LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 13,294 $1.65M 0.44% -90 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,289 $1.65M 0.09% -48 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,278 $1.65M 0.27% -1 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 13,275 $1.65M 0.2% +78 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 13,256 $1.65M 0.84% -25 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,231 $1.64M 0.46% -233 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 13,231 $1.64M 0.52% 13F-HR/A Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,225 $1.64M 0.65% +637 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,211 $1.64M 0.19% -500 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 13,199 $1.64M 0.25% -125 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,188 $1.64M 1.18% +701 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 13,183 $1.64M 0.42% +1,654 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 13,181 $1.64M 0.22% +4,705 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,170 $1.64M 0.45% new 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 13,169 $1.64M 1.57% -3,350 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 13,167 $1.64M 0.26% +45 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 13,142 $1.63M 1.1% +826 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 13,100 $1.63M 0.26% -2,239 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 13,092 $1.63M 0.03% -2,616 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,601 $1.63M 0.08% -2,285 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 13,059 $1.63M 1.46% +3,859 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,073 $1.62M 0.37% +486 13F-HR Timeline City State Bank More: the full row for City State Bank 13,054 $1.62M 0.42% -54 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 13,051 $1.62M 0.39% -17 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,024 $1.62M 0.24% -218 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 13,004 $1.62M 0.01% +1,001 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 12,983 $1.61M 0.11% +2,181 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 12,912 $1.6M 0.18% +434 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 12,912 $1.6M 0.01% -2,618 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 12,929 $1.6M 0.44% -455 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 12,877 $1.6M 0.23% +573 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,862 $1.6M 0.36% -137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 12,849 $1.6M 0.17% -171 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 12,816 $1.59M 0.11% -67 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 12,800 $1.59M 1.07% +2,404 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,784 $1.59M 0.07% +3,314 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 12,783 $1.59M 0.62% -8,060 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12,770 $1.59M 0.13% +1,498 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12,752 $1.58M 0.33% -1 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 12,724 $1.58M 0.91% +26 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 12,714 $1.58M 0.22% +303 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,711 $1.58M 0.36% +1,834 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 12,697 $1.58M 0.71% -294 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,675 $1.58M 0.16% -164 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,646 $1.57M 0.93% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 12,635 $1.57M 0.49% -2,561 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 12,625 $1.57M 0.18% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 12,612 $1.57M 0.12% -47 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 12,616 $1.57M 0.92% 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 12,615 $1.57M 0.12% +1 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 12,587 $1.56M 1.49% -119 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 12,585 $1.56M 0.01% new 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 12,567 $1.56M 0.1% +20 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,567 $1.56M 0.29% -49,023 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 12,556 $1.56M 0.97% -5,114 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 12,549 $1.56M 0.3% +5,887 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 12,525 $1.56M 1.13% +1,563 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 12,514 $1.56M 0.8% +292 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,514 $1.55M 0.2% -208 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,481 $1.55M 0.07% -1,596 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 12,479 $1.55M 0.19% +588 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,459 $1.55M 0.2% -330 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,420 $1.54M 0.47% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,383 $1.54M 0.87% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,405 $1.54M 0.22% -866 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 12,402 $1.54M 0.94% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 12,395 $1.54M 0.26% +717 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,361 $1.54M 0.2% +362 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 12,356 $1.54M 0.64% +3 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 12,336 $1.53M 0.51% +396 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 12,322 $1.53M 0.67% +146 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 11,632 $1.53M 0.6% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 11,745 $1.53M 0.96% +253 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 12,300 $1.53M <0.01% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 12,293 $1.53M 0.15% +141 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,262 $1.52M 0.08% +4,272 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 12,260 $1.52M 0.84% -1,025 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 12,256 $1.52M 0.22% -48 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,242 $1.52M 0.45% -533 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 12,219 $1.52M 0.49% +55 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 12,125 $1.51M 0.61% -22 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 12,110 $1.51M 0.15% 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 12,100 $1.5M 0.36% -38 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,053 $1.5M 0.97% -706 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 12,086 $1.5M 0.17% +2 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 12,084 $1.5M 0.08% -1,263 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,080 $1.5M 0.54% -130 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,077 $1.5M 0.32% -134 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 12,051 $1.5M 0.08% +617 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 12,045 $1.5M 0.82% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,009 $1.49M 0.04% -1,198 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 11,971 $1.49M 0.23% +138 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 11,946 $1.49M 0.43% +484 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,958 $1.49M 0.47% +653 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,920 $1.48M 0.5% +488 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,915 $1.48M 0.75% +8,957 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 11,909 $1.48M 0.07% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 11,899 $1.48M 0.67% -306 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 