Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,492 $420K 0.04% +1,059 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,494 $420K 0.08% -740 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,491 $420K 0.15% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,491 $420K 0.19% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,481 $419K 0.12% -123 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 3,481 $419K 0.08% -14,193 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,477 $418K 0.09% +536 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,474 $418K 0.01% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,472 $418K 0.81% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,473 $418K 0.41% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,472 $418K 0.25% -546 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,472 $418K 0.28% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,469 $417K 0.17% +38 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,467 $417K 0.03% -174 13F-HR Timeline Mission Creek Capital Partners, Inc. 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More: the full row for Highlander Partners, L.P. 3,300 $397K 0.16% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,230 $396K 0.03% +1,311 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,266 $396K 0.28% -307 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,289 $396K 0.23% -113 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,285 $395K 0.09% +42 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,283 $395K 0.03% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,278 $394K 0.06% -943 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,587 $392K 0.03% -454 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,254 $391K 0.25% -153 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 3,242 $390K 0.32% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,567 $389K 0.02% new 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,235 $389K 0.31% +238 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,232 $389K 0.2% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,191 $387K 0.07% +500 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,206 $386K 0.03% +46 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,206 $386K 0.07% -600 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,202 $385K 0.29% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,202 $385K 0.35% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,193 $384K 0.25% +3 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 3,192 $384K 0.09% -675 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,192 $384K 0.35% +562 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,190 $384K 0.08% +682 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,181 $383K 0.01% -19,845 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 3,180 $383K 0.4% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,179 $382K 0.05% -74 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,176 $382K 0.26% +57 13F-HR Timeline FWG Investments, LLC. 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More: the full row for Stronghold Wealth Management L.L.C. 3,155 $380K 0.57% -190 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,154 $379K 0.15% -58 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,148 $379K 0.05% -10 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,145 $378K 0.11% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,144 $378K 0.05% +24 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,143 $378K 0.36% -1,653 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,128 $378K 0.2% +4 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 3,140 $378K 0.02% -6,500 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,135 $377K 0.26% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,132 $377K 0.14% +47 13F-HR Timeline Stirlingshire Investments, Inc. 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More: the full row for Cauble & Harre Wealth Management, Inc. 3,262 $367K 0.29% 0 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,046 $366K <0.01% new 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. 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