FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,708 $780K 0.66% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,604 $779K 0.45% -204 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,602 $778K 0.28% +137 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,600 $778K 0.55% +24 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,597 $776K 0.48% +120 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,594 $774K 0.69% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,592 $773K 0.08% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,591 $773K 0.38% -95 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,591 $773K 0.44% +96 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,590 $772K 0.33% +12 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,585 $770K 0.43% +60 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,585 $770K 0.5% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,583 $769K 0.22% +1,005 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,583 $769K 0.2% -102 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,583 $769K 0.4% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,580 $768K 0.29% +99 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,578 $767K 0.45% +50 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,577 $766K 0.2% -73 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,577 $766K 1.33% +1,519 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,574 $765K 0.2% -176 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,569 $762K 0.35% -107 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,566 $761K 0.55% -84 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,559 $757K 0.19% -71 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,558 $757K 0.4% +301 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,584 $757K 0.37% +1,310 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,559 $756K 0.03% -80 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,557 $756K 0.52% +53 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,556 $756K 0.25% -81 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,556 $756K 0.51% +300 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,586 $755K 0.26% +353 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,553 $754K 0.68% +1,133 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,598 $754K 0.38% +27 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,551 $753K 0.32% -4 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,411 $751K 0.55% +251 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,546 $751K 0.65% -4 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,541 $749K 0.11% -333 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 1,536 $746K 0.11% +418 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,535 $746K 0.05% -1,162 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,530 $743K 0.16% -1,103 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,530 $743K 0.54% +62 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,529 $743K 0.03% -40 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,525 $741K 0.28% -525 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,525 $741K 0.25% 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,520 $738K 0.19% +50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,515 $736K 0.01% +315 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,510 $734K 0.67% +133 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,509 $733K 0.29% +40 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,508 $733K 0.52% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,506 $731K 0.3% -6 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,505 $731K 0.19% -9 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,503 $730K 0.51% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,503 $730K 0.34% -9 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,500 $729K 0.19% +38 13F-HR Timeline HughesLittle Investment Management Ltd. More: the full row for HughesLittle Investment Management Ltd. 1,500 $729K 0.13% 0 13F-HR/A Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,499 $728K 0.22% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,499 $728K 0.48% +117 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,497 $727K 0.27% +3 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,495 $726K 0.41% +390 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,495 $726K 0.2% +95 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,506 $724K 0.15% 0 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,489 $723K 0.42% -426 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,486 $722K 0.22% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,486 $722K 0.47% +429 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,505 $719K 0.08% +58 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,475 $717K 0.07% -1,143 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,475 $717K 0.03% 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,472 $715K 0.38% +242 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,472 $715K 0.17% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,471 $715K 0.07% -1,390 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,469 $714K 0.15% +424 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,532 $713K 0.34% +444 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,466 $712K 0.27% -76 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 1,466 $712K 1.12% -5,502 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,465 $712K 0.05% -32 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 1,465 $712K 0.38% +263 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,463 $711K 0.38% +23 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,462 $710K 0.46% -73 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,458 $708K 0.08% +4 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,450 $707K 0.25% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,454 $706K 0.1% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,453 $706K 0.48% -103 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 1,453 $706K 0.07% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,452 $705K 0.28% -150 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,447 $703K 0.31% +30 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,445 $702K 0.19% +672 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,444 $701K 0.27% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,443 $701K 0.34% +41 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,485 $701K 0.38% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,439 $699K 0.44% +30 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,438 $699K 0.14% +730 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 1,435 $697K 0.68% 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,435 $697K 0.61% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,433 $696K 0.26% +957 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,431 $695K 0.13% +3 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,431 $695K 0.08% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 1,428 $694K 0.31% +61 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,428 $694K 0.24% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,427 $693K 0.34% +22 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,426 $693K 0.2% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,424 $692K 0.35% -7 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,423 $691K 0.14% +24 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,422 $691K 0.53% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,422 $691K 0.35% -6 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,420 $690K 0.27% +1 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,419 $689K 0.13% +35 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,419 $689K 0.38% +5 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,416 $688K 0.64% 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,416 $688K 0.25% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,414 $687K 0.39% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,413 $686K 0.31% +463 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,409 $684K 0.21% +104 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,403 $682K 0.24% -48 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,402 $681K 0.14% -703 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,402 $681K 0.45% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,400 $680K 0.1% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,400 $680K 0.72% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,399 $680K 0.21% -514 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,394 $677K 0.26% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,394 $677K 0.4% -159 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,392 $676K 0.67% -47 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,392 $676K 0.21% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,387 $674K 0.4% 0 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 1,387 $674K 0.12% -48 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,387 $674K 0.34% +25 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,386 $673K 0.29% +233 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,385 $673K 0.03% +122 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,384 $672K 0.52% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,379 $670K 0.18% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,402 $668K 0.28% +340 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,375 $668K 0.32% +51 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,375 $668K 0.45% +209 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,373 $667K 0.37% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,372 $666K 0.24% +59 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 1,371 $666K 0.44% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,370 $666K 0.08% -6 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,370 $666K 0.4% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,369 $665K 0.02% -861 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,367 $664K 0.32% -413 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,366 $664K 0.15% +33 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,362 $662K 0.15% +265 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,362 $662K 0.26% 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,359 $660K 0.34% -4,000 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,359 $660K 0.05% 0 13F-HR/A Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,358 $660K 0.3% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,358 $660K 0.29% -8 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,353 $657K 0.43% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,351 $656K 0.09% +363 13F-HR/A Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,350 $656K 0.41% 0 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 1,350 $656K 0.21% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,349 $655K 0.09% -53 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,349 $655K 0.36% +690 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,349 $655K 0.36% +215 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,347 $654K 0.17% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,346 $654K 0.02% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,345 $653K 0.3% +606 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,344 $653K 0.62% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,341 $651K 0.09% +50 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 1,339 $650K 0.42% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,338 $650K 0.2% -67 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,360 $649K 0.12% -9,823 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,334 $648K 0.22% -45 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,333 $648K 0.04% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,333 $648K 0.42% +150 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,332 $647K 0.63% 0 13F-HR Timeline Group Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,330 $646K 0.22% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,330 $646K 0.53% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,330 $646K 0.75% -40 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,329 $646K 0.15% +111 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 1,323 $643K 0.12% +6 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,322 $642K 0.4% +615 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,321 $642K 0.3% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,320 $641K 0.28% +181 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,202 $640K 1.33% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,318 $639K 0.02% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,314 $638K 0.06% new 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 1,311 $637K 0.43% -1,047 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,310 $636K 0.23% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,308 $635K 0.27% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,307 $635K <0.01% 0 13F-HR Timeline Group Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,301 $632K 0.06% 0 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 1,300 $632K 0.12% 0 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 1,300 $632K 0.44% -1,041 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,300 $632K 0.42% +53 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,300 $631K 0.14% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,297 $630K 0.05% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,295 $629K 0.44% -76 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,297 $629K 0.22% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,294 $629K 0.25% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,291 $627K 0.2% +72 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,285 $624K 0.07% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,283 $623K 0.5% -3,229 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,281 $622K 0.27% -65 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,280 $622K 0.29% -111 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,279 $621K 0.42% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,277 $620K 0.17% +5 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,277 $620K 0.73% +59 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,276 $620K 0.13% -84 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,275 $619K 0.08% -3 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,275 $619K 0.3% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,274 $619K 0.11% +837 13F-HR Timeline