FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,276 $543K 0.2% -20 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,270 $541K 0.12% -8 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 2,266 $540K 0.31% +412 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,264 $540K 0.39% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,264 $540K 0.1% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 2,264 $540K 0.81% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,260 $539K 0.26% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,258 $538K 0.07% -433 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 2,247 $536K 0.26% +148 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,244 $535K 0.1% -3,642 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,240 $534K 0.06% -360 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,234 $532K 0.45% -55 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 2,231 $532K 0.05% +277 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 2,226 $531K 0.31% +140 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,225 $530K 0.22% -17 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,222 $530K 0.1% +103 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 2,219 $529K 0.28% -49 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 2,218 $529K 0.17% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,214 $528K 0.26% +1,091 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 2,211 $527K 0.18% -682 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 2,209 $527K 0.36% -10 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 2,208 $526K 0.22% +84 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 2,210 $526K 0.38% +5 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,204 $525K 0.25% -199 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,200 $524K 0.24% new 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,200 $524K 0.33% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,200 $524K 0.33% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,199 $524K 0.1% 0 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 2,199 $524K 0.45% +1 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,195 $523K 0.3% +51 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 2,192 $522K 0.22% +92 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,192 $522K 0.17% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,189 $522K 0.38% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 2,189 $522K 0.3% -2 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,188 $521K 0.13% -86 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,185 $521K 0.26% +1,198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bonfire Financial More: the full row for Bonfire Financial 2,183 $520K 0.33% +137 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 2,181 $520K 0.33% +70 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 2,178 $519K 0.46% +11 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,169 $517K 0.31% -89 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,165 $516K 0.05% -100 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 2,155 $514K 0.33% -192 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,151 $513K 0.82% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,140 $510K 0.25% 0 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,140 $510K 0.2% +86 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,135 $510K 0.24% -776 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,136 $509K 0.1% -168 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 2,135 $509K 0.43% 0 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 2,133 $508K 0.07% +285 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,064 $508K 0.14% +186 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 2,130 $508K 0.15% +268 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 2,128 $507K 0.19% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,112 $503K 0.25% -524 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,107 $502K 0.16% +75 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,106 $502K 0.12% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 2,101 $501K 0.12% +410 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,099 $500K 0.12% +199 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,094 $499K 0.06% +10 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,094 $499K 0.13% +155 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 2,093 $499K 0.48% 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,092 $499K 0.3% 0 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 2,085 $497K 0.38% 0 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,081 $496K 0.12% -7 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,077 $495K 0.14% +64 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,141 $494K 0.15% -213 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 2,072 $494K 0.04% 0 13F-HR Timeline Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 2,072 $494K 0.12% -59 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,068 $493K 0.13% +953 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 2,067 $493K 0.24% +220 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 2,063 $492K 0.08% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,060 $491K 0.27% 0 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 2,057 $490K 0.35% -5,689 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 2,053 $489K 0.23% -20 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,050 $489K 0.19% -41 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,040 $486K 0.21% 0 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 2,040 $486K 0.87% 0 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,034 $485K 0.24% -335 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,031 $484K 0.25% -74 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,029 $484K 0.23% +761 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,026 $483K 0.35% +24 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 2,026 $483K 0.44% -20 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,021 $482K 0.14% +333 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 2,015 $480K 0.32% -604 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 2,012 $480K 0.9% -15 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 2,008 $479K 0.08% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,006 $478K 0.66% 0 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 2,004 $478K 0.4% 0 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 2,000 $477K 0.14% -73,000 13F-HR Timeline Group Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,000 $477K 0.03% 0 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 2,000 $477K 0.14% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 2,000 $477K 0.19% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 2,000 $477K 0.28% -1,250 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,000 $477K 0.19% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,995 $476K 0.22% -40 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,993 $475K 0.08% +80 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 1,989 $474K 0.28% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,989 $474K 0.32% +25 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 1,982 $472K 0.23% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,976 $471K 0.38% -17 