Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,710 $571K 0.05% -6 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,700 $570K 0.06% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 7,692 $570K 0.33% +600 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 7,678 $569K 0.6% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,677 $569K 0.13% -263 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,654 $567K <0.01% -5,358 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,650 $567K 0.37% 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 7,605 $563K 0.05% +2,135 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,595 $563K 0.07% +4,449 13F-HR/A Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,587 $562K 0.09% +599 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,583 $562K 0.16% +17 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,557 $561K 0.07% -187 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,562 $560K 0.01% -755 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,551 $559K 0.15% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,547 $559K 0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,523 $557K 0.12% 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,516 $557K 0.11% -1,412 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,512 $556K 0.06% -822 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,497 $555K 0.15% +93 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,396 $548K 0.02% -8 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 7,386 $547K 0.53% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,359 $547K 0.28% -324 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 7,325 $543K 0.09% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,242 $536K 0.22% -242 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,224 $535K 0.02% +2,103 13F-HR Timeline Brand Asset Management Group, Inc. 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More: the full row for Timonier Family Office, LTD. 6,887 $510K 0.16% -938 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 6,850 $507K 0.39% +2,804 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,841 $507K <0.01% -2,228 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,795 $503K 0.13% +34 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,726 $498K 0.01% +20 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,717 $498K 0.31% 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 6,703 $497K 1.06% -54,480 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,703 $496K 0.17% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,650 $493K 0.14% 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 6,627 $492K +1,557 Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6,604 $489K 0.36% +1,486 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 6,601 $489K 0.22% +29 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 6,598 $489K 0.37% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,597 $489K 0.01% +1,728 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,570 $487K 0.27% -28 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,552 $485K 0.02% +3,984 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,550 $485K 0.09% -725 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 6,549 $485K 0.33% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,496 $481K 0.16% -246 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,493 $481K 0.04% +570 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 6,493 $481K 0.25% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 6,488 $481K 0.04% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,469 $479K 0.06% +3,281 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,458 $478K 0.4% +162 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,452 $478K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,443 $477K 0.02% +101 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 6,441 $477K 0.39% 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,434 $477K 0.26% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,390 $473K 0.12% +1,131 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 6,382 $473K 0.3% +636 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,384 $472K 0.16% +141 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 6,352 $471K 0.07% -32,421 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,337 $469K 0.23% +69 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 6,316 $468K 0.12% -243 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,300 $467K 0.29% -9,875 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,296 $466K 0.13% -171 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,281 $465K 0.05% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,275 $465K 0.16% -6,364 13F-HR Timeline MidAtlantic Capital Management, Inc. 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More: the full row for Fingerlakes Wealth Management, Inc. 6,158 $456K 0.29% +2,126 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,113 $453K <0.01% 0 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,089 $451K 0.03% -304 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,050 $448K 0.01% -5,925 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,048 $448K 0.04% +33 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,041 $447K 0.22% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 6,033 $447K 0.3% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,006 $445K 0.03% +409 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5,992 $444K 0.44% 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,985 $443K 0.11% +131 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,990 $443K 0.19% -5 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 5,979 $443K 0.44% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,942 $440K 0.07% +426 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,914 $438K 0.35% -31 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,887 $436K 0.23% +442 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 5,876 $435K 0.25% -3,423 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,862 $435K 0.06% -265 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 5,844 $433K 0.27% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,839 $433K 0.16% -1,257 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,837 $432K 0.19% +970 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,830 $432K 0.02% +988 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,812 $430K 0.01% -94 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,796 $429K 0.44% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,770 $427K 0.03% +2,069 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,754 $426K 0.04% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,751 $426K 0.01% +1 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,742 $425K 0.87% -21,296 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,739 $425K 0.1% -678 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,736 $425K 0.01% -305 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,732 $425K 0.02% +2,832 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,730 $424K 0.26% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,703 $422K <0.01% +1,237 13F-HR Timeline Group Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 5,701 $422K 0.13% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,672 $420K 0.07% +11 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,671 $420K 0.05% -100 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,670 $420K 0.09% +45 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,636 $417K 0.03% -2,456 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,633 $417K 0.1% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,586 $414K 0.06% +801 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,554 $411K 0.08% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,554 $411K 0.13% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 5,550 $411K 0.09% +71 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 5,549 $411K 0.15% +940 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,524 $409K 0.1% -10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,521 $409K 0.05% +2,213 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,517 $409K 0.03% +4,346 13F-HR Timeline United Asset Strategies, Inc. 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More: the full row for MIdWestOne Financial Group, Inc. 5,408 $401K 0.04% +1,038 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,394 $400K <0.01% +1,762 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,383 $399K 0.01% +2,603 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,382 $399K 0.12% -1,324 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,361 $397K 0.05% -681 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,352 $396K <0.01% -214 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,326 $394K 0.05% -241 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,295 $392K 0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,275 $391K 0.13% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,231 $387K 0.31% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,229 $387K 0.21% +62 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 5,201 $385K 0.32% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,187 $384K 0.01% +1,684 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 5,155 $383K 0.09% +838 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,162 $382K 0.24% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,141 $381K 0.01% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,124 $380K 0.03% -1,222 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,117 $379K 0.03% -799 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 5,109 $378K 0.17% 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 5,104 $378K 0.33% 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,102 $378K 0.07% +120 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,100 $378K 0.01% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,082 $377K 0.05% -203 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,067 $375K 0.25% -2,521 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,063 $375K 0.1% +1,390 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5,059 $375K 0.37% 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 5,049 $374K 0.27% 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,045 $374K 0.28% -2,004 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,043 $374K 0.21% -13 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,036 $373K 0.15% +63 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,033 $373K 0.14% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,020 $372K 0.08% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 5,015 $371K 0.25% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,000 $370K 0.04% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,985 $369K 0.09% -45 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,966 $368K 0.09% -1,092 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,956 $367K 0.07% +608 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,950 $367K 0.04% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 4,934 $365K 0.16% +111 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,928 $365K 0.53% -3,864 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,917 $364K 0.12% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,910 $364K 0.05% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 4,905 $363K 0.22% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 4,852 $359K 0.32% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,842 $359K 0.02% -1,317 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 4,840 $358K 0.26% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,826 $357K 0.03% -1,261 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,825 $357K 0.21% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,797 $355K 0.05% -138 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,791 $355K 0.03% -247 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 4,783 $354K 0.19% -1,181 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,770 $353K 0.16% +1,176 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,778 $353K 0.3% 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 4,753 $352K 0.36% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,743 $351K 0.05% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,739 $351K 0.06% +41 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,733 $351K 0.17% -3,560 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 4,727 $350K 0.27% 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,720 $350K 0.03% 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,700 $348K 0.12% -548 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 4,685 $347K 0.36% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,696 $347K 0.09% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,645 $344K 0.02% -221 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,630 $343K 0.13% +2,484 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,629 $343K 0.05% new 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,607 $341K 0.19% -2,201 13F-HR Timeline