MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 3,439 $322K 0.16% +3,101 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 3,439 $322K 0.25% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,430 $322K 0.02% +3,087 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,424 $321K 0.02% +3,096 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,424 $321K 0.02% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,420 $321K 0.03% +2,764 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,420 $321K 0.05% +3,156 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,410 $320K 0.03% +3,087 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,400 $319K 0.07% +3,070 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 3,394 $318K <0.01% +2,893 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,390 $318K 0.01% +3,068 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,390 $318K 0.09% +3,051 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 3,385 $317K 0.18% +3,072 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,382 $317K 0.1% +3,062 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,830 $317K 0.07% +3,424 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,370 $316K 0.1% +3,035 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,366 $316K 0.11% +2,999 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,360 $315K 0.04% +3,063 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,360 $315K 0.13% +3,049 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,356 $315K 0.08% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,650 $314K 0.15% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,344 $314K 0.06% +3,033 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,340 $313K 0.04% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,340 $313K 0.07% +3,084 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,330 $312K 0.21% 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 3,330 $312K 0.11% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 257 $312K 0.14% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,324 $312K 0.02% +3,036 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,323 $312K 0.05% +2,994 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,323 $312K <0.01% +3,015 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,320 $311K 0.11% +2,988 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,320 $311K 0.06% +3,015 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,320 $311K 0.17% +2,997 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,319 $311K 0.08% +2,934 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,318 $311K 0.06% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,300 $309K 0.07% +2,970 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,300 $309K 0.02% +2,960 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,300 $309K 0.09% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,300 $309K 0.17% +2,970 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,290 $308K 0.12% +2,950 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,290 $308K 0.02% +2,479 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,290 $308K 0.08% +2,961 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,750 $308K 0.11% +3,380 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,280 $308K 0.06% +2,959 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,280 $308K 0.02% +2,952 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,280 $308K 0.06% +2,952 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,274 $307K 0.15% +2,188 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 3,270 $307K 0.13% +2,937 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,262 $306K 0.16% 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,250 $305K 0.06% +2,950 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,250 $305K +2,875 Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,246 $304K 0.04% +2,938 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,233 $303K 0.02% +2,894 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 3,223 $302K 0.27% +2,971 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,221 $302K 0.05% +2,908 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,222 $302K 0.23% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,220 $302K 0.19% +2,898 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,454 $301K 0.07% +3,177 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,214 $301K 0.22% +2,876 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,209 $301K 0.31% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,206 $301K 0.04% +2,889 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,394 $301K 0.11% +3,048 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,200 $300K 0.08% +2,880 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,200 $300K 0.03% +2,880 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,200 $300K 0.04% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,195 $300K 0.04% +2,883 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 3,195 $300K 0.19% 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,187 $299K 0.07% +2,862 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,180 $298K 0.01% +2,862 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 3,179 $298K 0.06% +2,884 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,178 $298K 0.07% +2,813 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,170 $297K 0.12% +2,902 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,170 $297K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,463 $297K 0.33% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,163 $297K 0.11% +2,900 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,160 $296K 0.03% +2,764 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,160 $296K 0.18% +2,844 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,160 $296K 0.14% +2,838 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,148 $295K 0.16% 13F-HR/A Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,140 $294K 0.08% +2,826 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,140 $294K 0.04% +2,857 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,140 $294K 0.11% +2,786 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,138 $294K 0.14% +2,411 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,130 $293K 0.21% +2,811 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,129 $293K 0.19% +2,754 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,126 $293K 0.04% +2,724 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,125 $293K 0.02% +2,824 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,124 $293K 0.11% +2,815 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 3,120 $293K 0.11% +2,810 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,119 $292K 0.05% +2,764 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 3,118 $292K 0.19% +2,737 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,110 $292K 0.05% +2,796 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,106 $291K 0.03% +2,802 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,731 $291K 0.22% +8,491 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,100 $291K 0.13% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 3,090 $290K 0.1% +2,777 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,086 $289K 0.16% +2,791 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 3,073 $288K 0.18% +2,735 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,074 $288K 0.08% +2,722 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,053 $286K 0.22% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,036 $285K 0.07% +2,727 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,036 $285K 0.1% +2,572 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,035 $285K 0.01% +2,854 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,030 $284K 0.28% +2,727 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 3,030 $284K 0.12% +2,727 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,028 $284K 0.07% +2,730 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,012 $282K 0.91% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,010 $282K 0.08% +2,708 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,005 $282K 0.16% +2,730 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,000 $281K 0.02% +2,700 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,996 $281K 0.04% -10,610 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,991 $280K 0.24% +2,682 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,990 $280K 0.14% 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,990 $280K 0.06% +2,667 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,987 $280K 0.14% +2,979 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 2,984 $280K 0.1% +2,610 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,983 $280K 0.03% +2,745 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,980 $279K 0.1% +2,672 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,980 $279K 0.27% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,970 $278K 0.03% +2,672 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,041 $278K 0.09% +2,737 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,966 $278K 0.12% +2,656 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,961 $278K 0.15% 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,960 $278K 0.05% +2,664 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 3,484 $277K 0.08% 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,957 $277K 0.17% +2,586 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,957 $277K 0.33% +2,112 13F-HR/A Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,944 $276K 0.15% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 2,943 $276K 0.11% +2,643 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,942 $276K 0.02% +2,705 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,940 $276K 0.07% +2,641 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 0 $275K 0.06% -7,149 13F-HR Timeline Amount filed as zero, left out of ratios. Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,930 $275K 0.19% +2,633 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,929 $275K 0.06% +2,682 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,210 $274K 0.14% +2,892 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,920 $274K 0.17% +2,463 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,920 $274K 0.12% +2,688 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,919 $274K 0.17% +2,643 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,917 $273K 0.11% +2,676 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,911 $273K 0.01% +2,633 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,910 $273K 0.06% +2,614 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,896 $272K 0.17% +2,615 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,893 $271K 0.01% +2,669 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,890 $271K 0.05% +2,602 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,262 $271K 0.1% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,886 $271K 0.11% +2,592 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,884 $270K 0.18% +2,606 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,883 $270K 0.05% +2,615 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,880 $270K 0.09% +2,413 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 2,880 $270K 0.08% +2,592 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,861 $268K <0.01% +2,563 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,850 $267K 0.14% +2,511 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,850 $267K 0.02% +2,560 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,830 $265K 0.15% +2,557 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,820 $264K 0.01% +2,503 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,820 $264K 0.22% +2,538 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,815 $264K 0.11% +2,602 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,815 $264K 0.1% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,810 $263K 0.02% +2,235 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,810 $263K 0.06% +2,532 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 2,800 $263K 0.09% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,800 $263K 0.13% 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 3,458 $262K 0.25% 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 2,789 $261K 0.24% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,783 $261K 0.02% +2,440 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,781 $261K 0.05% +2,531 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,780 $261K 0.02% +2,502 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,780 $261K 0.1% +2,363 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,779 $261K 0.07% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,770 $260K 0.01% +2,513 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,769 $260K 0.58% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,766 $259K 0.04% +2,516 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,760 $259K <0.01% +2,433 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 2,760 $259K 0.07% +2,484 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,760 $259K 0.02% +2,495 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,756 $258K 0.08% +2,473 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,750 $258K 0.06% +2,476 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,750 $258K 0.01% +2,489 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,739 $257K 0.02% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,735 $256K 0.04% +2,452 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 2,730 $256K 0.27% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,724 $255K 0.2% +2,438 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,722 $255K 0.06% +2,362 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,719 $255K 0.07% +2,394 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,703 $253K 0.07% +2,394 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,703 $253K 0.07% +2,469 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,161 $253K 0.09% +816 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,700 $253K 0.04% +2,431 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,700 $253K 0.01% +2,409 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 2,700 $253K 0.04% +2,430 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,700 $253K 0.35% +2,489 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,695 $253K 0.07% +2,426 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,694 $253K 0.07% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,690 $252K 0.04% +2,505 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,683 $252K 0.08% +2,472 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,680 $251K 0.09% +2,412 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,680 $251K 0.07% +2,637 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,679 $251K 0.02% +1,925 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,677 $251K 0.07% +2,419 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 2,680 $251K 0.09% +2,412 13F-HR Timeline