Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 31,737 $8.05M 1.45% -350 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 31,737 $8.05M 2.05% 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 31,709 $8.05M 4.43% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 31,681 $8.04M 2.99% -425 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 31,674 $8.04M 3.6% +5,318 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 31,664 $8.04M 2.08% +1,969 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 29,560 $8.04M 1.02% -225,480 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 31,658 $8.03M 4.8% +1,711 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 31,643 $8.03M 3.38% +729 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 31,633 $8.03M 2.62% +102 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 31,607 $8.02M <0.01% -200 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 31,599 $8.02M 6.65% -155 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 31,574 $8.01M 4.43% +2,275 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 31,523 $8M 1.14% -35 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 31,498 $7.99M 0.3% -28 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 31,482 $7.99M 3.48% -138 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 31,458 $7.98M 1.23% +25,772 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 31,458 $7.98M 2.69% -53 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 31,455 $7.98M 2.51% -312 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 31,361 $7.96M 7.21% -914 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 31,360 $7.96M 2.09% +522 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 31,350 $7.96M 4.68% 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 31,350 $7.96M 5.78% -417 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 31,318 $7.95M 5.99% -55 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 31,318 $7.95M 1.51% +117 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 29,238 $7.93M 4.96% +1,485 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 31,231 $7.93M 2.02% -46 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 31,229 $7.93M 4.4% -931 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 31,205 $7.92M 0.56% +3,900 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 31,205 $7.92M 0.72% +3,900 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 31,179 $7.91M 4.09% -213 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 31,146 $7.9M 2.96% +9,902 13F-HR/A Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 31,102 $7.89M 3.13% -26 13F-HR/A Timeline EULAV Asset Management More: the full row for EULAV Asset Management 31,102 $7.89M 0.25% +63 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 31,089 $7.89M 2.87% +374 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 31,077 $7.89M 4.05% -370 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 31,075 $7.89M 3.36% -135 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 31,073 $7.89M 2.17% -6,712 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 31,068 $7.88M 2.18% +392 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 31,003 $7.87M 5.59% -20 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 30,955 $7.86M 7.05% +22,607 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 30,832 $7.82M 4.72% -688 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 30,827 $7.82M 3.56% -1,491 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 30,718 $7.82M 3.54% -1,105 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 30,809 $7.82M 1.14% +3,461 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 30,730 $7.8M 3.57% +229 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 30,716 $7.8M 5.17% -1,181 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 31,049 $7.8M 1.96% -449 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 30,686 $7.79M 1.98% -342 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 30,683 $7.79M 1.09% +17,125 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 30,672 $7.78M 2.68% -531 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 30,641 $7.78M 3.07% -2,709 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 30,634 $7.77M 4.6% -976 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 30,593 $7.76M 2.62% -829 13F-HR Timeline TOBAM More: the full row for TOBAM 30,586 $7.76M 2.02% +1,140 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 30,565 $7.76M 1.86% +993 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 30,550 $7.75M 1.09% +437 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 30,498 $7.74M 1.31% +339 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 30,436 $7.72M 4.19% -2,304 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 30,416 $7.72M 6.49% +24 13F-HR Timeline Group Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 30,400 $7.72M 4.68% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 30,391 $7.71M 6.09% -9 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 30,367 $7.71M 5.55% -1,399 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 30,359 $7.7M 2.94% -9,031 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 30,351 $7.7M 1.93% +1,325 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 30,350 $7.7M 4.4% -3,972 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 30,343 $7.7M 4.04% +9 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 30,334 $7.7M 6.35% +3,897 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 30,333 $7.7M 3.57% +667 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 30,310 $7.69M 1.14% +588 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 30,283 $7.69M 2% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 30,281 $7.69M 3.35% -1,894 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 30,239 $7.67M 0.92% +17,438 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 30,233 $7.67M 4.22% +106 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 30,174 $7.66M 4.72% +16 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 30,167 $7.66M 5.18% -587 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 30,161 $7.65M 4.08% +21 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 30,121 $7.64M 1.92% +115 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 30,110 $7.64M 4.31% +11,707 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 30,108 $7.64M 2.44% -143 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 30,102 $7.64M 1.73% -30,621 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 30,072 $7.63M 2.36% -1,941 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 30,016 $7.62M 6.31% +1,798 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 30,011 $7.62M 2.79% +1,510 13F-HR Timeline Boit C F David More: the full row for Boit C F David 30,002 $7.61M 3.38% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 29,954 $7.6M 2.29% -11,365 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 29,951 $7.6M 0.16% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 29,932 $7.6M 5.65% +1,129 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 29,898 $7.59M 2.7% -58 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 29,870 $7.58M 1.01% -409 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 29,852 $7.58M 0.8% -67 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 29,807 $7.57M 3.37% -225 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 29,800 $7.56M 1.84% +1,525 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 29,773 $7.56M 1.89% +4,103 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 29,724 $7.54M 0.55% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 29,698 $7.54M 4.82% +4,193 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 29,683 $7.53M 