LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,289 $1.74M 0.83% -87 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,270 $1.74M 0.68% -48 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,284 $1.74M 0.4% +16 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,280 $1.73M 0.37% +31 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,273 $1.73M 0.3% +1,328 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,269 $1.73M 0.23% +234 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,268 $1.73M 0.12% +163 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,242 $1.72M 0.4% -711 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,239 $1.72M 0.21% -30,839 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,237 $1.72M 0.28% +462 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,232 $1.71M 0.23% -200 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,224 $1.71M 0.21% +274 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,222 $1.71M 0.22% +53 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,214 $1.71M 0.72% +20 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,214 $1.71M 0.61% -75 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 4,202 $1.7M 0.24% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,200 $1.7M 0.57% -119 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 4,200 $1.7M 1.06% 0 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,186 $1.7M -7,449 Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,186 $1.7M 0.68% +73 13F-HR Timeline United Bank More: the full row for United Bank 4,184 $1.7M 0.59% -133 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,184 $1.7M 0.39% -18 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,183 $1.69M 0.14% +6 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,182 $1.69M 0.5% +77 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,180 $1.69M 0.85% +622 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,165 $1.69M 0.03% +378 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,163 $1.69M 0.21% -452 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,161 $1.69M 1.71% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,155 $1.68M 0.02% -1,222 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,150 $1.68M 0.76% +45 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,143 $1.68M 0.35% +1,340 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,130 $1.67M 0.32% +1,189 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,129 $1.67M 0.66% -245 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,122 $1.67M 0.22% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,120 $1.67M 0.42% -61 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,119 $1.67M 1.11% -56 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,113 $1.67M 0.75% +56 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,112 $1.67M 0.61% -137 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,106 $1.66M 0.39% -5 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,105 $1.66M 0.09% new 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,188 $1.66M 0.57% -27 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,101 $1.66M 0.39% -50 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,100 $1.66M 0.16% +754 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,094 $1.66M 0.88% +112 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,082 $1.65M 1.3% -49 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,081 $1.65M 0.13% +206 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,071 $1.65M 0.23% +325 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,064 $1.65M 0.24% +54 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,055 $1.64M 0.07% +142 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,054 $1.64M 1.41% -25 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,045 $1.64M 0.74% +1,603 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,045 $1.64M 0.42% +62 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,034 $1.63M 0.47% +16 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,328 $1.63M 0.09% -397 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,026 $1.63M 1.09% -58 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,021 $1.63M 1.49% +998 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,008 $1.62M 0.04% +180 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,001 $1.62M 0.64% -92 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 4,000 $1.62M 0.05% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,000 $1.62M 0.35% -100 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,993 $1.62M 0.19% -416 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,993 $1.62M 1.3% -75 13F-HR/A Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,980 $1.61M 0.9% -204 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,979 $1.61M 1.22% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,950 $1.6M 0.84% +54 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,920 $1.59M 0.62% +84 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,916 $1.59M 0.73% -3,855 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,915 $1.59M 0.19% +788 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,907 $1.58M 0.44% +14 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,887 $1.57M 0.06% +394 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,884 $1.57M 0.42% -199 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,882 $1.57M 0.74% +1,956 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,880 $1.57M 0.35% +250 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,873 $1.57M 0.64% +59 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,865 $1.57M 0.11% +8 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,861 $1.56M 0.54% -13 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,851 $1.56M 0.3% +22 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,850 $1.56M 0.48% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,850 $1.56M 0.8% +220 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,849 $1.56M 0.44% 0 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,842 $1.56M 0.91% +129 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,841 $1.56M 0.35% +1,991 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,841 $1.56M 0.65% -278 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 3,837 $1.55M 0.28% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,828 $1.55M 0.08% -268 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,818 $1.55M 0.24% 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,814 $1.55M 0.74% -97 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,810 $1.54M 0.09% -19,275 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 3,804 $1.54M 1.92% -70 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,788 $1.53M 0.37% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,778 $1.53M 1.13% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,773 $1.53M 0.15% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,762 $1.52M 0.45% -22 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,761 $1.52M 0.33% +222 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,837 $1.52M 0.96% 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,749 $1.52M 0.25% -99 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,735 $1.51M 0.05% +66 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,709 $1.5M 0.32% +1 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,709 $1.5M 0.47% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,708 $1.5M 