Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,655 $625K 0.27% -286 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,655 $625K 0.14% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,645 $621K 0.46% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,645 $621K 0.36% +36 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,642 $620K 0.22% +54 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,639 $619K 0.38% +491 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,587 $618K 0.2% +31 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 1,584 $616K 0.22% +394 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,630 $616K 0.23% 0 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 1,629 $615K 0.42% +710 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,629 $615K 0.09% +65 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,629 $615K 0.22% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,626 $614K 0.05% +67 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,618 $611K 0.1% -1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,615 $610K 0.3% +279 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,613 $609K 0.03% -621 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,612 $609K 0.56% +370 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,612 $609K 0.36% +3 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,609 $608K 0.59% +151 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,549 $608K 0.38% +120 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,607 $607K 0.14% -70 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,599 $604K 0.28% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,600 $604K 0.15% +700 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,599 $604K 0.1% +100 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,598 $604K 0.31% +1,034 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,594 $602K 0.12% -361 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,591 $601K 0.53% +17 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,590 $601K 0.51% +63 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,590 $601K 0.51% +800 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,590 $601K 0.3% -75 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,580 $597K 0.06% +34 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,580 $597K 0.06% +426 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,578 $596K 0.08% +174 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,577 $596K 0.06% +186 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,576 $595K 0.02% -169 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,571 $593K 0.21% +238 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,570 $593K 0.29% -40 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,568 $592K 0.1% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,567 $592K 0.07% -48 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,563 $590K 0.37% +187 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,562 $590K 0.24% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,556 $588K 0.22% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,555 $587K 0.19% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,554 $587K 0.14% -1 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 1,554 $587K 0.42% -105 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,551 $586K 0.18% +54 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 1,551 $586K 0.43% -593 13F-HR Timeline EQ LLC More: the full row for EQ LLC 1,550 $586K 0.14% -11 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,549 $585K 0.21% +228 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,548 $585K 0.05% +21 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,545 $583K 0.4% +120 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,538 $581K 0.25% +12 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,537 $581K 0.39% -482 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 1,536 $580K 0.34% -53 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,535 $580K 0.04% -3,598 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,534 $580K 0.14% -29 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,534 $579K 0.16% +186 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,533 $579K 0.09% 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 1,530 $578K 0.06% -130 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,530 $578K 0.12% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,527 $577K 0.08% +457 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,526 $576K 0.32% +326 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,525 $576K 0.17% +22 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,526 $576K 0.15% -584 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,524 $576K 0.16% +91 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,522 $575K 0.11% +4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,516 $573K 0.27% -4,007 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,515 $572K 0.35% -7 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,510 $570K 0.47% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,508 $570K 0.53% -66 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,507 $569K 0.06% +21 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 1,502 $567K 0.21% -52 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,497 $565K 0.25% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,496 $565K 0.08% -8 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,494 $564K 0.32% -1,951 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,494 $564K 0.24% +271 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 1,484 $561K 0.14% +55 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 1,484 $561K 0.51% +182 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,481 $559K 0.2% +51 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,438 $559K 0.06% 0 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 1,478 $558K 0.16% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,478 $558K 0.02% +3 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,476 $558K 0.59% +6 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,470 $555K 0.34% +111 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,469 $555K 0.19% +580 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,422 $553K 0.21% +57 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,462 $552K 0.24% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,454 $549K 0.07% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,453 $549K 0.02% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,453 $549K 0.3% -16 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,452 $549K 0.34% -794 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,452 $549K 0.21% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,450 $548K 0.11% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,450 $548K 0.48% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,450 $548K 0.13% -886 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,449 $547K 0.08% -45 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,448 $547K 0.07% -113 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,445 $546K 0.12% -52 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,438 $543K 0.15% +23 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,437 $543K 0.48% -1,014 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,437 $543K 0.05% +13 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,436 $542K 0.06% +112 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,436 $542K 0.2% -26 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,435 $542K 0.43% +139 13F-HR/A Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 1,428 $539K 0.13% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,425 $538K 0.08% -42 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,424 $538K 0.16% +620 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,423 $538K 0.23% +21 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,423 $538K 0.23% +351 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,421 $537K 0.02% +431 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,419 $536K 0.13% +321 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 1,414 $534K 0.34% -902 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,413 $534K 0.16% +50 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,413 $534K 0.15% +26 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,410 $533K 0.2% 0 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,407 $532K 0.29% +99 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,407 $532K 1.52% -26 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,407 $531K 0.03% +35 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,407 $531K 0.1% +74 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,324 $530K 0.25% -10 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,713 $530K 0.09% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,403 $530K 0.35% +51 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 1,402 $530K 0.33% -118 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,401 $529K 0.14% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 1,400 $529K 0.84% -1,004 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,393 $526K 0.16% +2 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,392 $526K 0.11% -29 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,392 $526K 0.16% +122 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,392 $526K 0.19% +2 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,389 $525K 0.14% -1,500 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,389 $525K 0.27% -136 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,385 $523K 0.32% -395 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,385 $523K 0.12% -717 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,379 $521K 0.29% -4 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,300 $520K 0.23% -208 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,373 $519K 0.08% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,371 $518K 0.44% +8 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,366 $516K 0.39% -154 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,364 $515K 0.33% +183 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,363 $515K 0.05% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,363 $515K 0.25% +2 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,362 $514K 0.21% +64 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,361 $514K 0.31% -527 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,360 $514K 0.4% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,360 $513K 0.11% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,357 $513K 0.07% -25 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,357 $513K 0.18% +56 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,356 $512K 0.1% -59 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,354 $511K 0.3% +85 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,353 $511K 0.32% -1,321 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,353 $511K 0.1% +64 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,355 $511K 0.19% -164 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,351 $510K 0.25% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,351 $510K 0.08% +305 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,349 $510K 0.22% +206 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 1,349 $510K 0.42% -2 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,348 $509K 0.14% +1 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,345 $508K 0.29% +337 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,345 $508K 0.07% +114 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 1,343 $507K 0.23% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,341 $507K 0.04% -26 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,334 $504K 0.08% -16 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,331 $503K 0.23% -139 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,331 $503K 0.26% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,329 $502K 0.18% +294 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,329 $502K 0.45% -101 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,329 $502K 0.26% +66 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,328 $502K 0.09% +2 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 1,325 $501K 0.07% +6 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,325 $501K 0.44% -50 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,323 $500K 0.12% -27 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,335 $499K 0.16% +250 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,320 $499K 0.11% -847 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,317 $498K 0.06% +52 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,314 $497K 0.15% +495 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,315 $497K 0.22% -10 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,315 $497K 0.2% +22 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,312 $496K 0.2% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 1,312 $496K 0.21% +15 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,311 $495K 0.17% -89 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,310 $495K 0.06% +437 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,310 $495K 0.06% +155 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 1,310 $495K -246 Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,308 $494K 0.06% +68 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,306 $493K 0.14% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,305 $493K 0.08% -296 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,328 $493K 0.19% +54 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 1,303 $492K 0.16% +14 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 1,302 $492K 0.31% +27 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,297 $490K 0.41% -1,456 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 1,295 $489K 0.56% new 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,294 $489K 0.02% -400 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,294 $489K 0.17% +286 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,293 $489K 0.29% +179 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,293 $488K 0.31% +24 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,292 $488K 0.1% -8 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,292 $488K 0.08% -117 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,290 $487K 0.35% -116 13F-HR/A Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,288 $486K 0.06% +406 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,286 $486K 0.03% -606 13F-HR Timeline