Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 524 $294K 0.21% -42 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 527 $294K 0.25% -99 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 523 $294K 0.19% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 522 $293K 0.09% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 521 $293K 0.16% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 520 $292K 0.06% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 515 $290K 0.18% -5,575 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 514 $289K 0.12% -5 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 513 $288K 0.23% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 512 $288K 0.03% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 510 $287K 0.07% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 509 $286K 0.19% -30 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 512 $286K 0.13% +2 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 507 $285K 0.21% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 530 $284K 0.02% -22 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 506 $284K 0.04% -42 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 506 $284K 0.12% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 505 $284K 0.15% +22 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 505 $284K 0.05% +6 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 504 $283K 0.2% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 503 $283K 0.05% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 503 $283K 0.07% +6 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 502 $282K 0.12% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 501 $282K 0.03% -34 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 501 $281K 0.06% -129 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 500 $281K 0.16% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 500 $281K 0.09% +400 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 500 $281K 0.05% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 500 $281K 0.21% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 497 $279K 0.04% -10 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 496 $279K 0.09% -5 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 495 $278K 0.1% -6 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 495 $278K 0.08% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 495 $278K 0.03% +60 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 493 $277K 0.03% -4 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 493 $277K 0.18% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 492 $276K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 492 $276K 0.1% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 492 $276K 0.21% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 491 $276K 0.11% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 491 $276K 0.06% -825 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 490 $275K 0.26% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 490 $275K 0.03% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 489 $275K 0.39% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 489 $275K 0.14% +1 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 487 $274K 0.09% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 486 $273K 0.05% +4 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 486 $273K 0.08% -55 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 484 $272K 0.21% -263 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 483 $271K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 481 $270K 0.07% +1 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 481 $270K 0.13% -34 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 480 $270K 0.07% -43 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 480 $269K 0.03% -92 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 479 $269K 0.05% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 478 $268K 0.15% +1 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 495 $268K 0.28% +7 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 476 $267K 0.03% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 474 $266K 0.2% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 513 $265K 0.29% -89 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 471 $265K 0.1% -5 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 470 $264K 0.21% -22 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 470 $264K 0.16% -912 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 469 $264K 0.16% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 468 $263K 0.09% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 466 $262K 0.12% +1 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 466 $262K 0.12% -2 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 466 $262K 0.12% -13 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 465 $261K 0.07% +30 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 463 $261K 0.26% +8 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 464 $261K 0.13% -16 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 463 $260K 0.06% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 461 $259K 0.07% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 459 $259K 0.1% +119 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 460 $258K 0.05% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 485 $256K 0.03% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 456 $256K 0.03% -75 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 453 $255K 0.12% +25 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 453 $254K 0.2% 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 452 $254K 0.07% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 452 $254K 0.09% -65 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 451 $253K 0.17% 0 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 450 $253K 0.2% 0 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 450 $253K 0.03% +53 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 449 $252K 0.2% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 449 $252K 0.11% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 449 $252K 0.1% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 445 $250K 0.06% +3 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 442 $249K 0.07% -18 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 488 $248K 0.11% -37 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 439 $247K 0.28% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 438 $246K 0.13% new 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 437 $246K 0.25% -81 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 437 $246K 0.15% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 437 $246K 0.03% +321 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 436 $245K 0.08% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 436 $245K 0.21% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 435 $245K 0.09% +1 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 435 $244K 0.13% +86 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 433 $243K 0.05% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 432 $243K 0.19% +236 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 431 $242K 0.09% 0 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 431 $242K 0.21% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 430 $242K 0.03% -22 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 430 $242K 0.14% +9 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 429 $241K 0.06% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 428 $240K 0.01% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 428 $240K 0.13% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 427 $240K 0.19% -3 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 425 $239K 0.2% -20 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 424 $238K 0.17% +70 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 423 $238K 0.08% -212 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 423 $238K 0.08% +55 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 423 $238K 0.09% -1,014 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 422 $237K 0.14% -18 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 422 $237K 0.26% +48 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 421 $237K 0.05% -64 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 421 $237K 0.05% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 420 $236K 0.22% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 420 $236K 0.1% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 420 $236K 0.13% +55 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 419 $235K 0.03% -104 13F-HR Timeline Group Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 417 $234K 0.06% -18 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 415 $233K 0.09% new 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 415 $233K 0.04% 0 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 413 $232K 0.13% +1 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 413 $232K 0.26% -55 13F-HR/A Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 413 $232K 0.27% +30 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 413 $232K 0.16% -36 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 412 $232K 0.09% -81,060 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 456 $231K 0.2% -21 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 412 $231K 0.09% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 412 $231K 0.04% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 411 $231K 0.09% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 409 $230K 0.08% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 408 $229K 0.24% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 407 $229K 0.2% -159 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 406 $228K 0.06% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 405 $228K 0.04% -66,757 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 406 $228K 0.05% +36 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 406 $228K 0.17% +239 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 387 $228K 0.15% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 405 $228K 0.08% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 405 $228K 0.12% -25 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 402 $227K 0.13% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 405 $227K 0.28% +17 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 404 $227K 0.13% -9 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 423 $227K 0.17% +2 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 403 $226K 0.04% +53 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 402 $226K 0.13% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 400 $225K 0.11% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 399 $224K 0.07% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 399 $224K 0.01% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 397 $224K 0.07% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 397 $223K 0.2% +1 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 397 $223K 0.17% -48 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 397 $223K 0.08% +1 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 395 $222K <0.01% -215 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 395 $222K 0.27% -45 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 393 $221K 0.08% -67 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 393 $221K 0.06% -154 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 393 $221K 0.09% new 13F-HR/A Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 392 $220K 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 389 $219K 0.11% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 388 $218K 0.12% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 388 $218K 0.06% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 387 $217K 0.09% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 386 $217K 0.11% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 385 $216K 0.09% -7 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 384 $216K 0.02% +9 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 382 $215K 0.15% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 381 $214K 0.05% +29 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 381 $214K 0.07% +6 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 380 $214K 0.05% -4 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 377 $212K 0.01% +28 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 376 $211K 0.23% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 375 $211K 0.05% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 373 $209K 0.06% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 372 $209K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 371 $208K 0.09% +38 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 369 $207K 0.11% -10 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 368 $207K 0.03% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 368 $207K 0.11% 0 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 367 $206K 0.11% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 367 $206K 0.02% -33 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 366 $206K 0.07% -7 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 365 $205K 0.15% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 364 $205K 0.05% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 364 $205K 0.03% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 363 $204K 0.12% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 362 $203K 0.18% +1 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 394 $203K 0.14% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 360 $202K 0.08% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 360 $202K 0.14% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 360 $202K 0.19% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 360 $202K 0.05% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 359 $202K 0.1% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 358 $201K 0.05% -30 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 357 $201K 0.11% +1 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 357 $201K 0.05% 0 13F-HR Timeline