MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 7,527 $2.61M 0.49% -52 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,518 $2.6M 0.81% -1,438 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,511 $2.6M 0.78% +142 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 7,510 $2.6M 1.12% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,507 $2.6M 2.18% -1,010 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 7,507 $2.6M 2.17% +2,628 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 7,505 $2.6M 0.7% -38,552 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,504 $2.6M 0.22% +457 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,497 $2.59M 0.28% +1,928 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 7,490 $2.59M 0.8% +3,753 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,485 $2.59M 0.94% -400 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,481 $2.59M 1.18% +170 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,471 $2.58M 0.68% -15 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 7,469 $2.58M 1.26% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 7,379 $2.58M 0.77% -130 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,456 $2.58M 0.44% -190 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,451 $2.58M 0.79% +768 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,440 $2.57M 0.98% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,431 $2.57M 0.5% +51 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 7,420 $2.57M 0.94% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,407 $2.56M 1.01% +1,027 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,400 $2.56M 1.83% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,397 $2.56M 1.42% +135 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,361 $2.55M 0.33% -271 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 7,405 $2.55M 0.64% 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 7,360 $2.55M 4.65% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,355 $2.55M 0.92% -255 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,340 $2.54M 0.71% +1,976 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,623 $2.54M 0.57% +5,357 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,325 $2.54M 1.68% +49 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,324 $2.53M 0.11% +311 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,309 $2.53M 0.42% +63 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,354 $2.53M 1.23% +839 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,282 $2.52M 0.92% +150 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,262 $2.51M 0.72% +522 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 7,262 $2.51M 1.29% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,259 $2.51M 0.77% -63 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 7,354 $2.51M 0.44% +301 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,198 $2.49M 1.88% +1,007 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,187 $2.49M 0.87% +753 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,182 $2.49M 0.33% +195 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,181 $2.49M 0.71% -1,104 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,177 $2.48M 0.2% +2,850 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,172 $2.48M 0.61% +489 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,172 $2.48M 0.28% +70 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,138 $2.47M 0.43% +606 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 7,122 $2.47M 0.64% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,477 $2.46M 0.97% -88 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,099 $2.46M 0.46% +394 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,079 $2.45M 0.23% +150 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 7,075 $2.45M 1.03% +244 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 7,069 $2.45M 1.22% -248 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 7,064 $2.44M 1.91% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,063 $2.44M 0.12% 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,061 $2.44M 0.52% +4,961 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 7,079 $2.44M 0.47% +161 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,050 $2.44M 1.1% +150 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,049 $2.44M 1.86% +551 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,040 $2.44M 0.43% +1,337 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,030 $2.43M 1.38% -1,403 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,020 $2.43M 0.33% +843 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,017 $2.43M 0.41% 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 7,009 $2.43M 0.94% -419 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 7,000 $2.42M 0.28% 0 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 7,000 $2.42M 0.07% new 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,992 $2.42M 0.2% -40 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,983 $2.42M 1.11% +585 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,963 $2.41M 0.29% +3,748 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,918 $2.39M 0.4% -4,905 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 6,917 $2.39M 0.63% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,877 $2.38M 0.89% -269 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,872 $2.38M 0.2% +279 13F-HR/A Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,844 $2.37M 0.65% -270 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,834 $2.37M 0.48% -280 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,832 $2.36M 0.53% -1,178 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,826 $2.36M 0.88% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,805 $2.36M 0.1% -167 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 18,499 $2.35M 0.94% -1,296 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,777 $2.35M 0.84% -343 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,777 $2.35M 1.03% +137 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 6,777 $2.35M 0.95% +962 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 6,766 $2.34M 0.06% +2,789 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,761 $2.34M 0.37% +1,526 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,745 $2.33M 1.18% -819 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,737 $2.33M 0.96% +14 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 6,725 $2.33M 0.48% -117 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,719 $2.33M 0.58% +196 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,703 $2.32M 0.31% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,701 $2.32M 0.69% +3,036 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,682 $2.31M -628 Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,677 $2.31M 0.54% +103 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,672 $2.31M 0.22% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,655 $2.3M 0.14% +170 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,645 $2.3M 1.11% -406 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,636 $2.3M 1.34% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,630 $2.29M 1.3% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,618 $2.29M 0.41% -217 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,594 $2.28M 2.19% 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 6,590 $2.28M 1.92% 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,579 $2.28M 1.68% -479 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 6,579 $2.28M 