Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,777 $1.11M 0.04% +4 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,793 $1.11M 0.05% +54 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,764 $1.11M 0.87% +1,349 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,764 $1.11M 0.87% -345 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,757 $1.11M 0.11% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,776 $1.11M 0.3% -30 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,766 $1.11M 0.25% -205 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,761 $1.1M 0.53% +980 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,760 $1.1M 0.02% -91 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,658 $1.1M 0.17% -193 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,748 $1.1M 0.14% -23 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,746 $1.1M 0.51% -3,915 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,746 $1.1M 0.14% +39 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,734 $1.1M 0.15% -152 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,732 $1.1M 0.08% -200 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,720 $1.09M 0.42% +2 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,719 $1.09M 0.05% -95 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,717 $1.09M 0.21% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,715 $1.09M 0.37% -339 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,708 $1.09M 0.04% -25 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,705 $1.09M 0.1% +152 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,705 $1.09M 0.02% -4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,677 $1.08M 0.28% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,667 $1.08M 0.04% -92 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,659 $1.07M 0.4% -13 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,657 $1.07M 0.31% +197 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,636 $1.07M 0.07% -729 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,625 $1.06M 0.19% +5 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,610 $1.06M 0.33% -4 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,608 $1.06M 0.71% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,601 $1.06M 0.93% +1 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,597 $1.06M 0.06% +335 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,587 $1.05M 0.24% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,582 $1.05M 0.04% +527 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,578 $1.05M 0.11% +700 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,571 $1.05M 0.06% +4 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,564 $1.05M <0.01% +1,429 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,560 $1.04M 0.07% -82 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,559 $1.04M 0.01% -810 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,557 $1.04M 0.04% -526 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,555 $1.04M 0.01% -50 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,548 $1.04M 0.06% +90 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,321 $1.04M 0.11% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,536 $1.04M 0.06% +23 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,532 $1.04M 0.18% +48 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,529 $1.04M 0.1% +689 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,527 $1.04M 0.66% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,525 $1.03M 0.26% -291 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,522 $1.03M 0.35% -2 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,519 $1.03M 0.31% -6 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,628 $1.03M 0.29% -21 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,500 $1.03M 0.27% +65 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,474 $1.02M 0.23% +179 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,467 $1.02M 0.93% -3 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,466 $1.02M 0.12% -84 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,456 $1.01M 0.36% +185 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,270 $1.01M 0.08% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,430 $1.01M 0.07% -385 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,438 $1.01M 0.25% -150 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,429 $1.01M 0.17% +313 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,427 $1.01M 0.08% -36 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,407 $1000K 0.04% +50 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,382 $993K 0.08% +363 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,376 $991K 0.11% -40 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,358 $986K 0.22% -183 13F-HR Timeline Corundum Group, Inc. 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More: the full row for VeraBank, N.A. 3,310 $971K 0.18% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,308 $971K 0.67% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,305 $970K 0.02% -67 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,301 $969K 0.28% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,300 $969K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,291 $966K 0.13% -20 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,282 $963K 0.25% +875 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 10,153 $962K 0.04% -11,842 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,270 $960K 0.02% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,390 $954K 0.29% +877 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,236 $950K 0.03% +97 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,236 $950K 0.22% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,230 $948K 0.39% -11 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,222 $946K 0.03% -306 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,222 $946K 0.2% +13 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,209 $942K 0.7% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,209 $942K 0.58% -718 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,206 $941K 0.25% -30 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,199 $939K 0.37% -44 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,183 $934K 0.06% -28 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,177 $932K 0.1% -13 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,172 $931K 0.31% -53 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,158 $927K 0.15% +570 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,153 $925K 0.11% +30 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,150 $924K 0.26% +85 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,125 $917K 0.52% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,113 $914K 0.07% +94 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,100 $910K 0.43% -17 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,089 $907K <0.01% -72,510 13F-HR/A Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,084 $905K 0.74% -42 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,083 $905K 0.06% -4 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 3,089 $905K <0.01% +140 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,067 $900K 0.29% -37 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,066 $900K 0.41% -209 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,060 $898K 0.43% -35 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,051 $895K 0.81% 0 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,050 $895K 0.28% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,048 $895K 0.06% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,041 $893K 0.2% +5 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 750 $892K 0.67% -2,272 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,036 $891K 0.01% +801 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,019 $886K 0.04% +2 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,992 $883K 0.69% -207 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,002 $881K 0.21% -539 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,000 $880K 0.26% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,996 $879K 0.05% -1,207 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 2,990 $878K 0.01% -404 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,967 $871K 0.04% +281 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,966 $871K 0.02% -98 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,961 $869K 0.13% -499 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,959 $868K 0.1% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,957 $868K 0.19% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,950 $866K 0.32% +14 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,945 $864K 0.14% -67 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,926 $859K 0.21% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,903 $857K 0.03% +443 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,911 $854K 0.03% -14 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,291 $854K 0.18% +1,243 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,910 $854K 0.4% 0 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,901 $851K 0.47% 0 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 2,874 $848K 0.61% 0 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,888 $848K 0.1% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,877 $844K 0.02% -27 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,870 $842K 0.17% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,869 $842K 0.1% -11 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,849 $840K 0.36% -2 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,874 $838K 0.01% +282 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,850 $836K 0.25% -140 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,846 $835K 0.1% -25 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,833 $831K 0.13% +19 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,806 $827K 0.09% +6 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,810 $825K 0.14% -400 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,802 $822K 0.02% +2,552 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,774 $814K 0.15% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,764 $811K 0.04% +44 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,765 $811K 0.02% -318 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,762 $811K 0.3% +1 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,746 $806K 0.36% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,739 $804K 0.03% +46 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,726 $800K 0.17% -175 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Rodgers Brothers Inc. 2,686 $788K 0.1% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,686 $788K 0.01% +1,465 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,670 $787K 0.05% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,679 $786K 0.16% 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,679 $786K 1.15% +502 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,676 $786K 0.09% +833 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,099 $782K 0.05% -203 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,664 $782K 0.02% -238 13F-HR/A Timeline Vision Capital Management, Inc. 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Co. 2,645 $769K 0.09% -635 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,603 $768K 0.02% +147 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,613 $767K 0.48% -39 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,637 $767K 0.2% -669 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,609 $766K 0.1% +220 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,608 $766K 0.18% -56 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,606 $765K 0.19% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,655 $765K 0.17% -660 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,603 $764K 0.13% +63 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,588 $760K 0.05% -638 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,588 $760K 0.12% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,584 $758K 0.07% +25 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,580 $757K 0.26% -7,524 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,579 $757K 0.11% +19 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,578 $757K 0.06% -101 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,576 $756K 0.07% +1,141 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,600 $756K 0.08% -41 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,555 $754K 0.34% +61 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,566 $753K 0.23% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,549 $752K 0.02% +9 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,552 $749K 0.18% -22 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 2,550 $748K 0.24% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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