Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,378 $1.06M 0.51% -7 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,330 $1.05M 0.12% +190 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,368 $1.05M 0.1% +1,717 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,365 $1.05M 0.32% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,361 $1.05M 0.23% -39 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,348 $1.05M 0.2% -105 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,418 $1.04M 0.62% -5,589 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,336 $1.04M 0.26% +1 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,332 $1.04M 0.77% -10 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,331 $1.04M 0.06% -150 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,325 $1.04M 0.9% +3 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,315 $1.03M 0.12% -10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,313 $1.03M 0.13% -36 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,294 $1.03M 0.11% -27 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,272 $1.02M 0.07% +13 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,268 $1.02M 0.13% -19 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,264 $1.02M 0.16% -287 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,261 $1.02M 0.13% +964 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,260 $1.02M 0.21% -52 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,241 $1.01M 0.08% -319 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,236 $1.01M 0.11% -15 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,232 $1.01M 1.23% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,228 $1.01M 0.54% -19 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,229 $1.01M 0.18% -401 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,228 $1.01M 0.06% -137 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,216 $1.01M 0.79% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,222 $1.01M 1.11% +164 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 3,219 $1.01M 0.33% -21 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,217 $1M 0.06% +494 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,217 $1M 0.16% -29 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,212 $1M 0.4% -31 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,211 $1M 0.4% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,209 $1M 0.28% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,204 $1M 0.1% -180 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,199 $999K 0.24% +98 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,196 $998K 0.08% -24 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,236 $998K 0.65% -29 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,194 $998K 0.49% -199 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,191 $997K 0.03% -45 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,437 $996K 0.08% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,189 $996K 0.14% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,188 $996K 0.99% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,188 $996K 0.07% -26 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,187 $996K 0.36% +80 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,186 $995K 0.24% -145 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,186 $995K 0.13% -65 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,185 $995K 0.08% -109 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,429 $994K 0.18% +18 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,182 $994K 0.76% +29 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,180 $993K 0.52% +1 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,176 $992K 0.14% -481 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,175 $992K 0.52% +518 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,131 $989K 0.12% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,162 $988K 0.04% -1,640 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,158 $986K 0.13% +131 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,157 $986K 0.22% +23 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,156 $986K 0.17% -128 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,145 $982K 0.06% +819 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,137 $980K 0.58% +183 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,129 $977K 0.35% -1,200 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,116 $973K 0.83% +1 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,114 $973K 0.14% +310 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,114 $973K 0.15% +1,277 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,105 $970K 0.85% +209 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,104 $970K 0.06% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,095 $967K 0.22% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,091 $965K 0.19% +229 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,090 $965K 0.35% -218 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,089 $965K 0.51% -7 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,083 $963K 0.37% -15 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,079 $962K 0.32% -6 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,078 $962K 0.33% +174 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,074 $960K 0.07% -22 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,057 $955K 0.2% +271 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,055 $954K 0.46% +50 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,054 $954K 0.65% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,053 $954K 1.04% -100 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,050 $953K 0.24% -300 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,050 $953K 0.08% +630 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,048 $952K 0.35% -26 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,045 $951K 0.21% +14 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,044 $951K 0.45% +1,551 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,053 $950K 0.4% -100 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,037 $949K 0.29% +112 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,028 $946K 0.05% -49 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,025 $945K 0.97% -50 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,023 $944K 0.27% -11 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,020 $943K 0.04% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,006 $939K 0.38% +117 13F-HR Timeline TLWM More: the full row for TLWM 3,006 $939K 0.19% +57 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,000 $937K 0.1% +1,640 13F-HR/A Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,000 $937K 0.05% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,998 $936K 0.26% +2 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,996 $936K 0.42% +11 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,994 $935K 0.12% -29 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,989 $934K 0.65% +153 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,986 $933K 0.02% -3,500 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,979 $930K 0.08% -98 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,976 $930K 0.55% +78 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,973 $929K 0.06% +288 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,969 $927K 0.26% +25 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,969 $927K 0.17% +381 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,966 $926K 0.05% +44 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,939 $918K 0.3% -471 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,936 $917K 0.06% +295 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,932 $916K 0.05% -43 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,919 $912K 0.87% -16 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,919 $912K 0.67% -215 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,918 $911K 0.67% +7 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,911 $909K 0.13% -1,960 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,908 $908K 0.44% -36 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,907 $908K 0.69% +107 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,906 $908K 0.46% -31 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,905 $908K 0.63% +65 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 3,129 $907K 0.11% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,903 $907K 0.22% +145 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,901 $906K 0.1% +191 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,892 $904K 0.35% -6 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,891 $903K 0.81% +3 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,888 $902K 0.11% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,887 $902K 0.19% +16 13F-HR/A Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,886 $901K 0.02% -44 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,881 $900K 0.32% -30 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,874 $898K 0.11% +198 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,861 $894K 0.08% -85 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,861 $894K 0.09% +108 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,854 $892K 0.8% +85 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,841 $887K 0.16% -171 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,839 $887K 0.53% +233 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,830 $884K 0.11% +1,340 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,830 $884K 0.72% +100 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,826 $883K 0.1% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,820 $881K 0.14% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,816 $880K 0.17% -303 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,812 $879K 0.12% -150 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,749 $879K 0.71% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,812 $878K 0.73% +550 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,808 $877K 0.11% +785 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,805 $876K 0.16% -68 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,804 $876K 0.5% +10 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,798 $874K 0.48% -197 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,797 $874K 0.37% -33 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,788 $871K 0.33% -169 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,786 $870K 0.34% +267 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,786 $870K 0.18% +120 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,782 $869K 0.58% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,780 $868K 0.11% +72 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,781 $867K 0.02% +909 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,775 $867K 0.36% -100 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,767 $864K 0.12% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,752 $860K 0.08% +181 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,751 $859K 0.13% +289 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,751 $859K 0.27% +612 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,750 $859K 0.02% -213 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,744 $857K 0.2% -5,607 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,738 $855K 0.27% -100 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,737 $855K 0.81% +130 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,733 $854K 0.73% -50 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,720 $850K 0.18% +5 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,716 $848K 1.08% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,713 $847K 0.15% -38 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,712 $847K 0.15% -42 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,713 $847K 0.37% -12 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,711 $847K 0.32% -999 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,704 $845K 0.06% -417 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,701 $844K 0.43% -50 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,700 $843K 0.07% -25 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,688 $840K 0.27% +313 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,685 $839K 0.63% -454 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,677 $836K 0.6% +14 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,677 $836K 0.12% -9 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,327 $836K 0.17% +6,629 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,871 $832K 0.53% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,646 $827K 0.12% +40 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,641 $825K 0.17% -1,737 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,638 $824K 0.65% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,635 $823K 0.44% +104 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,575 $822K 0.21% +191 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,618 $818K 0.34% +1,400 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,616 $817K 0.03% +258 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,605 $817K 0.16% +238 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,613 $816K 0.76% +25 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,611 $816K 0.3% +243 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,611 $816K 0.1% +46 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,600 $815K 0.11% new 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,610 $815K 0.72% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,598 $815K 0.22% -391 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,608 $815K 0.21% +16 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,607 $814K 0.14% -12 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,601 $812K 0.2% -82 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,600 $812K 0.13% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,600 $812K 0.27% +200 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,600 $812K 0.17% +83 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,598 $812K 0.2% +22 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,595 $811K 0.48% -127 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,591 $809K 0.11% +535 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,591 $809K 0.29% -1,623 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,587 $808K 0.08% -104 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,582 $807K 0.42% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,581 $806K 0.21% -384 13F-HR Timeline