Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,110 $1.81M -36,124 Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 7,083 $1.8M 0.5% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 7,082 $1.8M 0.67% -83 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,075 $1.8M 0.34% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,063 $1.79M 1.28% +1 13F-HR/A Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 7,053 $1.79M 0.45% +229 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 7,052 $1.79M 0.31% +239 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 7,026 $1.78M 0.21% +961 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,022 $1.78M 0.22% -1,866 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,021 $1.78M 0.1% -11,500 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,006 $1.78M 0.26% -170 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,005 $1.78M 1.05% +34 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,002 $1.78M 0.12% -1,136 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,998 $1.78M 0.1% +134 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,994 $1.78M 1.03% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,980 $1.77M 0.33% +1,243 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 6,977 $1.77M 0.07% +146 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 6,974 $1.77M 0.55% -163 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,964 $1.77M 1.07% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,956 $1.77M 0.25% +66 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,950 $1.77M 0.19% +3 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 6,945 $1.76M 0.92% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 6,939 $1.76M 0.3% -40 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,920 $1.76M 0.47% +412 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,913 $1.76M 0.81% +120 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 6,911 $1.76M 0.41% +474 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 6,904 $1.75M 0.15% +236 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 6,900 $1.75M 0.29% -361 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,887 $1.75M 0.13% +3,281 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,876 $1.75M 0.32% +1,400 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,874 $1.75M 0.84% -925 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,868 $1.74M 0.29% +242 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,838 $1.74M 0.47% -113 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,829 $1.73M 0.04% +887 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,824 $1.73M 0.37% +5,774 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6,814 $1.73M 0.17% -280 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,812 $1.73M 0.19% +486 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,797 $1.73M 0.34% -26 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 6,790 $1.72M 0.27% +4,089 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 6,787 $1.72M 0.35% -139 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 6,779 $1.72M 0.37% +944 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,777 $1.72M 0.52% +3,071 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 6,744 $1.71M 0.92% -354 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,727 $1.71M 0.18% +966 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,725 $1.71M 0.58% -454 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,720 $1.71M 0.14% -26 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,719 $1.71M 0.16% -409 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,705 $1.7M 1.13% -13 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,697 $1.7M 0.41% +339 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 6,696 $1.7M 0.47% -25 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,689 $1.7M 0.66% +323 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,686 $1.7M 1.82% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,648 $1.69M 0.49% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,634 $1.68M 0.64% +101 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 6,614 $1.68M 0.49% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 6,605 $1.68M 0.15% +180 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,591 $1.67M 0.57% +377 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,585 $1.67M 0.48% -5 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,576 $1.67M 0.63% +171 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,573 $1.67M 0.11% -372 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,565 $1.67M 0.1% +96 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,555 $1.66M 0.94% -68 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,554 $1.66M 0.36% +311 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,549 $1.66M 0.53% +33 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,538 $1.66M 0.23% +273 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,535 $1.66M 0.19% -1,733 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,519 $1.66M 0.11% +592 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 6,514 $1.65M 0.38% +8 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,512 $1.65M 0.85% +3,298 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 6,499 $1.65M 0.79% -260 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 6,495 $1.65M 0.38% +3,687 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 6,481 $1.65M 1.25% -19 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 6,478 $1.65M 0.63% -570 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,475 $1.64M 0.3% +253 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,461 $1.64M 0.01% +5,421 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 6,460 $1.64M 0.09% +430 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,632 $1.64M 0.56% -79 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,418 $1.63M 0.52% +39 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 6,417 $1.63M 0.16% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 6,413 $1.63M 0.69% -126 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,399 $1.63M 0.09% +6 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,398 $1.62M 0.76% -41 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,397 $1.62M 0.54% +153 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,395 $1.62M 1.04% +98 13F-HR Timeline BANK OZK More: the full row for BANK OZK 6,393 $1.62M 0.48% -1,580 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,393 $1.62M 0.15% +29 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,377 $1.62M 0.11% +220 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,374 $1.62M 0.9% -129 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,367 $1.62M 0.94% +1,940 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,365 $1.62M 0.45% -491 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 6,364 $1.62M 0.56% +170 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,348 $1.61M 0.92% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,348 $1.61M 0.84% -23 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,348 $1.61M 0.48% +3,443 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 6,344 $1.61M 0.74% -1,015 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,340 $1.61M 0.93% -145 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,335 $1.61M 0.8% -608 