Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,565 $1.04M 0.27% -74,136 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,550 $1.04M 0.44% -204 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,550 $1.04M 0.33% -500 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 5,500 $1.03M 2.67% -500 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,500 $1.03M 0.13% +74 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,469 $1.02M 0.48% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,464 $1.02M 0.55% -166 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,463 $1.02M 0.42% +191 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,460 $1.02M 0.34% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,459 $1.02M 0.32% -124 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,449 $1.02M 0.72% +365 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,441 $1.02M 0.53% +45 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,439 $1.01M 0.46% +187 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,438 $1.01M 0.1% +101 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 5,418 $1.01M 1.54% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 5,410 $1.01M 0.6% -4,757 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 5,410 $1.01M 0.2% +2,510 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 5,409 $1.01M 0.08% +34 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,398 $1.01M 0.18% -1,773 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,395 $1.01M 0.54% +264 13F-HR Timeline EQ LLC More: the full row for EQ LLC 5,388 $1.01M 0.34% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,361 $1M 0.62% -76 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5,352 $999K 0.26% +221 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 5,340 $996K 0.22% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,547 $996K 0.14% -508 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,338 $996K 0.18% -20 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 5,328 $994K 0.15% -77 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,315 $992K 0.26% +15 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,314 $991K 0.37% +3,043 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,314 $991K 0.96% -257 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,310 $991K 0.38% +491 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,309 $990K 0.34% -141 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 5,297 $988K 0.61% -37 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,293 $988K 0.01% +2,580 13F-HR Timeline Lifelong Wealth Advisors, Inc. 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More: the full row for Colorado Capital Management, Inc. 5,187 $968K 0.37% -100 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,184 $967K 0.57% +924 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 5,170 $965K 0.78% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,143 $960K 0.62% +1 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 5,139 $959K 0.41% +687 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 5,138 $959K 0.63% -485 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5,141 $958K 0.61% -59 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 5,131 $957K 0.5% -79 13F-HR Timeline Shoker Investment Counsel, Inc. 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More: the full row for Oasis Management Co Ltd. 5,100 $952K 0.16% -8,545 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,099 $951K 0.39% -3,905 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4,764 $948K 0.15% -464 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,078 $947K 0.41% +291 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,057 $944K 0.78% -121 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,055 $943K 0.3% +445 13F-HR Timeline Patrick Mauro Investment Advisor, INC. 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More: the full row for Sherman Asset Management, Inc. 5,010 $935K 0.81% -2,691 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 5,007 $934K 0.47% -870 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 5,007 $934K 0.25% +74 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 21,971 $933K 0.15% -63,723 13F-HR/A Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5,000 $933K 0.67% +310 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 5,000 $933K 0.17% 0 13F-HR/A Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 5,000 $933K 0.84% 0 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 5,000 $933K 1.04% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 5,000 $933K 0.94% -3,000 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $933K 0.35% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,984 $930K 0.64% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 4,983 $930K 0.35% +878 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,972 $928K 0.44% -1,685 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,965 $926K 0.44% +1,340 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,960 $925K 0.08% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,950 $924K 0.22% +4,610 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,938 $921K 0.43% +58 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 4,927 $919K 1.09% -602 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 4,909 $916K 0.4% +579 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,980 $912K 0.59% +277 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 4,885 $911K 0.59% +15 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,883 $911K 0.66% +353 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 4,882 $911K 0.21% -26,029 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 4,872 $909K 0.62% +2,432 13F-HR/A Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 4,866 $908K 0.2% +574 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,859 $907K 0.16% +477 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,859 $907K 3.58% +209 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 4,858 $906K 1.35% +50 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 4,848 $905K 0.15% +2,700 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,839 $903K 0.73% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,805 $897K 0.62% -13 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,804 $896K 0.33% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 4,782 $892K 0.64% -115 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,757 $888K 0.4% +2,132 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,452 $883K 0.31% -21,639 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,726 $882K 0.19% +65 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,721 $881K 0.25% -35 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 4,711 $879K 0.24% -545 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 4,710 $879K 0.26% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,710 $879K 0.34% -4 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,705 $878K 0.1% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,700 $877K 0.15% +15 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 4,697 $876K 0.45% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,686 $874K 0.23% -89 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 4,680 $873K 0.58% +1 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,674 $872K 0.32% -976 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,669 $871K 0.5% +6 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 4,667 $871K 0.55% +12 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,660 $869K 0.23% +1,200 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 4,658 $869K 0.53% -11 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 4,649 $867K 0.15% -1,045 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,641 $866K 0.42% +142 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,640 $866K 0.74% +53 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,634 $865K 0.3% +211 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,630 $864K 0.27% -1,288 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,617 $861K 0.22% +421 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4,616 $861K 0.49% +841 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 4,612 $861K 0.06% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,612 $861K 0.04% new 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,610 $860K 0.07% -13,012 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,605 $859K 0.42% -100 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,604 $859K 0.22% -2,250 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,600 $858K 0.65% -18,790 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,593 $857K 0.19% +436 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,585 $855K 0.5% +1,341 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,584 $855K 0.45% -25 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,584 $855K 0.36% -350 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,581 $855K 0.41% +120 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,572 $853K 0.25% +296 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,570 $853K 0.62% +35 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 4,568 $852K 1.5% +508 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 4,566 $852K 0.34% +702 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,564 $852K 0.68% -6 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,562 $851K 0.36% +351 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,562 $851K 0.63% -29 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,561 $851K 0.62% +2,941 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 4,560 $851K 0.46% +1,110 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 4,548 $849K 0.69% -86 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4,535 $846K 0.59% 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,533 $846K 0.39% -8,931 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,527 $845K 0.16% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 4,523 $844K 0.69% +25 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 4,521 $844K 0.76% -1,163 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,519 $843K 0.44% +165 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 4,509 $841K 0.44% +10 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,505 $841K 0.51% +733 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 4,501 $840K 0.6% +4 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 4,495 $839K 0.46% +145 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,490 $838K 0.29% +163 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 4,484 $837K 0.78% 0 13F-HR Timeline Group Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,467 $833K 0.45% +2,455 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,466 $833K 3.15% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4,459 $832K 0.22% +444 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 4,447 $830K 0.61% -105 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 4,440 $828K 0.22% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,439 $828K 0.38% -1,204 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 4,427 $826K 0.15% +1,693 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,418 $824K 0.24% -15,275 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 4,415 $824K 0.3% 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,414 $824K 0.67% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 4,402 $821K 0.34% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,396 $820K 0.95% -161 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,374 $816K 0.63% +141 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 4,372 $816K 20.13% -2,947 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,362 $814K 0.64% +65 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 4,357 $813K 0.08% +5 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 4,357 $813K 0.15% +296 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,338 $809K 0.32% +2,159 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,129 $809K 0.21% +2,507 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 4,327 $807K 0.3% +34 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,319 $806K 2.63% -7,481 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 4,317 $805K 0.15% -1,022 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,310 $804K 0.46% -1,170 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,307 $804K 0.69% -55 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,305 $803K 0.18% +50 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 4,280 $803K 0.15% -120 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,300 $802K 0.44% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,291 $801K 0.62% +207 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 4,289 $800K 0.4% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,276 $798K 0.26% -101 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,270 $797K 0.39% -230 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,256 $794K 0.15% +835 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,255 $794K 0.07% +531 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,255 $794K 0.23% +24 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,254 $794K 0.54% -1,001 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,234 $790K 0.29% +211 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,251 $789K 0.23% +339 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,225 $788K 0.07% -3,330 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,225 $788K 0.5% +53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 4,215 $786K 0.29% -87 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 4,208 $785K 0.78% -2,799 13F-HR Timeline