Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,770 $422K 0.18% -17 13F-HR/A Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,766 $422K 0.27% +422 13F-HR/A Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,764 $421K 0.18% +25 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,756 $420K 0.3% -31 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,750 $419K 0.14% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,504 $419K 0.3% -238 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,746 $419K 0.13% -15 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,742 $418K 0.35% +21 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,739 $417K 0.17% +507 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,738 $417K 0.44% +310 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,738 $417K 0.07% +403 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,732 $416K 0.12% +100 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,732 $416K 0.2% +16 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,731 $416K 0.04% -2,918 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,727 $416K 0.28% -20 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,725 $415K 0.24% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,723 $415K 0.21% +6 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,710 $413K 0.16% -77 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,478 $413K 0.11% +7 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,701 $412K 0.05% -549 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,700 $412K 0.36% +134 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,700 $411K 0.34% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,699 $411K 0.16% -4 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 2,698 $411K 0.16% +200 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 2,695 $411K 0.25% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,692 $410K 0.38% -1,986 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,692 $410K 0.04% -20 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,691 $410K 0.28% -5,652 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,691 $410K 0.12% +274 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,687 $410K 0.17% 0 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2,686 $409K 0.34% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,678 $408K 0.12% -365 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,678 $408K 0.29% -239 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,677 $408K 0.33% +146 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,677 $408K 0.12% -1,473 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,676 $408K 0.03% -30 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,676 $408K 0.06% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,675 $408K 0.22% +1,000 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,700 $408K 0.02% 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,671 $407K 0.13% -50 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 2,670 $407K <0.01% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,670 $407K 0.04% -5,982 13F-HR Timeline Group William Allan Corp More: the full row for William Allan Corp 2,664 $406K 0.23% +762 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,658 $405K 0.12% 0 13F-HR/A Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,650 $404K 0.07% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,649 $404K 0.15% -156 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,646 $403K 0.05% -30 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 2,403 $403K 0.14% -82 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,640 $402K 0.03% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,636 $402K 0.16% -3,439 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,221 $402K 0.02% -435 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,627 $400K 0.54% -86 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 2,631 $400K 0.14% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,624 $400K 0.34% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,624 $400K 0.1% -672 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 2,623 $400K 0.03% -72 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,619 $399K 0.23% 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,393 $399K 0.06% +70 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,615 $399K 0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,611 $398K 0.18% +740 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,605 $397K 0.05% 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,605 $397K 0.37% -507 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 2,604 $397K 0.09% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,602 $397K <0.01% -130 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,601 $396K 0.08% 13F-HR Timeline Group Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 2,573 $396K 0.35% 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,596 $396K 0.13% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,596 $396K 0.26% 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,594 $395K 0.1% -18 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,589 $395K 0.05% 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,586 $394K 0.2% -520 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2,585 $394K 0.14% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,582 $394K 0.1% -6 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 2,579 $393K 0.07% -2,400 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,151 $393K 0.17% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,575 $392K 0.03% +44 13F-HR Timeline Group Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,573 $392K 0.14% -98 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,569 $392K 0.04% +10 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,566 $391K 0.02% +979 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,562 $390K 0.01% +1,126 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,560 $390K 0.12% +106 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,560 $390K 0.17% +373 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 2,560 $390K 0.15% +175 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 2,554 $389K 0.07% +422 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,150 $389K 0.28% -376 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,552 $389K 0.24% +19 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,551 $389K 0.07% +1 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,138 $388K 0.17% +40 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,538 $387K 0.42% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,317 $386K 0.2% -140 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,533 $386K 0.03% -16 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,533 $386K 0.24% 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,531 $386K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,524 $385K 0.13% +58 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,294 $384K 0.2% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,516 $384K 0.05% +9 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,514 $383K 0.07% -5,637 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,513 $383K 0.04% +629 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,512 $383K 0.02% +222 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,510 $383K 0.06% -439 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,508 $382K 0.07% +88 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,507 $382K 0.26% +48 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,504 $382K 0.05% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,500 $381K 0.01% -1,473 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,498 $381K 0.08% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,498 $381K 0.06% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,489 $380K 0.03% +232 13F-HR Timeline Group Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,488 $379K 0.21% 13F-HR/A Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,487 $379K 0.11% -200 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,485 $379K 0.28% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,482 $378K 0.05% -39 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,478 $378K 0.15% +10 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,475 $377K 0.08% -348 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,468 $376K 0.13% -812 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,467 $376K 0.08% -77 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,461 $375K 0.26% -186 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,458 $375K 0.23% 0 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,452 $374K 0.14% -3 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,449 $373K 0.27% -11 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,448 $373K 0.05% -363 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,444 $372K 0.07% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,439 $372K 0.17% +136 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,437 $371K 0.22% +28 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,436 $371K 0.27% +76 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,436 $371K 0.18% -290 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,433 $371K 0.33% 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 2,432 $371K 0.31% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 2,424 $369K 0.27% +924 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,208 $369K 0.07% -109 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,422 $369K 0.22% -3 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,083 $368K 0.14% +34 13F-HR/A Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,414 $368K 0.44% new 13F-HR/A Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,248 $368K 0.08% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,413 $368K 0.07% +185 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,412 $368K 0.14% +1 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,410 $367K 0.32% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,405 $367K 0.07% +5 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,405 $366K 0.07% +356 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,404 $366K 0.09% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,444 $366K 0.12% +93 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,389 $364K 0.19% +4 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 2,390 $364K <0.01% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,491 $363K 0.13% +192 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,377 $362K 0.09% +32 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 2,377 $362K 0.62% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,373 $362K 0.18% -3,267 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,375 $362K 0.03% new 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 2,374 $362K 0.12% 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,370 $361K 0.19% -117 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,368 $361K 0.29% +310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,368 $361K 0.14% +8 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,365 $360K 0.05% -100 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,355 $359K 0.12% -293 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,345 $357K 0.24% +90 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,344 $357K 0.15% -132 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,338 $356K 0.18% 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,337 $356K 0.12% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,334 $356K 0.11% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,333 $356K 0.22% -52 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,326 $355K 0.14% 13F-HR/A Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,325 $354K 0.25% -8 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,325 $354K 0.17% +150 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,319 $353K 0.12% -140 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,314 $353K 0.03% +121 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,313 $353K 0.04% -37 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,310 $352K 0.22% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,308 $352K 0.14% +318 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,306 $351K 0.19% +84 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,301 $351K 0.04% +42 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,300 $351K 0.19% +513 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2,299 $350K 0.12% +2 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,298 $350K 0.29% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,295 $350K 0.24% +32 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,295 $350K 0.31% 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,291 $349K 0.06% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,290 $349K 0.07% +7 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,288 $349K 0.08% -139 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,288 $349K 0.02% +583 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,236 $349K 0.45% +20 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,285 $348K 0.08% +425 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,284 $348K 0.13% -330 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 2,282 $348K 0.34% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,280 $348K 0.05% +11 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,902 $347K 0.17% +162 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,277 $347K 0.07% +222 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,279 $347K <0.01% +102 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,137 $347K 0.08% -328 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,270 $346K 0.1% +251 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,269 $346K 0.02% +18 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,269 $346K 0.22% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,266 $345K 0.23% +481 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,265 $345K 0.04% -1,255 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,265 $345K 0.05% -168 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 2,064 $345K 0.3% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,069 $345K 0.08% -135 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,258 $344K 0.08% +62 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,256 $344K 0.12% +1 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,255 $344K 0.08% +7 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 2,255 $344K 0.12% +20 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,192 $343K 0.03% -543 13F-HR Timeline