781 $1.01M 0.33% +38 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,739 $1.01M 0.18% -1,734 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,776 $1.01M 0.56% -45 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,776 $1.01M 0.54% +51 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,770 $1.01M 0.19% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,754 $999K 0.82% +25 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,756 $997K 0.17% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,748 $993K 0.37% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,745 $991K 1.15% +120 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,742 $990K 0.53% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,741 $989K 0.12% +90 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,741 $989K 0.64% -822 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,738 $987K 0.21% +697 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,736 $986K 0.12% +39 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,736 $986K 0.22% -48 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,736 $986K 0.25% -40 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,731 $983K 0.37% +1,017 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,729 $982K 0.27% +826 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,721 $978K 0.2% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,719 $976K 0.33% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,716 $975K 0.34% +1,298 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,711 $972K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,709 $971K 4.61% -758 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,705 $968K 0.24% -929 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,705 $968K 0.07% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,701 $968K 0.14% +319 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,700 $966K 0.49% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,696 $963K 0.48% +1 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,669 $960K 0.35% +94 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,684 $957K 0.78% +13 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,683 $956K 0.16% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,681 $955K 0.12% +541 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,680 $954K 0.44% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,679 $954K 0.05% +6 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,671 $949K 0.13% +25 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,670 $949K 0.33% -870 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,670 $949K 0.3% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,667 $947K 0.5% +3 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,667 $947K 0.17% +1,269 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,660 $943K 0.24% -570 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,659 $943K 0.39% -30 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,655 $940K 0.27% -1,387 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,655 $940K 0.86% +36 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,654 $940K 0.55% +202 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,636 $940K 0.84% +630 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,651 $938K 0.23% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,643 $933K 0.24% +534 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,641 $932K 0.42% +825 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,641 $932K 0.28% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,638 $930K 0.79% 0 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,632 $927K 0.5% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,630 $926K 0.17% -3 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,628 $925K 0.36% -21 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,627 $924K 0.38% -51 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,625 $923K 0.6% 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,624 $922K 0.09% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,618 $919K 0.13% +18 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,617 $919K 0.29% +15 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,612 $919K 0.18% -141 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,615 $918K 0.4% -68 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,613 $916K 0.19% -93 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,612 $916K 0.03% +708 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,611 $915K 0.03% -50 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,610 $914K 0.41% +8 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,607 $913K 0.32% +12 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,605 $912K 0.07% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,598 $908K 0.1% +119 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,597 $907K 0.25% -273 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,595 $906K 0.86% -1,354 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,593 $905K 0.67% +18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,585 $900K 0.18% -91 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,584 $900K 0.06% -294 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,579 $897K 0.4% +641 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,578 $896K 0.41% +1 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,575 $895K 0.25% +50 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,570 $892K 0.07% +42 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,569 $891K 0.46% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,565 $889K 0.71% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,560 $889K 0.04% +14 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,565 $889K 0.14% -1,261 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,558 $888K 0.76% 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,292 $887K 0.33% +165 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,559 $885K 0.32% +147 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,642 $885K 0.61% -2,581 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,557 $884K 0.51% +537 13F-HR/A Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,551 $883K 0.56% -18 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,551 $881K 0.2% +825 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,550 $881K 0.35% -133 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,548 $879K 0.14% +790 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,541 $875K 0.14% -285 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,538 $874K 0.27% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,538 $873K 0.53% -4 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,537 $873K 0.28% +838 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,533 $871K 0.24% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,507 $870K 0.18% -425 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,529 $868K 0.3% -448 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,527 $867K 0.26% +6 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,525 $867K 0.42% +11 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,520 $863K 0.17% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,500 $861K 0.06% +283 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,509 $857K 0.16% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,508 $857K 0.43% -147 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,507 $856K 0.33% +2 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,496 $850K 0.36% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,496 $850K 0.69% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,492 $848K 0.19% +582 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,470 $846K 0.15% +15 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,487 $845K 0.27% -3 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 1,485 $844K 0.12% -55 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1,475 $838K 0.56% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,472 $836K 0.36% +101 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,466 $833K 0.33% -24 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,463 $831K 0.06% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,416 $829K 0.5% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,459 $828K 0.72% +12 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,455 $826K 0.26% +105 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,453 $825K 0.17% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,451 $824K 0.37% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,448 $823K 0.21% +188 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,443 $820K 0.53% +104 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,443 $819K 0.18% +60 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,438 $817K 0.16% +51 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,437 $816K 0.4% -666 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 1,437 $816K 0.55% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,436 $816K 0.34% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,429 $815K 0.21% +8 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,432 $813K 0.05% -106 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 1,431 $813K 0.22% +1 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,430 $812K 0.55% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,423 $808K 0.54% +87 13F-HR Timeline