Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 642 $554K 0.14% +10 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 641 $553K 0.32% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 640 $552K 0.3% -909 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 638 $550K 0.34% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 637 $550K 0.11% +49 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 637 $549K 0.07% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 637 $549K 0.23% +82 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 637 $549K 0.15% -3 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 637 $549K 0.44% -78 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 637 $549K 0.12% +8 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 636 $549K 0.39% +18 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 636 $548K 0.18% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 636 $548K 0.08% -33 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 636 $548K 0.26% -17 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 560 $547K 0.06% -4 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 635 $547K 0.34% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 634 $547K 0.55% -8 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 634 $547K 0.18% -1,761 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 634 $547K 0.29% +49 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 634 $547K 0.37% -4 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 633 $546K 0.2% -7 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 632 $545K 0.04% +10 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 631 $544K 0.12% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 630 $543K 0.32% 0 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 630 $543K 0.15% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 630 $543K 0.05% -30 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 629 $542K 0.27% -4 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 628 $542K 0.08% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 628 $542K 0.37% -12 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 626 $540K 0.39% 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 626 $540K 0.05% +313 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 626 $540K 0.23% +12 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 551 $539K 0.48% 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 624 $538K 0.28% +189 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 624 $538K 0.09% -863 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 624 $538K 0.38% -8 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 550 $537K 0.36% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 623 $537K 0.01% -153 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 622 $536K 0.21% -1,610 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 621 $536K 0.08% -18 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 621 $536K 0.39% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 620 $535K 0.28% +262 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 619 $534K 0.13% +9 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 619 $534K 0.1% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 618 $533K 0.33% +51 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 617 $532K 0.35% +9 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 617 $532K 0.46% 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 616 $532K 0.35% +1 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 614 $529K 0.57% 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 611 $527K 0.07% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 554 $527K 0.37% -60 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 611 $527K 0.1% +34 13F-HR/A Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 610 $526K 0.05% +100 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 610 $526K 0.08% -1,725 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 610 $526K 0.16% +293 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 611 $526K 0.58% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 609 $525K 0.16% +29 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 609 $525K 0.35% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 609 $525K 0.12% -3 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 582 $525K 0.18% +25 13F-HR Timeline Trust Co More: the full row for Trust Co 607 $523K 0.05% +311 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 607 $523K 0.15% +11 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 607 $523K 0.12% -4,201 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 606 $523K 0.07% 0 13F-HR/A Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 606 $523K 0.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 605 $522K 0.25% -36 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 529 $520K 0.21% +110 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 603 $520K 0.5% +220 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 602 $519K 0.12% +19 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 602 $519K 0.19% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 601 $518K 0.03% +2 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 601 $518K 0.15% -17 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 600 $517K 0.73% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 600 $517K 0.31% +78 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $517K 0.43% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 600 $517K 0.11% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 599 $516K 0.1% -19 13F-HR Timeline McLaughlin Asset Management, Inc. 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More: the full row for BCS Private Wealth Management, Inc. 593 $511K 0.17% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 592 $511K 0.28% +125 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 591 $510K 0.1% -94 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 591 $509K 0.5% 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 589 $508K 0.25% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 587 $506K 0.25% 0 13F-HR Timeline Foguth Wealth Management, LLC. 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More: the full row for Pathfinder Wealth Consulting, Inc. 583 $503K 0.32% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 582 $502K 0.12% -71 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 582 $502K 0.14% -6 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 581 $501K 0.12% -100 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 581 $501K 0.15% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 505 $501K 0.68% -4 13F-HR/A Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 580 $500K 0.13% +18 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 578 $498K 0.3% 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 576 $497K 0.14% +8 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 574 $495K 0.29% +25 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 574 $495K 0.06% 0 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 573 $494K 0.25% -77 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 573 $494K 0.02% +18 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 572 $493K 0.29% +1 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 571 $492K 0.07% -53 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 570 $492K 0.05% -100 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 568 $490K 0.42% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 568 $490K 0.04% -4 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 567 $489K 0.35% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 567 $489K 0.24% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 567 $489K 0.18% -58 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 566 $488K 0.17% +4 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 566 $488K 0.14% +226 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 565 $487K 0.13% -12 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 563 $486K 0.04% -1 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 563 $486K 0.07% -31 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 562 $485K 0.14% -80 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 562 $485K 0.1% -1,150 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 561 $484K 0.14% -22 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 561 $484K 0.14% -20 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 561 $484K 0.27% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 559 $482K 0.03% +91 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 558 $481K 0.06% +77 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 556 $479K 0.05% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 555 $479K 0.26% -23 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 554 $478K 0.02% +222 13F-HR Timeline OmniStar Financial Group, Inc. 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More: the full row for Sulzberger Capital Advisors, Inc. 548 $473K 0.48% -35 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 548 $472K 0.27% -66 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 547 $472K 0.47% 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 547 $471K 4.85% -41 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 546 $471K 0.09% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 545 $470K 0.13% 0 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 544 $469K 0.04% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 470 $469K 0.08% +15 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 543 $468K 0.12% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 543 $468K 0.42% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 543 $468K 0.25% +35 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 542 $467K 0.26% -6 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 541 $467K 0.05% +47 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 540 $466K 0.14% -73 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 540 $466K 0.01% -18 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 540 $466K 0.1% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 540 $466K 0.36% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 540 $466K 0.12% +20 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 534 $461K 0.26% -100 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 534 $460K 0.34% -175 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 476 $460K 0.09% -33 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 533 $460K 0.23% +137 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 532 $459K 0.27% -17 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 532 $459K 0.29% -8 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 532 $459K 0.25% 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 532 $459K 0.22% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 531 $458K 0.13% -155 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 530 $457K 0.24% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 529 $457K 0.2% -31 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 529 $456K 0.25% -70 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 529 $456K 0.16% -73 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 529 $456K 0.4% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 528 $455K 0.12% -6 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 528 $455K 0.01% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 526 $454K 0.14% -57 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 526 $454K 0.16% +250 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 525 $453K 0.25% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 524 $452K 0.16% +44 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 524 $452K 0.43% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 520 $448K 0.05% -2,329 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 520 $448K 0.26% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 520 $448K 0.18% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 519 $448K 0.01% 0 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 519 $448K 0.1% -50 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 519 $448K 0.18% -24 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 519 $447K 0.11% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 518 $447K 0.09% +41 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 518 $447K 0.18% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 517 $446K 0.03% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 516 $445K 0.13% +12 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 516 $445K 0.09% -570 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 515 $444K 0.01% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 461 $444K 0.03% -29 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 460 $443K 0.23% +22 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 498 $443K 0.06% -5 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 513 $443K 0.16% +39 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 513 $443K 0.1% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 513 $442K 0.09% -5 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 512 $442K 0.02% +100 13F-HR Timeline