Prostatis Group LLC More: the full row for Prostatis Group LLC 1,520 $325K 0.08% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,513 $324K 0.01% -305 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,506 $322K 0.13% -513 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,505 $322K 0.15% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,496 $320K 0.03% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,493 $319K 0.16% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,492 $319K 0.17% +492 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,489 $318K 0.2% +39 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,486 $318K 0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,486 $317K 0.11% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,485 $317K 0.05% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,482 $317K 0.17% +16 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,481 $316K 0.06% +11 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,480 $316K 0 Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,479 $316K 0.1% -81 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,470 $316K 0.08% +175 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,474 $315K 0.02% -81 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,472 $315K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,472 $314K 0.02% +42 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,471 $314K 0.12% +22 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,469 $314K 0.02% +28 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,465 $313K 0.08% -275 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,464 $313K 0.01% -133 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,463 $313K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,461 $312K 0.04% +50 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,458 $312K 0.18% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,459 $312K <0.01% +97 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,458 $312K 0.1% -2,198 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,451 $310K 0.04% +111 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,448 $309K 0.04% -22 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,547 $309K 0.01% -431 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,447 $309K 0.23% 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1,446 $309K 0.08% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,446 $309K 0.1% +37 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,390 $309K 0.05% -220 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,441 $308K 0.01% -47 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,435 $307K 0.09% 0 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,433 $306K 0.11% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,430 $306K 0.06% +10 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,425 $304K 0.13% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,424 $304K 0.02% +26 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,411 $301K 0.11% -9 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,410 $301K 0.23% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 946 $301K 0.04% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,408 $301K 0.01% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,408 $301K 0.46% +193 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $301K 0.17% 0 13F-HR Timeline Amount filed as zero, left out of ratios. INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,404 $300K 0.3% -26 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,402 $300K 0.06% -141 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,400 $299K 0.06% -100 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,400 $299K 0.03% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,400 $299K 0.07% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,394 $298K 0.02% -10 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,394 $298K 0.06% -65 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,394 $298K 0.04% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,392 $297K 0.07% -634 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,387 $296K 0.08% +42 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,386 $296K 0.1% -140 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,383 $295K 0.01% +9 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,379 $295K 0.33% +8 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,380 $295K 0.11% 0 13F-HR Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,137 $294K 0.14% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,375 $294K 0.02% +150 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,373 $293K 0.03% -84,793 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,371 $293K 0.2% -228 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,370 $293K 0.06% -110 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,369 $293K 0.18% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,367 $292K 0.02% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,365 $292K 0.02% +177 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,360 $291K 0.05% -5 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,357 $290K 0.25% -482 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,358 $290K 0.04% +22 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,357 $290K 0.1% -164 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,352 $289K 0.06% +9 13F-HR/A Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,351 $289K 0.03% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,350 $288K 0.06% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,349 $288K 0.08% +118 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,347 $288K 0.19% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,346 $288K 0.26% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,344 $287K 0.06% -194 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,344 $287K 0.04% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,342 $287K 0.02% -1,386 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,341 $287K 0.01% -126 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,340 $286K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,340 $286K 0.07% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,340 $286K 0.1% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,336 $285K 0.09% +81 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,335 $285K 0.04% +28 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,080 $285K <0.01% -40 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,331 $284K 0.21% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,329 $284K 0.08% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,329 $284K 0.06% -3,213 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,325 $283K 0.1% -195 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,324 $283K 0.01% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,323 $283K 0.06% new 13F-HR/A Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,045 $280K 0.03% +26 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,308 $279K 0.03% -81 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,308 $279K 0.03% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,303 $278K 0.21% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,302 $278K 0.12% -42 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,299 $278K 0.05% -35 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,299 $278K 0.12% -1 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,296 $277K 0.03% -304 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,294 $276K 0.03% +1,048 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,293 $276K 0.06% +25 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,065 $276K 0.06% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,293 $276K 0.15% +48 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,287 $275K 0.03% +65 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,285 $275K 0.12% +79 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,284 $275K 0.01% +65 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,283 $274K 0.05% +60 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,279 $273K <0.01% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,275 $272K 0.06% +43 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,275 $272K 0.19% +1 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,275 $272K 0.05% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,275 $272K 0.2% new 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 1,275 $272K 0.1% -662 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,270 $271K 0.02% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,263 $270K 0.15% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,262 $270K 0.07% +208 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,260 $269K 0.04% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,257 $269K 0.18% +41 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,255 $269K 0.05% 0 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 1,256 $268K 0.22% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 1,255 $268K 0.2% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,253 $268K 0.12% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 903 $267K 0.25% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,250 $267K 0.06% -77 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,250 $267K 0.43% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 1,030 $266K 0.19% 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,030 $266K 0.04% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,241 $265K 0.15% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 895 $265K 0.2% -1,113 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,240 $265K 0.02% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,235 $264K 0.08% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,235 $264K 0.08% new 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 984 $263K 0.2% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,230 $263K 0.19% -34 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,183 $263K 0.13% +1 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,228 $262K 0.05% new 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,226 $262K 0.04% +11 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,223 $261K 0.07% +3 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,219 $260K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,219 $260K 0.05% +1,199 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 1,218 $260K 0.22% +15 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,213 $259K 0.08% -663 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,210 $259K 0.08% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,210 $259K 0.06% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,209 $258K 0.05% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,200 $256K 0.05% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,200 $256K 0.12% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,195 $255K 0.17% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,193 $255K 0.03% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,192 $255K 0.17% -250 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,188 $254K 0.09% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,187 $254K 0.08% -12 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,187 $254K 0.26% +44 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,182 $253K 0.07% -191 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,183 $253K 0.18% -387 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,183 $253K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,181 $252K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,179 $252K 0.03% +4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,175 $251K 0.16% -97 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,174 $251K 0.19% -56 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,172 $251K 0.05% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,173 $251K 0.05% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,170 $250K 0.02% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,170 $250K 0.03% new 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,169 $250K 0.18% -450 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,165 $249K 0.2% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,165 $249K 0.02% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,164 $249K 0.02% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 930 $249K 0.05% +1 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,162 $248K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,160 $248K 0.03% -61 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,160 $248K 0.04% -240 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,159 $248K 0.03% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,156 $247K 0.02% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,154 $247K 0.2% -34 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,153 $246K 0.11% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,152 $246K 0.04% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,151 $246K 0.01% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,151 $246K 0.01% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,148 $245K 0.1% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,145 $245K 0.08% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,144 $244K 0.1% new 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,143 $244K 0.04% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,142 $244K 0.38% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,140 $244K 0.01% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 850 $244K 0.15% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,135 $242K 0.08% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,350 $242K 0.13% 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,131 $242K 0.04% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,130 $241K 0.09% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,125 $240K 0.25% -75 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,122 $240K <0.01% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,120 $239K 0.2% -267 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,118 $239K 0.03% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,119 $239K 0.06% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,118 $239K 0.23% +55 13F-HR Timeline