11,864 $1.47M 0.43% +501 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 32,132 $1.47M 0.28% +1,890 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 11,858 $1.47M 0.36% +2 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 11,849 $1.47M 0.61% -470 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,838 $1.47M 0.73% +3,880 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,810 $1.47M 0.25% +3,014 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 11,801 $1.47M 0.45% +744 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 11,775 $1.46M 0.34% -125 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,733 $1.46M 0.52% -249 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 11,700 $1.45M 0.14% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 11,699 $1.45M 0.81% +1,275 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 11,641 $1.45M 0.42% -1,453 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 11,661 $1.45M 0.2% -1,150 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 11,636 $1.45M 0.19% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 11,619 $1.44M 0.23% -108 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,618 $1.44M 0.09% +1,103 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 11,622 $1.44M 0.98% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 11,608 $1.44M 0.01% -47,316 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,587 $1.44M 0.17% +1,800 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 11,572 $1.44M 0.96% -183 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 11,571 $1.44M 1.32% -116 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,556 $1.44M 0.18% +95 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 11,554 $1.44M 0.48% +1,003 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 11,550 $1.44M 0.4% -50 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 11,278 $1.44M 1.06% -195 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,542 $1.43M 0.93% -749 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 11,533 $1.43M 1.17% +281 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,530 $1.43M 0.18% -9,103 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 11,522 $1.43M 0.05% +3,223 13F-HR/A Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,465 $1.42M 0.09% +683 13F-HR Timeline American Trust More: the full row for American Trust 11,457 $1.42M 0.13% -111 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 11,456 $1.42M 0.32% -1,898 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 11,454 $1.42M 0.39% -212 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 11,430 $1.42M 0.06% -368,260 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 11,442 $1.42M 0.76% -288 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 11,440 $1.42M 0.42% -450 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 11,439 $1.42M 1.01% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 11,435 $1.42M 0.92% -45 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 11,434 $1.42M 0.91% +435 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 11,413 $1.42M 0.48% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 11,407 $1.42M 0.73% +2,266 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 11,328 $1.42M 0.19% +689 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,395 $1.42M 0.76% -154 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,368 $1.41M 0.18% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,359 $1.41M 0.32% +81 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 11,342 $1.41M 0.27% 0 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 11,340 $1.41M 1.29% +42 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 11,310 $1.41M 1.3% +7,229 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 11,330 $1.41M 0.51% -146 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 11,329 $1.41M 0.47% -550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 12,143 $1.41M 0.16% +1,943 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,277 $1.4M 0.14% 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,272 $1.4M 0.55% -8 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,288 $1.4M 0.19% -161 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 11,252 $1.4M 0.34% +5,158 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 11,241 $1.4M 0.19% -585 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 11,238 $1.4M 0.96% -778 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,230 $1.4M 0.18% -637 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,214 $1.39M 1.11% -3,765 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,213 $1.39M 0.51% -88 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,211 $1.39M 0.09% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,203 $1.39M 0.49% +130 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,197 $1.39M 0.07% -1,259 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 11,167 $1.39M 0.88% +1,285 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 11,127 $1.38M 0.11% -1,414 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 11,094 $1.38M 1% -43 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 11,059 $1.37M 1.03% -405 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11,041 $1.37M 0.18% +682 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,025 $1.37M 0.48% -35 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,378 $1.37M 0.21% -430 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 11,016 $1.37M 1.04% +1,017 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,013 $1.37M 0.71% -847 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,008 $1.37M 0.47% -235 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,005 $1.37M 0.44% -297 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 11,003 $1.37M 0.05% +11 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 10,952 $1.36M 0.6% -2,597 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,947 $1.36M 0.09% -34 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,943 $1.36M 0.28% -51 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 10,934 $1.36M 0.25% +6,534 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 10,920 $1.36M 0.57% -2,368 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 10,909 $1.36M 0.9% +80 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,909 $1.36M 0.47% +438 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,901 $1.35M 0.22% -706 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 10,892 $1.35M 0.62% +569 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,868 $1.35M 0.84% -306 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,867 $1.35M 0.28% +384 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 10,851 $1.35M 0.8% -38 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,822 $1.34M 0.55% -262 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,810 $1.34M 0.55% -7 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,807 $1.34M 0.46% -697 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 10,800 $1.34M 0.99% +1,397 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 10,794 $1.34M 0.91% -55 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,787 $1.34M 0.69% -4,381 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 10,769 $1.34M 0.76% -2,146 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 10,768 $1.34M 0.42% +2,965 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,764 $1.34M 0.1% +25 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 10,761 $1.34M 0.26% +18 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,723 $1.34M 0.45% -7,194 13F-HR Timeline WULFF, HANSEN & CO. 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