Petix & Botte Co More: the full row for Petix & Botte Co 2,563 $549K 0.12% +133 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,559 $548K 0.1% +1,199 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 2,551 $546K 0.46% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,550 $546K 0.2% -62 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,544 $545K 0.17% +361 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $542K 0.26% -271 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,527 $541K 0.19% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,521 $540K 0.32% 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,521 $540K 0.14% -32 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,520 $540K 0.56% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,514 $538K 0.28% 13F-HR/A Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,512 $538K 0.52% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,508 $537K 0.03% -226 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,505 $536K 0.17% +1,633 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,504 $536K 0.03% -10 13F-HR Timeline Group Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 2,500 $535K 0.3% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,498 $535K 0.19% +675 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,498 $535K 0.3% 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,494 $534K 0.27% -630 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,489 $533K 0.06% -98 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,489 $533K 0.04% -69 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,480 $531K 0.07% +602 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,479 $531K 0.08% +2 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,461 $527K 0.21% -464 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,456 $526K 0.09% -338 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,520 $525K 0.15% -26 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,449 $524K 0.1% +126 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,442 $523K 0.14% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,440 $523K 0.3% 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 2,432 $521K 0.4% new 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,432 $521K 0.45% 13F-HR/A Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,430 $520K 0.17% +193 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,430 $520K 0.57% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,427 $520K 0.02% -353 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,428 $520K 0.27% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,427 $520K 0.16% +72 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,418 $518K 0.19% +273 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,416 $517K 0.06% new 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,481 $517K 0.18% +115 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,414 $517K 0.74% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,412 $517K <0.01% -41 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,407 $515K 0.19% +288 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,399 $514K 0.17% -465 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,394 $513K 0.02% +202 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,393 $512K 0.34% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,384 $511K 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,383 $510K 0.1% -22 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,381 $510K 0.05% -627 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,370 $508K 0.23% -538 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,369 $507K 0.01% -18 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,365 $506K 0.21% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,352 $504K 0.01% +47 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,350 $503K 0.13% -1 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,350 $503K 0.36% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,350 $503K 0.09% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,348 $503K 0.2% +139 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,117 $501K 0.06% +246 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,334 $500K 0.15% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,325 $498K 0.09% -155 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,320 $497K 0.03% +601 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,320 $497K 0.06% +9 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,317 $496K 0.29% +150 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,316 $496K 0.27% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,315 $496K 0.05% -486 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,313 $495K 0.27% -234 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,312 $495K 0.01% -5 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,304 $493K 0.03% +44 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,302 $493K 1.05% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,301 $493K 0.1% -50 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,300 $493K 0.32% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,299 $492K 0.08% +144 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,296 $492K 0.08% +26 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,291 $491K 0.07% -371 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,290 $490K 0.04% -79 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,289 $490K 0.04% -654 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,288 $490K 0.09% -1,000 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,283 $489K 0.03% 0 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 2,281 $488K 0.09% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,272 $487K 0.05% -1,755 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,272 $487K 0.14% -113 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,023 $486K 0.18% +911 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,264 $485K 0.09% -77 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,260 $484K 0.26% +113 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,252 $482K 0.29% -277 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,252 $482K 0.05% -922 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,247 $481K 0.15% -109 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,242 $480K 0.14% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,238 $479K 0.02% +175 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,227 $477K 0.33% +1 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,226 $477K 0.13% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,220 $475K 0.07% +812 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,217 $475K 0.42% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,214 $474K 0.03% -104 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,210 $473K 0.17% -287 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,350 $473K 0.05% -1,341 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,202 $472K 0.12% 0 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,200 $471K 0.3% 0 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 2,200 $471K 0.08% new 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 2,200 $471K 0.66% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,200 $471K 0.19% +610 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,199 $471K 0.07% +6 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,198 $471K 0.05% -171 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,197 $471K 0.12% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,194 $470K 0.05% +81 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,190 $469K 0.25% 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,189 $469K 0.23% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,187 $468K 0.15% +267 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,182 $467K 0.13% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,173 $465K 0.06% -522 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,166 $464K 0.08% -137 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,165 $464K 0.26% +115 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,155 $462K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,148 $460K 0.02% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,147 $460K 0.5% -9 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,146 $460K 0.23% -193 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,145 $459K <0.01% +193 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,143 $459K 0.09% -66 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,142 $459K 0.04% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,225 $458K 0.08% +107 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 2,139 $458K 0.16% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,137 $458K 0.01% +341 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,136 $457K 0.1% -32 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,135 $457K 0.01% +408 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,135 $457K 0.01% +340 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,132 $457K 0.04% +482 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,129 $456K 0.24% -32 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,080 $445K 0.17% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,080 $445K 0.2% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,075 $444K 0.09% +75 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,072 $444K 0.17% -19 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,063 $442K 0.01% -78 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,061 $441K 0.28% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,059 $441K 0.34% -177 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,059 $441K 0.16% +567 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,058 $441K 0.23% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,059 $441K 0.03% 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,056 $440K 0.04% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,055 $440K <0.01% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,054 $440K 0.35% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 2,053 $440K 0.18% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,053 $440K 0.08% +59 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,044 $438K 0.37% -6,379 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,043 $437K 0.11% +452 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,042 $437K 0.1% -127 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,041 $437K 0.01% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,031 $435K 0.04% -179 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,030 $435K 0.03% -54 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,030 $435K 0.06% -15 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,028 $434K 0.02% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,025 $434K 0.13% -102 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 2,157 $432K 0.29% 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,014 $431K 0.1% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,013 $431K <0.01% -583 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,009 $430K 0.18% -26 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,008 $430K 0.06% +20 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,008 $430K 0.13% +94 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,009 $430K 0.19% +9 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,002 $429K 0.18% -40 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,000 $428K 0.73% new 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 2,000 $428K 0.03% -10,495 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 2,000 $428K 0.94% new 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 2,000 $428K 0.14% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,000 $428K 0.37% 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,999 $428K 0.88% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,995 $427K 0.1% +100 13F-HR Timeline Group Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,995 $427K 0.28% +443 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,992 $427K 0.01% -176,422 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,800 $426K 0.07% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,700 $425K 0.06% +58 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,982 $424K 0.04% +65 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,982 $424K 0.37% +117 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,980 $424K 0.15% +32 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,978 $424K 0.09% +42 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,972 $422K 0.06% 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,969 $422K 0.25% +305 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,969 $422K 0.1% +66 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,886 $421K 0.07% +676 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,965 $421K 0.01% new 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,963 $420K 0.05% -27 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,959 $420K 0.13% +109 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,955 $419K 0.05% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,244 $419K 0.03% -78 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,952 $418K 0.45% -513 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,952 $418K 0.04% +131 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,951 $418K 0.23% -267 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,951 $418K 0.09% -226 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,950 $418K 0.23% +250 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,949 $417K 0.06% +11 13F-HR Timeline