TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,850 $1.71M 0.18% +44 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,843 $1.71M 0.42% +189 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,842 $1.71M 0.52% -11 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,839 $1.7M 0.19% -7 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,839 $1.7M 0.26% +25 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,838 $1.7M 0.17% +59 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,835 $1.7M 0.45% +14 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,834 $1.7M 0.1% -122 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,833 $1.7M 0.6% -1,154 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,825 $1.69M 0.98% +43 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,825 $1.69M 0.76% +398 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,823 $1.69M 0.64% -44 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,819 $1.68M 1.15% -3 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,819 $1.68M 0.21% -7 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,839 $1.68M 0.61% -12 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,809 $1.67M 0.26% -25 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,809 $1.67M 0.14% -22 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,808 $1.67M 0.07% +53 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,804 $1.67M 1.31% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,803 $1.67M 0.24% +6 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,802 $1.67M 0.55% -235 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,800 $1.67M 0.25% -123 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 1,800 $1.67M 0.54% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,796 $1.66M 0.74% -47 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,787 $1.65M 0.66% +90 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,785 $1.65M 0.57% +62 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,784 $1.65M 1.14% +60 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,783 $1.65M 0.3% +141 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,782 $1.65M 0.23% -6 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,778 $1.65M 0.47% -35 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,775 $1.64M 0.06% +107 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,775 $1.64M 0.16% +61 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,775 $1.64M 0.49% +2 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,773 $1.64M 0.19% +3 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,768 $1.64M 0.48% -3 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,766 $1.63M 0.31% +22 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,760 $1.63M 0.08% +99 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,760 $1.63M 0.86% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,756 $1.63M 0.24% -30 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,752 $1.62M 0.04% +118 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,766 $1.62M 0.29% +157 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,745 $1.62M 0.5% +38 13F-HR Timeline Group Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,744 $1.61M 0.68% +27 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,745 $1.61M 0.17% +55 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,741 $1.61M 0.19% +20 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,736 $1.61M 0.07% -42,776 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,735 $1.61M 0.07% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,731 $1.6M 0.85% +341 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,730 $1.6M 0.01% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,728 $1.6M 1.68% +812 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,728 $1.6M 0.08% +385 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,727 $1.6M 0.46% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,727 $1.6M 0.19% +14 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,725 $1.6M 0.62% +63 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,721 $1.59M 0.14% -71 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,747 $1.59M 0.27% -78 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,715 $1.59M 0.46% -477 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,712 $1.58M 0.23% +22 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,712 $1.58M 0.31% +205 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,711 $1.58M 0.19% +26 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 1,711 $1.58M 0.8% +25 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,710 $1.58M 0.01% +315 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,702 $1.58M 0.16% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,704 $1.58M 0.55% -31 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1,702 $1.58M 0.85% -16 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,700 $1.57M 1.01% -101 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,699 $1.57M 0.75% +97 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,697 $1.57M 0.16% -135 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,693 $1.57M 0.62% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,693 $1.57M 0.37% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,693 $1.57M 0.27% -155 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 1,693 $1.57M 0.66% +3 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,689 $1.56M 0.39% -40 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,687 $1.56M 0.21% +44 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,686 $1.56M 0.34% +20 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,683 $1.56M 0.3% +118 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,686 $1.56M 0.11% -94 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,680 $1.56M 0.42% +132 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 1,677 $1.55M 0.56% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,677 $1.55M 0.91% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,664 $1.54M 0.42% +53 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,662 $1.54M 0.01% -10,713 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,659 $1.54M 0.51% +2 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,658 $1.53M 0.65% +12 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,658 $1.53M 0.05% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,657 $1.53M 0.3% -12 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,655 $1.53M 0.02% +871 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,649 $1.53M 0.57% -75 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,654 $1.53M 0.19% +80 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,646 $1.52M 0.17% +312 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,646 $1.52M 0.27% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,641 $1.52M 0.05% -39 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,640 $1.52M 0.68% +62 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,640 $1.52M 0.6% -206 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,640 $1.52M 1.54% +8 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,638 $1.52M 0.97% -217 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,636 $1.51M 1.37% -353 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,635 $1.51M 0.43% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,633 $1.51M 0.15% +50 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,629 $1.51M 1.07% +55 