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,320 $1.61M 0.24% -222 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 6,308 $1.6M 0.19% +2,530 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,303 $1.6M 0.35% -236 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,300 $1.6M 0.2% -40 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,284 $1.6M 0.1% -3,811 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,279 $1.59M 1.07% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,277 $1.59M 0.38% +1,264 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,254 $1.59M 0.97% +334 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,250 $1.59M 1.4% -529 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,244 $1.59M 0.38% -957 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,239 $1.58M 0.38% -627 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 6,239 $1.58M 0.9% +1,984 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,236 $1.58M 0.27% +360 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,234 $1.58M 0.58% +65 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,234 $1.58M 0.2% +81 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,233 $1.58M 0.49% +271 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,231 $1.58M 0.21% +225 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,218 $1.58M 0.36% +4 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 6,212 $1.58M 0.18% +178 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,211 $1.58M 0.54% -169 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,208 $1.58M 0.39% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,201 $1.57M 1.16% +15 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 6,198 $1.57M 0.34% +10 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,189 $1.57M 0.91% -114 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,179 $1.57M 0.48% +58 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,165 $1.57M 0.53% +130 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,156 $1.56M 0.24% +1,669 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,155 $1.56M 2.06% -109 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,153 $1.56M 0.23% +630 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,149 $1.56M 0.09% +116 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,149 $1.56M 0.14% +141 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,148 $1.56M 0.27% 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,146 $1.56M 0.13% +40 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 6,146 $1.56M 0.43% -150 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,135 $1.56M 0.18% +75 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,117 $1.55M 0.19% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,115 $1.55M 0.7% +930 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,112 $1.55M 1.11% -30 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,107 $1.55M 0.03% -5,865 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,099 $1.55M 0.49% +257 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,087 $1.55M 0.69% +362 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,069 $1.54M 1.06% -92 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 6,069 $1.54M 1.13% +16 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,063 $1.54M 0.05% -3,657 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,055 $1.54M 0.3% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,055 $1.54M 0.21% +267 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 6,055 $1.54M 1.27% +331 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 5,778 $1.54M 0.56% +667 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,049 $1.54M 0.47% +2 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,036 $1.53M 0.18% -705 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,020 $1.53M 0.38% +329 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 6,017 $1.53M 0.84% -179 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,016 $1.53M 0.25% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 6,008 $1.53M 1.15% -10 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,006 $1.53M 0.46% +46 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,002 $1.52M 0.55% -209 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,868 $1.52M 1.13% +1,965 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,992 $1.52M 0.18% +215 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,983 $1.52M 0.14% +293 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,977 $1.52M 0.34% -509 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,975 $1.52M 0.13% +11 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,968 $1.52M 0.57% -376 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,960 $1.51M 0.15% +263 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,955 $1.51M 0.52% -67 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,944 $1.51M 0.14% -125 13F-HR/A Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,935 $1.51M 0.21% +3,584 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,636 $1.51M 1.11% +593 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5,930 $1.51M 1.34% -40 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,922 $1.5M 0.61% +180 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,851 $1.5M 0.27% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,909 $1.5M 0.21% +419 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,906 $1.5M 0.54% +12 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,901 $1.5M 0.62% +67 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,897 $1.5M 0.72% -28 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,881 $1.49M 0.12% +702 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,872 $1.49M 0.57% +1,762 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,867 $1.49M 1.2% -1,018 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,865 $1.49M 0.05% -60 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,826 $1.48M 0.21% +136 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,821 $1.48M 0.3% +123 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,820 $1.48M 0.04% -230 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,813 $1.48M 0.29% +728 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,808 $1.47M 0.04% +77 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,803 $1.47M 0.27% -155 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 5,794 $1.47M 0.52% -27 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,788 $1.47M 0.46% +5 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,784 $1.47M 0.01% +1,953 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,782 $1.47M 0.22% -5 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,781 $1.47M 0.75% -53 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,748 $1.46M 0.66% +2,737 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,744 $1.46M 0.17% +170 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,732 $1.46M 0.51% -249 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,720 $1.45M 0.95% +220 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 5,719 $1.45M 0.13% +5,196 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,712 $1.45M 0.72% +195 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,704 $1.45M 0.74% +268 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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