Invariant Investment Management More: the full row for Invariant Investment Management 4,591 $341K 0.22% 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,575 $339K 0.1% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,570 $339K 0.11% +990 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,570 $339K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,545 $337K 0.08% -81 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,548 $337K 0.03% +660 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,536 $336K 0.03% -176 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,533 $336K <0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,527 $335K 0.02% -1,501 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 4,511 $334K 0.16% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,499 $333K 0.24% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,442 $329K 0.05% +77 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,400 $326K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,389 $325K 0.09% -3,267 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,385 $325K 0.03% new 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,383 $325K 0.05% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,380 $324K 0.13% -343 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,375 $324K 0.01% +25 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,374 $324K 0.05% +152 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,374 $324K 0.02% +70 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,368 $324K 0.01% -2,327 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,349 $322K 0.07% -2,336 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 4,332 $321K 0.27% -243 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,297 $318K 0.17% -41 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,286 $317K 0.12% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,285 $317K 0.04% 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,273 $317K 0.01% new 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,270 $316K 0.19% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,259 $315K 0.02% +77 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,252 $315K 0.05% +3,957 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,244 $314K 0.08% new 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,229 $313K 0.12% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,220 $313K 0.3% 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,206 $312K 0.46% 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,153 $309K 0.23% 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 4,172 $309K 0.04% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,165 $309K 0.09% +50 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,161 $308K 0.04% +13 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,142 $307K 0.02% +479 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,135 $306K 0.09% +1,311 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,133 $306K 0.05% +3 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,125 $306K 0.08% +46 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,107 $304K 0.05% +750 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,103 $304K 0.04% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,025 $302K 0.07% +371 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,068 $301K <0.01% new 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 4,055 $301K 0.1% -193 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,058 $301K 0.07% -265 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,058 $301K 0.02% new 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,037 $299K 0.1% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,014 $297K 0.03% -50 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 4,007 $297K 0.08% -413 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,005 $297K 0.17% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,000 $296K 0.03% +31 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,972 $294K 0.07% +107 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 3,968 $294K 0.2% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,957 $293K 0.07% -9,088 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,954 $293K 0.22% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,933 $291K 0.08% +1,331 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,930 $291K 0.09% +300 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,906 $289K 0.11% 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,880 $288K 0.14% +637 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,882 $288K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,877 $287K <0.01% -1,390 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 3,857 $286K 0.08% 0 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,848 $285K 0.08% +2 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,841 $285K 0.1% +350 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,861 $284K 0.09% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,826 $283K 0.02% +542 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,822 $283K 0.04% -417 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,801 $282K 0.06% -160 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,804 $282K 0.01% -107 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,805 $282K 0.11% +58 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,775 $280K 0.07% +345 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,772 $279K 0.12% -2,201 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,765 $279K 0.05% +978 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,765 $279K 0.27% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,760 $279K 0.02% +12 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,751 $278K 0.02% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,742 $277K 0.08% -131 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,734 $277K 0.03% +796 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,731 $276K 0.1% -734 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,697 $275K 0.08% +49 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,708 $275K 0.09% -1,334 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 3,697 $274K 0.25% 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 3,695 $274K 0.03% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,680 $273K 0.03% -1,724 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,644 $270K 0.1% -515 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,637 $269K 0.15% -100 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,633 $269K 0.24% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,610 $267K 0.02% -18 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,589 $266K 0.04% -74 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 3,586 $266K 0.26% 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,584 $265K <0.01% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,565 $264K 0.17% +454 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,565 $264K 0.05% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,559 $264K 0.01% -3,747 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,558 $264K 0.07% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,555 $263K 0.05% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,542 $262K 0.18% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,530 $261K 0.04% 0 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 3,517 $261K 0.18% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,516 $260K 0.09% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,504 $260K 0.06% -105 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,513 $260K 0.06% +119 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,512 $260K 0.03% +422 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,511 $260K 0.03% +77 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,504 $259K 0.12% +465 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $259K 0.12% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,500 $259K 0.14% +751 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,482 $258K 0.02% new 13F-HR Timeline Group Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,481 $258K 0.11% 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 3,474 $257K 0.15% 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,449 $255K 0.18% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,448 $255K 0.11% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,445 $255K 0.09% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,428 $254K 0.01% -540 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,413 $253K 0.02% +57 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,409 $253K 0.02% -1,500 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,400 $252K 0.14% +22 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,388 $251K 0.05% -900 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,387 $251K 0.01% -629 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,385 $251K 0.1% new 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 3,058 $250K 0.25% 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,366 $249K 0.12% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,355 $248K 0.06% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,340 $247K <0.01% -1,208 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,333 $247K 0.09% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,318 $246K 0.07% +43 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,288 $244K 0.16% +74 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,284 $243K 0.02% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,281 $243K 0.03% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,265 $242K 0.05% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,266 $241K 0.07% +83 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,253 $241K 0.01% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,252 $241K 0.08% -1,276 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 3,249 $241K 0.1% -186 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,223 $239K 0.01% -106 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,213 $238K 0.13% -360 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,193 $236K 0.03% 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,189 $236K 0.18% +41 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,188 $236K 0.09% +270 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 3,185 $236K 0.02% 0 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 3,171 $235K 0.1% +3,171 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,168 $235K 0.23% 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,165 $234K 0.15% -1,914 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,164 $234K 0.03% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,149 $233K 0.04% -11 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,147 $233K 0.01% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,142 $233K 0.02% -5,411 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $233K 0.14% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,140 $233K 0.06% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,132 $232K 0.04% -458 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,097 $229K 0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,097 $229K 0.04% +50 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,066 $227K 0.1% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 3,054 $226K 0.01% +237 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,048 $226K 0.11% +343 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,036 $225K 0.25% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,025 $224K 0.04% -150 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,007 $223K 0.07% +4 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,000 $222K 0.1% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $222K 0.15% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,999 $222K 0.08% -436 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,992 $222K 0.43% -391 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,988 $221K 0.05% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $221K 0.09% -2,830 13F-HR Timeline Amount filed as zero, left out of ratios. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,963 $220K 0.01% -16,976 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,952 $219K 0.01% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,950 $219K 0.07% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,943 $218K 0.05% -194 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,936 $217K 0.09% +11 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 2,933 $217K 0.16% +12 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,921 $216K 0.08% +115 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,920 $216K 0.07% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,914 $216K 0.04% 0 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,905 $215K 0.19% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $215K 0.13% 13F-HR Timeline Amount filed as zero, left out of ratios. CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,899 $215K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,898 $215K 0.14% +39 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,886 $214K 0.02% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,874 $213K 0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,873 $213K 0.09% +19 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,872 $213K 0.09% +28 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,801 $207K <0.01% +5 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 2,784 $206K 0.09% +870 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2,784 $206K 0.2% 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,775 $206K 0.09% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,774 $205K 0.17% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,771 $205K 0.03% +2,060 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,751 $204K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,746 $203K 0.03% +49 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,740 $203K 0.01% -265 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,733 $202K 0.02% new 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 2,723 $202K 0.03% +35 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,702 $200K 0.03% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,657 $197K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,656 $197K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,575 $191K 0.1% -47 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,572 $191K <0.01% 0 13F-HR Timeline