RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,409 $510K 0.39% +29 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,407 $510K 0.04% +351 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,397 $509K 0.07% -78 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 6,362 $506K 0.19% -2,648 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,341 $505K 0.02% -517 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,327 $503K 0.14% 0 13F-HR/A Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,305 $502K 0.19% +2,567 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,298 $501K <0.01% -8 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,297 $501K 0.04% +712 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 6,268 $499K 0.2% +378 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 6,235 $496K 0.2% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,150 $489K 0.34% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,128 $488K 0.02% +576 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,092 $485K 0.05% +2,005 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 6,015 $479K 0.09% 0 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 6,014 $478K 0.4% -143 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,001 $477K 0.01% +808 13F-HR Timeline Warberg Asset Management LLC More: the full row for Warberg Asset Management LLC 6,000 $477K 0.14% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,997 $477K 0.1% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,995 $477K 0.01% -1,438 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 5,975 $475K 0.22% -2 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 5,937 $472K 0.07% -364 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 5,886 $468K 0.38% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,906 $465K 0.03% +167 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 5,794 $461K 0.48% -162 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,786 $460K 0.15% -16 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,772 $459K 0.06% -1,854 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,770 $459K 0.45% -756 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,649 $449K 0.04% +125 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 5,575 $444K 0.35% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,525 $440K 0.01% -88 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,565 $439K 0.02% +1,752 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,475 $436K 0.05% +516 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,442 $433K 0.01% -111 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,400 $430K 0.17% -125 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,397 $429K 0.03% +2,806 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,329 $424K 0.03% -643 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 5,266 $419K 0.21% -681 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,233 $416K 0.37% +114 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,205 $414K 0.01% new 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,197 $413K 0.02% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,154 $410K 0.01% -192 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 5,091 $405K 0.13% +152 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 5,085 $405K 0.26% 0 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 5,053 $402K 0.36% +620 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,036 $401K <0.01% +298 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,024 $400K 0.02% -160 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,023 $400K <0.01% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,000 $398K 0.09% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,990 $397K 0.14% -62 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,927 $392K 0.01% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 4,924 $392K 0.07% new 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 4,900 $390K 3.06% -2,023 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,897 $390K 0.41% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,871 $388K +1,709 Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,850 $386K 0.03% +2,175 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,850 $386K 0.05% -159 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,842 $385K 0.2% -493 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,804 $382K 0.01% 0 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,801 $382K 0.09% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,782 $380K 0.07% -840 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 5,920 $376K 0.2% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,715 $375K 0.01% -324 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,711 $375K 0.19% +2,179 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 4,682 $372K 0.08% -32 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,679 $372K 0.07% +814 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,658 $371K 0.22% -23,378 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,649 $370K 0.05% -62 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,629 $368K 0.02% -2,519 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 4,600 $366K 0.37% -165 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,522 $360K 0.03% -6 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,485 $357K <0.01% -27,948 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,474 $356K 0.01% +897 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 4,462 $355K 0.09% -790 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,449 $354K 0.01% -190 13F-HR/A Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,402 $350K 0.01% -6 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,400 $350K 0.07% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,389 $349K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,355 $346K <0.01% -254 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,353 $346K 0.08% -4,317 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,341 $345K 0.01% +1,732 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,323 $344K 0.54% +4 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,311 $343K <0.01% +775 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 4,264 $343K 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,283 $341K <0.01% +92 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,279 $340K 0.08% +41 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,192 $334K <0.01% +1,650 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,159 $331K 0.26% +367 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,155 $331K 0.1% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,137 $329K 0.05% -489 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,105 $327K 0.17% +324 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,086 $325K 0.13% +334 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,071 $324K 0.29% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,004 $322K 0.05% +828 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,050 $322K 0.01% +950 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,955 $315K 0.1% +701 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,919 $312K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,898 $310K 0.03% +25 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,886 $309K 0.01% -21 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 3,870 $309K 0.15% +859 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,834 $309K 0.04% +131 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,870 $308K <0.01% -1,655 13F-HR Timeline Group Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 3,845 $306K 0.17% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,825 $304K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,764 $299K 0.03% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,744 $298K 0.01% new 13F-HR Timeline Group Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 3,722 $296K 0.29% +4 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,701 $294K 0.04% -407 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,689 $293K 0.06% -4,254 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,682 $293K -46 Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,654 $291K 0.11% +707 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,608 $290K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,581 $285K <0.01% -308 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,581 $285K 0.03% +56 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,570 $284K 0.02% -491 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,559 $283K 0.01% +615 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,543 $282K 0.02% +34 13F-HR Timeline American Trust More: the full row for American Trust 3,543 $282K 0.02% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,525 $280K 0.03% +600 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 3,492 $280K 0.14% -278 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 3,518 $280K 0.13% -54 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,500 $278K 0.16% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 3,509 $278K 0.03% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,460 $275K 0.24% -100 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,437 $273K 0.01% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 3,437 $273K 0.08% -69,794 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,435 $273K 0.06% +15 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,421 $272K <0.01% new 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,418 $272K 0.05% -195 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,400 $271K 0.15% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,394 $270K <0.01% +856 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,384 $269K 0.05% -2,600 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,375 $269K 0.01% 0 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 3,342 $266K 0.23% -32 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,325 $265K 0.27% -65 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,320 $264K 0.1% -147 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,312 $264K 0.01% +1,165 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 3,308 $263K 0.1% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,298 $262K <0.01% +1,523 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,294 $262K 0.26% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,290 $262K 0.02% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,266 $261K 0.09% +114 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 2,370 $261K 0.2% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,270 $260K 0.06% -291 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,257 $259K 2.37% -5,061 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,247 $258K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,232 $258K 0.16% +1,108 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,239 $258K 0.05% +1 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,233 $257K 0.06% +558 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,225 $257K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,212 $256K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,198 $255K <0.01% new 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 3,180 $253K 0.25% +1,230 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,137 $250K 0.03% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,135 $249K 0.11% +159 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,087 $246K 0.02% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,086 $246K 0.06% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,072 $244K 0.04% +580 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,067 $244K 0.01% +143 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,057 $243K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,051 $243K <0.01% +3 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,049 $243K <0.01% +46 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,030 $241K 0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,022 $240K 0.03% +39 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,009 $239K 0.06% -190 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,001 $239K 0.11% -847 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,990 $238K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,990 $238K 0.1% +265 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,981 $237K 0.43% +397 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,979 $237K 0.1% +113 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 2,964 $236K 0.05% +112 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,964 $236K 0.03% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,962 $236K 0.24% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,951 $235K 0.06% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,945 $234K 0.03% -118 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,934 $233K 0.16% -50 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,922 $233K 0.02% -148 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,919 $232K 0.01% +29 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,915 $232K 0.08% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,891 $230K 0.03% -293 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,895 $230K 0.05% +1,378 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,880 $229K 0.01% -168 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,868 $228K 0.08% +6 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 2,836 $226K 0.24% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,826 $225K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,813 $224K 0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,805 $223K 0.01% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,799 $223K <0.01% 0 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,774 $221K 0.19% 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,757 $219K 0.05% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,725 $219K 0.01% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,744 $218K 0.09% -387 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,719 $216K 0.13% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,716 $216K 0.12% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,712 $216K 0.05% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,701 $215K 0.04% -470 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,701 $215K 0.07% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,700 $215K 0.04% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,700 $215K 0.03% +55 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,697 $215K 0.09% 0 13F-HR Timeline