Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 17,890 $4.48M 1.22% -259 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 17,890 $4.48M 0.85% 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 17,839 $4.47M 2.65% +12,243 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 17,836 $4.47M 1.12% +8,811 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 17,836 $4.47M 2.85% -143 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 17,823 $4.46M 0.78% -635 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 17,818 $4.46M 2.67% +394 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 17,818 $4.46M 4.09% 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 17,804 $4.46M 2.25% -190 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 17,782 $4.45M 1.53% -1,324 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 17,717 $4.44M 2.47% 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 17,582 $4.43M 4.4% -1,085 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 17,702 $4.43M 1.01% +2,465 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 17,678 $4.43M 1.83% +756 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 17,671 $4.43M 0.71% -514 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 17,671 $4.43M 2.13% -209 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 17,641 $4.42M 0.54% +1,963 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 17,630 $4.41M 0.8% -2 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 17,621 $4.41M 3.76% 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 17,616 $4.41M 2.45% -3,538 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 17,607 $4.41M 0.46% -447 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 17,598 $4.41M 0.82% -4,334 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 17,577 $4.4M 1.97% -454 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 17,575 $4.4M 2.01% -225 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 17,567 $4.4M 2.2% +2,483 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 17,547 $4.39M 1.11% +13 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 17,527 $4.39M 0.76% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 17,525 $4.39M 3.14% +289 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 17,503 $4.38M 3.08% 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 17,500 $4.38M 0.26% -2,500 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 17,496 $4.38M 2.12% -277 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,486 $4.38M 1.22% -131 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 17,481 $4.38M 1.45% -697 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,452 $4.37M 0.1% +5,786 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 17,444 $4.37M 0.46% -4,581 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 18,421 $4.36M 3.59% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 19,126 $4.36M 2.09% +501 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 17,405 $4.36M 2.06% +28 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 17,365 $4.35M 3.42% +337 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 17,338 $4.34M 1.78% +192 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 17,303 $4.33M 1.05% -1,644 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 17,296 $4.33M 0.13% +527 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 17,277 $4.33M 1.6% -293 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 17,266 $4.32M 0.1% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 17,266 $4.32M 2.46% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 17,235 $4.32M 1.37% -283 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 17,235 $4.32M 1.24% -1,278 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 17,232 $4.32M 4.16% 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 17,192 $4.31M 0.63% -265 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 17,160 $4.3M 0.33% -807 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 17,149 $4.29M 1.07% -105 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 17,133 $4.29M 1.66% 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 17,127 $4.29M 1.38% -204 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 17,119 $4.29M 5.04% -1,748 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 17,113 $4.29M 4.62% 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 17,106 $4.28M 1.69% +868 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 17,079 $4.28M 0.82% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 17,077 $4.28M 1.33% +16 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 17,054 $4.27M 4.65% -244 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 17,051 $4.27M 2.27% -267 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 17,043 $4.27M 1.98% -187 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17,043 $4.27M 0.21% -280 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 17,040 $4.27M 1.58% +5,840 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 17,011 $4.26M 2% -6,145 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 17,694 $4.25M 1.33% -1,400 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 16,976 $4.25M 0.16% +7,124 13F-HR/A Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 16,957 $4.25M 2.87% -1,631 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 16,943 $4.24M 1.06% -1,095 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 16,940 $4.24M 1.59% +467 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 16,926 $4.24M 0.93% +42 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 16,911 $4.23M 2.3% -56 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 16,911 $4.23M 3.07% -175 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 16,910 $4.23M 2.56% +48 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 16,891 $4.23M 1.18% +160 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 16,886 $4.23M 1.94% +310 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 16,883 $4.23M 2.2% +12,020 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 16,855 $4.22M 1.38% -556 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 16,855 $4.22M 0.68% +11,822 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 16,846 $4.22M 1.16% -3,600 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 16,834 $4.22M 2.28% -48 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 16,981 $4.21M 1.81% +32 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 16,830 $4.21M 3.96% -174 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 16,790 $4.2M 0.9% -503 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 16,778 $4.2M 2.03% -329 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 16,766 $4.2M 1.15% +8,051 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,753 $4.2M 2.05% -302 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 16,715 $4.19M 4.18% -135 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 16,713 $4.19M 1.02% +1,553 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 16,707 $4.18M 1.74% +6 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,702 $4.18M 3.08% -205 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 16,698 $4.18M 5.96% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 16,684 $4.18M 1.23% -394 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 16,682 $4.18M 1.58% +48 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 16,679 $4.18M 2.4% +78 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 16,672 $4.18M 3.28% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 