National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,058 $287K 0.1% -253 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 7,046 $287K 0.17% +1,529 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 7,046 $287K 0.28% +1,490 13F-HR/A Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,045 $287K 0.05% +1,492 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,038 $287K 0.15% +33 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,998 $287K 0.02% +1,071 13F-HR/A Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 7,000 $285K 0.04% 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,998 $285K 0.16% -2,618 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,985 $284K 0.02% +183 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,968 $284K 0.08% +185 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,967 $284K 0.24% +575 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,949 $283K 0.05% -1,142 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,946 $283K 0.01% -200 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,942 $283K 0.04% -323 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,927 $282K 0.02% +106 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,920 $282K 0.17% -1,934 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,911 $281K 0.17% -150 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 6,911 $281K 0.06% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 6,906 $281K 0.16% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 7,020 $281K 0.14% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,899 $281K 0.02% -1,043 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,895 $281K 0.32% -236 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6,879 $280K 0.05% -14,361 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,877 $280K 0.32% -5,492 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,874 $280K 0.03% -433 13F-HR Timeline Group Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 6,856 $279K 0.98% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,849 $279K 0.01% +1,644 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,847 $279K 0.03% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,843 $279K 0.07% -823 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,869 $278K 0.11% -167 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,818 $278K 0.07% -3,687 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 6,808 $277K 0.02% +378 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 6,806 $277K 0.19% -500 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,804 $277K 0.11% -24 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,792 $277K 0.07% -365 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,800 $277K 0.11% -386 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,885 $277K 0.06% -2,544 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,792 $277K 0.2% -193 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,770 $276K 0.08% -3,616 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,765 $276K 0.05% -250 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,749 $275K 0.04% +1,166 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 6,748 $275K 0.02% +1,264 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 6,740 $275K 0.15% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,737 $274K 0.01% -212,689 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,737 $274K 0.09% -4,779 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,733 $274K 0.06% -1,536 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 6,699 $273K 0.26% 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,694 $273K 0.15% -668 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,692 $273K 0.06% -1,037 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,679 $272K 0.13% +170 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,677 $272K 0.01% -369 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,671 $272K 0.07% -353 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 6,671 $272K <0.01% +698 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,664 $271K 0.05% +658 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,660 $271K 0.07% +50 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 6,657 $271K 0.03% -54,829 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 6,656 $271K 0.05% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,654 $271K 0.02% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,638 $270K 0.1% +87 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,636 $270K 0.04% +360 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,630 $270K 0.06% -394 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,618 $270K 0.06% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,613 $269K 0.03% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 6,612 $269K 0.18% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,605 $269K 0.07% +35 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,590 $268K <0.01% -100 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,585 $268K 0.12% -127 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 6,588 $268K 0.04% +1,084 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,550 $267K 0.09% +497 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,544 $267K 0.07% +1,609 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,534 $266K 0.05% -8 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,659 $266K 0.07% -2,539 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,526 $266K 0.11% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 6,512 $265K 0.1% -274 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 6,501 $265K 0.2% -959 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,494 $265K 0.02% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,492 $264K 0.07% -436 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 6,484 $264K 0.11% -17 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,474 $264K 0.18% -396 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 6,507 $262K 0.04% +924 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,437 $262K 0.08% +1,079 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,424 $262K 0.07% -514 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 6,399 $261K 0.37% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,399 $261K 0.08% -13,565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 6,398 $261K 0.1% +255 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,394 $260K 0.06% -412 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,471 $260K 0.02% -615 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 6,391 $260K 0.08% +427 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,378 $260K 0.25% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,367 $259K 0.02% +610 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,363 $259K 0.04% -1,114 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 6,361 $259K 0.02% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,354 $259K 0.19% -1,748 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 6,354 $259K 0.28% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,345 $258K 0.08% +381 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,340 $258K 0.08% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,243 $258K 0.04% +49 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,305 $257K 0.21% +233 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 6,303 $257K 0.08% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,290 $256K 0.01% +137 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,287 $256K 0.08% +100 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 6,276 $256K 0.04% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,271 $255K 0.02% -264 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,262 $255K 0.06% -400 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,256 $255K 0.31% -90 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,222 $253K 0.09% -729 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,213 $253K 0.14% -330 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 6,211 $253K 0.26% 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 6,202 $253K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,192 $252K 0.01% -290 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,191 $252K 0.11% +35 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,182 $252K 0.13% -8,198 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,159 $251K 0.07% +74 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,156 $251K 0.52% -1,396 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,181 $250K 0.13% +401 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,128 $250K 0.01% +352 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,127 $250K 0.07% -317 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,118 $249K 0.07% -725 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,117 $249K 0.19% -2,284 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,108 $249K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,107 $249K 0.03% -652 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,096 $248K 0.18% -20 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,093 $248K 0.09% -4,815 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,091 $248K 0.09% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 6,090 $248K 0.06% +16 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,085 $248K 0.02% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,077 $248K 0.02% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,066 $247K 0.02% -187 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,059 $247K 0.09% -905 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 6,057 $247K 0.15% +4,532 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,044 $246K 0.05% +1,340 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,044 $246K 0.1% -2,680 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,002 $244K 0.01% +514 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,000 $244K 0.04% -10,940 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,995 $244K 0.13% -826 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 5,981 $244K 0.04% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,978 $243K 0.15% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,955 $243K 0.18% -1 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,948 $242K 0.13% +787 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,978 $242K 0.04% +132 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,935 $242K 0.07% -19 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,934 $242K 0.03% -998 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,932 $242K 0.02% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5,931 $242K 0.03% -752 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,918 $241K <0.01% +157 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,918 $241K 0.13% +370 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 30,488 $241K 0.17% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,901 $240K 0.12% -776 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,894 $240K 0.11% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,877 $239K 0.01% +577 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,154 $239K 0.01% -70 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,860 $239K 0.01% +20 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,849 $238K 0.02% -1,283 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,846 $238K 0.25% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,844 $238K 0.07% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,843 $238K 0.08% +639 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,833 $238K 0.02% -523 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,827 $237K 0.11% +14 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,814 $237K 0.26% 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,814 $237K 0.06% 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 5,801 $236K 0.05% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,786 $236K 0.09% -22,647 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,784 $236K 0.13% -3,463 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,782 $236K 0.06% -702 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 5,775 $235K 0.13% +189 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,763 $235K 0.05% +27 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,763 $235K 0.04% +27 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,752 $234K 0.02% +227 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,745 $234K 0.1% -547 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,727 $233K 0.03% -325 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,726 $233K 0.14% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 5,735 $233K 0.18% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,712 $233K 0.1% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 30,113 $232K 0.07% -6,069 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 5,680 $231K 0.19% 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 5,679 $231K 0.08% -28 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,670 $231K 0.02% -58 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,667 $231K 0.06% -533 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,656 $230K 0.05% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,654 $230K 0.03% -236 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,646 $230K 0.02% -264 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,646 $230K 0.09% -595 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,646 $230K 0.1% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,640 $230K 0.26% -100 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,625 $229K 0.06% -172 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,624 $229K 0.09% +43 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,612 $229K 0.05% -160 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,607 $228K 0.15% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,604 $228K 0.08% -1,505 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,623 $228K 0.21% +116 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,579 $227K 0.05% -911 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,576 $227K 0.03% +114 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,559 $226K 0.11% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,540 $226K 0.08% -320 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,534 $225K 0.06% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,534 $225K 0.05% -2,963 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,528 $225K 0.03% +273 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,527 $225K 0.04% -891 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,526 $225K 0.17% new 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,527 $225K 0.04% -400 13F-HR Timeline