Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,220 $1.49M 0.16% -885 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,191 $1.49M 0.21% -55 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for Braun-Bostich & Associates Inc. 6,975 $1.44M 0.89% -602 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 6,036 $1.44M 0.63% +291 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,950 $1.44M 0.15% +71 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,945 $1.44M 0.29% +25 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,942 $1.44M 0.21% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,938 $1.44M 0.09% +142 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,938 $1.44M 0.2% -956 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 6,922 $1.43M 0.66% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,917 $1.43M 0.75% -1,722 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,907 $1.43M 0.46% -422 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,899 $1.43M 0.37% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 6,887 $1.43M 0.27% +198 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,884 $1.42M 0.22% +864 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,883 $1.42M 0.15% -1,523 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 6,883 $1.42M 1.19% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,879 $1.42M 0.2% +833 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,871 $1.42M 0.19% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,857 $1.42M 0.78% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 6,852 $1.42M 1.63% -1,201 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,841 $1.42M 0.27% -69 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 6,828 $1.41M 0.94% +3,632 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,806 $1.41M 0.42% +140 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,797 $1.41M 0.16% +260 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,784 $1.4M 0.22% +4,457 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,772 $1.4M 0.74% +26 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 6,762 $1.4M 0.14% +39 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,751 $1.4M 0.11% -687 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,744 $1.4M 1.46% -1,792 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 6,721 $1.39M 0.42% -335 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 6,687 $1.38M 0.58% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,676 $1.38M 0.94% -315 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,672 $1.38M 0.45% +128 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,754 $1.38M 0.12% -207 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 6,667 $1.38M 1.01% -35 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,661 $1.38M 0.15% -66 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,638 $1.37M 1.21% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,616 $1.37M 0.32% +218 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 6,614 $1.37M 0.4% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 6,602 $1.37M 0.47% 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,596 $1.37M 1.65% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,543 $1.35M 0.42% -190 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 6,539 $1.35M 1.17% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,529 $1.35M 0.05% +2,742 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 6,526 $1.35M 0.35% -25 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,520 $1.35M 0.23% -1,044 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,511 $1.35M 0.24% +533 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,502 $1.35M 0.57% -54 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,496 $1.34M 0.42% +433 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,495 $1.34M 0.29% -494 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,488 $1.34M 0.08% -365 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 6,488 $1.34M 0.36% +205 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,486 $1.34M 0.12% +214 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,485 $1.34M 0.86% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,479 $1.34M 0.52% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,474 $1.34M 0.29% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,470 $1.34M 0.37% -314 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 6,459 $1.34M 0.57% +84 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 6,417 $1.33M 0.13% -50 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,415 $1.33M 0.25% +5,194 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,372 $1.33M 1.06% -203 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,392 $1.32M 0.41% -57 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 6,390 $1.32M 0.13% +50 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 6,389 $1.32M 1.12% -124 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,379 $1.32M 0.37% -200 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,371 $1.32M 0.82% +168 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,366 $1.32M 0.56% +251 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,355 $1.32M 0.18% -604 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,334 $1.31M 0.25% +14 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 6,333 $1.31M 1.13% -30 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,329 $1.31M 0.1% +1,108 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,323 $1.31M 0.18% +66 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,312 $1.31M 0.43% +239 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,307 $1.31M 1.15% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,307 $1.31M 0.46% -580 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,294 $1.3M 0.86% +101 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 6,296 $1.3M 0.39% -50 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,283 $1.3M 0.05% -100 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,266 $1.3M 1.37% 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,264 $1.3M 0.27% -488 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,264 $1.3M 1.39% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5,702 $1.3M 1.21% 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 6,259 $1.3M -150 Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,239 $1.29M 0.21% -2 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,231 $1.29M 0.61% -77 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,224 $1.29M 0.24% +8 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,224 $1.29M 0.15% -191 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,223 $1.29M 0.24% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,213 $1.29M 0.58% +79 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,287 $1.28M 0.31% -387 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,208 $1.28M 0.37% +438 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 6,206 $1.28M 0.58% +86 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,205 $1.28M 0.54% -205 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 6,200 $1.28M 0.88% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 6,194 $1.28M 0.55% -6,042 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,192 $1.28M 1.28% +75 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,182 $1.28M 0.18% -74 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,162 $1.28M 0.05% -312 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 6,160 $1.27M 0.33% +61 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,151 $1.27M 0.48% +1,970 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 6,145 $1.27M 0.21% +50 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,135 $1.27M 0.07% -193 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,134 $1.27M 0.43% -121 13F-HR/A Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,132 $1.27M 0.14% -143 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,799 $1.27M 0.06% +205 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,123 $1.27M 0.51% -5 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,117 $1.27M 0.15% -38 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,112 $1.26M 0.3% +17 13F-HR Timeline Nadler Financial Group, Inc. 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More: the full row for CULTIVAR CAPITAL, INC. 6,053 $1.25M 0.8% +10 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,044 $1.25M 0.46% -6 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 6,030 $1.25M 0.07% -24 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 6,026 $1.25M 0.05% -73 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 6,024 $1.25M 0.93% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,017 $1.25M 0.26% +125 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,016 $1.25M 0.23% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 6,713 $1.24M 0.33% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,014 $1.24M 0.09% +27 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,007 $1.24M 0.38% 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 5,998 $1.24M 1.17% +340 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,989 $1.24M 0.73% -60 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,984 $1.24M 0.5% -95 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,668 $1.24M 0.99% +181 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,958 $1.23M 0.34% -19 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 5,958 $1.23M 0.21% -1,010 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,957 $1.23M 0.38% +901 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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