MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,691 $3.24M 2.71% -276 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 6,688 $3.23M 1% +334 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 6,685 $3.23M 0.99% +359 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,682 $3.23M 1.56% -90 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,661 $3.22M 1.88% 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 6,660 $3.22M 2.27% +1 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 6,651 $3.22M 0.9% +39 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,647 $3.21M 0.66% -1,032 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 6,643 $3.21M 0.22% 0 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 6,633 $3.21M 2.55% -188 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 6,627 $3.21M 3.08% +338 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 6,625 $3.2M 3.23% 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 6,616 $3.2M 2.66% -7 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,615 $3.2M 0.6% +718 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,614 $3.2M 0.5% +104 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 6,607 $3.2M 2.2% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 6,605 $3.19M 1.09% +47 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 6,600 $3.19M 2.36% 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 6,594 $3.19M 2.01% -52 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 6,578 $3.18M 1.69% 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 6,572 $3.18M 0.82% 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 6,570 $3.18M 0.31% -210 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,569 $3.18M 1.48% -74 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,554 $3.17M 1.92% -215 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 6,537 $3.16M 0.81% -2,921 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,535 $3.16M 1.59% +463 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 6,532 $3.16M 0.6% +237 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 6,515 $3.15M 2.29% +140 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,512 $3.15M 0.69% -59 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,509 $3.15M 2.34% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 6,509 $3.15M 0.82% -1,092 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,500 $3.14M 0.52% +152 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6,500 $3.14M 0.69% +88 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,503 $3.14M 1.02% +24 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 6,498 $3.14M 0.3% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,497 $3.14M 0.81% +15 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,492 $3.14M 0.71% +1 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 6,490 $3.14M 2.67% 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,483 $3.14M 0.95% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,475 $3.13M 1.44% -35 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 6,474 $3.13M 2.16% +320 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,472 $3.13M 1.11% +153 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,466 $3.13M 1.93% +7 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 6,460 $3.12M 2.68% 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 6,450 $3.12M 2.79% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,448 $3.12M 0.53% +284 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,445 $3.12M 2.28% +126 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,444 $3.12M 0.81% +40 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,442 $3.12M 0.4% -150 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,432 $3.11M 1.2% -2,607 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,431 $3.11M 2.47% 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,427 $3.11M 1.13% +675 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,424 $3.11M 0.93% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,412 $3.1M 0.94% -50 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,410 $3.1M 0.75% -400 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 6,407 $3.1M 1.64% +128 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6,407 $3.1M 0.78% +154 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,394 $3.09M 0.74% -88 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,385 $3.09M 1.94% -1,490 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 6,385 $3.09M 2.84% 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,380 $3.09M 1.16% +48 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6,378 $3.08M 1.59% -3 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 6,200 $3.08M 1.03% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,375 $3.08M 1.24% +36 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 6,374 $3.08M 1.2% +169 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,365 $3.08M 0.37% -1,025 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 6,365 $3.08M 2.81% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,358 $3.07M 1.51% -423 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,354 $3.07M 0.71% +690 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,349 $3.07M 0.77% +823 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,347 $3.07M 0.55% +2,504 13F-HR/A Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,345 $3.07M 1.23% -67 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,345 $3.07M 0.21% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,341 $3.07M 1.14% +22 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,339 $3.07M 2.22% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 6,333 $3.06M 2.06% +5,393 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 6,332 $3.06M 1.68% -3 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 6,325 $3.06M 0.62% +481 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6,313 $3.05M 0.21% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,309 $3.05M 0.34% +411 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,307 $3.05M 2.04% -5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,306 $3.05M 0.31% -87 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,303 $3.05M 1.57% +12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,299 $3.05M 2.59% -29,121 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,291 $3.04M 0.51% -47 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 6,286 $3.04M 2.69% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,281 $3.04M 1.08% -253 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,279 $3.04M 0.9% +1,612 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 7,570 $3.04M 1.35% +337 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,279 $3.04M 1.89% -1,951 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,278 $3.04M 0.8% +57 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,278 $3.04M 1.84% +51 13F-HR Timeline Group GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 6,273 $3.03M 0.06% -136 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,268 $3.03M 1.3% +84 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,261 $3.03M 1.85% -30 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 6,247 $3.02M 0.72% -508 