ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,242 $1.71M 0.17% +49 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,240 $1.71M 0.13% -124 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,239 $1.71M 1.08% +85 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,232 $1.7M 0.29% +12 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,230 $1.7M 0.2% -215 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,230 $1.7M 0.58% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,226 $1.7M 0.18% +181 13F-HR/A Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,224 $1.7M 0.82% -45 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,223 $1.7M 0.62% +586 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,222 $1.7M 0.42% +261 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,220 $1.69M 0.08% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,219 $1.69M 0.36% +5 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,050 $1.69M 0.44% -305 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 2,216 $1.69M 0.85% +338 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,213 $1.69M 1.11% +40 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,212 $1.69M 0.54% +1,793 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,212 $1.69M 0.27% +85 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,208 $1.68M 0.09% -644 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,197 $1.68M 1.08% +76 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,196 $1.68M 1.49% -39 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,190 $1.67M 0.58% -224 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,189 $1.67M 0.05% -42 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,137 $1.67M 1.43% -960 13F-HR/A Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,178 $1.66M 0.09% -101 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,177 $1.66M 0.32% -10 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,173 $1.66M 0.35% -136 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 2,172 $1.66M 1.06% +855 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,169 $1.65M 0.1% -12 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,165 $1.65M 0.16% +86 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,164 $1.65M 0.59% -102 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,163 $1.65M 0.44% -128 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,160 $1.65M 0.26% -38 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,025 $1.65M 0.71% +47 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,155 $1.64M 0.42% +17 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,154 $1.64M 0.59% -84 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,870 $1.64M 0.95% +126 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,151 $1.64M 0.57% -63 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,150 $1.64M 0.28% -22 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,149 $1.64M 0.69% +4 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,149 $1.64M 1.26% -88 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,148 $1.64M 0.4% -1,110 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,147 $1.64M 1.27% -8 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,145 $1.64M 0.32% -6 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 2,142 $1.63M 0.84% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,142 $1.63M 0.47% -576 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,801 $1.63M 0.58% +416 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 2,134 $1.63M 0.26% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,130 $1.63M 1.26% +202 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,128 $1.62M 1.19% +73 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,126 $1.62M 0.31% +8 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,120 $1.62M 0.19% -186 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 2,120 $1.62M 0.66% +183 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,116 $1.61M 0.49% +728 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,113 $1.61M 0.66% +1,676 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,102 $1.61M 0.57% +262 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,107 $1.61M 0.24% -7 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,106 $1.61M 0.53% +266 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,100 $1.6M 0.62% 0 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2,100 $1.6M 0.86% new 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 2,100 $1.6M 0.11% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,087 $1.59M 0.89% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,086 $1.59M 0.17% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,081 $1.59M 0.11% +3 13F-HR/A Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,081 $1.59M 1% -68 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,080 $1.59M 0.35% -13 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 2,079 $1.59M 1.23% -30 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,068 $1.58M 1% -178 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,068 $1.58M 0.3% +25 13F-HR/A Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 2,068 $1.58M 0.28% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,062 $1.57M 0.37% -898 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,060 $1.57M 1.12% -148 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,057 $1.57M 0.5% -116 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,052 $1.57M 0.53% +66 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,050 $1.56M 0.11% -313 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,050 $1.56M 0.1% -1,275 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,048 $1.56M 0.6% +58 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 2,045 $1.56M 0.49% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,043 $1.56M 0.14% +5 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,031 $1.56M 0.21% +762 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 2,039 $1.56M 1.3% +506 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,035 $1.55M 0.38% -337 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,034 $1.55M 0.38% -3 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,034 $1.55M 0.47% +800 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,033 $1.55M 0.17% +59 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,031 $1.55M 0.19% +65 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,027 $1.55M 0.93% +125 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,018 $1.54M 1.71% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,016 $1.54M 0.26% +71 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,014 $1.54M 0.17% -83 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,011 $1.53M 0.62% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,008 $1.53M 0.8% -224 