SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,591 $368K 0.04% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,580 $366K 0.04% +1,090 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,576 $366K 0.05% -13 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,574 $365K 0.07% +23 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,566 $364K 0.2% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,552 $362K 0.05% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,551 $362K 0.27% -100 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $359K 0.2% +210 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,530 $359K 0.16% -2,200 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,529 $359K 0.26% +82 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,511 $356K 0.04% -497 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,508 $356K 0.03% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 3,460 $355K 0.4% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,505 $355K 0.11% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 2,500 $355K 0.07% new 13F-HR/A Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,499 $355K 0.23% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,499 $355K 0.1% +18 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,491 $353K 0.14% +2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,488 $353K 0.01% -326 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,560 $353K 0.32% +49 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,480 $352K 0.07% +507 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,476 $351K 0.07% -1,892 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,473 $351K 0.05% +499 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,448 $347K 0.22% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,447 $347K 0.02% +354 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,438 $346K 0.19% +409 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,433 $345K 0.05% +289 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,432 $345K 0.09% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,430 $345K 0.08% +10 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,430 $345K 0.06% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,430 $345K 0.07% -59 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,415 $343K 0.1% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,414 $343K 0.11% +4 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,414 $343K 0.18% -520 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,414 $343K 0.57% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,412 $342K 0.12% -577 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,407 $342K 0.29% +482 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,405 $341K 0.24% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,402 $341K 0.08% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,402 $341K 0.16% -112 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,391 $339K 0.19% -415 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,390 $339K 0.14% +400 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,382 $338K 0.12% -391 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,382 $338K 0.04% -153 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,382 $338K 0.04% -569 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,377 $337K 0.07% -329 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,373 $337K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,370 $336K 0.16% -420 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,351 $334K 0.01% -228 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,351 $334K 0.09% +1 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,350 $333K 0.25% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,349 $333K 0.16% -289 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,348 $333K 0.11% +341 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,344 $333K 0.07% -71 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,338 $332K 0.07% +50 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 2,337 $332K 0.01% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,335 $331K 0.18% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,393 $331K 0.06% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,331 $331K 0.01% +1,097 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,315 $328K 0.29% -1,076 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,312 $328K 0.04% -189 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,301 $327K 0.01% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,301 $327K 0.08% -720 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 2,300 $326K 0.15% -100 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,300 $326K 0.07% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,292 $325K 0.05% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,356 $325K 0.03% -2,398 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,284 $324K 0.08% +20 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,284 $324K 0.12% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,282 $324K 0.04% -532 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,834 $323K 0.06% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,278 $323K 0.02% +487 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,281 $323K 0.08% -2,045 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,276 $323K 0.01% -270 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,272 $322K 0.12% +93 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,270 $322K 0.06% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,266 $322K 0.04% -770 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,265 $321K 0.14% -3 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,264 $321K 0.15% -28 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,778 $321K 0.04% -2,976 13F-HR/A Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,856 $320K 0.21% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,240 $318K 0.14% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,239 $318K 0.07% +2 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,235 $317K 0.01% -281 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,235 $317K 0.2% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,234 $317K 0.14% +415 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,218 $315K 0.21% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,218 $315K 0.07% +98 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,210 $314K 0.04% -1 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,202 $312K 0.09% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,200 $312K 0.1% +94 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,200 $312K 0.04% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,198 $312K 0.01% -2,650 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,197 $312K 0.11% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,197 $312K 0.18% -173 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,196 $312K <0.01% -40 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,195 $311K 0.02% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,195 $311K 0.03% +235 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,193 $311K 0.07% -12 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2,186 $310K 0.01% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,182 $310K 0.06% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,180 $309K 0.25% +21 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,172 $308K 0.1% +1,900 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,159 $306K 0.21% -408 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,157 $306K 0.05% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,156 $306K 0.23% +88 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,153 $306K 0.06% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,150 $305K 0.2% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,150 $305K 0.2% -298 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,147 $305K 0.01% -185 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,146 $305K 0.01% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,142 $304K 0.02% -221 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,140 $304K 0.08% +54 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,132 $303K 0.09% -146 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,127 $302K 0.02% -250 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,120 $301K 0.24% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,112 $300K 0.07% -735 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,109 $299K 0.02% -225 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 2,103 $298K 0.05% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,100 $298K 0.05% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,100 $298K 0.22% new 13F-HR/A Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,094 $297K 0.02% -2,572 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,092 $297K 0.27% -17 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,090 $297K 0.14% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,084 $296K 0.04% -39 13F-HR/A Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,084 $296K 0.08% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,083 $296K 0.02% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,081 $295K 0.04% -93 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,078 $295K <0.01% -503 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,077 $295K 0.15% -29 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,074 $294K 0.05% -2,954 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,069 $294K 0.15% +54 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,068 $293K 0.07% -221 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,067 $293K 0.01% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,064 $293K 0.26% +6 13F-HR/A Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,061 $292K 0.09% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,058 $292K 0.16% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,893 $292K 0.05% -974 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,055 $292K 0.04% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,054 $291K 0.04% new 13F-HR Timeline TOBAM More: the full row for TOBAM 2,048 $291K 0.11% -844 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,050 $291K 0.09% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,048 $291K 0.02% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,046 $290K 0.04% -5,852 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,042 $290K 0.08% -124 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,040 $289K 0.15% -490 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,040 $289K 0.02% -96 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,038 $289K 0.17% 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,028 $288K 0.12% -49 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,027 $288K 0.14% +57 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,026 $287K 0.06% -100 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,025 $287K 0.03% -28 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,023 $287K 0.02% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,014 $286K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,005 $285K 0.02% new 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,000 $284K 0.07% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 2,000 $284K 0.16% -1,000 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 2,000 $284K 0.1% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 2,000 $284K 0.26% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,998 $284K 0.04% -31 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,000 $283K 0.14% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,994 $283K 0.06% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,601 $282K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,988 $282K 0.07% +852 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,985 $282K 0.07% -25 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,980 $281K 0.22% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,980 $281K 0.11% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,978 $281K 0.1% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,213 $280K 0.02% +121 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,955 $277K 0.17% -258 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,950 $277K 0.08% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,948 $276K 0.12% -22 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,947 $276K 0.04% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,947 $276K 0.2% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,945 $276K 0.01% new 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,944 $276K 0.02% +57 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,942 $276K 0.24% new 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,755 $276K 0.11% -2,362 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,935 $275K 0.2% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,936 $275K 0.06% -64 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,930 $274K 0.07% -72 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,930 $274K 0.02% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,925 $273K 0.01% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,913 $271K 0.12% 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,912 $271K 0.18% new 13F-HR/A Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,906 $270K 0.16% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,900 $270K 0.07% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,898 $269K 0.08% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,897 $269K 0.13% -59 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,895 $269K 0.06% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,892 $268K 0.03% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,891 $268K 0.15% -15,163 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,606 $268K 0.15% +1,795 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,886 $268K 0.05% -25 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,884 $267K 0.24% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,880 $267K 0.07% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,848 $266K 0.11% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,877 $266K 0.15% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,873 $266K 0.07% -508 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,873 $266K 0.04% new 13F-HR Timeline