Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 4,601 $402K 0.31% -185 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,592 $401K 0.01% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,588 $401K 0.35% +20 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,588 $401K 0.19% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,585 $400K 0.34% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,546 $400K 0.11% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,573 $399K 0.06% +31 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,515 $394K 0.16% +1,481 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,491 $392K 0.02% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,474 $391K 0.03% +96 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,469 $390K 0.17% -143 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,423 $390K 0.01% +270 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,446 $388K 0.11% -60 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,439 $388K 0.24% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,438 $388K 0.02% +346 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,427 $386K 0.06% +1,104 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,423 $386K 0.04% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,445 $386K 0.03% +357 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,413 $385K 0.14% +16 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,412 $385K 0.08% -35 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,412 $385K 0.03% -194 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,400 $384K 0.11% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,376 $382K <0.01% -1,900 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,363 $381K 0.06% -67 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,358 $381K 0.11% -9 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,358 $380K 0.07% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,351 $380K 0.13% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,345 $379K 0.15% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,340 $379K 0.3% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,332 $378K 0.1% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 4,329 $378K 0.02% -170 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,323 $377K 0.06% +923 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,320 $377K 0.2% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,321 $377K 0.05% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,316 $377K 0.18% -443 13F-HR Timeline AMARA FINANCIAL, LLC. 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More: the full row for Heritage Wealth Management, Inc. 4,132 $361K 0.11% +104 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,129 $361K 0.1% -19 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,099 $358K 0.1% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,093 $357K 0.06% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,088 $357K 0.1% -157 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,050 $354K 0.22% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for XY Planning Network, Inc. 4,060 $339K 0.12% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,874 $338K 0.2% -46 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,883 $337K 0.04% +745 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,851 $336K 0.06% -1,010 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,850 $336K 0.04% +512 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,844 $336K 0.05% +1,638 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,751 $334K 0.26% -787 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,821 $334K 0.02% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,801 $332K 0.04% -221 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 3,801 $332K 0.06% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,798 $332K 0.05% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,798 $332K 0.08% +625 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,782 $330K 0.05% -1,223 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,782 $330K 0.05% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,773 $329K 0.03% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,763 $329K 0.15% -714 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,761 $328K 0.2% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,749 $327K 0.04% +270 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,747 $327K 0.04% +300 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,750 $327K 0.09% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,737 $326K 0.09% -25 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,740 $326K 0.15% +72 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,646 $325K 0.05% -6,537 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,711 $324K 0.23% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 3,701 $323K 0.19% +2,906 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,700 $323K 0.1% +3,069 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 3,692 $322K 0.05% -3,692 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. 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More: the full row for First Heartland Consultants, Inc. 3,490 $305K 0.02% -4,689 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,488 $305K 0.03% +418 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,488 $305K 0.1% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,484 $304K 0.01% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,481 $304K 0.02% +205 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,468 $303K 0.14% -134 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,466 $303K 0.05% -1 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,458 $302K 0.03% +883 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 3,426 $299K 0.13% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,417 $298K 0.02% -217 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,386 $296K 0.04% +135 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,366 $294K 0.05% +227 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,357 $293K 0.18% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,350 $292K 0.09% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,342 $292K 0.02% +22 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,491 $291K 0.05% +314 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,326 $290K 0.23% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,324 $290K 0.01% +564 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,324 $290K 0.05% 0 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 3,316 $290K 0.16% -113 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,300 $288K 0.11% -26 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,286 $287K 0.03% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,274 $286K 0.18% -130 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,265 $285K 0.02% +31 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 3,264 $285K 0.19% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,255 $284K 0.01% +733 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 3,250 $284K 0.15% +1,250 13F-HR Timeline City State Bank More: the full row for City State Bank 3,235 $282K 0.08% -25 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,193 $282K 0.07% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,233 $282K 0.07% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,230 $282K 0.01% +17 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. 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More: the full row for CacheTech Inc. 3,141 $274K 0.06% -679 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,138 $274K 0.16% 0 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,137 $274K 0.21% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,132 $273K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,123 $273K 0.03% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,123 $273K 0.22% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,113 $272K 0.15% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,113 $272K 0.15% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,107 $271K 0.03% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,092 $270K 0.1% -115 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,089 $270K 0.16% +89 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,082 $269K 0.04% -215 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,081 $269K 0.16% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,080 $269K 0.18% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,052 $266K 0.11% -82 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,047 $266K 0.06% +637 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,032 $265K 0.04% -1 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,030 $265K 0.14% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,028 $264K 0.08% -871 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,022 $264K 0.02% +87 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,963 $263K 0.02% -19 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 3,014 $263K 0.13% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,014 $263K 0.01% +185 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,008 $263K 0.07% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,001 $262K 0.03% -184 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,988 $261K 0.04% +561 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,987 $261K 0.09% +35 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,965 $261K 0.1% +212 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,984 $261K 0.2% -209 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,982 $260K 0.1% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,979 $260K 0.02% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,965 $259K 0.08% -1,673 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,964 $259K 0.03% +29 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,961 $258K -3,617 Timeline