MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,669 $551K 0.11% -15 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,664 $549K 0.26% -3,690 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,662 $548K 0.05% +129 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,654 $546K 0.33% -101 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,651 $545K 0.11% 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,648 $544K 0.19% -50 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,645 $543K 0.32% -374 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,639 $541K 0.2% -16 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,638 $540K 0.09% +30 13F-HR Timeline Waterfront Wealth Inc. 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Lucia & Associates, LLC 1,606 $530K 0.2% +125 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,602 $529K 0.19% +18 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,598 $527K 0.85% new 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,597 $527K 0.01% -1,306 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,597 $527K 0.31% +147 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,596 $527K 0.23% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,593 $526K 0.09% +1 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,590 $525K 0.15% -43 13F-HR/A Timeline INSIGHT 2811, INC. 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Mason LLC 1,537 $507K 0.22% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,530 $505K 0.07% -15 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1,529 $504K 0.49% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,527 $504K 0.11% -5,494 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,525 $503K 0.19% -413 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,524 $503K 0.07% 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,523 $502K 0.19% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,520 $501K 0.05% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,514 $500K 0.11% +273 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,507 $497K 0.06% -53 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,505 $497K 0.25% -147 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,504 $496K 0.04% new 13F-HR Timeline Maple Capital Management, Inc. 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More: the full row for Palisades Hudson Asset Management, L.P. 1,495 $493K 0.18% +335 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,487 $490K 0.1% -2 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,484 $490K 0.36% +106 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,482 $489K 0.16% -101 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,479 $488K 0.08% +379 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,472 $485K 0.03% +334 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,468 $484K 0.37% -156 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,452 $484K 0.17% -49 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,467 $484K 0.12% +48 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,305 $482K 0.17% +33 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,456 $480K 0.21% -136 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,455 $480K 0.11% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,453 $479K 0.06% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,452 $479K 0.21% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,451 $479K 0.3% -162 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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More: the full row for Atlas Brown,Inc. 1,398 $461K 0.14% -262 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,398 $461K 1.1% -702 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,395 $460K 0.32% +45 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,394 $460K 0.25% 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,394 $460K 0.15% +25 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,393 $459K 0.1% +441 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,390 $459K 0.07% -816 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,390 $459K 0.07% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,388 $458K 0.03% +17 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,388 $458K 0.36% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,387 $458K 0.37% 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,363 $458K 0.11% -59 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,385 $457K 0.16% +2 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,384 $457K 0.32% +83 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,380 $455K 0.4% -905 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,287 $455K 0.15% +3 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,378 $455K 0.23% -286 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,373 $453K 0.18% -120 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. 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Allen Investments, LLC More: the full row for Bruce G. 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