Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 873 $422K 0.02% +256 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 870 $421K 0.07% +10 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 868 $420K 0.09% -40 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 868 $420K 0.07% -56 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 866 $419K 0.11% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 865 $418K 0.17% -5 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 866 $418K 0.18% -45 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 864 $418K 0.12% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 863 $418K 0.06% -125 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 862 $417K 0.08% +10 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 862 $417K 0.03% -64 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 861 $416K 0.03% -25 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 860 $416K 0.03% -3 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 860 $416K 0.1% +8 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 859 $415K 0.2% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 858 $415K 0.02% -150 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 857 $415K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Family Investments, Inc. More: the full row for West Family Investments, Inc. 857 $415K 0.1% -174 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 856 $414K 0.08% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 854 $413K 0.06% -129 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 854 $413K 0.09% -2 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 852 $412K 0.03% +19 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 850 $411K 0.22% -777 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 849 $410K 0.08% -100 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 847 $410K 0.15% +38 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 844 $408K 0.08% +435 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 843 $408K 0.02% -365 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 842 $407K 0.12% -35 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 841 $407K 0.06% +4 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 840 $406K 0.25% -33 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 839 $406K 0.26% -221 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 836 $404K 0.2% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 834 $404K 0.08% -433 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 834 $403K 0.2% -208 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 669 $403K 0.18% -60 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 833 $403K 0.16% +5 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 830 $402K 0.08% -5 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 829 $401K 0.09% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 828 $400K 0.04% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 824 $398K 0.29% +4 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 818 $396K 0.23% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 816 $395K 0.02% +157 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 816 $395K 0.22% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 813 $393K 0.13% -63 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 811 $392K 0.07% -10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 811 $392K 0.08% -42 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 810 $392K 0.02% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 809 $391K 0.39% new 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 807 $390K 0.35% +100 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 807 $390K 0.03% +251 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 804 $389K 0.11% 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 804 $389K 0.06% +268 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 802 $388K 0.33% -5,168 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 802 $388K 0.01% +13 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 801 $387K 0.14% -3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 800 $387K 0.03% -92 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 800 $387K 0.13% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 799 $386K 0.07% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 798 $386K 0.26% -1,004 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 796 $385K 0.2% -74 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 795 $385K 0.09% -202 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 793 $384K 0.13% 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 792 $383K 0.16% +61 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 792 $383K 0.24% +66 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 789 $381K 0.1% +66 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 788 $381K 0.12% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 786 $380K 0.21% -295 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 784 $379K 0.06% +160 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 784 $379K 0.07% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 783 $379K 0.19% -19 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 783 $379K 0.04% +152 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 783 $379K 0.78% -44 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 783 $379K 0.03% -181 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 780 $377K 0.02% -278 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 779 $377K 0.09% +4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 777 $376K 0.05% +49 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 601 $375K 0.26% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 775 $375K 0.04% -25 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 775 $375K <0.01% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 775 $375K <0.01% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 773 $374K 0.16% +48 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 772 $373K 0.06% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 771 $373K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 770 $372K 0.04% -39 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 769 $372K 0.14% +10 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 769 $372K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 769 $372K 0.15% +164 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 768 $372K 0.07% new 13F-HR/A Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 766 $370K 0.08% -19 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 765 $370K 0.24% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 763 $369K 0.03% -22 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 762 $369K 0.24% +2 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 557 $368K 0.08% -291 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 757 $366K 0.02% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 756 $366K 0.03% +139 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 754 $365K 0.06% +298 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 753 $364K 0.07% +9 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 753 $364K 0.02% -264 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 750 $363K 0.07% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 750 $363K 0.22% +121 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 750 $363K 0.27% -80 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 749 $362K 6.35% -59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 749 $362K 0.08% -2 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 748 $362K 0.12% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 748 $362K 0.11% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 748 $362K 0.08% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 605 $361K 0.01% +199 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 747 $361K 0.16% -58 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 746 $361K 0.07% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 746 $361K 0.06% -110 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 744 $360K 0.14% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 742 $359K 0.11% -165 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 742 $359K 0.1% +14 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 742 $359K 0.08% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 741 $358K 0.13% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 740 $358K 0.02% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 739 $358K 0.05% -38 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 739 $357K 0.04% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 739 $357K 0.23% +31 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 738 $357K 0.02% -10 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 738 $357K 0.01% +5 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 736 $356K 0.18% +25 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 735 $356K 0.03% +44 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 735 $355K 0.11% +135 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 735 $355K 0.06% +30 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 559 $355K 0.04% +4 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 731 $354K 0.05% +15 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 730 $353K 0.15% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 730 $353K 0.02% -131 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 729 $353K <0.01% +145 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 728 $352K 0.07% +1 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 728 $352K 0.16% +6 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 728 $352K 0.03% +18 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 727 $352K 0.14% 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 726 $351K 0.13% -13 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 725 $351K 0.12% -17 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 725 $351K 0.13% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 724 $350K 0.09% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 725 $350K 0.14% -250 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 723 $350K 0.22% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 723 $350K 0.03% -22 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 721 $349K 0.01% -12,319 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 720 $348K 0.02% -48 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 718 $347K 0.05% +46 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 718 $347K 0.1% +5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 717 $347K 0.19% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 715 $346K 0.03% +137 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 715 $346K 0.13% -35 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 712 $344K 0.28% 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 712 $344K 0.09% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 711 $344K 0.17% +2 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 708 $342K 0.1% +43 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 707 $342K 0.24% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 706 $341K 0.05% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 703 $340K 0.11% +46 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 703 $340K 0.02% +2 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 703 $340K 0.06% -8 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 703 $340K 0.09% -4 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 702 $340K 0.07% -183 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 701 $339K 0.04% -1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 700 $339K 0.08% -100 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 700 $339K <0.01% new 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 700 $339K 0.34% -80 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 696 $336K 0.17% -163 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 695 $336K 0.02% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 693 $335K 0.21% -212 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 693 $335K 0.02% -15 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 690 $334K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 686 $333K 0.02% 0 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 685 $331K 0.03% +10 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 684 $331K 0.1% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 683 $330K 0.04% -125 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 683 $330K 0.18% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 683 $330K 0.01% +161 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 682 $330K 0.28% 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 681 $329K 0.19% -2,274 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 681 $329K 0.02% -50 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 680 $329K 0.02% +23 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 678 $328K 0.13% -92 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 677 $327K 0.02% -50 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 676 $327K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 676 $327K 0.1% +26 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 676 $327K 0.09% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 675 $326K 0.08% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 674 $326K 0.02% +2 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 674 $326K 0.12% +10 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 670 $324K 0.25% +41 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 671 $324K 0.03% +110 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 670 $324K 0.24% 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 669 $324K 0.19% -127 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 669 $324K 0.13% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 668 $323K 0.28% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 508 $323K 0.12% 0 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 666 $322K 0.3% 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 665 $322K 0.1% +25 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 664 $321K 1.1% +33 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 664 $321K 0.22% +6 13F-HR/A Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 664 $321K 0.11% +3 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 660 $319K 0.28% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 659 $319K 0.03% -103 13F-HR Timeline