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,974 $470K 0.12% -119 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,973 $470K 0.32% +86 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 1,972 $470K 0.33% +44 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 1,969 $469K 0.23% +60 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,968 $469K 0.05% +1 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,897 $468K 0.1% -128 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,959 $467K 0.18% +30 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 1,958 $467K 0.29% +794 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,957 $466K 0.44% 0 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 1,951 $465K 0.14% +625 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 1,947 $464K 0.19% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,947 $464K 0.32% +21 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,946 $464K 0.09% -675 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,943 $463K 0.36% -4 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,944 $463K 0.2% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,936 $461K 0.2% +215 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 1,935 $461K 0.13% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,933 $461K 0.11% -104 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,929 $460K 0.21% +181 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 1,926 $459K 0.18% -300 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 1,925 $459K 0.37% -117 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,922 $458K 0.05% +239 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,920 $458K 0.38% -369 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 1,920 $458K 0.31% -41 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,918 $457K 0.13% -24 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 1,916 $457K 0.43% 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,915 $456K 0.01% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,912 $456K 0.04% +438 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,959 $456K 0.3% +37 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 1,901 $453K 0.33% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,867 $453K 0.07% -28 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1,898 $452K 0.19% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,896 $452K 0.25% -427 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 1,895 $452K 0.3% 0 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 1,893 $451K 0.02% +548 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,890 $450K 0.19% -310 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,885 $449K 0.11% +325 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,884 $449K 0.24% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,824 $449K 0.16% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,881 $448K 0.14% 0 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,875 $447K 0.41% +22 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 1,871 $446K 0.4% -99 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,870 $446K 0.34% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,865 $445K 0.25% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,863 $444K 0.13% +222 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 1,858 $443K 0.32% -40 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 1,847 $440K 0.3% -1,235 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,844 $439K 0.22% +11 13F-HR Timeline Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 1,791 $439K 0.63% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,842 $439K 0.14% +100 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,544 $439K 0.12% +703 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,839 $438K 1.35% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 1,837 $438K 0.3% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,813 $432K 0.3% -352 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,811 $432K 0.05% +100 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,808 $431K 0.26% -21 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,807 $431K 0.09% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,800 $429K 0.17% -55 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,792 $427K 0.21% +12 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,790 $427K 0.23% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 1,789 $426K 0.42% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,788 $426K 0.23% +130 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,747 $426K 0.27% +120 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,780 $424K 0.26% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,775 $423K 0.12% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,775 $423K 0.14% -659 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,774 $423K 0.24% +130 13F-HR Timeline EQ LLC More: the full row for EQ LLC 1,771 $422K 0.1% +418 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,769 $422K 0.13% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,765 $421K 0.17% -40 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 1,763 $420K 0.1% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 1,753 $418K 0.32% -28 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,747 $416K 0.1% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,747 $416K 0.13% +318 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,741 $415K 0.45% -83 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,740 $415K 0.06% +49 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 1,739 $414K 0.12% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,733 $413K 0.15% +49 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,723 $411K 0.09% -55 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,721 $410K 0.23% -1,234 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,718 $409K 0.21% 0 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 1,717 $409K 0.18% -31 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,714 $409K 0.1% -1,165 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,740 $408K 0.33% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,715 $408K 0.15% +265 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1,712 $408K 0.32% -5 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,710 $408K 0.11% -2 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,710 $408K 0.33% +223 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,647 $407K 0.19% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,707 $407K 0.38% +123 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,703 $406K 1.08% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,701 $405K 0.12% +185 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,700 $405K 0.11% +48 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,696 $404K 0.03% +34 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 1,692 $403K 0.32% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,690 $403K 0.34% +126 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1,689 $403K 0.18% 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,683 $401K 0.25% -51 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,681 $401K 0.22% +451 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,680 $400K 0.2% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 4,085 $399K 0.48% +413 13F-HR Timeline