PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,911 $347K 0.2% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 6,911 $347K 0.07% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,879 $345K 0.03% -20 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,878 $345K 0.09% -36,235 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,872 $345K 0.08% +610 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,870 $345K 0.12% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,868 $345K 0.02% -1,874 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,862 $344K <0.01% -1,882 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,858 $344K 0.11% +1,015 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 6,852 $344K 0.15% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 6,851 $344K 0.31% +152 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 6,848 $344K 0.48% +449 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 6,844 $344K 0.14% +446 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,819 $342K 0.15% +234 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,810 $342K 0.09% +150 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 6,806 $342K 0.27% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,797 $341K 0.07% new 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 6,789 $341K 0.05% +201 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,775 $340K 0.02% -701 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,869 $339K 0.03% +398 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,754 $339K 0.03% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,745 $339K 0.07% +12 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 6,732 $338K 0.28% -8 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 6,717 $337K 0.32% -1,855 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,712 $337K 0.14% -88 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 6,671 $335K 0.05% -329 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,657 $334K 0.03% -2,754 13F-HR Timeline American Trust More: the full row for American Trust 6,654 $334K 0.03% -2,043 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,644 $334K 0.09% -174 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 6,793 $333K 0.24% -17,690 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,636 $333K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,633 $333K 0.04% -309 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6,626 $333K 0.08% -94 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6,617 $332K 0.07% -262 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 6,614 $332K 0.5% -544 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,614 $332K 0.04% +1 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 6,609 $332K 0.08% new 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 6,608 $332K 0.08% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 6,906 $332K 0.17% 0 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 6,596 $331K 0.29% -1,908 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 6,594 $331K 0.26% +93 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,580 $330K 0.21% -1,195 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,568 $330K 0.03% +502 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,548 $329K 0.08% -123 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,546 $329K 0.05% -6,787 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,532 $328K 0.1% +187 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,531 $328K 0.12% +19 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,514 $327K 0.37% -381 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,523 $327K 0.3% +169 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,506 $327K 0.02% -343 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,495 $326K 0.11% -611 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 6,494 $326K 0.06% -13 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,494 $326K 0.03% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,494 $326K 0.08% +827 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 6,494 $326K 0.31% +283 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,483 $325K 0.13% +261 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,482 $325K <0.01% -90,990 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 6,470 $325K 0.05% -1,195 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 6,453 $324K 0.02% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,431 $323K 0.03% -805 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,431 $323K 0.1% -2,390 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,423 $322K 0.12% -215 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,407 $322K 0.06% -1,375 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,405 $322K 0.03% -131,689 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,401 $321K 0.06% +874 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,396 $321K 0.22% +300 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,392 $321K 0.1% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 6,391 $321K 0.11% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,383 $320K 0.15% +192 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,367 $320K 0.07% -167 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 6,354 $319K 0.34% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,346 $319K 0.06% -318 13F-HR/A Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,340 $318K 0.09% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,339 $318K 0.16% -818 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 6,329 $318K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,329 $318K 0.05% +801 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,325 $318K 0.07% -367 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,310 $317K 0.12% -494 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,301 $316K 0.11% -225 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,300 $316K 0.02% +10 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,297 $316K 0.39% +41 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,296 $316K 0.22% -178 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,287 $316K 0.12% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 6,286 $316K 1.18% -570 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,280 $315K 0.1% -1,974 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,242 $313K 0.01% -348 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,237 $313K 0.1% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,237 $313K 0.01% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 6,229 $313K 0.26% -1,239 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,226 $313K 0.05% +295 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,225 $312K 0.6% +69 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 6,202 $311K 0.05% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,189 $311K 0.07% -441 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 6,184 $310K 0.12% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,181 $310K 0.02% +348 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,170 $310K 0.1% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 6,171 $310K 0.21% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 6,170 $310K 0.09% +759 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,158 $309K 0.18% -55 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,141 $308K <0.01% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,126 $308K 0.01% -551 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 6,119 $307K 0.09% +305 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,117 $307K 0.04% +10 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,742 $307K 0.08% -589 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,108 $307K 0.01% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,106 $307K 0.16% +188 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,088 $306K 0.17% +304 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,085 $305K 0.03% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,068 $305K 0.27% +445 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,063 $304K 0.03% +751 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,059 $304K 0.11% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,055 $304K 0.23% -1,504 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,054 $304K 0.07% +10 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 6,050 $304K 0.02% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,049 $304K 0.08% +966 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 6,341 $303K 0.04% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 6,038 $303K 1.03% +3,561 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,037 $303K 0.05% -39,401 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,581 $303K 0.05% -763 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,017 $302K 0.17% +39 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,003 $301K 0.25% -302 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,998 $301K 0.22% +43 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,003 $301K 0.02% +1,022 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,995 $301K 0.16% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 5,979 $300K 0.06% -1,593 13F-HR Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 6,291 $300K 0.15% +516 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,968 $300K 0.05% -1,467 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,965 $299K 0.07% +202 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,965 $299K 0.05% +202 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,941 $298K 0.02% -1,232 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,938 $298K 0.14% +1,443 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 5,916 $297K 0.02% -445 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,901 $296K 0.15% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,897 $296K 0.09% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,894 $296K 0.14% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,893 $296K 0.04% +317 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,882 $295K 0.02% -50 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,881 $295K 0.02% +785 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,870 $295K 0.05% -1,175 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 5,867 $295K 0.29% +3,358 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 5,867 $294K 0.09% +626 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,864 $294K 0.09% +20 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 5,849 $294K 0.22% 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 5,837 $293K 0.3% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,830 $293K 0.07% -260 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,820 $292K 0.07% +208 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,818 $292K 0.09% new 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 5,800 $291K 0.21% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,789 $291K 0.13% -38 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 5,782 $290K 0.1% +320 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 5,782 $290K 0.1% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,781 $290K 0.12% +36 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,780 $290K 0.04% -583 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,771 $290K 0.07% -773 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,771 $290K 0.08% -1,986 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,770 $290K 0.04% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 5,760 $289K <0.01% +453 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,757 $289K 0.02% -1,241 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,753 $289K 0.03% +1 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,740 $288K 0.08% -865 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,733 $288K 0.02% +290 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,732 $288K 0.27% -646 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,726 $287K 0.19% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,721 $287K 0.07% -771 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,712 $287K 0.16% +153 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,704 $286K 0.03% -145 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,703 $286K 0.04% -1,046 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,693 $286K 0.16% -488 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 5,691 $286K 0.09% +12 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 5,685 $285K 0.1% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,684 $285K 0.12% -800 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 5,682 $285K 0.05% -2,465 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,681 $285K 0.28% -1,865 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,678 $285K 0.03% +24 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,665 $284K 0.12% -47 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,658 $284K 0.07% +335 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 5,651 $284K 0.06% -150 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,640 $283K 0.02% -237 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 5,618 $282K 0.06% -1,000 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,618 $282K 0.14% -564 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,617 $282K 0.19% +10 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,613 $282K 0.11% -11 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 5,605 $281K 0.16% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,598 $281K 0.02% -2,986 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,585 $280K 0.08% -574 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,672 $280K 0.05% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,578 $280K 0.09% +38 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,556 $279K 0.02% -90 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 5,550 $279K 0.17% +247 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,538 $278K 0.12% -66 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,528 $278K 0.06% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,528 $277K 0.14% +214 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,520 $277K 0.06% -59 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 5,680 $277K 0.17% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 5,508 $277K 0.22% +429 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,505 $276K 0.06% +520 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,504 $276K 0.04% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,500 $276K <0.01% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 5,494 $276K 0.16% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,485 $275K 0.06% -2,055 13F-HR Timeline