Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,475 $471K 0.09% +464 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,472 $471K 0.05% +755 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,471 $471K 0.11% +348 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,468 $470K 0.23% -347 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,462 $470K 0.1% -974 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,461 $470K 0.11% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,459 $469K 0.05% -345 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,458 $469K 0.17% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,446 $468K 0.08% +1,440 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,443 $468K 0.05% +270 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,439 $467K 0.17% -88 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 4,437 $467K 0.1% -375 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,435 $467K 0.24% +56 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,432 $467K 0.07% -96 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,431 $466K 0.02% +248 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,419 $465K 0.09% -593 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 4,416 $465K 0.19% -50 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,415 $465K 0.21% +131 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 4,412 $464K 0.2% +48 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,397 $463K 0.34% 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,395 $463K 0.2% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,393 $462K 0.2% -300 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,391 $462K 0.04% +449 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,390 $462K 0.04% -7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,383 $461K 0.06% -207 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,381 $461K 0.24% +679 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,381 $461K 0.09% +4 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,373 $460K 0.03% +1,584 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,366 $460K 0.11% +441 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,364 $459K 0.11% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,327 $459K 0.14% +150 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,361 $459K 0.04% +1,179 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,360 $459K 0.13% -157 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,355 $458K 0.14% -510 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,350 $458K 0.27% +200 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,340 $457K 0.02% +209 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,340 $457K 0.1% +768 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,334 $456K 0.01% -1,789 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,281 $456K 0.18% -2 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 4,329 $456K 0.4% 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,325 $455K 0.29% -847 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,312 $454K 0.05% -81,494 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. 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More: the full row for Watershed Asset Management, L.L.C. 4,214 $444K 0.41% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,209 $443K 0.15% +3,396 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,200 $442K 0.07% -65 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,187 $441K 0.15% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,179 $440K 0.16% -1,003 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,178 $440K 0.1% -50 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,170 $439K 0.06% -36 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 4,170 $439K 0.35% +302 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,164 $438K 0.27% -474 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,725 $438K 0.21% +215 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,158 $438K 0.3% +291 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 4,153 $437K 0.05% +1,328 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,114 $436K 0.3% +218 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,113 $436K 0.11% -1,122 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,142 $436K 0.1% +90 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,109 $436K 0.15% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,573 $436K 0.31% +2 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,138 $436K 0.01% +9 13F-HR Timeline American Trust More: the full row for American Trust 4,138 $436K 0.04% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,137 $435K 0.26% +5 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,129 $435K 0.03% +1,651 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,127 $434K 0.14% +995 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 4,125 $434K 0.16% -250 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,118 $434K 0.14% -89 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,118 $433K 0.12% -25 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,118 $433K 0.31% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,116 $433K 0.61% 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,115 $433K 0.06% +449 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,113 $433K 0.06% +332 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,112 $433K 0.1% +533 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,107 $432K 0.2% +34 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,106 $432K 0.11% +547 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,069 $432K 0.11% +54 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,100 $432K 0.05% +79 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,042 $430K 0.18% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,841 $426K 0.08% +222 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,047 $426K 0.27% +5 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,045 $426K 0.05% -613 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,042 $425K 0.05% +1,640 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,039 $425K 0.16% -574 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,037 $425K 0.15% -380 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,018 $423K 0.24% +1,129 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,991 $420K 0.17% -13 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,986 $420K 0.1% -105 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 3,852 $419K 0.08% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,979 $419K 0.1% -181 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,973 $418K 0.15% -2,052 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,968 $418K 0.1% 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,958 $417K 0.07% +476 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,954 $416K 0.02% +126 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,949 $416K 0.23% -775 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,949 $416K 0.14% -85 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,869 $416K 0.04% +623 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,800 $415K 0.11% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,925 $413K 0.14% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,916 $412K 0.06% +180 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,903 $411K 0.18% -314 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,903 $411K 0.18% -386 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,900 $411K 0.05% -318 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 3,869 $407K <0.01% -850 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 3,867 $407K 0.08% -171 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,864 $407K 0.17% +20 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,860 $406K 0.12% +511 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 3,842 $404K 0.4% -220 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,840 $404K 0.12% +785 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,836 $404K 0.04% -1,115 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,834 $404K 0.13% -845 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,799 $403K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,823 $403K 0.21% -1,627 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,821 $402K 0.26% -875 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,820 $402K 0.24% +1,210 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,817 $402K 0.04% +239 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,814 $401K 0.29% 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,812 $401K 0.08% +500 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,811 $401K 0.29% -395 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,806 $401K 0.07% -536 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,801 $400K 0.31% -37 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,795 $399K 0.26% -47 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,795 $399K 0.4% -600 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,794 $399K 0.37% 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 3,794 $399K 0.36% -1,487 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,792 $399K 0.22% +2 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,789 $399K 0.01% -371 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,789 $399K 0.22% -183 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,784 $398K 0.12% -35 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,774 $397K 0.07% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,770 $397K 0.14% +7 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,766 $396K 0.09% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,765 $396K 0.25% +3 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,249 $396K 0.29% +5 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,757 $396K 0.27% -255 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,757 $395K 0.02% -56 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,756 $395K 0.26% -147 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,720 $395K 0.16% -268 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,743 $394K 0.05% +1,260 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,735 $393K 0.05% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,704 $393K 0.04% -87 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,729 $393K 0.03% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,732 $393K 0.24% -286 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,613 $392K 0.3% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,697 $392K 0.04% +23 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,726 $392K 0.04% +58 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,724 $392K 0.12% +1,644 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,618 $392K 0.22% -410 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 3,720 $392K 0.02% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 3,713 $391K 0.38% +2 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,709 $390K 0.16% -149 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,704 $390K 0.05% new 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,704 $390K 0.2% -29 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,704 $390K 0.2% -1,488 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,692 $389K 0.1% new 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,675 $387K 0.13% +32 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 3,659 $385K 0.36% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,656 $385K 0.12% -115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,655 $385K 0.26% +1,054 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,641 $383K 0.03% +72 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,641 $383K 0.06% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,637 $383K 0.04% +2 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,635 $383K 1.31% +69 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,635 $383K 0.05% +150 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 3,628 $382K 0.03% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,612 $380K 0.03% +150 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,539 $380K 0.04% -172 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,607 $380K 0.05% +48 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,607 $380K 0.19% -138 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,604 $379K 0.11% +3,452 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 3,596 $379K 0.34% 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,266 $378K 0.32% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,593 $378K 0.1% +895 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,558 $378K 0.07% +116 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,583 $377K 0.12% +10 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,544 $376K 0.19% 13F-HR Timeline Core Wealth Advisors, Inc. 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