Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,803 $2.32M 0.77% -283 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,795 $2.31M 0.86% -32 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,794 $2.31M 1.83% -9,175 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,793 $2.31M 1.15% +452 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,793 $2.31M 0.89% +3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,793 $2.31M 0.6% -34 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 2,784 $2.3M 1.38% +95 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,784 $2.3M 1.13% -1,000 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,778 $2.29M 0.82% -516 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,777 $2.29M 0.17% -134 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,775 $2.29M 0.28% +5 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,784 $2.29M 0.21% +309 13F-HR/A Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 2,762 $2.28M 1.13% -173 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,758 $2.28M 0.66% +257 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,758 $2.28M 0.31% +228 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,755 $2.28M 0.52% -138 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,751 $2.27M 1.44% +30 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,750 $2.27M 0.27% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,746 $2.27M 0.01% -81,610 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,745 $2.27M 0.59% +805 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 2,737 $2.26M 0.72% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,732 $2.26M 0.61% +306 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,724 $2.25M 0.61% -473 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 2,724 $2.25M 2.15% -15 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,723 $2.25M 0.48% +237 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,712 $2.24M 0.38% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,711 $2.24M 1.14% +310 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,709 $2.24M 0.08% -18 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,705 $2.23M 0.36% +741 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,703 $2.23M 0.53% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,698 $2.23M 0.14% -1,550 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 2,697 $2.23M 0.68% -21 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,693 $2.22M 0.43% -72 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,689 $2.22M 0.49% +2,100 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,683 $2.22M 0.73% +222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,683 $2.22M 0.29% +556 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 2,676 $2.21M 2.84% +826 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,399 $2.21M 1.43% -19 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,674 $2.21M 1.49% +21 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,673 $2.21M 2.95% +5 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,670 $2.21M 0.08% +230 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,668 $2.2M 0.58% +50 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,666 $2.2M 0.52% +104 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,665 $2.2M 0.16% -52 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,664 $2.2M 0.13% +45 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 2,663 $2.2M 0.89% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,666 $2.2M 2.49% +121 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,658 $2.19M 0.78% +183 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,656 $2.19M 0.5% +55 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,655 $2.19M 0.85% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,646 $2.19M 0.29% -266 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,642 $2.18M 0.48% -215 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,640 $2.18M 1.78% -112 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,640 $2.18M 0.72% +13 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,634 $2.18M 0.35% -78 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,622 $2.17M 0.29% +86 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,621 $2.16M 1.07% +164 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 2,610 $2.16M 0.32% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 2,664 $2.15M 0.99% -39 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,605 $2.15M 1.48% +35 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,594 $2.14M 1.41% -86 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,590 $2.14M 1.2% -1,325 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,588 $2.14M 0.56% +41 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,570 $2.12M 0.87% -40 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,570 $2.12M 0.07% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,563 $2.12M 0.11% +12 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,549 $2.11M 0.18% +234 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,548 $2.1M 0.03% -318 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,545 $2.1M 0.29% +200 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 2,542 $2.1M 0.6% +1,887 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,540 $2.1M 1.58% -15 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,538 $2.1M 1.53% +88 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,537 $2.09M 1.13% -59 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,536 $2.09M 1.13% -82 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,534 $2.09M 0.61% +369 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,533 $2.09M 0.01% +307 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,532 $2.09M 0.94% -193 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,532 $2.09M 0.48% +1,521 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,575 $2.09M 1.09% -99 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,528 $2.09M 0.13% -146 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,522 $2.08M 0.31% +1,276 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,520 $2.08M 0.92% -573 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,513 $2.08M 0.82% -84 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,512 $2.07M 0.23% -229 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,507 $2.07M 1.3% -578 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,507 $2.07M 0.22% -74 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,506 $2.07M 0.21% -840 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,503 $2.07M 1.05% +124 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,502 $2.07M 1.1% -178 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,500 $2.06M 0.53% +1,700 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,500 $2.06M 0.98% +51 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,500 $2.06M 0.15% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,493 $2.06M 0.6% +79 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,488 $2.06M 0.36% +79 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,480 $2.05M 0.3% -55 13F-HR Timeline American Trust More: the full row for American Trust 2,478 $2.05M 0.5% -109 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,477 $2.05M 1.88% 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,474 $2.04M 0.77% +1,102 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,472 $2.04M 0.03% -84 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,471 $2.04M 0.48% -24 