CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 31,212 $9.05M 1.78% +572 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 31,072 $9.01M 0.17% -553 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 31,023 $8.99M 1.2% -128 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 30,903 $8.96M 2.31% -1,073 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,887 $8.95M 0.26% -640 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 30,866 $8.95M 4.33% -244 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 30,826 $8.93M 2.66% +166 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 30,811 $8.93M 0.92% -2,172 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 30,790 $8.92M 0.94% -251 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,780 $8.92M 0.67% +831 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 30,460 $8.83M 6.9% +421 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 30,365 $8.8M 1.85% +1,388 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 30,297 $8.78M 0.09% -52,997 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 30,177 $8.75M 0.05% +585 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 30,174 $8.74M 3.37% -187 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 30,143 $8.74M 2.83% +14,211 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 30,133 $8.73M 3.84% +371 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 30,046 $8.71M 1.66% -368 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 29,967 $8.68M 3.57% +693 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 29,877 $8.66M 0.4% -1,061 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 29,703 $8.61M 1.79% -104 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 29,656 $8.59M 2.64% -40 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 29,636 $8.59M 2.55% +380 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 29,538 $8.56M 7.8% +2,397 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29,533 $8.56M 0.16% +1,658 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 29,482 $8.54M 0.34% +130 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,221 $8.47M 0.34% +4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 29,168 $8.45M 0.19% -507 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 29,085 $8.43M 0.14% -2,197 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 29,071 $8.43M 2.99% -19 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 29,025 $8.42M 3.13% +11,843 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 28,982 $8.4M 0.08% +25,795 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,927 $8.38M 1.83% -400 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 28,841 $8.36M 2.2% -3,256 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 28,746 $8.33M 0.61% +2,891 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 28,711 $8.32M 0.62% -21 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 28,661 $8.31M 3.16% -143 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 28,868 $8.29M 1.82% +2,572 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 28,533 $8.27M 2.88% -231 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 28,522 $8.27M 2.77% -1,822 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 28,399 $8.26M 5.05% +1,913 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 28,427 $8.24M 1.45% -893 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 28,282 $8.2M 1.02% -480 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 27,571 $8.19M 1.26% +746 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 28,139 $8.16M 6.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 28,069 $8.13M 0.64% -80 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 28,057 $8.13M 1% -117,203 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 28,023 $8.12M 3.06% -14,606 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 27,947 $8.1M 0.51% -880 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 27,780 $8.05M 0.51% +2,119 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 27,752 $8.04M 8.2% -7,609 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 27,734 $8.04M 0.91% +1,661 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,783 $8.03M 0.48% +268 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 27,689 $8.02M 0.63% +119 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 27,668 $8.02M 3.82% new 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 27,650 $8.01M 0.51% +655 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 27,591 $8M 0.47% +782 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 27,403 $7.94M 0.62% +5,349 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 27,375 $7.93M 0.57% +617 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 27,335 $7.92M 5.02% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 26,980 $7.82M 7.23% -887 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 26,933 $7.81M 0.39% -1,659 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 26,924 $7.8M 3.73% -2,274 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26,853 $7.78M 1.23% +532 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 26,669 $7.73M 4.07% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,653 $7.72M 0.28% +909 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,559 $7.7M 3.39% +517 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 26,495 $7.68M 0.48% +235 13F-HR Timeline Trust Co More: the full row for Trust Co 26,440 $7.66M 0.88% +34 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 26,350 $7.64M 1.34% -137 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 26,334 $7.63M 5.26% -999 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 26,314 $7.63M 3.26% -206 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 26,275 $7.61M 9.3% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 26,224 $7.6M 3.82% +7,116 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 26,140 $7.58M 2.76% 0 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 26,064 $7.55M 0.21% +4 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 26,054 $7.55M 1.11% +5,895 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 26,028 $7.54M 3.96% -602 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 26,027 $7.54M 0.14% -158 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,966 $7.53M 0.15% -13,681 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 25,859 $7.49M 1.24% +375 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,732 $7.46M 4.93% +364 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 25,717 $7.45M 0.44% 0 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 25,710 $7.45M 2.77% +450 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 25,507 $7.39M 3.84% +642 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 25,503 $7.39M 4.97% +2,045 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 25,462 $7.38M 2.56% -418 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,370 $7.35M 0.34% +14,573 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 25,171 $7.29M 3.93% -1,580 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 25,132 $7.28M 0.63% +21,427 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 25,068 $7.26M 4.42% -32 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 24,920 $7.22M 0.31% -331 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,900 $7.22M 0.01% -22,054 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 24,867 $7.21M 2.73% +501 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 24,839 $7.2M 0.23% -615 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 24,726 $7.17M 0.9% -325 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 24,714 $7.16M 2.32% -710 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 