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,007 $1.53M 0.2% -2,099 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,005 $1.53M 0.82% +32 13F-HR Timeline Bruce & Co., Inc. More: the full row for Bruce & Co., Inc. 2,000 $1.53M 0.47% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 2,000 $1.53M 0.46% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,996 $1.52M 0.01% +391 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,992 $1.52M 0.12% -18 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,999 $1.52M 0.35% -32 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,989 $1.52M 0.15% -95 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,987 $1.52M 0.41% -2,032 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,987 $1.52M 0.04% -98 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,984 $1.51M 0.3% +724 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,979 $1.51M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,978 $1.51M 0.34% +1,050 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,973 $1.51M 0.34% +856 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,970 $1.5M 0.42% +15 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,969 $1.5M 0.44% +31 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,965 $1.5M 0.25% -19 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,957 $1.49M 0.76% +4 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,957 $1.49M 0.21% +68 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,956 $1.49M 0.23% -71 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,952 $1.49M 0.83% -67 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,952 $1.49M 0.41% +640 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,951 $1.49M 1.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,947 $1.49M 0.17% -624 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,943 $1.48M 0.39% +23 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,943 $1.48M 0.65% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,941 $1.48M 0.54% -885 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,941 $1.48M 0.21% -17 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,940 $1.48M 0.25% +11 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,940 $1.48M 0.14% +221 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,749 $1.48M 0.39% -367 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,933 $1.47M 0.39% -40 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,932 $1.47M 0.18% 0 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,930 $1.47M 0.13% +2 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,928 $1.47M 0.09% +656 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,923 $1.47M 0.43% +1,078 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,920 $1.46M 0.78% +100 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,916 $1.46M 0.24% -38 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,905 $1.45M 0.07% +35 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,904 $1.45M 0.44% -6,579 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 1,902 $1.45M 0.3% 0 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,900 $1.45M 1.2% 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,900 $1.45M 0.25% +176 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,900 $1.45M 1% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,900 $1.45M 0.11% -388 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,895 $1.45M 0.02% -3,475 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,895 $1.45M 0.19% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,884 $1.44M 0.27% -120 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,881 $1.44M 0.35% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,840 $1.43M 0.07% +4 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,879 $1.43M 0.74% -27 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 1,879 $1.43M 0.32% +53 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,878 $1.43M 0.29% +375 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,877 $1.43M 0.2% +358 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 1,876 $1.43M 1.17% +19 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,869 $1.43M 0.26% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,868 $1.43M 0.65% new 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,862 $1.42M 0.23% -10 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,861 $1.42M 0.85% +550 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,855 $1.42M 0.26% +367 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,851 $1.41M 0.37% +58 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,847 $1.41M 0.14% +319 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,846 $1.41M 0.1% +456 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,845 $1.41M 0.07% -3 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,841 $1.41M 0.12% +37 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,841 $1.4M 0.2% +13 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,838 $1.4M 0.12% -301 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,835 $1.4M 0.78% -55 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,827 $1.39M 0.13% -31 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,825 $1.39M 0.23% -1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,821 $1.39M 0.01% +1,334 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,820 $1.39M 0.19% +105 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,819 $1.39M 0.22% +416 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,817 $1.39M 1.14% -6 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,813 $1.38M 0.58% +195 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,807 $1.38M 0.53% -35 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,802 $1.37M 0.1% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,801 $1.37M 0.58% +50 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,800 $1.37M 0.59% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,799 $1.37M 0.15% -376 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,796 $1.37M 0.17% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,796 $1.37M 0.38% -33 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,795 $1.37M 0.11% -73 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,792 $1.37M 0.19% +181 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,791 $1.37M 0.18% -193 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,790 $1.37M 0.64% +130 13F-HR Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,789 $1.36M 0.42% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,658 $1.36M 0.15% -98 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,781 $1.36M 0.15% +317 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,780 $1.36M 0.49% +1,261 13F-HR Timeline Wealthstream Advisors, Inc. 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