Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 504 $329K 0.2% +49 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 503 $329K 0.05% -69 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 503 $329K 0.03% -1,381 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 502 $328K 0.15% -859 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 501 $327K 0.12% -25 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 500 $327K 0.72% new 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 500 $327K 0.1% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 500 $327K 0.12% +8 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 499 $326K 0.06% +19 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 499 $326K 0.11% +30 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 498 $326K 0.21% +9 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 498 $325K 0.02% +204 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 498 $325K 0.06% +16 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 497 $325K 0.2% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 495 $324K 0.03% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 495 $324K 0.05% -671 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 495 $324K 0.21% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 493 $322K 0.03% -87 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 493 $322K 0.03% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 493 $322K 0.02% +103 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 492 $322K 0.01% -25 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 492 $322K 0.09% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 492 $322K 0.06% +430 13F-HR Timeline 111 Capital More: the full row for 111 Capital 491 $321K 0.07% -936 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 489 $320K 0.1% +42 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 520 $320K 0.19% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 480 $320K 0.03% -33 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 489 $319K 0.06% +90 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 488 $319K 0.26% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 488 $319K 0.09% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 487 $318K 0.23% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 487 $318K 0.15% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,244 $317K 0.03% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 485 $317K 0.1% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 485 $317K 0.04% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 485 $317K 0.23% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 484 $316K 0.01% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 484 $316K 0.18% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 508 $316K 0.16% +17 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 483 $316K 0.03% +119 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 483 $316K 0.15% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 482 $315K 0.08% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 481 $314K 0.18% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 481 $314K 0.05% +35 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 481 $314K 0.23% -1 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 480 $314K 0.03% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 479 $313K 0.21% +31 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 476 $311K 0.05% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 476 $311K 0.13% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 476 $311K 0.21% +85 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 476 $311K 0.04% +18 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 475 $311K 0.06% +22 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 475 $310K 0.11% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 473 $309K 0.02% -20 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 471 $307K 0.02% +33 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 469 $307K 0.05% +23 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 468 $306K 0.08% 0 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 468 $306K 0.19% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 466 $305K 0.13% -60 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 466 $305K 0.2% +98 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 465 $304K 0.1% -43 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 465 $304K <0.01% +81 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 464 $303K 0.07% -3 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 464 $303K 0.18% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 462 $302K 0.03% +1 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 462 $302K 0.03% +7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 442 $301K 0.01% +55 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 461 $301K 0.04% +66 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 460 $301K 0.03% +18 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 460 $301K 0.11% +114 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 384 $299K 0.49% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 457 $299K 0.02% -9 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 457 $299K 0.08% 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 456 $298K 0.14% -5 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 455 $297K 0.19% +10 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 449 $297K 0.07% +5 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 454 $297K 0.17% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 451 $295K 0.01% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 451 $295K 0.12% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 433 $294K 0.11% +72 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 450 $294K 0.1% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 448 $293K 0.09% +85 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 448 $293K 0.11% -4 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 448 $293K 0.02% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 447 $292K 0.05% -23 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 444 $290K 0.07% -104 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 444 $290K 0.03% +1 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 444 $290K 0.03% +51 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 443 $290K <0.01% +5 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 442 $289K 0.08% -15 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 442 $289K 0.09% -29 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 442 $289K 0.05% +79 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 436 $289K 0.05% +52 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 441 $288K 0.08% +106 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 441 $288K 0.02% -64 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 441 $288K 0.01% +67 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 440 $288K 0.06% +12 13F-HR Timeline City State Bank More: the full row for City State Bank 440 $288K 0.08% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 440 $288K 0.1% -17 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 438 $286K 0.05% +65 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 433 $286K 0.05% -19 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 437 $286K <0.01% -217 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 436 $285K 0.25% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 436 $285K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 436 $285K 0.05% -44 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 435 $284K 0.03% +34 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 435 $284K 0.15% -133 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 434 $284K 0.01% -48 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 434 $284K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 433 $283K 0.01% +4 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 433 $283K 0.08% +6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 432 $282K 0.02% +92 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 430 $281K 0.07% +23 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 430 $281K 0.05% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 429 $281K 0.07% -156 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 429 $280K 0.12% +100 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 428 $280K 0.08% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 428 $280K 0.02% +58 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 428 $280K 0.05% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 427 $279K 0.07% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 427 $279K 0.03% +25 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 426 $278K 0.07% -298 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 425 $278K 0.19% -488 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 424 $277K 0.05% +75 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 422 $276K 0.03% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 422 $276K 0.09% -211 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 421 $275K 0.11% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 421 $275K 0.17% -35 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 421 $275K 0.07% -30 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 421 $275K 0.08% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 353 $275K 0.1% +29 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 421 $275K 0.07% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 420 $275K 0.02% -267 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 420 $274K 0.05% -21 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 403 $274K 0.15% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 420 $274K 0.03% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 419 $274K 0.08% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 418 $273K 0.08% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 418 $273K 0.27% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 418 $273K 0.03% +20 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 418 $273K <0.01% +32 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 328 $273K 0.06% -1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 416 $272K 0.02% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 416 $272K 0.09% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 416 $272K 0.04% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 416 $272K 0.05% -2 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 415 $271K 0.11% -7 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 414 $271K 0.02% +2 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 414 $271K 0.01% -732 13F-HR Timeline Group HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 414 $271K 0.09% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 421 $270K 0.02% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 413 $270K 0.07% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 413 $270K 0.04% +45 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 412 $269K 0.26% 0 13F-HR/A Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 410 $268K 0.18% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 410 $268K 0.02% -6 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 410 $268K 0.19% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 409 $267K 0.04% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 409 $267K 0.02% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 409 $267K 0.69% -369 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 409 $267K 0.06% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 408 $267K 0.17% +50 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 407 $266K 0.08% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 407 $266K 0.17% +25 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 406 $265K 0.04% -3 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 406 $265K 0.03% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 406 $265K 0.02% +109 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 405 $265K 0.01% +384 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 405 $265K 0.09% -182 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 405 $265K <0.01% -6,278 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 405 $265K 0.07% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 404 $264K 0.06% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 404 $264K 0.03% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 404 $264K 0.14% +59 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 404 $264K 0.03% -160 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 403 $263K 0.06% -70 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 403 $263K 0.04% 0 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 403 $263K 0.18% +1 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 402 $263K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 402 $263K 0.05% -68 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 382 $262K 0.01% +32 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 361 $262K 0.12% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 401 $262K 0.19% -3 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 400 $261K 0.49% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 400 $261K 0.04% 0 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 400 $261K 0.19% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 400 $261K 0.02% +3 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 399 $261K 0.11% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 397 $259K 0.05% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 397 $259K 0.22% +60 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 396 $259K 0.06% -17 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 396 $259K 0.05% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 395 $258K 0.07% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 395 $258K 0.12% +109 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 395 $258K 0.03% -1,582 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 394 $258K 0.02% +39 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 394 $258K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 394 $258K 0.04% +8 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 392 $256K 0.11% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 391 $256K 0.22% +9 13F-HR Timeline