Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,919 $870K 0.68% +1 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,919 $870K 0.53% +36 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,918 $869K 0.12% +200 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,918 $869K 0.31% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,915 $868K 0.35% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,915 $868K 0.24% +576 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,906 $864K 0.26% -3 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,903 $863K 0.29% +14 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,901 $862K 0.47% +357 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,899 $861K 0.04% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,894 $859K 0.19% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,902 $858K 0.52% +150 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,893 $858K 0.54% +39 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,889 $856K 0.49% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,883 $854K 0.41% 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 1,882 $853K 0.64% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,880 $852K 0.13% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,880 $852K 0.42% 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,879 $852K 0.3% 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,878 $851K 0.34% +500 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,877 $851K 0.17% -138 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,873 $849K 0.25% +286 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,869 $847K 0.37% 13F-HR Timeline BRUNI J V & CO /CO More: the full row for BRUNI J V & CO /CO 1,867 $846K 0.1% -566 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,864 $845K 0.54% +12 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,864 $845K 0.49% +122 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,861 $844K 0.1% -271 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,857 $842K 0.22% +6 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,856 $841K 0.12% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,855 $841K 0.18% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1,853 $840K 0.6% -20 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,852 $839K 0.51% -14 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,849 $838K 0.27% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,845 $836K 0.38% +195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,844 $836K 0.52% +41 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,841 $834K 0.32% -25 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,840 $834K 0.31% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,840 $834K 0.53% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,840 $834K 0.45% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,839 $833K 0.11% +39 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,838 $833K 0.2% -41 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 1,837 $833K 0.08% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,822 $826K 0.54% +111 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,822 $826K 0.65% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,820 $825K 0.24% +102 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,819 $825K 0.16% -78 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 1,819 $825K 0.42% -69 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,815 $823K 0.23% +171 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,815 $822K 0.69% 13F-HR/A Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,811 $821K 0.49% +10 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 1,806 $818K 0.16% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,801 $816K 0.05% -30,947 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,050 $815K 0.46% -2,050 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,797 $815K 0.6% -505 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,796 $814K 0.1% +520 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,795 $814K 0.46% +229 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,791 $812K 0.76% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,791 $812K 0.31% +124 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,833 $811K 0.09% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,788 $810K 0.28% +873 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,787 $810K 0.28% +257 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,784 $809K 0.38% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,740 $808K 0.16% +1,111 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,783 $808K 0.1% -20 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,782 $808K 0.41% -309 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,781 $807K 0.41% +48 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,780 $807K 0.26% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,780 $807K 0.38% +50 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,780 $807K 0.85% 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,780 $807K 0.76% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,777 $805K 0.47% -150 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,775 $805K 0.52% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,775 $804K 0.31% +24 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,774 $804K 0.12% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,771 $803K 0.07% -958 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,771 $803K 0.21% -1 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,771 $803K 0.21% 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,768 $801K 0.47% +932 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,765 $800K 0.04% -60 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,765 $800K 0.47% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,757 $796K 0.11% +81 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,753 $795K 0.4% +998 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,746 $791K 0.38% +604 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,746 $791K 0.23% -424 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,741 $789K 0.21% +2 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,740 $789K 0.27% +70 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,740 $788K 0.2% +161 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,735 $786K 0.22% +525 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,732 $785K 0.09% +66 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,728 $783K 0.23% -89 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 1,728 $783K 0.57% -18 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,728 $783K 0.28% +50 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,726 $782K 0.11% +109 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,719 $779K 0.71% +4 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,712 $776K 0.08% +107 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,712 $776K 0.44% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,709 $775K 0.51% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,707 $774K 0.32% -19 13F-HR Timeline First Business Financial Services, Inc. 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Sherr & Co., LLC 1,699 $770K 0.4% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,699 $770K 0.14% -66 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,698 $770K 0.3% +7 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,698 $770K 0.77% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,695 $768K 0.13% -458 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 1,692 $767K 0.55% -208 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,692 $767K 0.34% 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,689 $766K 0.62% -11 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,680 $762K 0.12% -400 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,676 $760K 0.39% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,606 $759K 0.02% -147 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,675 $759K 0.26% -142 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 1,675 $759K 0.26% 0 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,671 $757K 0.68% 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,670 $757K 0.02% -350 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,669 $757K 0.15% +2 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,668 $756K 0.13% -117 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,664 $754K 0.45% +86 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,664 $754K 0.64% -5 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 1,660 $752K 0.19% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,658 $751K 0.46% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,656 $751K 0.46% -115 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,654 $750K 0.58% +139 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 1,653 $749K 0.22% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,651 $748K 0.32% +2 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,650 $748K 0.26% -62 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,641 $744K 0.41% +11 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,641 $744K 0.33% -184 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,638 $742K 0.21% +216 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,627 $737K 0.29% +332 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,627 $737K 0.22% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,626 $737K 0.37% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,624 $736K 0.43% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,623 $736K 0.78% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,620 $734K 0.16% +172 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,618 $733K 0.68% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,616 $732K 0.21% -87 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,616 $732K 0.4% +139 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,614 $732K 0.66% 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,612 $731K 0.07% -6 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,611 $730K 0.05% -2 13F-HR Timeline Group Campbell Wealth Management More: the full row for Campbell Wealth Management 1,609 $729K 0.07% +559 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 1,603 $727K 0.45% 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 1,602 $726K 0.28% -404 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,602 $726K 0.3% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,600 $725K 0.44% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,597 $724K 0.13% +167 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,594 $723K 0.03% +3 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,593 $722K 0.27% +6 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 1,593 $722K 0.5% +50 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,588 $720K 0.03% +5 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,586 $719K 0.3% +7 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,585 $718K 0.2% +50 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,585 $718K 0.66% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,584 $718K 0.26% +133 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,581 $717K 0.73% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,578 $715K 0.25% +1,011 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,524 $714K 0.34% +8 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,575 $714K <0.01% -550 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,575 $714K 0.42% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,574 $713K 0.28% -265 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,573 $713K 0.65% 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,573 $713K 0.04% +82 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,572 $713K 0.26% 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,571 $712K 0.2% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,571 $712K 0.54% -158 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,569 $711K <0.01% -9,543 13F-HR Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 1,568 $711K 0.02% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,561 $708K 0.33% -43 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,561 $708K 0.51% -51 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,561 $708K 0.28% +32 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,556 $705K 0.37% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,556 $705K 0.08% new 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 1,553 $704K 0.06% 0 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,550 $703K 0.76% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,550 $703K 0.33% 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,549 $702K 0.19% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,547 $701K 0.4% -14 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 1,538 $697K 0.38% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,537 $697K 0.02% -233 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,532 $694K 0.08% +350 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,529 $693K 0.13% -4,489 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,530 $693K 0.34% -300 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,528 $693K 0.36% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,525 $691K 0.44% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,523 $690K 0.2% 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,521 $689K 0.67% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,520 $689K 0.17% +62 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,520 $689K 0.49% -7,383 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,520 $689K 0.2% +455 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,517 $688K 0.2% -27 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,516 $687K 0.47% 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,511 $685K 0.06% -53 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,511 $685K 0.14% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,508 $684K 0.2% +572 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,508 $684K 0.54% +681 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,508 $684K 0.51% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,507 $683K 0.03% +190 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,505 $682K <0.01% +750 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,504 $682K 0.14% +244 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,502 $681K 0.23% new 13F-HR Timeline