16,664 $4.17M 2.24% +19 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 16,650 $4.17M 1.07% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 16,647 $4.17M 1.48% +2,067 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 16,643 $4.17M 2.41% -346 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,652 $4.17M 2.01% -289 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 16,620 $4.16M 1.78% +2,357 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 16,614 $4.16M 2.67% -7,404 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 16,595 $4.16M 2.66% +2,163 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 16,589 $4.15M 1.49% +4,254 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 16,577 $4.15M 0.53% -146 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 16,576 $4.15M 0.19% +300 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 16,566 $4.15M 0.62% -623 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 16,542 $4.14M 3.25% -346 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 16,541 $4.14M 2.87% -1,295 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 16,512 $4.13M 3.31% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 16,495 $4.13M 2.63% +647 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 16,493 $4.13M 1.66% +3,059 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 16,469 $4.12M 1.49% -150 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 16,444 $4.12M 3.11% +654 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 16,441 $4.12M 1.78% +11 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 16,432 $4.11M 1.43% -36,406 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 16,430 $4.11M 1.01% +927 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 16,413 $4.11M 2.02% -142 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 16,404 $4.11M 1.88% +4,467 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16,392 $4.1M 1.61% -535 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16,392 $4.1M 1.05% +987 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 16,379 $4.1M 1.8% -2,437 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 16,367 $4.1M 2.33% +3,470 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 16,338 $4.09M 1.61% -185 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 17,543 $4.09M 2.83% +5,212 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 16,320 $4.09M 2.27% 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 16,306 $4.08M 1.47% -841 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 16,289 $4.08M 1.14% -101,607 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,289 $4.08M 2.48% 0 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 16,283 $4.08M 1.38% -209 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 16,267 $4.07M 3.31% -518 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 16,266 $4.07M 3.3% -230 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 16,254 $4.07M 1.59% -180 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 16,250 $4.07M 1.55% 0 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 16,227 $4.06M 0.53% -3,278 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 16,218 $4.06M 1.91% -113 13F-HR Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 16,204 $4.06M 3.04% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 16,180 $4.05M 0.72% -500 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 16,145 $4.04M 3.37% -58 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 16,094 $4.03M 0.31% +2,981 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 16,087 $4.03M 1.97% -3,138 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 16,073 $4.02M 2.57% +97 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16,071 $4.02M 0.23% +103 13F-HR/A Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 16,034 $4.01M 0.92% -757 13F-HR Timeline VALUEWORKS LLC More: the full row for VALUEWORKS LLC 15,998 $4.01M 1.33% -6,315 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 15,995 $4.01M 1.23% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 15,971 $4M 2.28% -142 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 15,952 $3.99M 1.71% -6 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 15,950 $3.99M 1.47% +883 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 15,940 $3.99M 0.56% +51 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 17,109 $3.99M 0.49% +603 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 16,345 $3.99M 1.36% +407 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 15,907 $3.98M 5% +1,076 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 15,818 $3.96M 3.68% 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 15,806 $3.96M 2.54% -59 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 15,782 $3.95M 1.03% +449 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 15,770 $3.95M 2.27% -153 13F-HR/A Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 15,763 $3.95M 1.7% +2,609 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 16,670 $3.93M 2.03% -1,377 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 15,710 $3.93M 0.29% -15 13F-HR Timeline 25 LLC More: the full row for 25 LLC 15,675 $3.93M 1.66% +447 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 15,667 $3.92M 1.56% +1,157 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 15,618 $3.91M 1.25% +486 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 15,608 $3.91M 2.31% +572 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 15,580 $3.9M 0.75% -165 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 15,572 $3.9M 1.13% -104 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 15,558 $3.9M 0.11% +17 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 15,551 $3.89M 3.9% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 15,522 $3.89M 2.18% -1,035 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 15,508 $3.88M 1.44% -837 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 15,500 $3.88M 2.06% -176 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 15,459 $3.87M 1.35% +266 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 15,451 $3.87M 2.61% -6,562 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,438 $3.87M 1.4% +386 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 15,429 $3.86M 1.35% +943 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 15,427 $3.86M 0.77% -189 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 15,426 $3.86M 1.35% +94 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 15,417 $3.86M 0.68% +2 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 15,381 $3.85M 1.53% +362 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 15,379 $3.85M 1.89% +37 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15,363 $3.85M 1.27% 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 15,329 $3.84M 2.36% +74 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 15,319 $3.84M 0.47% +340 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 15,315 $3.83M 1.89% -100 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,305 $3.83M 1.05% -87 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 15,302 $3.83M 1.69% +472 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 15,286 $3.83M 0.83% +552 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 15,277 $3.83M 2.48% -1,224 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 15,145 $3.82M 2.22% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 15,252 $3.82M 4.62% 13F-HR Timeline R. 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