Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,115 $572K 0.01% -5,426 13F-HR Timeline Group Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,114 $572K 0.31% +151 13F-HR/A Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,114 $571K 0.31% -389 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,110 $570K 0.29% -320 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,068 $570K 0.06% +79 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,104 $569K 0.26% +1 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,102 $568K 0.35% +8 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,101 $568K 0.05% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,100 $568K 0.15% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,092 $566K 0.36% +181 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,847 $564K 0.18% -20 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,088 $564K 0.26% -100 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,085 $564K 0.04% +199 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,082 $563K 0.07% -10 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,076 $561K 0.01% -27 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,073 $560K 0.11% 0 13F-HR/A Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,073 $560K 0.04% -130 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,072 $560K 0.13% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,071 $560K 0.45% -357 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,070 $560K 0.12% +54 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,065 $558K 0.19% 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,066 $558K 0.01% +106 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,059 $557K 0.09% -8 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 2,106 $556K 0.29% +265 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,055 $555K 0.16% +241 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,054 $555K 0.01% -137 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,045 $553K 0.38% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,042 $552K 0.07% -188 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,039 $551K 0.03% -483 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,035 $550K 0.02% +50 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,029 $548K 0.02% +144 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,026 $548K 0.12% -119 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,032 $548K 0.1% +14 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,016 $545K 0.44% +281 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,005 $542K 0.15% -228 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,004 $542K 0.05% +55 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,002 $541K 0.21% -25 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,002 $541K 0.03% +593 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,001 $541K 0.12% +70 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $541K 0.07% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,996 $540K 0.16% -420 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,995 $539K 0.14% -42 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,995 $539K 0.37% -6 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,993 $539K 0.01% +298 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,993 $539K 0.13% -122 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,989 $538K 0.62% +26 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,986 $537K 0.17% -192 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,985 $537K 0.66% +231 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,980 $535K 0.09% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,980 $535K 0.28% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,980 $535K 0.25% +6 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,979 $535K 0.07% +168 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,029 $535K 0.17% -118 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,976 $534K 0.06% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,976 $534K 0.14% +331 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,970 $532K 0.07% +3 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,967 $532K 0.1% +457 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,962 $530K 0.18% -127 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,956 $529K 0.05% -65 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,950 $527K 0.17% -2,078 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,947 $526K 0.19% -6 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,947 $526K 0.12% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,946 $526K 0.16% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,944 $525K 0.06% -527 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,942 $525K 0.32% -142 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,940 $524K 0.13% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,936 $523K 0.06% -117 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,936 $523K 0.16% -22 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,934 $523K 0.3% -25 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,933 $523K 0.06% -2,627 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,932 $522K 0.07% -37 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,930 $522K 0.07% -182 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,927 $521K 0.04% -595 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,924 $520K 0.09% -3 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,919 $519K 0.36% -1,293 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,910 $516K 0.1% 0 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 1,891 $511K 0.18% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,890 $511K 0.11% -14 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,889 $511K 0.03% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,889 $511K 0.34% -239 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,887 $510K 0.06% -212 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,896 $510K 0.33% -264 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,887 $510K 0.17% +230 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,886 $510K 0.14% -57 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,883 $509K 0.49% +2 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,882 $509K 0.2% +535 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,882 $509K 0.3% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,882 $509K 0.06% -226 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,874 $507K 0.04% -108 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 1,872 $506K 0.07% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,867 $505K 0.04% -35 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,865 $504K 0.06% -34 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,882 $504K 0.07% -6 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,863 $504K 0.12% -62 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,857 $502K 0.08% +18 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,855 $501K 0.13% -25 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,851 $500K 0.04% -32 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,850 $500K 0.18% -127 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,850 $500K 0.13% -3,498 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,866 $500K 0.2% +110 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,846 $499K 0.15% +231 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,849 $499K 0.19% -442 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,845 $499K 0.51% +368 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,845 $499K 0.12% -2,451 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,839 $497K 0.02% +145 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,835 $496K 0.27% +303 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,835 $496K 0.03% -878 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,834 $496K 0.34% +201 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,828 $494K 0.27% +22 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,828 $494K 0.04% -253 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,827 $494K 0.25% +89 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,823 $493K 0.05% -447 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,823 $493K 0.09% -54 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,821 $492K 0.2% +261 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 37,996 $491K 0.06% +37,294 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,815 $491K 0.34% -534 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,806 $490K 0.11% +350 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,813 $490K 0.11% -1,969 13F-HR Timeline City State Bank More: the full row for City State Bank 1,812 $490K 0.11% -20 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,809 $489K 0.28% +5 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,807 $488K 0.13% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,807 $488K 0.05% +119 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,806 $488K 0.16% -140 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,806 $488K 0.42% +36 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,805 $488K 0.16% -24 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,804 $488K 0.14% +36 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,803 $487K 0.5% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,800 $487K 0.19% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,799 $486K 0.17% +89 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,799 $486K 0.03% -71 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,797 $486K 0.08% +7 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,788 $483K 0.08% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,785 $483K 0.18% +7 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,775 $480K 0.08% -383 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,771 $479K 0.02% -73 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,768 $478K -14,430 Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,767 $478K 0.08% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,763 $477K 0.2% -38 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,763 $477K 0.15% -315 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,761 $476K 0.05% -247 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,750 $473K 0.3% +85 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,750 $473K 0.26% -95 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,749 $473K 0.09% +6 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,748 $473K 0.2% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,745 $472K 0.12% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,518 $472K 0.06% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,743 $471K 0.03% -6,613 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,743 $471K 0.22% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,739 $470K 0.02% -21 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,742 $469K 0.05% -30 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,733 $469K 0.08% +23 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,706 $468K 0.12% +46 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,706 $467K 0.28% +130 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,727 $467K 0.09% +331 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,500 $466K 0.08% +450 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,723 $466K 0.22% +114 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,721 $465K 0.03% +278 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,720 $465K 0.07% -1 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,719 $465K 0.08% +1 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,718 $464K 0.22% -149 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,715 $464K 0.08% -635 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,713 $463K 0.02% +1 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1,712 $463K 0.29% +1,114 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,708 $462K 0.15% +21 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,707 $461K 0.16% -216 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,705 $461K 0.06% -75 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,701 $460K 0.03% +28 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,700 $460K 0.17% -591 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Raleigh Capital Management Inc. 1,692 $457K 0.15% -39 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,689 $457K 0.01% +84 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,686 $456K 0.11% +4 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 1,676 $453K 0.11% 0 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,674 $453K 0.1% -55 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,673 $452K 0.03% +120 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,671 $452K 0.04% -2,353 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 1,636 $442K 0.07% -7,682 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,634 $442K 0.04% +8 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,629 $440K 0.35% -27 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,628 $440K 0.04% -912 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,628 $440K 0.1% -236 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,627 $440K 0.01% +344 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,625 $439K 0.11% -6,231 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,625 $439K 0.08% -343 13F-HR Timeline