1.52% -6 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 29,662 $7.53M 2.08% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 29,651 $7.53M 2.62% -1,200 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 27,725 $7.52M 1.42% -412 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 29,628 $7.52M 0.88% +1,014 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 29,615 $7.52M 3.13% +2,369 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 29,603 $7.51M 3.3% -2,477 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 29,558 $7.5M 2.58% +1,472 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 29,545 $7.5M 2.87% +6,751 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 29,527 $7.49M 1% -1,544 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 29,488 $7.48M 4.38% -1,943 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 29,476 $7.48M 1.59% -518 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 29,461 $7.48M 3.32% -13,151 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 29,461 $7.48M 5.32% +320 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 29,459 $7.48M 3.59% -300 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 27,669 $7.48M 2.21% -1,249 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 29,441 $7.47M 1.17% +1,283 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 29,412 $7.46M 2.12% -379 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 29,196 $7.46M 1.56% +2,177 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 29,395 $7.46M 7.28% -1,365 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 29,394 $7.46M 0.62% -606 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 29,361 $7.45M 1.87% +2,310 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29,313 $7.44M 3.21% -1,247 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 29,296 $7.44M 0.63% +17,028 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 29,292 $7.43M 0.77% +2,691 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 29,289 $7.43M 3.59% -1,648 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 29,279 $7.43M 2.9% -769 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 29,279 $7.43M 4.1% -680 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 29,261 $7.43M 1.64% +10,652 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 29,229 $7.42M 5.64% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 29,223 $7.42M 2.01% +643 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 29,220 $7.42M 3.27% +33 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 29,205 $7.41M 5.36% -663 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 29,200 $7.41M 2.65% -5,075 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 29,176 $7.4M 3.44% -1,909 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 29,174 $7.4M 1.33% +14,521 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 29,142 $7.4M 7.42% -382 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 29,132 $7.39M 4.53% +2,110 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 29,131 $7.39M 2.59% +903 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 29,100 $7.39M 2.9% +2,800 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 29,074 $7.38M 1.06% +886 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 29,059 $7.37M 6.93% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 29,053 $7.37M 2.85% -427 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 29,047 $7.37M 2.12% +185 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 29,005 $7.36M 2.1% +401 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 28,973 $7.35M 2.91% -155 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 28,957 $7.35M 3.69% +586 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 28,954 $7.35M 1.42% +403 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 28,948 $7.35M 2.18% -5,254 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 28,946 $7.35M 3.92% +484 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 28,902 $7.33M 2.65% +84 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 28,897 $7.33M 3.26% -542 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 28,895 $7.33M 0.21% -69 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 28,891 $7.33M 3.86% -67 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 28,879 $7.33M 6.09% -5,892 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 28,858 $7.32M 7.45% +74 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 28,855 $7.32M 4.94% -751 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 28,793 $7.31M 2.55% +117 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 28,780 $7.3M 4.65% -46 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 28,761 $7.3M 3.58% +14,165 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28,726 $7.29M 2.63% -3,404 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 28,629 $7.27M 3.55% -352 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 28,603 $7.26M 2.26% -296 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 28,602 $7.26M 5.03% -1,281 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 28,586 $7.25M 2.04% +334 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 28,540 $7.24M 5.02% -494 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 28,513 $7.24M 3.82% +837 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 28,475 $7.23M 0.76% +3,907 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 28,441 $7.22M 2.41% -436 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 26,546 $7.22M 0.66% -150 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 28,436 $7.22M 1.88% -522 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 28,429 $7.22M 3.58% +1,587 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 28,429 $7.21M 2.93% -3,848 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 28,411 $7.21M 7.07% +77 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 28,389 $7.2M 6.74% +2,343 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 28,363 $7.2M 6.48% 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 28,341 $7.19M 2.14% -54 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 35,565 $7.19M 3.9% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28,321 $7.19M 2.97% -6,196 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 28,316 $7.19M 4.77% -973 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 28,314 $7.19M 1.57% +84 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 28,272 $7.18M 3.26% -8,349 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 28,231 $7.16M 1.38% -20 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 28,218 $7.16M 3.27% -237 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 28,190 $7.15M 2.59% +335 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 28,156 $7.15M 2.9% -1,516 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 28,151 $7.14M 4.09% +1,860 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 28,135 $7.14M 2.56% -2,326 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 28,102 $7.13M 2.58% +431 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 28,099 $7.13M 3.66% -919 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 28,080 $7.13M 4.82% -166 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 28,041 $7.12M 4.34% -1,253 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 28,028 $7.11M 1.27% +691 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 27,963 $7.1M 6.86% -2,001 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 27,961 $7.1M 0.64% -2,160 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 27,933 $7.09M 0.53% +200 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 27,929 $7.09M 3.98% -3,153 13F-HR Timeline Warwick Investment Management, Inc. 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