Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,249 $258K 0.12% -100 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,247 $258K 0.05% new 13F-HR Timeline American Trust More: the full row for American Trust 1,247 $258K 0.02% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,246 $258K 0.09% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,245 $258K 0.06% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,301 $257K 0.03% +2 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 1,290 $257K 0.14% -117 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,240 $257K 0.14% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,236 $256K 0.13% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,234 $255K 0.03% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,233 $255K 0.08% -1,122 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,233 $255K 0.03% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,232 $255K 0.11% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,231 $255K 0.24% -138 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,229 $254K 0.09% -300 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,225 $253K 0.08% -150 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,222 $253K 0.03% new 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 1,222 $253K 0.16% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,222 $253K 0.08% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,221 $253K 0.05% -11 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,218 $252K 0.22% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,214 $251K 0.02% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,211 $251K 0.13% -1,642 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,211 $251K 0.12% -31,953 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,211 $251K 0.26% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,211 $251K 0.02% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,208 $250K 0.17% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 1,206 $250K 0.08% new 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 1,206 $249K 0.23% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,202 $249K 0.13% +97 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,201 $248K 0.1% -150 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,344 $248K 0.03% -45 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,200 $248K 0.01% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,198 $248K 0.04% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,198 $248K 0.1% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,196 $247K 0.02% -6,905 13F-HR Timeline Corecam AG More: the full row for Corecam AG 1,195 $247K 0.22% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,190 $247K 0.17% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $247K 0.11% new 13F-HR Timeline Amount filed as zero, left out of ratios. CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 1,190 $246K 0.1% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,188 $246K 0.06% new 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,188 $246K 0.27% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,188 $246K 0.23% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,186 $245K 0.05% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,186 $245K 0.04% new 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 1,180 $244K 0.16% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,178 $244K 0.17% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,178 $244K 0.13% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,175 $243K 0.37% -2,071 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 1,175 $243K 0.03% new 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 1,175 $243K 0.12% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,175 $243K 0.08% new 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 1,173 $243K 0.24% 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,172 $242K 0.05% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,170 $242K 0.09% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,168 $242K 0.18% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,168 $242K 0.07% new 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,167 $241K 0.07% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,166 $241K 0.06% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,165 $241K 0.14% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,164 $241K 0.02% new 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 1,163 $241K 0.17% new 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,161 $240K 0.13% -176 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,159 $240K 0.08% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,157 $239K 0.08% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,156 $239K 0.09% new 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,155 $239K 0.08% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 1,154 $239K 0.05% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,154 $239K 0.04% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,153 $239K 0.16% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,152 $238K 0.2% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 1,152 $238K 0.06% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,620 $238K 0.06% +115 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,278 $236K 0.15% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,142 $236K 0.15% -760 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,141 $236K 0.07% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,140 $236K 0.13% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,139 $236K 0.07% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,138 $235K 0.11% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,136 $235K 0.04% -184 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 1,135 $235K 0.23% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,134 $235K 0.06% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,134 $235K 0.09% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,130 $234K 0.13% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,129 $234K 0.15% new 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,145 $233K 0.16% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,126 $233K 0.15% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,125 $233K 0.05% new 13F-HR/A Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,125 $233K 0.11% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,123 $232K 0.02% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,121 $232K 0.1% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,120 $232K 0.11% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,118 $231K 0.06% +997 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,113 $230K 0.07% new 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 1,113 $230K 0.13% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,112 $230K 0.35% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,112 $230K 0.09% new 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,110 $230K 0.06% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,109 $229K <0.01% 0 13F-HR Timeline Group FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,107 $229K 0.17% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,104 $228K 0.08% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,104 $228K 0.24% new 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 1,103 $228K 0.23% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,103 $228K 0.09% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,102 $228K 0.02% new 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,102 $228K 0.16% new 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 1,100 $228K 0.08% new 13F-HR/A Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,100 $228K 0.04% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1,144 $228K 0.14% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,096 $227K 0.05% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,096 $227K 0.06% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,096 $227K 0.05% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,241 $225K 0.08% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,089 $225K 0.22% -2 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,193 $225K 0.16% +71 13F-HR/A Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,085 $224K 0.1% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,084 $224K 0.07% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,083 $224K 0.03% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,240 $224K 0.13% new 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 1,081 $224K 0.2% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,075 $222K 0.04% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,073 $222K 0.07% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,071 $222K 0.04% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,199 $222K 0.05% +5 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,070 $221K 0.01% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,069 $221K 0.02% -290 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 1,071 $221K 0.13% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,068 $221K 0.07% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,068 $221K 0.23% +17 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,066 $221K 0.16% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,066 $220K 0.11% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,065 $220K 0.23% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,063 $220K 0.22% new 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 1,063 $220K 0.28% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,061 $220K 0.17% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,166 $219K 0.09% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,060 $219K 0.09% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,057 $219K 0.21% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,057 $219K 0.08% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,057 $219K 0.07% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,054 $218K 0.12% new 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,053 $218K 0.09% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,052 $218K 0.08% -1,719 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,051 $217K 0.14% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,050 $217K 0.03% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,047 $217K 0.02% -54 13F-HR/A Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,046 $216K 0.09% new 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 1,046 $216K 0.23% -292 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,046 $216K 0.14% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,044 $216K 0.06% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,042 $216K 0.03% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,042 $216K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,040 $215K 0.09% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,040 $215K 0.09% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,039 $215K 0.13% new 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 1,038 $215K 0.18% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,037 $215K 0.09% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,037 $215K 0.15% new 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 1,036 $214K 0.16% new 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,404 $214K 0.14% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,075 $214K 0.29% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,033 $214K <0.01% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,031 $213K 0.09% +62 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,027 $212K 0.06% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,026 $212K 0.15% new 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 1,025 $212K 0.19% 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 1,023 $212K 0.19% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,023 $212K 0.04% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,023 $212K 0.06% new 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,023 $212K 0.09% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,023 $212K 0.06% -5,571 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,022 $211K 0.09% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,019 $211K 0.05% -444 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,019 $211K 0.05% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,000 $211K 0.18% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,018 $211K 0.07% new 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 1,018 $211K 0.21% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,016 $210K 0.13% new 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,014 $210K 0.03% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,013 $210K 0.02% new 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 1,114 $209K 0.05% -171 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,010 $209K 0.03% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,050 $209K 0.09% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,009 $209K 0.11% -71 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 1,009 $209K 0.13% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,007 $208K 0.02% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,007 $208K 0.02% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,119 $208K 0.12% -8 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 1,131 $208K 0.23% -203 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,005 $208K 0.04% 0 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 1,132 $208K 3.43% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,002 $207K 0.03% new 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 1,000 $207K 0.23% 0 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 1,000 $207K 0.19% new 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 996 $206K 0.11% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 994 $206K 0.07% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 990 $205K 0.06% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 985 $204K 0.02% -13,226 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 985 $204K 0.02% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 984 $204K 0.11% new 13F-HR Timeline