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 6,245 $3.02M 2.05% -178 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,079 $3.02M 1.08% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 6,236 $3.02M 1.63% +161 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,227 $3.01M 0.38% +4 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 6,225 $3.01M 13.94% -35,459 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 6,224 $3.01M 3.53% +95 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,213 $3M 2.12% -118 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,209 $3M 2.12% -20 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,208 $3M 1.14% -156 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,207 $3M 2.23% +344 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 6,186 $2.99M 0.46% +543 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 6,181 $2.99M 1.44% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 6,180 $2.99M 1.05% 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,173 $2.99M 0.99% -592 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,172 $2.98M 0.98% +65 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,161 $2.98M 0.11% +235 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,141 $2.97M 0.99% +15 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,138 $2.97M 0.97% -71 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 6,137 $2.97M 2.5% -616 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 6,131 $2.97M 1.65% 13F-HR/A Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,126 $2.96M 0.4% -836 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 6,126 $2.96M 0.18% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 6,122 $2.96M 1.51% -672 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,119 $2.96M 1.06% +2,540 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 6,116 $2.96M 0.56% -344 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 6,113 $2.96M 0.61% +5,668 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,111 $2.96M 2.84% 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,084 $2.94M 2.02% +62 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 6,044 $2.92M 1.07% -127 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,039 $2.92M 0.82% -181 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,036 $2.92M 2.11% +1,077 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,036 $2.92M 0.4% +899 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 6,032 $2.92M 2.8% 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,028 $2.92M 0.35% 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 6,023 $2.91M 2.16% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 6,008 $2.91M 1.25% +526 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,001 $2.9M 1.77% +118 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,001 $2.9M 1.04% -284 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 6,000 $2.9M 6.38% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 6,000 $2.9M 0.34% 0 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 6,000 $2.9M 2.89% 0 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 6,000 $2.9M 0.65% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,999 $2.9M 0.34% +5,350 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,994 $2.9M 0.67% -18 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,987 $2.9M 0.76% -51 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 6,056 $2.9M 0.43% +2,595 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,992 $2.9M 1.93% -60 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,986 $2.89M 0.65% +3,690 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,983 $2.89M 1.94% 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 5,972 $2.89M 0.15% 0 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 5,968 $2.89M 0.82% -27 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,965 $2.88M 1.79% +79 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,956 $2.88M 0.85% +221 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 5,947 $2.88M 2.84% 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 5,945 $2.88M new Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,945 $2.88M -597 Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 5,943 $2.87M 0.84% +7 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,942 $2.87M 1.11% +1 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,928 $2.87M 1.39% -166 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,920 $2.86M 0.76% -55 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 5,912 $2.86M 3.26% -224 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 5,906 $2.86M 1.41% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,895 $2.85M 1.58% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,889 $2.85M 0.35% +269 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,887 $2.85M 1.82% +155 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,887 $2.85M 0.92% -417 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,880 $2.84M 2.51% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,879 $2.84M 1.03% -78 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 5,879 $2.84M 1.83% 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 6,039 $2.84M 1.18% +527 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,877 $2.84M 4.24% 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 5,873 $2.84M 2.3% 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,871 $2.84M 2.01% -164 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 5,869 $2.84M 1.87% +8 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,865 $2.84M 1.14% +269 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5,849 $2.83M 0.44% +170 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,842 $2.83M 2.26% -544 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 5,833 $2.82M 1.92% -19 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,833 $2.82M 0.39% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 5,810 $2.81M 2.12% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,805 $2.81M 1.19% -84 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 5,804 $2.81M 3.31% -786 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,801 $2.81M 3.08% -50 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 5,796 $2.8M 1.28% -602 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,791 $2.8M 1.72% -936 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,785 $2.8M 1.2% -529 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 5,772 $2.79M 0.85% +1,057 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 5,764 $2.79M 1.21% -31 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 5,762 $2.79M 1.61% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,761 $2.79M 1.8% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,756 $2.78M 2.18% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,753 $2.78M 0.56% +344 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,748 $2.78M 1.8% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,742 $2.78M 1.11% +80 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 5,721 $2.77M 1.37% -147 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,720 $2.77M 2.24% -827 13F-HR Timeline RD Lewis Holdings, Inc. 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