1.33% 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 6,577 $2.28M 1.1% -315 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 6,576 $2.28M 0.41% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 6,559 $2.27M 0.51% -810 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,557 $2.27M 0.32% +1,866 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,557 $2.27M 0.82% -295 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,557 $2.27M 0.62% +15 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,552 $2.27M 0.84% -52 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,535 $2.26M 0.44% -180 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,521 $2.26M 0.31% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,519 $2.26M 1.4% -72 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,513 $2.25M 0.4% -106 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,508 $2.25M 0.36% +2,433 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,508 $2.25M 1.63% -755 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,616 $2.25M 0.46% -463 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,500 $2.25M 1.07% -183 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,490 $2.25M 0.24% -35 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,489 $2.25M 0.75% +865 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,486 $2.24M 0.55% +348 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,481 $2.24M 0.89% +3,079 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,477 $2.24M 1.13% -34 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,474 $2.24M 0.36% +785 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,469 $2.24M 0.81% -874 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,462 $2.24M 0.31% -552 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,462 $2.24M 0.5% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,455 $2.23M 0.45% +106 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,451 $2.23M 0.12% +691 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 6,449 $2.23M 1.52% new 13F-HR Timeline Group Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 6,441 $2.23M 0.88% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,429 $2.23M 0.2% -2,224 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,413 $2.22M 1.3% -1,082 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,403 $2.22M 1.37% -123 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 6,400 $2.22M 0.29% 0 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 6,400 $2.22M 2.2% +3,500 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 6,400 $2.22M 0.62% +460 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,444 $2.21M 0.76% -184 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,364 $2.2M 0.52% -14 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,351 $2.2M 0.08% +1,370 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,351 $2.2M 1.13% +135 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 6,349 $2.2M 1.64% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,333 $2.19M 0.34% +1,318 13F-HR Timeline Group Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 6,323 $2.19M 2.52% 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 6,323 $2.19M 1.38% +42 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 6,321 $2.19M 0.24% +2,598 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,320 $2.19M 0.31% -130 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,318 $2.19M 0.83% +204 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,308 $2.18M 0.3% +478 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,307 $2.18M 0.96% +25 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,305 $2.18M 0.43% -1,676 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 6,276 $2.17M 1.45% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,274 $2.17M 0.41% +300 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,251 $2.16M 0.78% +80 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,230 $2.16M 0.91% +3,479 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 6,228 $2.16M 1.69% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,267 $2.16M 0.45% -1,636 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,216 $2.15M 0.19% +497 13F-HR Timeline LGT CAPITAL PARTNERS LTD. in group LGT CAPITAL PARTNERS LTD. More: the full row for LGT CAPITAL PARTNERS LTD. 6,200 $2.15M 0.11% new 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,189 $2.14M 1.3% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,278 $2.14M 0.82% +1,030 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 6,182 $2.14M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 6,181 $2.14M 0.33% +3,890 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,181 $2.14M 0.78% +144 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,179 $2.14M 0.15% -20 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,174 $2.14M 1.54% -2,574 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,166 $2.13M 0.79% +1,503 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,157 $2.13M 0.31% +5,115 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,155 $2.13M 1.66% 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 6,152 $2.13M 0.02% +686 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 6,150 $2.13M 0.57% +799 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,147 $2.13M 0.07% +425 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 6,128 $2.12M 1.3% 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,125 $2.12M 2.22% -959 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,115 $2.12M 0.44% -160 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,104 $2.11M 1.45% +131 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,095 $2.11M 0.56% +18 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,092 $2.11M 0.82% -223 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,087 $2.11M 0.04% +579 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,086 $2.11M 0.33% +602 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,437 $2.11M 0.6% +1,300 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,082 $2.11M 0.42% +220 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,069 $2.1M 0.12% -329 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,060 $2.1M 0.38% +1,451 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,060 $2.1M 0.42% +911 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,054 $2.1M 0.31% +500 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 6,052 $2.09M 6.39% -12,138 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 6,047 $2.09M 2.13% 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 6,046 $2.09M 1.01% +11 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,046 $2.09M 0.6% -350 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 6,045 $2.09M 0.4% +257 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,042 $2.09M 1.86% 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,041 $2.09M 1.43% -824 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,035 $2.09M 0.17% -2,191 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 6,020 $2.08M 3.9% +4,422 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,288 $2.08M 0.44% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,015 $2.08M 0.15% -6,446 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,006 $2.08M 0.85% +48 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,006 $2.08M 0.15% -532 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,002 $2.08M 1.25% +13 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 6,001 $2.08M 1.86% 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,990 $2.07M 1.12% +357 13F-HR Timeline