HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,659 $980K 0.09% -1,133 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,657 $979K 0.54% +27 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,649 $976K 0.69% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,645 $974K 0.39% -1,500 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 2,643 $974K 0.8% +87 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 2,642 $973K 0.77% -158 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,640 $973K 0.21% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,635 $971K 0.58% -5 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,635 $971K 0.08% -473 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,622 $966K 1.06% -170 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 2,618 $965K 0.45% -302 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,612 $962K 0.1% +40 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,611 $962K 0.13% -70 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,585 $960K 0.52% +59 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,602 $958K 0.82% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,593 $955K 0.77% 0 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 2,597 $955K 0.98% -1,453 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 2,588 $953K 0.47% -83 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,586 $953K 0.33% +10 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,581 $951K 0.51% -1,355 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,580 $950K 0.07% +398 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,577 $949K 0.21% +1,519 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,574 $948K 0.26% +71 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 2,560 $943K 1.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,560 $943K 0.1% +220 13F-HR/A Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 2,556 $942K 0.26% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,555 $941K 0.08% +415 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,550 $939K 0.49% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,543 $937K 0.09% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,541 $936K <0.01% +113 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,540 $936K 0.19% -521 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,475 $934K 0.44% +81 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,530 $932K 0.1% +22 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,527 $931K 0.89% +88 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,527 $931K 0.4% -155 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,525 $930K 0.58% +468 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,524 $930K 0.01% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,523 $929K 0.5% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,521 $929K 0.2% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 2,519 $928K 0.63% +669 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,656 $926K 0.1% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,514 $926K 0.04% -157 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,514 $926K 0.25% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,510 $925K 0.28% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 2,504 $923K 1% -5,925 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,502 $922K 0.33% +3 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,492 $918K 0.09% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,492 $918K -4,950 Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,472 $911K 0.63% +50 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,461 $907K 0.36% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,460 $906K 0.09% -2,720 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,442 $900K 0.11% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,441 $899K 0.08% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,424 $893K 0.04% -432 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,420 $891K 0.06% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,417 $890K 0.12% -39 13F-HR Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,416 $890K 0.18% -426 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,415 $890K 0.07% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,410 $888K 0.1% +670 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,409 $887K 0.48% -455 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,405 $886K 0.08% -84 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,403 $885K 0.25% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,402 $885K 0.17% -34 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,391 $881K 0.15% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,371 $873K 0.06% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,362 $870K 0.27% -101 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,361 $870K 0.01% -265 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,361 $870K 0.17% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,359 $869K 0.25% -1 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,356 $868K 0.09% +79 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,353 $867K 0.06% -50 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,345 $866K <0.01% -505 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,351 $866K 0.41% -178 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,350 $866K 0.41% +350 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,349 $865K 1.47% -11,947 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,348 $865K 0.22% -5,768 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,344 $863K 0.21% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,344 $863K 0.24% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,342 $863K 0.07% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,324 $856K 0.11% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,323 $856K 0.46% +243 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,312 $852K 0.34% +916 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,310 $851K 0.33% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,308 $850K 0.16% +300 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,306 $849K 0.15% +56 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 2,306 $849K 0.17% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,302 $848K 0.03% +190 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 2,300 $847K 0.06% +1,800 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,298 $847K 0.19% +34 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,296 $846K 0.18% -930 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,290 $844K 0.24% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,281 $840K 0.39% -68 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,951 $839K 0.13% -458 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,277 $839K 0.19% +260 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,274 $838K 0.07% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,273 $837K 0.17% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,270 $836K 0.32% -42 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,270 $836K 0.13% +13 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,269 $836K 0.01% -469 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,265 $834K 0.16% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,263 $834K 0.1% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,261 $833K 0.04% +141 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,260 $833K 0.14% +552 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,258 $832K 0.14% -100 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,254 $830K 0.04% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,251 $829K 0.25% -4,412 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,182 $828K 0.63% -100 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 2,246 $827K 0.59% -2,325 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,245 $827K 0.3% 0 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 2,245 $827K 0.17% +58 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,242 $826K 0.18% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,238 $824K 0.05% +1,192 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,233 $823K 0.2% -366 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,232 $822K 0.66% -236 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,228 $821K 0.01% +69 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,224 $819K 7.6% -2,146 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,220 $818K 0.62% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,216 $816K 0.15% -2,834 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,214 $816K 0.47% +1,207 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 2,212 $815K 0.37% -17 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,206 $813K 0.18% -212 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,201 $811K 0.04% -140 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,191 $807K 0.6% -608 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,191 $807K 0.29% +312 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,188 $806K 0.23% +32 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,187 $806K 0.15% +65 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,184 $805K 0.01% -1,600 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,182 $804K 0.05% -705 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,180 $803K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,181 $803K 0.01% +134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,176 $801K 0.01% +134 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,168 $799K 0.04% +80 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,166 $798K 0.09% -178 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,165 $798K 0.1% 0 13F-HR/A Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,156 $794K 0.12% +30 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,156 $794K 0.31% +27 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,154 $793K 0.49% -288 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,150 $792K 0.18% +50 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,149 $792K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,147 $791K 0.02% +295 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,147 $791K 0.02% -4 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,145 $790K 0.04% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,145 $790K 0.06% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,144 $790K 0.05% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,144 $790K 0.11% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,132 $785K 0.16% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,130 $785K 0.16% -33 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,128 $784K 0.01% new 13F-HR Timeline Group Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,124 $782K 0.56% -74 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,121 $781K 0.04% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,120 $781K 0.45% +1,713 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,116 $779K 0.16% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,114 $779K 0.09% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,113 $778K 0.08% -174 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,111 $778K 0.21% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,107 $776K 0.21% +130 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,106 $776K 0.72% +12 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,105 $775K 0.42% 0 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 2,104 $775K 0.26% +80 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,062 $772K 0.5% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,095 $772K 2.99% -63 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,093 $770K 0.03% +123 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,108 $769K 0.11% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,085 $768K 0.02% -1,620 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,085 $768K 0.33% +465 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,083 $767K 0.38% -12 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,082 $767K 0.29% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,077 $765K 0.31% +35 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,076 $765K 0.58% +189 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 2,075 $764K 0.33% -367 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,072 $763K 0.5% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,071 $763K 0.09% -206 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,070 $763K 0.31% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,069 $762K 0.08% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,069 $762K 0.29% -279 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,067 $761K 0.46% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,064 $760K 0.22% +317 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,056 $757K 0.29% -9,034 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,055 $757K 0.08% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,054 $757K 0.08% -802 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,054 $757K 0.13% +31 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,051 $756K 0.02% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,050 $755K 0.13% -1,279 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,047 $754K 0.07% -91 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,041 $752K 0.09% +190 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,041 $752K 0.14% -33 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,039 $751K 0.23% -412 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,037 $750K 0.26% -11 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,030 $748K 0.26% -18,364 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,029 $747K 0.11% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,027 $747K 0.17% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,025 $746K 0.05% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,025 $746K 0.01% -143 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,011 $741K 0.04% +255 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,010 $740K 0.15% +100 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,005 $739K 0.23% -407 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,005 $739K 0.05% +82 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 1,715 $738K 0.49% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,003 $738K 1.54% +187 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,000 $737K <0.01% 0 13F-HR Timeline Group