Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,364 $318K 0.09% -265 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,363 $318K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,362 $318K 0.01% -289 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,362 $318K 0.1% -340 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,362 $318K 0.02% +531 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,276 $317K 0.06% +960 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,360 $317K 0.07% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,359 $317K 0.01% +233 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,359 $317K 0.19% -18 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,356 $316K 0.12% -1,643 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,352 $315K 0.11% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,350 $315K 0.06% -65 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,350 $315K 0.17% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,339 $312K 0.03% +395 13F-HR/A Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,337 $312K 0.02% 0 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,334 $311K 0.11% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,331 $310K 0.06% +6 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,330 $310K 0.02% new 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,328 $310K 0.07% +289 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,321 $308K 0.04% -67 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,321 $308K 0.08% +146 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,321 $308K 0.12% +3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,320 $308K 0.18% 0 13F-HR Timeline Group Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,317 $307K 0.16% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,316 $307K 0.02% -100 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,316 $307K 0.13% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,316 $307K 0.24% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,314 $307K 0.03% -285 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,313 $306K 0.04% +96 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,311 $306K 0.35% +2 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,310 $306K 0.33% +12 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,309 $305K 0.36% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,309 $305K 0.06% -290 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,307 $305K 0.05% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,303 $304K 0.05% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,301 $303K 0.07% 13F-HR Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,300 $303K 0.01% -57 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,300 $303K 0.17% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,300 $303K 0.19% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,298 $303K 0.07% -20 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,297 $302K 0.01% -1,928 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,297 $302K 0.08% +13 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,296 $302K 0.03% +114 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,296 $302K 0.16% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,295 $302K 0.02% +109 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,283 $299K 0.19% 0 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,280 $299K 0.09% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,279 $298K 0.14% -1,196 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,275 $297K 0.04% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,273 $297K 0.07% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,273 $297K 0.08% -19 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,273 $297K 0.13% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,272 $297K 0.24% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,266 $295K 0.04% +2 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,321 $295K 0.01% +293 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,264 $295K 0.11% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,263 $295K 0.15% +160 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,262 $294K 0.21% -3 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,262 $294K 0.27% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,261 $294K 0.1% -66 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,260 $294K 0.08% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,259 $294K 0.3% +82 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,257 $293K 0.19% -126 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,254 $292K 0.14% +45 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,251 $292K 0.02% +1 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,250 $292K 0.07% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,250 $292K 0.22% -100 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,251 $291K 0.11% +5 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,248 $291K 0.17% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,244 $290K 0.1% -593 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,244 $290K 0.01% -60 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,242 $290K 0.26% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,241 $290K 0.18% +4 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,238 $289K <0.01% +28 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,233 $287K 0.02% +36 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,232 $287K 0.1% -7 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,229 $287K 0.12% +4 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,228 $286K 0.09% -124 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,227 $286K 0.04% +139 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,225 $286K 0.07% +4 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,224 $285K 0.04% -130 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,223 $285K 0.01% -4,910 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,224 $285K 0.04% +38 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,216 $284K 0.27% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,216 $284K 0.23% +86 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,216 $284K 0.1% -3 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,214 $283K 0.06% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,213 $283K 0.14% -156 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,212 $283K 0.02% -96 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,210 $282K 0.13% -10 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,209 $282K 0.02% -334 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,209 $282K 0.24% +297 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,208 $282K 0.16% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,204 $281K 0.04% -235 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,201 $280K 0.19% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,200 $280K 0.09% +50 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,200 $280K 0.12% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,199 $280K 0.15% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,198 $279K 0.27% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,196 $279K 0.01% +194 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,195 $279K 0.05% +6 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,194 $278K 0.02% -18 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,193 $278K 0.04% -206 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,190 $278K 0.19% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,190 $278K 0.2% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,189 $277K 0.07% -134 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,189 $277K 0.05% -16 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,187 $277K 0.31% new 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 1,185 $276K 0.07% -1,724 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,185 $276K 0.14% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,183 $276K 0.26% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,182 $276K 0.08% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,182 $276K 0.03% +18 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,181 $275K 0.09% +125 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,177 $275K 0.13% -125 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,113 $275K 0.17% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,176 $274K 0.08% +22 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,176 $274K 0.02% +17 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,176 $274K 0.02% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,174 $274K 0.09% +240 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,174 $274K 0.1% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,168 $272K 0.04% -156 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,165 $272K 0.13% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,164 $272K 0.08% +4 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,162 $271K 0.2% +323 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,161 $271K 0.14% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,160 $271K 0.13% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,147 $270K 0.01% +35 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,156 $270K 0.04% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,151 $268K 0.01% -20 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,150 $268K 0.23% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,147 $268K 0.03% -34 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,147 $268K 0.01% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,143 $267K 0.03% +4 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,143 $267K 0.04% +21 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,139 $266K 0.16% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,140 $266K 0.02% -127 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,139 $266K 0.04% +61 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,138 $266K 0.16% -50 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,138 $265K 0.14% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,134 $265K 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,133 $264K 0.03% -106 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,132 $264K 0.11% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,132 $264K 0.12% +101 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,131 $264K 0.08% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,131 $264K 0.18% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,131 $264K 0.08% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,128 $263K 0.15% +29 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,126 $263K 0.07% 0 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,121 $261K 0.01% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,120 $261K 0.03% +40 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,119 $261K 0.23% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,118 $261K 0.13% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,116 $261K 0.15% +1 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,116 $260K 0.05% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,115 $260K 0.17% -1,075 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,113 $260K 0.05% +8 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,111 $259K 0.23% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,108 $258K 0.23% +4 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,107 $258K 0.14% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,102 $257K 0.04% -57 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,100 $257K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,099 $256K 0.06% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,093 $255K 0.03% -27 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,093 $255K 0.03% +220 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,091 $254K 0.03% +143 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,088 $254K 0.13% +58 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,087 $254K 0.1% -21 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,085 $253K 0.11% -21 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,083 $253K 0.21% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,082 $252K 0.05% +17 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,081 $252K 0.09% -468 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 1,080 $252K 0.05% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,080 $252K 0.17% +30 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,078 $251K 0.04% 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,076 $251K 0.13% -5 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,096 $250K 0.26% +17 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,116 $250K 0.06% +5 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,071 $250K 0.14% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,107 $248K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,064 $248K 0.15% -100 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,064 $248K 0.1% -222 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,062 $248K 0.02% -200 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,060 $247K 0.12% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,059 $247K 0.05% 0 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,057 $247K 0.12% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,079 $246K 0.01% +111 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,056 $246K 0.02% +3 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,055 $246K 0.06% +28 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,055 $246K 0.12% +32 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,053 $246K 0.2% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,049 $245K 0.09% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,049 $245K 0.05% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,049 $245K 0.08% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,048 $244K 0.01% +41 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,047 $244K 0.09% -121 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,042 $243K 0.04% +3 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,040 $243K 0.02% -31 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,037 $242K 0.04% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,037 $242K 0.12% -5,665 13F-HR Timeline