Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,615 $505K 0.36% +14 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,612 $505K 0.24% -72 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,564 $504K 0.03% -776 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,600 $504K 0.1% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,597 $504K 0.17% +50 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 7,592 $504K 0.21% +965 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,572 $502K 0.06% +434 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,567 $502K 0.05% +856 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,562 $502K 0.39% -1,931 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,555 $501K 0.05% +1,698 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,539 $500K 0.15% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,527 $499K 0.06% +136 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 7,525 $499K 0.06% -46 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,536 $499K 0.09% -807 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7,062 $498K 0.08% +463 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 7,507 $498K 0.35% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,493 $495K 0.01% -369 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,429 $493K 0.08% +1,650 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,426 $492K 0.25% +48 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,426 $492K 0.06% +50 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 7,162 $492K 0.45% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 7,364 $488K 0.15% +48 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,358 $488K 0.09% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,355 $488K 0.08% -1,019 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,860 $485K 0.39% -957 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,315 $485K 0.13% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,307 $485K 0.01% -32,276 13F-HR/A Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,283 $483K 0.08% +2,335 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,270 $482K 0.04% -2,330 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,250 $481K 0.24% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 7,241 $480K 0.08% -109 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,230 $479K 0.08% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,229 $479K 0.19% -2,398 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 7,170 $479K 0.09% -1,190 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,209 $478K 0.11% -620 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 7,193 $477K 0.02% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 7,187 $477K 0.14% -230 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 7,165 $475K 0.14% -16 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,157 $475K 0.09% -501 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 7,155 $475K 0.17% +2,849 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,137 $473K 0.08% +2,222 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,132 $473K 0.1% -766 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,122 $472K 0.07% -774 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 7,114 $472K 0.03% -8,264 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 7,092 $470K 0.14% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 7,079 $469K 0.27% -118 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,066 $469K 0.06% 0 13F-HR/A Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 7,070 $469K 0.31% +775 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 7,069 $469K 0.36% +51 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,062 $468K 0.04% -1,667 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 7,059 $468K 0.27% -80 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,031 $466K 0.24% -420 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,025 $466K 0.22% -268 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 7,015 $465K 0.11% +228 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 7,013 $465K 0.16% +29 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 7,012 $465K 0.25% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 7,014 $465K 0.07% -1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,977 $465K 0.23% -9 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,006 $465K 0.04% +169 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,986 $463K 0.11% -4,113 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,985 $463K 0.15% +104 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,966 $462K 0.17% +37 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,965 $462K 0.27% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 6,957 $461K 0.14% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,957 $461K 0.1% -5,314 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 6,948 $461K 0.15% -54 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 6,946 $461K 0.05% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,945 $461K 0.05% -30 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,904 $460K 0.05% -150 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,931 $460K 0.11% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,910 $458K 0.06% +2,031 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,886 $458K 0.07% +1,009 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,888 $457K 0.13% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 6,749 $456K 0.17% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,877 $456K 0.01% -94 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,876 $456K 0.01% 0 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 6,813 $455K 0.09% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,842 $454K 0.04% -1,091 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,840 $454K 0.09% -170 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 6,786 $453K 0.33% -2,629 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,836 $453K 0.07% +237 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 6,753 $451K 0.19% -150 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,300 $451K 0.04% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 6,786 $450K 0.04% +3,817 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,784 $450K 0.28% -88,648 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,774 $449K 0.07% -88 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,749 $448K 0.04% +566 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,747 $447K 0.05% -236 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,724 $446K 0.04% -1,573 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,722 $446K 0.06% +162 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,721 $446K 0.02% +149 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,667 $446K 0.05% +215 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,705 $445K 0.14% -80 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 6,701 $444K 0.32% +44 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,623 $443K 0.08% -1,276 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,679 $443K 0.15% +1,237 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 6,678 $443K 0.04% -150 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,666 $442K 0.18% +336 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,665 $442K 0.01% -432 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,650 $441K 0.07% -160 