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,472 $2.04M 0.15% -69 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,468 $2.04M 0.98% -46 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,467 $2.04M 0.13% -206 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,466 $2.04M 0.22% +177 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,464 $2.04M 1.53% -1,721 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 2,461 $2.03M 1.38% +4 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,461 $2.03M 0.29% -36 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,457 $2.03M 0.68% +2,157 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,456 $2.03M 0.16% +483 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,448 $2.02M 0.56% -213 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,447 $2.02M 0.3% -1,705 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,459 $2.02M 0.05% -45 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,445 $2.02M 0.19% -87 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,441 $2.02M 0.11% +3 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,438 $2.01M 0.08% -208 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,436 $2.01M 0.15% +79 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,421 $2M 0.49% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,421 $2M 0.71% +296 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,576 $2M 0.23% +45 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,424 $2M 1.18% -2,365 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,414 $1.99M 0.37% -615 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,413 $1.99M 0.5% +227 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,401 $1.98M 0.56% +8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,388 $1.97M 0.21% -37 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2,388 $1.97M 0.2% -40 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,386 $1.97M 0.16% -852 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,384 $1.97M 0.42% -83 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,375 $1.96M 0.44% +125 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,374 $1.96M 1.18% +244 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,370 $1.96M 0.23% +18 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 2,366 $1.95M 0.63% +1,640 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 2,387 $1.95M 0.06% -613 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,245 $1.95M 0.18% +1,490 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,360 $1.95M 0.05% +152 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2,359 $1.95M 0.63% -93 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,353 $1.94M 0.18% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,352 $1.94M 1.32% +555 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,352 $1.94M 0.11% -281 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 2,342 $1.93M 1.23% -13 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,340 $1.93M 0.3% +40 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,338 $1.93M 1.24% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,334 $1.93M 0.61% +476 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,334 $1.93M 0.45% +12 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 2,332 $1.93M 0.51% +130 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,328 $1.92M 2.72% -736 13F-HR/A Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,327 $1.92M 1.19% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,319 $1.92M 0.33% -14 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,323 $1.92M 0.34% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,321 $1.92M 0.2% +24 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,312 $1.91M 0.16% +420 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 2,310 $1.91M 0.82% -100 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,307 $1.91M 1.16% +7 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,301 $1.9M 0.73% -435 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,303 $1.9M 0.37% +253 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,299 $1.9M 1.53% +2 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,296 $1.9M 0.47% +156 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,295 $1.9M 0.13% -3,065 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,294 $1.89M 0.38% +1 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,293 $1.89M 0.97% -11 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,292 $1.89M 0.64% -3,148 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,286 $1.89M 0.9% -62 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,281 $1.88M 0.73% -90 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,280 $1.88M 0.38% +132 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,279 $1.88M 0.95% +2,000 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,279 $1.88M 0.35% +120 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,277 $1.88M 0.13% +12 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,273 $1.88M 0.31% +13 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,272 $1.88M 0.06% +404 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,271 $1.88M 0.06% +31 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,266 $1.87M 0.04% +8 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,264 $1.87M 0.98% +306 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,264 $1.87M 0.39% +53 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,261 $1.87M 1% -25 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,261 $1.87M 0.78% +214 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,246 $1.86M 1.08% +993 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 2,240 $1.85M 1.27% new 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 2,240 $1.85M 0.21% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,226 $1.84M 0.86% -28 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,211 $1.83M 0.74% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,207 $1.82M 1.48% -7 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,202 $1.82M 0.28% +74 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 2,206 $1.82M 0.68% -3 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,204 $1.82M 0.39% +224 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,201 $1.82M 0.48% -49 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,199 $1.82M 0.34% +1,005 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,195 $1.81M 0.76% +557 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,195 $1.81M 0.11% +42 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,184 $1.8M 1.13% +143 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2,180 $1.8M 1.01% +574 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,164 $1.79M 0.16% +1,504 13F-HR/A Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,154 $1.78M 0.23% -3 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,149 $1.77M 0.15% +1,544 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,140 $1.77M 0.6% +1,092 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,144 $1.77M 0.37% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,144 $1.77M 0.54% +75 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,144 $1.77M 1.55% -52 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,142 $1.77M 0.07% -1,415 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,140 $1.77M 1.8% +1 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,139 $1.77M 0.41% +10 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,139 $1.77M 0.26% +84 13F-HR Timeline