Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,441 $336K 0.15% -9 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,443 $334K 0.05% +165 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,440 $333K 0.04% new 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,436 $332K 0.33% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,430 $331K 0.25% +100 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,427 $330K 0.16% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,426 $330K 0.03% -11 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,424 $330K 0.09% +21 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,413 $327K 0.02% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,412 $327K 0.13% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,411 $327K 0.13% +175 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,428 $326K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,406 $325K 0.06% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,405 $325K 0.06% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,403 $325K 0.07% -876 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,402 $325K 0.02% -303 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 1,402 $325K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,401 $324K 0.06% +269 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,389 $322K 0.09% +125 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,380 $319K 0.08% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,378 $319K 0.03% -25 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,373 $318K 0.11% +150 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 1,365 $316K <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,365 $316K 0.04% +86 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,363 $316K 0.07% +43 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,363 $316K 0.14% +72 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,360 $315K 0.01% -57 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 1,358 $314K 0.18% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,355 $314K 0.03% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,349 $312K 0.27% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,349 $312K 0.21% +5 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,341 $311K 0.07% +128 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,336 $309K 0.02% +46 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,336 $309K 0.11% -43 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 1,335 $309K 0.24% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,329 $308K 0.12% -32 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,327 $307K 0.04% +30 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,327 $307K 0.24% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,325 $307K 0.22% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,325 $307K 0.05% -150 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,323 $306K 0.09% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,323 $306K 0.25% +86 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,318 $305K 0.14% -78 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,312 $304K 0.03% -26,978 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,306 $302K 0.25% -9 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,304 $302K 0.15% +5 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,302 $301K 0.02% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,300 $301K 0.07% -2,550 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,298 $300K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,295 $300K <0.01% +249 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,294 $300K 0.09% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,294 $300K 0.05% +120 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,285 $297K 0.01% +17 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,280 $296K 0.08% -13 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,280 $296K 0.32% -830 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,278 $296K 0.17% +1 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,273 $295K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,272 $294K 0.06% +6 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,270 $294K 0.01% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,269 $294K 0.06% -288 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,291 $292K 0.06% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,257 $291K 0.08% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,237 $290K 0.04% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,251 $290K 0.01% new 13F-HR/A Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,250 $289K 0.12% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,244 $288K 0.03% +1 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,243 $288K 0.1% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,259 $287K 0.12% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,240 $287K 0.08% -371 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,240 $287K 0.03% +7 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,237 $287K 0.14% +18 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,235 $286K 0.02% +27 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,234 $286K 0.11% -55 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,233 $285K <0.01% -95 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,231 $285K 0.04% +11 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,231 $285K 0.07% -112 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,242 $285K 0.3% -13 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,229 $285K 0.06% +2 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,225 $284K 0.04% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,225 $284K 0.12% -13 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 1,224 $283K 0.19% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,219 $282K 0.09% -32 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,217 $282K 0.11% -86 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,214 $281K 0.11% -17 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,213 $281K 0.49% -31,827 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,212 $281K 0.07% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,208 $280K 0.04% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,206 $279K 0.06% +27 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,225 $279K 0.29% -97 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,383 $279K 0.09% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,204 $279K 0.01% -4 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,202 $278K <0.01% -8,287 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,200 $278K 0.02% 0 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 1,200 $278K 3.3% new 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,248 $277K 0.03% -48 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,193 $276K 0.12% +1 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,190 $275K 0.04% -2 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,188 $275K 0.16% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,188 $275K 0.14% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,186 $275K 0.01% -80 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,200 $275K 0.24% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,181 $273K 0.01% -82 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,173 $272K 0.02% +5 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,173 $272K 0.01% -1,962 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,172 $271K 0.01% +101 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,169 $271K 0.07% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,167 $270K 0.08% -31 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,166 $270K 0.05% +18 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,163 $269K 0.03% +116 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,163 $269K 0.12% -199 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,158 $268K 0.06% -21 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,152 $267K 0.04% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,151 $266K 0.22% +1 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,184 $266K 0.14% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,147 $266K 0.01% -508 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,145 $265K 0.25% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,142 $264K 0.15% +10 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,141 $264K 0.05% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,140 $264K 0.07% -1,681 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,133 $262K 0.03% +112 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,132 $262K 0.02% -50 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,129 $261K 0.03% +82 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,128 $261K <0.01% +90 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,123 $260K 0.07% -30 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,177 $260K 0.18% -352 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,125 $260K 0.22% -100 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,122 $260K 0.23% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,118 $259K 0.05% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,118 $259K 0.03% +3 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 1,112 $257K 0.19% -520 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,110 $257K 0.06% +5 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,109 $257K 0.14% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,109 $257K 0.1% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,107 $256K 0.04% +87 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,106 $256K 0.1% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,104 $256K 0.02% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,100 $255K 0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,100 $255K 0.03% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,100 $255K 0.07% +74 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,099 $254K 0.03% +79 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,098 $254K 0.02% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,100 $254K 0.02% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,097 $254K 0.01% -2 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,095 $253K 0.03% +7 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,092 $253K 0.14% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,087 $252K 0.03% +51 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,085 $251K 0.02% +8 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,084 $251K <0.01% 0 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,083 $251K 0.14% +2 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,060 $249K 0.01% -13 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,075 $249K 0.06% -75 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,073 $248K 0.03% -600 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,071 $248K 0.02% +1 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,071 $248K 0.04% +53 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,070 $248K 0.03% -33 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,069 $248K 0.05% +16 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,068 $247K 0.05% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,067 $247K 0.06% -9 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,061 $246K 0.07% -169 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,061 $246K 0.04% +10 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,056 $244K 0.03% -59 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,056 $244K 0.03% +12 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,053 $244K 0.11% +27 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,052 $244K 0.03% +2 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,050 $243K 0.05% -250 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,050 $243K 0.19% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,048 $243K 0.06% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,047 $242K 0.14% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,046 $242K 0.05% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,044 $242K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,040 $241K 0.01% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,024 $240K 0.03% +2 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,034 $239K 0.05% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,033 $239K 0.11% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,032 $239K 0.02% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,031 $239K 0.05% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,028 $238K 0.13% +420 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,024 $237K 0.1% +3 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,024 $237K 0.02% new 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 1,022 $237K 0.19% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,021 $236K 0.13% -3 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,021 $236K 0.09% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,029 $236K 0.1% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,019 $236K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,019 $236K 0.02% -1,191 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,017 $235K 0.13% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,014 $235K 0.06% -41 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,014 $235K 0.16% -401 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,012 $234K 0.19% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,014 $234K 0.1% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,010 $234K 0.03% -92 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,010 $234K 0.15% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,009 $234K 0.01% -432 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,008 $233K 0.11% -1 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,008 $233K 0.05% -808 13F-HR Timeline Rodgers Brothers Inc. 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