Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,878 $2.24M 0.37% -853 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,876 $2.24M 0.1% -86 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 2,876 $2.24M 1.19% +92 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,875 $2.24M 0.3% +192 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,887 $2.24M 0.84% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,873 $2.24M 0.19% +89 13F-HR Timeline United Bank More: the full row for United Bank 2,863 $2.23M 0.85% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,863 $2.23M 0.16% -8,159 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,855 $2.23M 1.01% +30 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,852 $2.22M 0.12% -121 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,845 $2.22M 1.14% +309 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,836 $2.21M 0.43% -9 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,834 $2.21M 0.18% +9 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,826 $2.2M 0.76% -5,436 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,825 $2.2M 1.24% +74 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,822 $2.2M 1.05% -2,494 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,822 $2.2M 0.46% +180 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,818 $2.2M 0.14% +153 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,817 $2.2M 0.36% -113 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,815 $2.19M 0.26% +40 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,807 $2.19M 0.47% -4 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,801 $2.18M 1.04% +90 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,800 $2.18M 0.2% -200 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,799 $2.18M 1.91% -163 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,799 $2.18M 0.57% +265 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,796 $2.18M 0.68% +1 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,787 $2.17M 0.8% -6 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,786 $2.17M 0.67% -271 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,786 $2.17M 0.23% -610 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,785 $2.17M 0.35% -349 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,785 $2.17M 0.52% -8 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,784 $2.17M 0.22% +2,361 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,783 $2.17M 0.92% -49 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,782 $2.17M 0.53% +676 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,782 $2.17M 0.3% -123 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,782 $2.17M 0.19% -30 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,778 $2.17M 0.47% +307 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,773 $2.16M 0.1% -4 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,769 $2.16M 0.07% +60 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,772 $2.16M 1.02% +197 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,763 $2.15M 0.3% +129 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,761 $2.15M 1.24% +387 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,760 $2.15M 0.47% +57 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,755 $2.15M 1.42% +217 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,752 $2.15M 0.34% +433 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,750 $2.14M 0.24% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,748 $2.14M 0.27% +268 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,746 $2.14M 0.22% -122 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2,742 $2.14M 1.01% +562 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,740 $2.14M 0.95% -53 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,740 $2.14M 0.15% -116 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,739 $2.14M 0.45% +83 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,735 $2.13M 0.25% +89 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,720 $2.12M 1.42% -230 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,718 $2.12M 0.47% +1,760 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,712 $2.11M 0.53% -12 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,710 $2.11M 0.16% +13 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,670 $2.11M 0.17% +425 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 2,703 $2.11M 0.88% +2,448 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,695 $2.1M 2.65% +22 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,693 $2.1M 1.1% -1,030 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,680 $2.09M 1.58% -114 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,679 $2.09M 0.13% -660 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,658 $2.07M 0.72% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,655 $2.07M 0.8% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,653 $2.07M 0.16% new 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,648 $2.06M 0.54% -155 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,786 $2.06M 0.05% +327 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,640 $2.06M 1.16% +35 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,634 $2.05M 0.52% +141 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,617 $2.04M 0.23% -314 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,615 $2.04M 1.56% -25 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 2,606 $2.03M 1.97% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,598 $2.03M 0.49% -70 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,591 $2.02M 0.22% +15 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,590 $2.02M 0.53% -107 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,584 $2.01M 0.43% -171 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 2,582 $2.01M 0.49% +250 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,581 $2.01M 1.22% -93 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,580 $2.01M 0.09% +17 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,576 $2.01M 0.51% +450 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,576 $2.01M 0.19% -1,659 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,575 $2.01M 0.61% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWP Investment Management LLC More: the full row for SWP Investment Management LLC 2,574 $2.01M 2.37% +682 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,571 $2M 0.24% -51 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,556 $1.99M 0.83% -771 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,555 $1.99M 1.04% +48 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,545 $1.98M 0.25% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,540 $1.98M 0.26% -218 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,540 $1.98M 1.47% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,528 $1.98M 0.21% -8,331 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,538 $1.97M 1.76% -405 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,524 $1.97M 0.53% -64 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,520 $1.96M 0.86% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,516 $1.96M 0.15% +204 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,512 $1.96M 0.25% +938 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,507 $1.95M 0.23% -296 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,504 $1.95M 1.08% -1,068 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,501 $1.95M 0.15% +115 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,500 $1.95M 0.49% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,498 $1.95M 0.83% -286 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,496 $1.95M 1.1% +97 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,495 $1.94M 0.8% -37 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,542 $1.94M 0.45% -1,218 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,486 $1.94M 0.38% +282 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,486 $1.94M 0.35% -392 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,481 $1.93M 0.06% +210 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,480 $1.93M 0.55% -160 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 2,466 $1.92M 1.18% +5 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,327 $1.92M 0.85% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,458 $1.92M 0.2% -8 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,456 $1.91M 0.48% -276 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,451 $1.91M 0.68% -17 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,449 $1.91M 0.66% -25 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,446 $1.91M 0.66% +145 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,445 $1.91M 0.25% -16 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,443 $1.9M 0.4% +639 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,442 $1.9M 0.09% +1 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,442 $1.9M 0.98% +343 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,442 $1.9M 1.01% -148 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,440 $1.9M 0.66% -73 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,437 $1.9M 0.23% +298 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,431 $1.9M 0.28% -57 13F-HR/A Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,431 $1.9M 0.91% +30 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,425 $1.89M 0.12% -11 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,422 $1.89M 0.44% +1 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,415 $1.88M 0.47% -476 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,415 $1.88M 0.85% -88 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,414 $1.88M 0.72% -156 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,410 $1.88M 0.32% +1,624 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,407 $1.88M 1.1% -187 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,407 $1.88M 0.19% -105 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,405 $1.88M 0.68% +144 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 2,400 $1.87M 0.05% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,391 $1.86M 0.15% -54 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,386 $1.86M 0.79% +808 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,383 $1.86M 0.98% +199 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 2,381 $1.86M 0.05% -6 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,378 $1.85M 0.34% +114 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,377 $1.85M 0.33% +97 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,373 $1.85M 0.37% -2 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,372 $1.85M 0.5% +569 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,367 $1.85M 0.43% +71 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 2,366 $1.84M 0.75% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,364 $1.84M 0.15% +200 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,361 $1.84M 0.03% -111 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 2,358 $1.84M 0.55% -4,637 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,356 $1.84M 0.42% -57 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,355 $1.84M 0.5% +211 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,354 $1.84M 0.7% +401 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2,351 $1.83M 0.54% -8 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,345 $1.83M 0.41% -103 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 2,342 $1.83M 0.95% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,363 $1.82M 0.16% +563 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,338 $1.82M 1.11% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,330 $1.82M 0.55% +597 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,328 $1.81M 1.37% +503 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,325 $1.81M 0.29% +2 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,324 $1.81M 0.08% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,323 $1.81M 0.04% +57 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,309 $1.8M 0.42% +108 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,307 $1.8M 1.06% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,306 $1.8M 0.23% -141 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,301 $1.79M 1.29% +2 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 2,300 $1.79M 0.92% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,299 $1.79M 0.84% +1,304 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,298 $1.79M 1.3% +668 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,306 $1.79M 0.17% -201 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,293 $1.79M 0.84% 0 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,291 $1.79M 0.49% -43 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,289 $1.78M 0.78% +3 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,288 $1.78M 0.15% -65 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,279 $1.78M 0.1% -249 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,278 $1.78M 0.79% -398 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,278 $1.78M 0.5% -143 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,277 $1.77M 0.12% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,274 $1.77M 0.92% +13 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,270 $1.77M 0.06% +162 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,269 $1.77M 0.9% +3 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,269 $1.77M 0.37% +152 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,266 $1.77M 0.64% -15 13F-HR Timeline Capitol Family Office, Inc. 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