jvl associates llc More: the full row for jvl associates llc 1,200 $261K 0.09% +54 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,200 $261K 0.04% 0 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1,200 $261K 0.11% -34 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,200 $261K 0.11% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,200 $261K 0.1% -80 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,199 $261K 0.07% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,198 $260K 0.05% +8 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,193 $259K 0.04% +44 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,191 $259K 0.08% -48 13F-HR Timeline GRANVILLE CAPITAL, INC. 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Arbour, LLC 1,183 $257K 0.25% +51 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,181 $257K 0.22% +1 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,180 $257K 0.09% -268 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,178 $256K 0.04% -34 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,177 $256K 0.31% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,172 $255K 0.04% -919 13F-HR Timeline Pacific Park Financial, Inc. 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More: the full row for First Fiduciary Investment Counsel, Inc. 1,164 $253K 0.05% -3,000 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,163 $253K 0.23% +12 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,161 $253K 0.04% -362 13F-HR Timeline Long Island Wealth Management, Inc. 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More: the full row for Coordinated Financial Services, Inc. 1,149 $250K 0.14% +3 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,147 $249K 0.15% -7 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,146 $249K 0.15% +16 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,146 $249K 0.04% +70 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,143 $249K 0.04% -103 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,142 $248K 0.1% new 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,140 $248K 0.1% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,139 $248K 0.13% +3 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,138 $248K 0.13% +9 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,138 $248K 0.02% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,138 $248K 0.1% -14 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,136 $247K 0.12% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,136 $247K 0.14% +44 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,132 $246K 0.16% -1,008 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,130 $246K 0.03% -110 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 1,130 $246K 0.2% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,213 $246K 0.09% +1 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,127 $245K 0.23% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 1,125 $245K 0.1% -2 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,125 $245K 0.12% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,125 $245K 0.11% -52 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,122 $244K 0.13% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,117 $243K 0.17% -914 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,116 $243K 0.09% 0 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,115 $243K 0.05% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,187 $242K 0.06% +224 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,111 $242K 0.14% -792 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,110 $241K 0.1% -350 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,109 $241K 0.07% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,106 $241K 0.07% -20 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,105 $240K 0.1% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,105 $240K 0.9% -193 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,101 $240K 0.09% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,100 $239K 0.11% -264 13F-HR Timeline Group NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,100 $239K 0.1% new 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,100 $239K 0.01% -95 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,093 $238K 0.22% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,092 $237K 0.04% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,091 $237K 0.09% -15 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,087 $236K 0.1% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,086 $236K 0.15% +3 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,085 $236K 0.23% +4 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 1,084 $236K 0.07% +4 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 1,083 $236K 0.21% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,082 $235K 0.13% -278 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,082 $235K 0.06% +102 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,080 $235K 0.15% +5 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,079 $235K 0.09% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,079 $235K 0.06% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,078 $234K 0.03% +23 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,076 $234K 0.19% +5 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,075 $234K 0.22% -63 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,072 $233K 0.06% -16 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,072 $233K 0.1% +2 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,153 $232K 0.29% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,066 $232K 0.07% -85 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,066 $232K 0.16% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,065 $232K 0.04% -145 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,065 $232K 0.01% +31 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,063 $231K 0.08% +29 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,063 $231K 0.08% -106 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,061 $231K <0.01% -648,939 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 1,061 $231K 0.07% +101 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,060 $231K 0.05% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,149 $230K 0.14% -31 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,059 $230K 0.08% new 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,058 $230K 0.04% -26 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,058 $230K 0.24% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,055 $230K 0.12% +15 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,055 $229K 0.09% +111 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,054 $229K 0.1% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,057 $229K <0.01% +332 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,056 $229K 0.11% -23 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,052 $229K 0.23% -108 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,050 $228K 0.18% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,050 $228K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,050 $228K 0.01% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,050 $228K 0.23% +100 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 1,049 $228K 0.2% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,048 $228K 0.02% +70 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,048 $228K 0.02% -156 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,046 $227K 0.04% +164 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,046 $227K 0.08% 0 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,099 $227K 0.06% +8 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 1,043 $227K 0.12% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,042 $227K 0.1% -7,106 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,042 $227K 0.19% -35 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,041 $226K 0.08% +4 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,040 $226K 0.06% +10 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,036 $225K 0.05% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,036 $225K 0.08% -3 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,035 $225K 0.04% -2 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,034 $225K 0.06% -2 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,034 $225K 0.04% -14 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 1,033 $225K 0.19% -27 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,030 $224K 0.18% -356 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,030 $224K 0.07% -26 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,041 $224K 0.04% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,027 $223K 0.36% -830 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,026 $223K 0.04% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,024 $223K 0.08% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,024 $223K 0.06% -211 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,023 $222K 0.12% -153 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,023 $222K 0.17% -153 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,012 $222K 0.12% +64 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,021 $222K 0.09% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,020 $222K 0.15% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,018 $221K 0.06% +2 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,018 $221K 0.23% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,018 $221K 0.06% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,018 $221K 0.28% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,015 $221K 0.07% +110 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 1,058 $220K 0.24% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,007 $219K 0.03% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,006 $219K 0.04% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,004 $218K 0.05% -23 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,001 $218K 0.04% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,000 $217K 0.11% -500 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,000 $217K 0.21% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,000 $217K 0.03% 0 13F-HR Timeline Mathes Company, Inc. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 988 $215K 0.09% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 987 $215K 0.16% +53 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 986 $214K 0.08% -83 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 985 $214K 0.07% +101 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 985 $214K 0.11% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 984 $214K 0.06% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 980 $213K 0.07% -7 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 979 $213K 0.07% -1,029 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 979 $213K 0.06% +5 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 978 $213K 0.01% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 978 $213K 0.22% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 977 $212K 0.21% +6 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 973 $212K 0.11% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 974 $212K 0.02% -1,420 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 974 $212K 0.14% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 972 $211K 0.11% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 972 $211K 0.13% +29 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,000 $211K 0.08% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 971 $211K 0.09% new 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 964 $210K 0.01% -100 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 963 $209K 0.12% -13 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 963 $209K 0.14% +17 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 960 $209K 0.17% -15 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 959 $209K 0.1% +132 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 959 $208K 0.11% -129 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 957 $208K 0.07% -26 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 954 $207K 0.01% -111 13F-HR/A Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 950 $207K 0.18% -776 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 950 $207K 0.2% -606 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,039 $207K 0.1% -9 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 948 $206K 0.2% -28 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 948 $206K 0.08% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 945 $206K 0.07% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 945 $206K 0.05% -77 13F-HR Timeline