Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,227 $364K 0.04% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,226 $364K 0.19% -320 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,155 $358K 0.08% -91 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,115 $354K 0.14% +294 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 4,107 $354K 0.17% -74 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,075 $351K 0.04% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,074 $351K 0.16% -80 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,017 $347K 0.02% +160 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,013 $345K 0.09% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,000 $344K 0.25% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,972 $342K 0.3% +10 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,963 $341K 0.35% +21 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,891 $337K 0.09% +4 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,896 $335K 0.03% +200 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,892 $335K 0.07% +6 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,878 $334K 0.11% -8 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,755 $323K 0.06% +52 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,724 $321K 0.03% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,708 $319K 0.06% +265 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,694 $318K 0.26% +638 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,674 $316K 0.03% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,663 $315K 0.06% -157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,564 $314K 0.04% +977 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,656 $312K 0.06% +50 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 3,616 $311K 0.1% +2 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,491 $301K 0.14% +931 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 3,491 $301K 0.14% +83 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,465 $298K 0.05% +397 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,462 $298K 0.12% -580 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,461 $298K 0.13% +2 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,391 $292K 0.14% +26 13F-HR Timeline Stegner Investment Associates Inc. 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More: the full row for Planning Strategies Inc. 1,159 $99.8K 0.06% +29 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,040 $89.5K 0.05% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,006 $86.6K 0.03% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 869 $74.8K 0.01% +27 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 819 $70.5K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 799 $68.8K 0.06% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 780 $67.1K 0.04% +166 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 759 $65.3K 0.04% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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More: the full row for Ninety One North America, Inc. 461 $39.7K <0.01% -2,257 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 410 $35.4K 0.03% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 409 $35.2K 0.03% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 358 $30.8K 0.02% 13F-HR Timeline Horrell Capital Management, Inc. 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More: the full row for Nvest Wealth Strategies, Inc. 80 $6.89K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 44 $3.79K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 28 $2.41K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 20 $2K <0.01% 0 13F-HR Timeline