Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,500 $278K 0.11% -36 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,500 $278K 0.05% 0 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,500 $278K 0.04% +500 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,497 $278K 0.02% -203 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,494 $278K 0.09% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,492 $277K 0.1% +58 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,451 $277K 0.12% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,486 $277K 0.23% +211 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,485 $277K 0.02% -1,131 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,485 $277K 0.21% -537 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,482 $276K 0.15% +231 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,481 $276K 0.12% +82 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,470 $276K 0.04% +218 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,481 $276K 0.05% -126 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,475 $276K 0.14% +181 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,468 $275K 0.05% -175 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,467 $275K 0.09% -1,081 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,459 $274K 0.18% 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,460 $273K 0.12% +97 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,446 $272K 0.3% -800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Square, LLC More: the full row for Capital Square, LLC 2,425 $272K 0.15% -722 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,443 $272K 0.04% -308 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,446 $272K 0.09% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,429 $272K 0.13% -250 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,487 $272K 0.2% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,438 $272K 0.02% +52 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,438 $271K 0.09% -100 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,432 $271K 0.25% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,431 $271K 0.06% -198 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,430 $271K 0.05% +75 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,427 $270K 0.07% -352 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,425 $270K 0.04% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,424 $270K 0.08% +225 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,421 $270K 0.02% -79 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,421 $270K 0.03% -93 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,420 $269K 0.06% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,418 $269K 0.02% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,417 $269K 0.15% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,417 $269K 0.18% +4 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,415 $269K 0.09% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,413 $269K 0.09% +173 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,405 $268K 0.1% -245 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,405 $268K 0.04% +551 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,665 $268K 0.1% 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,401 $267K 0.29% 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 2,400 $267K 0.12% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,399 $267K 0.05% +550 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,391 $266K 0.07% +275 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,389 $266K 0.13% +24 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,389 $266K 0.18% 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2,385 $266K 0.22% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,380 $265K 0.18% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,366 $263K 0.17% -121 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,361 $263K 0.09% +75 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,357 $262K 0.13% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,357 $262K 0.23% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,355 $262K 0.1% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,354 $262K 0.19% +25 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,347 $261K 0.06% -100 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,344 $261K 0.09% +1,055 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 2,342 $261K 0.11% +96 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,331 $261K 0.03% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,335 $260K 0.15% -113 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,279 $260K 0.22% +133 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,330 $259K 0.07% +3 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 2,327 $259K 0.12% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,325 $259K 0.14% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,325 $259K 0.09% +81 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,323 $259K 0.28% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,319 $258K 0.18% -170 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,314 $258K 0.09% +122 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,308 $257K 0.05% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,305 $257K 0.14% -12 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,294 $255K 0.01% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,387 $255K 0.05% +66 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,287 $255K 0.15% -67 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,285 $254K 0.03% -173 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,284 $254K 0.44% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,283 $254K 0.12% 0 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,282 $254K 0.07% -191 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,276 $253K 0.12% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,275 $253K 0.33% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,271 $253K 0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,271 $253K 0.18% +10 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,271 $253K 0.12% -532 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,269 $253K 0.02% -350 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,259 $252K 0.02% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,257 $251K 0.02% -1,925 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,254 $251K <0.01% +114 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,252 $251K 0.14% +161 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,251 $251K 0.13% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,246 $250K 0.04% -139 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 2,238 $249K 0.08% -112 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,236 $249K 0.15% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,232 $249K 0.23% 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 2,223 $248K 0.17% -131 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,223 $247K 0.05% -13 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,219 $247K 0.2% -673 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 2,216 $247K 0.11% -100 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 2,215 $247K 0.01% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,211 $246K 0.1% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,211 $246K 0.08% -2,000 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,209 $246K 0.1% -8,634 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,204 $245K 0.06% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,201 $245K 0.15% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,200 $245K 0.13% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,200 $245K 0.18% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,198 $245K 0.21% 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,197 $245K 0.07% -90,286 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,195 $244K 0.22% 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,192 $244K <0.01% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,189 $244K 0.14% -1,088 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 2,184 $243K 0.13% -316 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,184 $243K 0.14% 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,178 $243K 0.1% 0 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 2,179 $243K 0.06% -250 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,172 $242K 0.06% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,164 $242K 0.12% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,170 $242K 0.08% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,169 $242K 0.09% +1,399 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,162 $241K 0.19% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,159 $240K 0.05% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,157 $240K 0.06% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,155 $240K 0.04% -113 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,154 $240K 0.1% -12 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,151 $240K 0.18% -3,081 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 2,149 $239K 0.17% -10 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,149 $239K 0.15% -208 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,148 $239K 0.22% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,246 $239K 0.06% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,146 $239K 0.06% -6 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,143 $239K 0.21% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,142 $239K 0.04% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,141 $238K 0.12% -225 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,139 $238K 0.09% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,133 $238K <0.01% +13 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,133 $237K 0.07% -81 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,131 $237K 0.04% -1,633 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,131 $237K 0.13% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,129 $237K 0.12% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 2,128 $237K 0.16% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,119 $236K 0.03% -25 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,119 $236K 0.1% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,118 $236K 0.1% -8,130 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,118 $236K 0.01% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,116 $236K 0.18% -93 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,107 $235K 0.03% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,124 $235K 0.15% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,114 $235K 0.02% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,110 $235K 0.14% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,108 $235K 0.05% -66 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,107 $235K 0.16% 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,105 $234K 0.01% -23 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,105 $234K 0.05% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,104 $234K 0.18% -45 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,100 $234K 0.13% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,064 $233K 0.11% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,095 $233K 0.09% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,093 $233K 0.04% +355 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 2,091 $233K 0.18% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,086 $232K 0.06% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,081 $232K 0.08% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,078 $231K 0.14% -9,504 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 2,077 $231K 0.44% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,067 $231K 0.03% -110 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,073 $231K 0.04% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,068 $230K 0.11% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,062 $230K 0.25% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,024 $229K 0.16% new 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 2,054 $229K 0.21% 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,053 $229K 0.04% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,046 $228K 0.09% -54 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,084 $228K 0.11% +236 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,043 $227K 0.05% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,042 $227K 0.02% -160 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,041 $227K 0.06% -300 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,041 $227K 0.15% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,037 $227K 0.13% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,035 $227K 0.11% 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,034 $226K 0.1% -446 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,034 $226K 0.06% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,087 $226K 0.16% -200 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,016 $226K 0.08% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,020 $225K 0.05% -90 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,019 $225K 0.14% -768 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,018 $225K 0.01% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,016 $224K 0.02% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,008 $224K 0.14% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,010 $224K 0.01% new 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,009 $224K 0.08% -438 13F-HR Timeline Hoya Capital Real Estate, LLC More: the full row for Hoya Capital Real Estate, LLC 2,004 $223K 4.21% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,003 $223K 0.06% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,995 $223K 0.28% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,002 $223K 0.11% -500 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,002 $223K 0.01% -382 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 2,000 $223K 0.08% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $223K 0.49% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,999 $223K 0.07% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,999 $223K 0.06% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,998 $222K 0.02% new 13F-HR Timeline