1.23% -12 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,707 $1.5M 0.91% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,701 $1.5M 0.07% +484 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,680 $1.49M 0.42% +100 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,678 $1.49M 0.24% +1,902 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,674 $1.49M 0.2% +800 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,671 $1.49M 0.29% +624 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,670 $1.49M 0.59% -34 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,667 $1.49M 0.09% -10,843 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,667 $1.49M 0.21% +408 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,665 $1.49M 0.42% +19 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,665 $1.49M 1.22% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,665 $1.48M 0.81% -84 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,653 $1.48M 0.24% +25 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,646 $1.48M 0.06% 0 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,643 $1.48M 0.34% +53 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,635 $1.47M 0.89% -1 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,631 $1.47M 0.21% +1 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,630 $1.47M 0.37% -7 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,620 $1.47M 0.51% -37 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,613 $1.46M 0.15% -68 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,610 $1.46M 0.98% +82 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,600 $1.46M 0.19% +149 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 3,594 $1.46M 0.52% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,588 $1.45M 0.1% +86 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,587 $1.45M 0.33% +97 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 3,585 $1.45M 0.9% +76 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,578 $1.45M 0.76% +150 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,569 $1.45M 0.45% +1 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,565 $1.44M 0.44% -1,275 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,565 $1.44M 0.28% +335 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,562 $1.44M 0.59% -16 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,559 $1.44M 0.93% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 3,554 $1.44M 0.25% +199 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,553 $1.44M 0.2% +110 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,549 $1.44M 0.6% +8 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,691 $1.44M 1.19% +388 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 3,538 $1.43M 2.82% +2,605 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 3,537 $1.43M 0.28% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,532 $1.43M 0.26% -53 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,529 $1.43M 0.49% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,526 $1.43M 0.09% -208 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,523 $1.43M 0.13% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,516 $1.42M 0.41% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,599 $1.42M 0.27% +14 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,502 $1.42M 0.08% -26 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,478 $1.42M 0.33% +536 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,500 $1.42M 0.18% +901 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,500 $1.42M 0.01% +113 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,500 $1.42M 0.1% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,500 $1.42M 1.41% -1,750 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,498 $1.42M 0.21% -330 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,494 $1.42M 0.19% -1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,486 $1.41M 0.1% +251 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,484 $1.41M 0.28% +167 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,484 $1.41M 0.68% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,476 $1.41M 0.38% -70 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,472 $1.41M 0.5% +18 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,472 $1.41M 0.17% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,469 $1.41M 0.23% +168 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,458 $1.4M 0.12% -393 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,452 $1.4M 0.45% +1,499 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,437 $1.39M 0.58% -834 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 24,329 $1.39M 0.24% -3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,435 $1.39M 0.12% +8 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,424 $1.39M 0.21% -19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,419 $1.39M 0.05% +243 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,411 $1.38M 0.55% -135 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,405 $1.38M 0.76% -82 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,404 $1.38M 0.14% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,402 $1.38M 0.3% +180 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,396 $1.38M 0.26% +2 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,736 $1.37M 0.62% +253 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,390 $1.37M 0.19% +70 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,389 $1.37M 0.75% +377 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,385 $1.37M 0.19% +2,018 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,385 $1.37M 1.01% +25 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,380 $1.37M 0.18% +55 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,377 $1.37M 0.18% +616 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,376 $1.37M 0.76% +1,899 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,373 $1.37M 1.14% +10 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,371 $1.37M 1.07% -25 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,367 $1.36M 0.1% +2,015 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,362 $1.36M 0.73% -2 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,361 $1.36M 0.2% +100 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,359 $1.36M 0.82% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,357 $1.36M 0.72% +257 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,355 $1.36M 0.75% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,348 $1.36M 0.13% -72 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,346 $1.36M 0.3% -30 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,343 $1.35M 0.18% -270 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,338 $1.35M 0.48% -161 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,331 $1.35M 0.86% +169 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,318 $1.34M 0.45% -102 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,317 $1.34M 0.06% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,317 $1.34M 0.39% -468 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,316 $1.34M 0.82% -79 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,314 $1.34M 0.24% +731 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,305 $1.34M 0.42% -2,230 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,302 $1.34M 1% +106 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,300 $1.34M 0.21% 0 13F-HR Timeline