24,701 $7.16M 0.15% +6,651 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 24,643 $7.14M 2.23% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 24,592 $7.13M 5.1% +1,287 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 24,528 $7.11M 2.7% -949 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24,476 $7.09M 0.2% -2,183 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 24,463 $7.09M <0.01% +4,969 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 24,365 $7.06M 1.54% +270 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 24,352 $7.06M 0.77% -1,170 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 23,725 $7.05M 0.06% -1,375 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 24,287 $7.04M 0.54% +3,333 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 24,171 $7M 2.57% -66 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 23,966 $7M 3.3% +1,143 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 24,131 $6.99M 4.12% -654 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 24,067 $6.97M 0.01% new 13F-HR/A Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 24,000 $6.96M 3.05% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 23,891 $6.92M 0.02% +1,678 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 23,812 $6.9M 6.99% +409 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 23,769 $6.89M 4.4% +265 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 27,964 $6.88M 0.25% -8,136 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 23,701 $6.87M 0.59% +112 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24,566 $6.86M 3.4% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,429 $6.79M 0.21% +1,566 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23,360 $6.77M 0.09% +9,198 13F-HR/A Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 23,342 $6.76M 4.4% +1,517 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 23,208 $6.73M 0.29% +322 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 23,170 $6.71M 6.49% +1,504 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 22,178 $6.67M 2.66% -119 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 22,954 $6.65M 0.46% -270 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 22,924 $6.64M 4.59% -1,108 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,912 $6.64M 0.27% -1,289 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 22,893 $6.63M 1.6% -448 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,777 $6.6M 0.54% +874 13F-HR/A Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 22,779 $6.59M 4.27% +17 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 22,691 $6.58M 1.1% +1,656 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 22,557 $6.54M 0.96% +8,037 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 22,410 $6.49M 3.05% +1,193 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,409 $6.49M 0.2% -616 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,349 $6.48M 0.66% +1,542 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 22,290 $6.46M 1.05% -1,137 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 22,240 $6.45M 0.6% -579 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,197 $6.43M 0.26% -157 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 22,171 $6.43M 3.05% -624 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 22,151 $6.42M 2.16% +618 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 22,148 $6.42M 1.14% -839 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22,146 $6.42M 3.17% +12 13F-HR Timeline Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 22,100 $6.4M 6.76% +4,282 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 21,932 $6.36M 3.29% +54 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 21,896 $6.35M 2.72% -812 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 21,886 $6.34M 1.11% -4,797 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 21,871 $6.34M 4.6% +3,215 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 21,837 $6.33M 2.87% -186 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 21,759 $6.31M 0.8% +377 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 21,705 $6.29M 0.36% +269 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21,680 $6.28M 0.6% -4,772 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 21,658 $6.28M 1.37% -167 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 21,617 $6.26M 0.78% -1,583 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 21,562 $6.25M 3.94% -626 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 21,472 $6.22M 0.14% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 21,414 $6.21M 2.17% +13 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,357 $6.19M 0.31% +1,386 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,279 $6.17M 0.1% +1,885 13F-HR/A Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 21,223 $6.15M 0.87% -18,527 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 21,220 $6.15M 0.2% +1,168 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 21,216 $6.15M 3.32% -346 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 21,148 $6.13M 1.25% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,136 $6.13M 0.54% +430 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,080 $6.11M 1.08% +8 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 20,950 $6.07M 3% -440 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 20,804 $6.03M 1.1% +5,592 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 20,801 $6.03M 0.34% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 20,796 $6.03M 3.88% -50 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 20,792 $6.03M 1.42% +2,660 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 20,744 $6.01M 0.58% -1,041 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sabal Trust CO More: the full row for Sabal Trust CO 20,638 $5.98M 0.35% -290 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 20,454 $5.93M 1.58% -51 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 20,397 $5.91M 6.75% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 20,383 $5.91M 1.89% +3,152 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 20,338 $5.89M 3.36% +3,412 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,187 $5.85M 0.31% -228,961 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 20,141 $5.84M 4.31% +2,414 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,123 $5.83M 0.09% -36,876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 20,118 $5.83M 0.17% -49 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,076 $5.82M 0.43% -21,100 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 20,025 $5.8M 0.35% -866 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,948 $5.78M 0.46% +113 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19,932 $5.78M 0.27% +85 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 19,835 $5.75M 2.53% +685 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 19,794 $5.74M 4.03% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19,790 $5.74M 0.16% -1,162 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 19,783 $5.73M 1.06% -82 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 57,628 $5.71M 0.15% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 19,640 $5.69M 0.08% +7,842 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,557 $5.67M 0.85% +1,123 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 19,506 $5.65M 5.33% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 19,451 $5.64M 1.96% -83 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 19,408 $5.62M 0.18% -3,200 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. 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