SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,127 $631K 0.32% -19 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 8,181 $630K 0.43% +1,412 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 8,110 $629K 0.57% -81,854 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,108 $629K 0.34% +16 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 8,107 $629K 0.11% +248 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,087 $627K 0.19% -64 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,077 $627K 0.09% +1,162 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,058 $625K 0.51% -2 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,047 $624K 0.37% +178 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,042 $624K 0.03% -300 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,041 $624K 0.05% -37 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,035 $623K 0.21% -25 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,028 $623K 0.02% +1,534 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,022 $622K 0.21% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 8,015 $622K 0.18% -158 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,010 $622K 0.39% -9 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 8,000 $621K 0.01% 0 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,988 $620K 0.38% +137 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,959 $618K 0.06% -18 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,954 $617K 0.07% -379 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,725 $615K 0.37% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,920 $615K 0.33% -20 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,881 $611K 0.04% -66 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 7,870 $611K 0.12% -400 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,867 $610K 0.08% -1,184 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,848 $609K 0.25% -33 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,845 $609K 0.26% +7 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,896 $608K 0.11% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,833 $608K 0.06% -584 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 7,832 $608K 0.31% -2,795 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,824 $607K 0.33% +74 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,820 $607K 0.12% +75 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,806 $606K 0.14% -1,370 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,802 $605K 0.18% -114 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 7,784 $604K 0.44% +1,733 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,776 $603K 0.44% +1,110 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,775 $603K 0.43% -7 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,762 $602K 0.07% +594 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 7,756 $602K 1.37% +104 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,724 $599K 0.23% -479 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,715 $599K 0.04% -489 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 7,689 $597K 0.22% -45 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,688 $597K 0.21% -1,194 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,676 $596K 0.19% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 7,675 $595K 0.13% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 7,671 $595K 0.45% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,666 $595K 0.01% -1,109 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,659 $594K 0.47% -248 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,627 $592K 0.36% -1,266 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 7,612 $591K 0.21% -417 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,607 $590K 0.42% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 7,095 $590K 0.36% +2,633 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,306 $589K 0.19% -19,142 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,579 $588K 0.07% +383 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,540 $588K 0.12% +3,465 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 7,573 $588K 0.6% -1,764 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,575 $587K 0.05% -386 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 7,540 $585K 0.5% +1,800 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,893 $585K 0.12% +731 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 7,533 $584K 0.3% +267 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,528 $584K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,524 $584K 0.16% +145 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,522 $584K 0.04% +1,033 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,514 $583K 0.07% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 7,506 $582K 0.45% -7,817 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,505 $582K 0.07% +3,290 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 7,500 $582K 0.07% 0 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,498 $582K 0.14% +405 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,550 $582K 0.5% -218 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,486 $581K 0.08% -25 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,481 $580K 0.11% +99 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,475 $580K 0.06% -337 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,471 $580K 0.06% +1,794 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,447 $578K 0.05% +395 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 7,443 $578K 0.27% -575 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,440 $577K 0.11% +240 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,425 $576K 0.12% -110 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,418 $576K 0.18% -437 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 7,413 $575K 0.26% -8,590 13F-HR Timeline Group Vann Equity Management LLC More: the full row for Vann Equity Management LLC 7,400 $574K 0.41% 13F-HR Timeline Trust Co More: the full row for Trust Co 7,399 $574K 0.05% +426 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,388 $573K 0.07% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 7,391 $573K 0.12% +650 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 7,378 $572K 0.36% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 7,377 $572K 0.29% -6,336 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,377 $572K 0.38% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,367 $572K 0.12% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,358 $571K 0.02% +1,485 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,332 $569K 0.14% +13 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,332 $569K 0.23% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,330 $569K 0.14% +68 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 7,319 $568K 0.19% -682 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,305 $567K 0.04% -38 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,300 $566K 0.21% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,294 $566K 0.12% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,274 $564K 0.25% -15 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,262 $563K 0.11% +2,212 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,254 $563K 0.17% +22 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,250 $563K 0.07% -241 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,223 $560K 0.12% +533 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,223 $560K 0.14% +2,138 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 7,222 $560K 0.32% +38 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,210 $559K 0.55% -192 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,209 $559K 0.08% -1,257 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,198 $558K 0.02% +953 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,194 $558K 0.07% -108 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,189 $558K 0.1% -14,811 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,187 $558K 0.06% -257 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,175 $557K 0.04% -108 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 7,176 $557K 0.27% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,175 $557K 0.05% -45 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,386 $555K 0.24% -125 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 7,143 $554K 0.02% +498 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,138 $554K 0.51% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,137 $554K 0.35% +590 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 7,132 $553K 2.69% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 7,131 $553K 0.12% -132 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,113 $552K 0.04% +99 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7,099 $551K 0.3% +4,238 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,081 $549K 0.02% -145 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 7,080 $549K 0.08% +956 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 7,129 $549K 0.48% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 7,129 $549K 0.48% +17 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,077 $549K 0.1% +241 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,081 $549K 0.06% +331 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,067 $548K 0.02% +389 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,050 $547K 0.44% -1,047 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,050 $547K 0.05% +2,076 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,047 $547K 0.22% -51 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 7,036 $546K 0.22% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,030 $545K 0.13% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,021 $545K 0.01% +459 13F-HR Timeline Group Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 7,020 $545K 0.01% -1,384 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 7,015 $544K 0.12% +1,012 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 7,008 $544K 0.09% +441 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,996 $543K 0.08% -1,200 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,992 $543K 0.35% +132 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,988 $542K 0.08% +3,626 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,983 $542K 0.36% +161 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6,973 $541K 0.1% +48 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,954 $540K 0.1% +6 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,853 $539K 0.34% +50 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,950 $539K 0.12% -288 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 6,947 $539K 0.19% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,946 $539K 0.14% -111 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,940 $538K 0.04% -300 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,938 $538K 0.19% +3,612 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 6,907 $538K 0.1% -1,167 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6,935 $538K 0.47% +123 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 6,927 $537K 0.32% -446 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 6,906 $537K 0.04% -249 13F-HR Timeline Group Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 6,909 $536K 0.12% 0 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 6,902 $536K 0.36% -193 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for Westerkirk Capital Inc. 6,801 $528K 0.06% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,773 $526K 0.08% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,776 $526K 0.12% +1,241 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,770 $525K 0.18% -23 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 6,763 $525K 0.23% -3,157 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,756 $524K 0.09% -308 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,755 $524K 0.19% +33 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,747 $524K 0.07% +22 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,743 $523K 0.47% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,741 $523K 0.16% +475 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,734 $522K 0.1% +2,245 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,718 $521K 0.3% +2,923 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,716 $521K 0.12% +352 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,709 $521K 0.35% -125 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,702 $520K 0.25% +442 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 6,700 $520K 0.27% +47 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,682 $518K 0.18% -182 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,678 $518K 0.14% -4,700 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,673 $518K 0.26% +1 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,672 $518K 0.07% +68 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,666 $517K 0.1% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,665 $517K 0.09% +4 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,649 $516K 0.15% +83 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,642 $515K 0.12% -624 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,639 $515K 0.1% -24 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,639 $515K 0.19% +14 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6,637 $515K 0.17% +911 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,624 $514K 0.05% +350 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,606 $513K 0.07% +86 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,597 $512K 0.24% -46 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,591 $511K 0.16% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,689 $511K 0.1% +400 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 6,581 $511K 0.37% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,577 $510K 0.07% -663 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 6,568 $510K 0.43% +1,617 13F-HR/A Timeline