Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,572 $244K 0.13% +33 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,570 $244K 0.02% -389 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,565 $244K 0.02% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,564 $244K 0.19% +865 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,540 $243K 0.29% -78 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,549 $243K 0.03% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,551 $243K 0.06% -51,060 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,539 $242K 0.07% -255 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,539 $242K 0.06% +355 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,532 $242K 0.05% -156 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,519 $241K 0.02% +309 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,510 $240K 0.09% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,509 $240K 0.1% -405 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,500 $239K 0.04% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,495 $239K 0.13% 0 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,493 $239K 0.19% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,479 $238K 0.01% +112 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,478 $238K 0.12% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,475 $238K 0.11% -5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,468 $237K 0.18% -100 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,468 $237K 0.11% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,463 $237K 0.06% +420 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,462 $237K 0.05% -180 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,462 $237K 0.05% +401 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 3,460 $237K 0.24% 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,458 $237K 0.07% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,444 $236K 0.06% +100 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,424 $235K 0.04% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 3,444 $235K 0.12% +87 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,431 $235K 0.05% +2 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,430 $235K 0.07% -1,400 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,428 $235K 0.04% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,428 $235K 0.08% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,420 $234K 0.11% +77 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,414 $234K 0.14% +396 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,401 $233K 0.09% -156 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,400 $233K 0.06% +398 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,400 $233K 0.05% -459 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,398 $233K 0.13% +18 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,396 $232K 0.07% +189 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,395 $232K 0.02% 0 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,392 $232K 0.07% +10 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,387 $232K 0.04% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,380 $231K 0.04% +110 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,374 $231K 0.1% +104 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,373 $231K 0.02% -188 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,371 $231K 0.01% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,369 $231K 0.14% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,347 $230K 0.09% +24 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,362 $230K 0.03% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,360 $230K 0.15% 0 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,261 $229K 0.05% -30 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,351 $229K 0.01% -919 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,347 $229K 0.1% +66 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,344 $229K 0.04% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,335 $228K 0.14% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 3,334 $228K 0.16% +296 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,332 $228K 0.03% -68 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,331 $228K 0.07% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,329 $228K 0.17% -753 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,327 $228K 0.05% +18 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,326 $228K 0.04% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,325 $227K 0.07% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,323 $227K 0.01% -39 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,319 $227K 0.06% new 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,318 $227K 0.1% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,323 $227K 0.06% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,315 $227K 0.14% +3 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,319 $227K 0.1% new 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 3,306 $226K 0.12% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,306 $226K 0.08% -270 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,296 $226K 0.09% +20 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 9,735 $225K 0.06% +6,595 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,291 $225K 0.12% +88 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,284 $225K 0.15% -223 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,281 $224K 0.23% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,277 $224K 0.07% -1,549 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,270 $224K 0.03% -149 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,268 $224K 0.07% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,263 $223K 0.06% +88 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,246 $222K 0.04% new 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 3,244 $222K 0.06% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,237 $222K 0.05% -41 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,235 $221K 0.03% -240 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,232 $221K 0.04% -3,800 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 3,230 $221K 0.11% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,226 $221K 0.07% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,223 $221K 0.05% -3,993 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,222 $220K 0.06% -3,320 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,220 $220K 0.07% -22 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,220 $220K 0.06% +131 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,217 $220K 0.07% +71 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,215 $220K 0.11% -68 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,212 $220K 0.15% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,212 $220K 0.05% +31 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,200 $219K 0.04% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,197 $219K 0.02% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,217 $219K 0.07% +27 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,193 $218K 0.05% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,193 $218K 0.22% -23,601 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,186 $218K 0.08% +106 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,179 $218K 0.01% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,177 $217K 0.04% +10 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,160 $216K 0.06% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,158 $216K 0.07% -28 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,157 $216K 0.11% -120 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,157 $216K 0.12% -49 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,150 $216K <0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,150 $215K 0.14% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,146 $215K 0.05% new 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 3,143 $215K 0.07% +47 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,141 $215K 0.13% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 3,140 $215K 0.1% 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 3,131 $214K 0.23% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,130 $214K 0.05% +38 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,130 $214K 0.02% -737 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,101 $212K 0.16% +180 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,090 $211K 0.04% -674 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,088 $211K 0.08% -233 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,086 $211K 0.01% +7 13F-HR/A Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,083 $211K 0.22% -129 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 3,083 $211K 0.05% +2,675 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,082 $211K 0.06% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 3,081 $211K 0.09% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,079 $211K 0.18% +18 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,073 $210K 0.04% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,067 $210K 0.01% 0 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,056 $209K 0.08% -562 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,050 $209K 0.04% 0 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 3,050 $209K 0.07% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,047 $208K 0.14% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,042 $208K 0.02% -791 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,041 $208K 0.03% -1,806 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,034 $208K 0.07% -44 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,032 $207K 0.07% +42 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,028 $207K 0.12% -399 13F-HR/A Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 3,023 $207K 0.1% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,005 $206K 0.11% -262 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,003 $205K 0.06% +52 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,999 $205K 0.04% -125 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,996 $205K 0.07% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 2,979 $204K 0.09% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,979 $204K 0.05% -2,296 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,973 $203K 0.13% +18 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,972 $203K 0.07% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,965 $203K 0.07% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,961 $203K 0.07% -349 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,957 $202K 0.04% -200 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,956 $202K 0.08% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,952 $202K 0.01% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,940 $201K 0.05% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,938 $201K 0.04% new 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 2,935 $201K 0.14% new 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,933 $201K 0.06% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,910 $199K 0.1% -54 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,891 $198K 0.07% +2,393 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,873 $197K 0.04% +2,251 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,843 $195K 0.04% +34 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,817 $193K <0.01% +301 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,713 $187K 0.15% +2,044 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,698 $185K 0.05% +43 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,698 $185K 0.05% +456 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,705 $183K <0.01% +1,765 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 2,676 $182K 0.01% +9 13F-HR Timeline Group TOBAM More: the full row for TOBAM 2,642 $181K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,625 $180K 0.06% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,586 $177K 0.06% -675 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,583 $177K 0.03% -621 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,577 $176K 0.01% -189 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,554 $175K 0.15% -400 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,552 $175K 0.06% -293 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,414 $165K 0.04% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,400 $164K 0.05% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,397 $164K 0.04% +218 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,222 $162K 0.03% +989 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,333 $160K 0.1% +702 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,326 $159K 0.07% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,323 $159K 0.09% +172 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,320 $159K 0.02% +453 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,314 $158K 0.04% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,308 $158K 0.1% +2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,242 $153K 0.05% +170 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,200 $151K 0.04% -16 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,188 $150K 0.07% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,177 $149K 0.08% -35 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,168 $148K 0.04% -70 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,154 $147K 0.09% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,141 $146K 0.07% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,121 $145K 0.02% -214 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,117 $145K 0.06% +11 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,104 $144K 0.05% +225 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,089 $143K 0.1% +1,829 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,064 $141K 0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,062 $141K 0.03% +12 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,060 $141K 0.07% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,056 $141K 0.01% +180 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,051 $140K 0.03% +400 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,045 $140K 0.24% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,034 $139K 0.05% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,011 $138K 0.05% +14 13F-HR Timeline