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,628 $1.51M 0.26% -6 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,626 $1.51M 1.12% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,623 $1.5M 0.08% +123 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,620 $1.5M 0.75% -392,463 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,616 $1.49M 0.61% +18 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,605 $1.49M 1.24% +130 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,604 $1.48M 0.03% +39 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,604 $1.48M 0.55% -197 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,602 $1.48M 0.02% +1,251 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,602 $1.48M 0.12% +17 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,600 $1.48M 0.4% +29 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 1,600 $1.48M 1.04% -2,900 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,598 $1.48M 0.36% +41 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,595 $1.48M 0.51% -35 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,593 $1.47M 0.5% +1,270 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,590 $1.47M 0.49% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,590 $1.47M 0.95% +42 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,589 $1.47M 2.23% -8 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,579 $1.46M 0.4% +55 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,572 $1.46M 0.15% -15 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,724 $1.45M 0.08% +353 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,565 $1.45M 0.31% -13 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,563 $1.45M 0.27% +162 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,558 $1.44M 0.38% +40 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,556 $1.44M 0.47% +634 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,556 $1.44M 0.56% -16 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,556 $1.44M 0.11% -70 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,555 $1.44M 0.24% -1,450 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,549 $1.43M 0.84% -93 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,548 $1.43M 0.41% -554 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,543 $1.43M 0.12% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,559 $1.43M 0.63% +283 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,541 $1.43M 0.24% +900 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,540 $1.43M 0.52% +7 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,518 $1.42M 2.11% +8 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,532 $1.42M 0.25% +894 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,530 $1.42M 0.24% -30 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,528 $1.41M 0.06% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,526 $1.41M 0.13% +10 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,523 $1.41M 0.98% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,522 $1.41M 0.48% -1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,518 $1.41M 0.59% -37 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,517 $1.4M 0.34% -43 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,517 $1.4M 0.21% +21 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,517 $1.4M 0.2% +107 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,516 $1.4M 0.16% -50 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,514 $1.4M 0.11% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,513 $1.4M 0.13% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,513 $1.4M 0.47% +1 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,510 $1.4M 1.39% +10 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,518 $1.39M 0.16% -13 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,502 $1.39M 0.16% +432 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,500 $1.39M 0.8% +100 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,494 $1.38M 0.44% +19 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,493 $1.38M 0.49% -2 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,487 $1.38M 0.22% +250 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,487 $1.38M 0.18% -26 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,486 $1.38M 0.57% +288 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,476 $1.37M 0.95% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,376 $1.36M 0.21% +90 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,472 $1.36M 0.38% -6 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,469 $1.36M 0.14% +5 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,469 $1.36M 0.06% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,463 $1.35M 0.12% -10 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,462 $1.35M 1.07% +200 13F-HR/A Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,460 $1.35M 0.12% -2,937 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,458 $1.35M 0.32% +2 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,458 $1.35M 0.46% +49 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,454 $1.35M 0.07% -2,402 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,452 $1.34M 0.13% +25 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,449 $1.34M 0.12% -8 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,445 $1.34M 0.01% new 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,445 $1.34M 0.25% -77 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,445 $1.34M 0.51% +154 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,445 $1.34M 0.34% -60 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 1,448 $1.34M 1.34% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,464 $1.34M 0.6% 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,441 $1.33M 0.7% new 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,441 $1.33M 1.76% +941 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,440 $1.33M 0.24% +56 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,440 $1.33M 0.25% 0 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 1,438 $1.33M 1% -29 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 1,437 $1.33M 0.95% -7 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,436 $1.33M 0.19% -171 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,435 $1.33M 0.3% +800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,434 $1.33M 0.76% +43 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,432 $1.33M 0.13% -5,744 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,447 $1.33M 0.07% -1,265 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,428 $1.32M 0.33% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,427 $1.32M 0.51% +36 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,426 $1.32M 0.28% -55 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,423 $1.32M <0.01% +26 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,419 $1.31M 0.12% -1 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,418 $1.31M 1.3% +23 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,417 $1.31M <0.01% -51,344 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,416 $1.31M 0.3% -49 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,415 $1.31M 1.24% +21 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,317 $1.31M 0.18% +3,043 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,414 $1.31M 0.06% +279 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,412 $1.31M 0.93% -25 13F-HR Timeline