Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 6,847 $517K 0.56% -1,184 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,845 $517K 0.03% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,842 $517K 0.04% -340 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,839 $516K 0.17% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,824 $515K 0.02% +1,082 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 6,816 $515K 0.44% +237 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,815 $515K 0.25% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 6,812 $514K -6,364 Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 6,800 $513K 0.38% -1,287 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 6,796 $513K 0.04% +328 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 6,784 $512K 0.01% -6,139 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,782 $512K 0.03% -97 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,771 $511K 0.06% +7 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 6,761 $511K 0.09% +2 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 6,754 $510K 0.35% -1,472 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,726 $508K 0.08% -231 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,722 $508K 0.02% +162 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,717 $507K 0.79% +916 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,692 $505K 0.11% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,686 $505K 0.38% -15 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 6,650 $502K 0.2% +87 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,646 $502K 0.22% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,635 $501K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,630 $501K 0.12% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,602 $499K 0.06% +5,702 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,600 $498K 0.21% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 6,600 $498K 0.26% -400 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,548 $494K 0.21% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,544 $494K 0.27% +1,323 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,510 $492K 0.3% -375 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,487 $490K 0.23% -543 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,485 $490K 0.16% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 6,479 $489K 0.03% +3,053 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,465 $488K 0.05% 0 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,454 $487K 0.01% +1,425 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 6,437 $486K 0.24% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 6,410 $484K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,375 $481K 0.05% +2,345 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,375 $481K 0.01% +29 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 6,343 $479K 0.32% -104 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 6,326 $478K 0.29% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,305 $476K 0.19% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 6,233 $475K 0.42% +1,167 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,290 $475K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,285 $475K 0.01% -225 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,281 $474K <0.01% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 6,275 $474K 0.05% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,257 $472K 0.04% +832 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,254 $472K <0.01% +277 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,250 $472K 0.35% +750 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,220 $470K 0.12% -537 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,210 $469K 0.01% 0 13F-HR/A Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 6,198 $468K 0.13% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,194 $468K <0.01% 0 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 6,153 $467K 0.09% +531 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 6,188 $467K 0.14% -22 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6,163 $465K 0.26% +145 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,086 $460K 0.07% +2,292 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,074 $459K 0.23% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 6,068 $458K 0.2% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,066 $458K 0.03% +1,566 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,050 $457K 0.02% -870 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,955 $456K 0.3% -51 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,023 $455K 0.05% +1,433 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,003 $453K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,991 $452K <0.01% +1 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 5,983 $452K 0.03% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,972 $451K 0.24% -1,268 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,969 $451K 0.17% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,950 $449K 0.14% -1,171 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,925 $447K 0.36% -231 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 5,924 $447K 0.3% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 5,915 $447K 0.41% -22,300 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 5,898 $445K 0.2% 0 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 5,818 $439K 0.03% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,811 $439K 0.02% +1,100 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,805 $438K 0.01% -15 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,794 $438K 0.1% +166 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,767 $435K 0.11% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,765 $435K 0.04% -112 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,743 $434K 0.05% +282 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 5,706 $431K 0.29% -680 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,700 $430K 0.03% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,683 $429K 0.02% -1,090 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,671 $428K 0.02% +617 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 5,670 $428K 0.22% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,847 $427K 0.3% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,630 $425K 0.35% +587 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,613 $424K 0.1% +154 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,801 $423K 0.04% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,605 $423K 0.03% -229 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,594 $422K 0.03% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,591 $422K 0.01% +25 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,579 $421K 0.13% -27,119 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,573 $421K 0.19% -999 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,564 $420K 0.09% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,500 $419K 0.26% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,540 $418K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,539 $418K 0.01% +150 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,529 $418K <0.01% +1,600 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,521 $417K 0.05% -579 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,081 $416K 0.28% -42 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,506 $416K 0.08% +308 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,495 $415K 0.04% -138 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,485 $414K 0.01% -90 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 5,447 $411K 0.06% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5,419 $409K 0.33% -75 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,408 $408K 0.11% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,392 $407K 0.04% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,391 $407K 0.22% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,361 $405K 0.02% +1,189 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,326 $402K 0.18% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,269 $398K 0.09% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,260 $397K 0.26% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,254 $397K 0.01% +1,144 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,250 $396K 0.07% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,249 $396K 0.1% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 5,231 $395K 0.13% -394 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 5,217 $394K 0.32% -9 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,213 $394K 0.02% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,209 $393K 0.16% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,190 $392K 0.01% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,187 $392K 0.02% 0 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 5,176 $391K 0.08% -167 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,162 $390K 0.2% +992 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,024 $389K 0.03% +387 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,156 $389K 0.02% -1,169 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,143 $388K 0.16% -954 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 5,139 $388K 0.26% -1,143 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 5,142 $388K 0.28% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,133 $388K 0.26% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 5,117 $386K 0.21% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,083 $384K 0.06% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,081 $384K 0.02% +800 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,079 $384K 0.02% -7,950 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,078 $383K 0.02% +1,200 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,078 $383K 0.19% -2,727 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,073 $383K 0.03% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,072 $383K 0.01% -8 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,054 $382K 0.18% 0 13F-HR Timeline Daiichi Life International Holdings LLC in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life International Holdings LLC 5,050 $381K 12.09% +1,028 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,046 $381K 0.04% -61 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,030 $380K 0.01% +190 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,013 $379K 0.13% +223 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,006 $378K 0.01% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,000 $378K 0.04% -500 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,279 $377K 0.03% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,992 $377K 0.12% +1,310 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,978 $376K 0.02% -385 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,976 $376K 0.02% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,976 $376K 0.11% -172,999 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 4,965 $375K 0.15% +115 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,960 $375K 0.1% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,954 $374K 0.13% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,952 $374K 0.06% +833 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,929 $372K 0.02% +110 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,925 $372K 0.07% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,908 $371K 0.05% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,908 $371K 0.04% -55,692 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,882 $369K 0.14% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,868 $368K 0.1% +435 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,824 $364K 0.06% +98 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 4,821 $364K 0.31% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,807 $363K 0.18% -5,634 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,797 $362K 0.07% 0 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 4,751 $359K 0.18% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,729 $357K 0.17% 0 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 4,708 $356K 0.12% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,695 $355K 0.08% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,687 $354K 0.02% +502 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,668 $352K 0.13% -25 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,667 $352K 0.1% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,670 $352K 0.17% +356 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 4,654 $351K 0.3% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 4,653 $351K 0.17% -4,573 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,650 $351K 0.13% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,649 $351K 0.02% -1,245 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,639 $350K 0.04% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,637 $350K 0.01% +122 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,636 $350K 0.11% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,621 $349K 0.08% +873 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,615 $348K <0.01% -74 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,608 $348K 0.07% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,605 $348K 0.02% -664 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,596 $347K 0.01% +190 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,590 $347K 0.05% -120 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,560 $344K 0.28% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,538 $343K 0.05% -2,471 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,217 $342K 0.35% -233 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,525 $342K 0.06% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,509 $340K 0.08% +190 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,502 $340K 0.01% -2,932 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,496 $339K 0.06% +196 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 4,494 $339K 0.06% new 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 4,438 $335K <0.01% 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,433 $335K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,429 $334K 0.02% +340 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,418 $334K 0.03% -2,156 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,409 $333K 0.05% -144,991 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,381 $331K 0.09% +70 13F-HR Timeline