Odyssean, LLC More: the full row for Odyssean, LLC 1,139 $244K 0.18% 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,136 $243K 0.15% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,189 $242K 0.15% +108 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,129 $242K 0.06% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,129 $242K 0.06% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,128 $242K 0.08% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,127 $241K 0.03% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,126 $241K 0.19% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,126 $241K <0.01% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,124 $241K 0.17% -639 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,122 $240K 0.14% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,120 $240K 0.07% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,120 $240K 0.17% -363 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,118 $239K 0.07% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,117 $239K 0.11% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,116 $239K 0.12% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,114 $239K 0.06% -595 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 1,113 $238K 0.23% -2,186 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,113 $238K 0.02% -517 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,112 $238K 0.12% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,112 $238K 0.13% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,111 $238K 0.05% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,110 $238K 0.02% +942 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,108 $237K 0.15% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,107 $237K 0.07% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,106 $237K <0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,105 $237K 0.06% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,305 $237K 0.09% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,104 $236K 0.03% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,103 $236K 0.22% 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,103 $236K 0.06% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,100 $236K 0.06% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,098 $235K 0.17% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 1,097 $235K 0.15% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,097 $235K 0.11% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,096 $235K <0.01% -1,446 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,141 $234K 0.03% +138 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,088 $233K 0.04% new 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,086 $233K 0.07% +134 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,085 $232K 0.09% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,084 $232K 0.03% +33 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,083 $232K 0.03% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,083 $232K 0.02% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,080 $231K 0.06% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,079 $231K 0.15% +289 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,077 $231K 0.02% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,077 $231K 0.17% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,076 $230K 0.2% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,076 $230K 0.08% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,074 $230K 0.04% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,074 $230K 0.06% 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1,073 $230K 0.18% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,070 $229K 0.01% -240 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,070 $229K 0.08% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,069 $229K 0.07% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,069 $229K 0.11% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,065 $228K 0.07% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,063 $228K 0.08% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 1,108 $227K 0.15% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,060 $227K 0.05% -5 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,058 $227K 0.05% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,058 $227K 0.14% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 1,057 $226K 0.08% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 991 $226K 0.03% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,054 $226K 0.08% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,053 $226K 0.05% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,051 $225K <0.01% new 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,050 $225K 0.06% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,048 $224K 0.01% new 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 1,046 $224K 0.17% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,048 $224K 0.01% +142 13F-HR/A Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,045 $224K 0.09% -7,605 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,042 $223K 0.05% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,036 $222K 0.04% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,035 $222K 0.1% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,034 $221K <0.01% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,032 $221K 0.04% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,031 $221K 0.05% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,027 $220K 0.14% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,027 $220K 0.06% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,025 $220K 0.07% -900 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,025 $220K 0.04% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,025 $220K 0.08% 13F-HR/A Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,023 $219K 0.05% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,022 $219K 0.12% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,021 $219K 0.03% -65 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 1,021 $219K 0.13% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,020 $218K 0.05% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,020 $218K 0.08% -62 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,011 $218K 0.09% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,018 $218K 0.05% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,013 $217K 0.07% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,013 $217K 0.16% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,012 $217K 0.1% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 1,011 $217K 0.04% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,010 $216K 0.09% -60 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 855 $216K 0.06% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,009 $216K 0.12% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,008 $216K 0.16% 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,006 $215K 0.03% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,006 $215K 0.21% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,005 $215K 0.12% new 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,005 $215K 0.2% 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,004 $215K 0.08% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,004 $215K 0.06% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,003 $215K 0.11% new 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 1,001 $214K 0.19% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,001 $214K 0.03% -728 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,000 $214K 0.01% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,000 $214K 0.02% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,000 $214K 0.04% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,000 $214K 0.11% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,000 $214K 0.11% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,000 $214K 0.11% 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,000 $214K 0.13% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,000 $214K 0.08% -1,315 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,000 $214K 0.01% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 999 $214K 0.2% -90 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 998 $214K 0.09% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 996 $213K 0.01% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 996 $213K 0.05% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 995 $213K 0.08% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 994 $213K 0.12% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 993 $213K <0.01% new 13F-HR Timeline Group Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 993 $213K 0.12% new 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 988 $212K 0.19% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 987 $211K 0.11% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 896 $211K 0.1% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 984 $211K 0.01% new 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 983 $211K 0.07% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 981 $210K 0.03% +50 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 979 $210K 0.04% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 978 $209K 0.02% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 978 $209K 0.05% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 976 $209K 0.05% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 975 $209K 0.13% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 975 $209K 0.03% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 972 $208K 0.14% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 971 $208K 0.04% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 971 $208K 0.11% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 970 $208K 0.01% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 967 $207K 0.02% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 965 $207K 0.03% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 965 $207K 0.11% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 964 $206K 0.13% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 955 $205K 0.03% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 954 $204K 0.01% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 954 $204K 0.06% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 954 $204K 0.11% -646 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 953 $204K 0.02% -26 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 953 $204K 0.12% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 949 $203K 0.06% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 949 $203K 0.13% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 949 $203K 0.15% +183 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 948 $203K 0.01% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 946 $203K 0.03% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 945 $202K 0.04% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 940 $201K 0.03% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 939 $201K 0.03% +13 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 939 $201K 0.07% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 939 $201K 0.02% +14 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 938 $201K 0.05% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 938 $201K 0.05% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 938 $201K 0.08% -420 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 938 $201K 0.22% 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 938 $201K 0.18% new 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 937 $201K 0.05% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 936 $200K 0.05% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 936 $200K 0.06% +34 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 927 $199K 0.06% -12 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 924 $198K 0.07% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 912 $195K 0.08% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 906 $194K 0.06% +114 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 766 $194K 0.03% +728 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 894 $191K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 869 $186K 0.04% -481 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 852 $182K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,318 $181K 0.04% +1,896 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 831 $178K 0.05% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 829 $178K 0.05% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 820 $176K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 819 $175K 0.04% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 807 $173K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 796 $170K -341 Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 793 $170K 0.01% +655 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 791 $169K 0.11% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 774 $166K 0.06% -10 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 770 $165K 0.16% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 767 $164K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 766 $164K 0.01% -133 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 761 $163K 0.14% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 759 $163K 0.04% +212 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 750 $161K 0.08% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 750 $161K 0.04% +500 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 744 $159K 0.01% +489 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 743 $159K 0.05% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 708 $157K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 710 $152K 0.03% +91 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 704 $151K 0.04% +181 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 700 $150K 0.02% 0 13F-HR Timeline