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,631 $440K 0.13% -97 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,628 $440K 0.08% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,623 $439K 0.03% -350 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,616 $439K 0.05% +36 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,612 $439K 0.1% +2,121 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,196 $438K 0.02% -98 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,607 $438K 0.13% +23 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,596 $437K 0.06% +377 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 6,577 $436K 0.74% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,571 $436K 0.2% -67 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,558 $435K 0.06% +441 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,553 $435K 0.2% +249 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,547 $434K 0.06% -20 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,533 $433K 0.19% +520 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6,478 $433K 0.03% +111 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 6,523 $433K <0.01% 0 13F-HR Timeline Group Integras Partners LLC More: the full row for Integras Partners LLC 6,520 $432K 0.35% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 6,493 $431K 0.05% -601 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,491 $430K 0.08% -10 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,482 $430K 0.1% -1,290 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,453 $428K 0.29% -8 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 6,445 $427K 0.09% -701 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 6,445 $427K 0.09% -701 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,432 $427K 0.1% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,414 $426K 0.02% -342 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,417 $426K 0.11% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 6,406 $425K 0.03% new 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 6,400 $424K 0.32% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,396 $424K 0.01% -1,152 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,344 $424K 0.07% -55 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,387 $424K 0.08% -292 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,371 $423K 0.13% -4 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,366 $422K 0.09% -493 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,332 $420K 0.08% -593 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,215 $420K 0.12% -1,122 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,323 $419K 0.16% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,322 $419K 0.41% -200 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,321 $419K 0.19% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,307 $418K 0.17% +10 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,291 $417K 0.02% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,286 $417K 0.44% -73 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 6,227 $416K 0.15% -150 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,216 $415K 0.04% -799 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 6,243 $414K 0.24% +1,320 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,189 $414K 0.1% +23 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,234 $413K 0.04% +3,327 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 6,229 $413K 0.02% -1,585 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 6,228 $413K 0.26% +101 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 6,226 $413K 0.09% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,222 $413K 0.06% +730 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,222 $413K 0.14% +72 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,222 $413K 0.01% -446 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 6,217 $412K 0.05% +29 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,201 $412K 0.03% +86 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 6,212 $412K 0.1% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,200 $411K 0.09% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,187 $410K 0.09% +1,415 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 6,184 $410K 0.34% +115 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 6,172 $409K 0.06% -1,148 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,168 $409K 0.04% -950 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,167 $409K 0.07% +250 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,165 $409K 0.05% -466 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,150 $408K 0.37% -2,200 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,128 $406K 0.17% +262 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,126 $406K 0.08% +225 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,111 $405K 0.14% +172 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,110 $405K 0.19% +1 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,092 $404K 0.27% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,091 $404K 0.04% +60 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 6,083 $403K 0.28% +26 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 6,083 $403K 0.13% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,082 $403K 0.1% -691 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,060 $402K 0.08% +23 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,057 $402K 0.18% -100 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,048 $401K 0.06% +181 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 6,000 $401K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 6,043 $401K 0.15% +31 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,028 $400K 0.38% 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 5,999 $398K 0.08% +637 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,988 $397K 0.24% +1,247 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,985 $397K 0.07% -173 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,981 $397K 0.07% -1,907 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,964 $396K 0.11% +86 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,950 $395K 0.13% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,938 $394K 0.47% -8,521 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,930 $393K 0.26% -400 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,929 $393K 0.12% +140 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 5,927 $393K 0.18% -497 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 5,920 $393K 0.04% -500 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,915 $392K 0.22% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,905 $392K 0.28% +6 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 5,901 $391K 0.19% +283 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,897 $391K 0.21% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 5,892 $391K 0.24% -102 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 5,890 $391K 0.06% +31 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,533 $390K 0.17% -1,811 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 5,876 $390K 0.22% +28 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,874 $390K 0.31% -1,531 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 5,865 $389K 0.19% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 5,834 $389K 0.14% +42 13F-HR Timeline