Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 3,753 $625K 0.22% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,736 $623K 0.13% +364 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,725 $621K 0.12% +458 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,714 $620K 0.05% +1,749 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,716 $619K 0.06% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,716 $619K 0.3% -1,408 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,715 $617K 0.34% -3,417 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,697 $616K 0.05% +111 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,696 $616K 0.38% +200 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,692 $615K 0.21% +28 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,692 $615K 0.05% -247 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,691 $615K 0.37% -4,256 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,691 $615K 0.25% -284 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,688 $615K 0.25% +3 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,686 $614K 0.12% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,684 $614K 0.3% +8 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,678 $613K 0.07% +612 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,673 $612K 0.37% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,668 $611K 0.07% -620 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,667 $611K 0.2% -67 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,665 $611K 0.02% +100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,662 $610K 0.06% +480 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,658 $610K 0.09% +536 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,660 $610K 0.39% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,650 $608K 0.13% +176 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,640 $607K 0.2% -410 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,631 $605K 0.14% -22 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,630 $605K 0.22% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,630 $605K 0.12% +98 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,629 $605K 0.09% +2,331 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,628 $605K 0.03% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,624 $604K 0.34% -200 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,621 $603K 0.2% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,621 $603K 0.21% +63 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,614 $602K 0.19% +686 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,604 $601K 0.04% -3 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,597 $599K 0.3% -268 13F-HR Timeline Group Trust Co More: the full row for Trust Co 3,596 $599K 0.07% +23 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,589 $598K 0.1% -386 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,585 $597K 0.15% -410 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,575 $596K 0.49% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,575 $596K 0.05% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,564 $594K 0.51% +3 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,550 $592K 0.03% +269 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 3,550 $592K 0.02% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,526 $588K 0.3% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,512 $585K 0.11% +31 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,511 $585K 0.15% +504 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,510 $585K 0.49% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,507 $584K 0.13% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,493 $582K 0.19% -918 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,475 $579K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,468 $578K 0.04% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,462 $577K 0.06% -9 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,462 $577K 0.12% +15 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,458 $576K 0.17% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,456 $576K 0.14% +482 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,455 $576K 0.14% -138 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,450 $575K 0.2% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,450 $575K 0.05% +1,352 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,445 $574K 0.04% +536 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,444 $574K 0.2% 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,440 $573K 0.47% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,437 $573K 0.16% -2 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,435 $572K 0.23% +375 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,430 $572K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 3,415 $569K 0.13% 0 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 3,415 $569K new Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,412 $569K 0.23% +35 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,409 $568K 0.28% +70 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,408 $568K 0.06% +335 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,400 $567K 0.09% -100 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,386 $564K 0.22% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,380 $563K 0.07% -301 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,365 $561K 0.1% -19 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,363 $560K 0.04% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,358 $560K 0.37% -1 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,350 $558K 0.17% +12 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,349 $558K 0.04% -18 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,238 $558K 0.32% +2 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,342 $557K 0.46% -374 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,335 $556K 0.13% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,325 $554K 0.21% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,321 $553K 0.16% -256 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,318 $553K 0.09% +123 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,309 $551K 0.22% +3 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,306 $551K 0.21% -182 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,302 $550K 0.4% -30 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,300 $550K 0.38% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,294 $550K 0.55% -205 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,299 $550K 0.5% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,285 $547K 0.2% -105 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 3,269 $545K 0.21% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,268 $545K 0.14% +1,346 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,267 $544K 0.54% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,266 $544K 0.03% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,266 $544K 0.24% +1,991 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,264 $544K 0.66% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,262 $544K 0.09% +496 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3,261 $543K 0.9% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,254 $542K 0.39% +120 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,253 $542K 0.06% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 3,250 $541K 0.26% -263 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,239 $540K 0.12% 0 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 3,238 $540K 0.18% -130 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,234 $539K 0.11% +123 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,227 $538K 0.31% -120 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,226 $538K 0.49% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,219 $537K 0.14% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,224 $537K 0.11% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,221 $537K 0.09% -57 13F-HR Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 3,217 $536K 0.46% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,216 $536K 0.17% +232 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,215 $536K 0.08% +43 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,208 $535K 0.09% +49 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,205 $534K 0.02% +48 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,198 $533K 0.5% -425 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,197 $533K 0.5% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,191 $532K 0.05% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,184 $531K 0.41% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,184 $531K 0.12% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,179 $530K 0.14% -120 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,162 $527K 0.07% -116 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,160 $527K 0.07% 0 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 3,152 $525K 0.06% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,152 $525K 0.2% +27 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,150 $525K 0.06% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,142 $524K 0.2% -5 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 3,132 $522K 0.08% -475 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,128 $521K 0.15% +17 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,118 $520K 0.04% -400 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,113 $519K 0.09% -35 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,110 $518K 0.31% 0 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,107 $518K 0.13% -117 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,104 $517K 0.13% -3,919 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,102 $517K 0.05% +944 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,099 $516K 0.1% -97 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,099 $516K 0.02% +199 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,093 $515K 0.43% -2,285 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,087 $514K 0.12% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,086 $514K 0.21% +13 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,081 $513K 0.17% +7 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,079 $513K 0.06% -1 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,076 $513K 0.2% +1,800 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,076 $513K 0.55% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,070 $512K 0.09% -32 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 3,074 $512K 0.04% +212 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,058 $510K 0.07% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,054 $509K 0.11% -115 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,048 $508K 0.38% +1,419 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,206 $507K <0.01% +648 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,031 $505K 0.07% -585 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,025 $504K 0.53% +13 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,021 $503K 0.21% +6 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,021 $503K 0.09% +267 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,019 $503K 0.03% -139 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,016 $503K 0.19% -166 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,012 $502K 0.37% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,009 $501K 0.26% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,008 $501K 0.29% +17 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,008 $501K 0.07% +39 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,007 $501K 0.19% +527 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,002 $500K 0.26% -3,968 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,000 $500K 0.11% 0 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 3,000 $500K 0.03% -12,710 13F-HR Timeline Group Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 3,000 $500K 0.17% new 13F-HR/A Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 3,000 $500K 0.35% 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $500K 0.1% new 13F-HR Timeline Pinnacle Investment Management Ltd More: the full row for Pinnacle Investment Management Ltd 3,000 $500K 0.37% 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,997 $499K 0.54% 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,997 $499K 0.59% -1,042 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,097 $499K 0.04% -319 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,991 $498K 0.19% -312 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,990 $498K 0.23% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,987 $498K 0.23% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,987 $498K 0.31% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,986 $498K 0.12% -951 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,982 $497K 0.11% -184 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,973 $495K 0.23% -100 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,970 $495K 0.06% +248 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,963 $494K 0.19% +6 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,960 $493K 0.01% -1,627 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,953 $492K 0.02% +266 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,950 $492K 0.11% -12,250 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,946 $491K 0.18% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,939 $490K 0.07% 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 2,926 $488K 0.36% -105 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,109 $486K 0.17% +537 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 2,902 $484K 0.4% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,902 $484K 0.28% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,900 $483K 0.16% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,898 $483K 0.1% +515 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,898 $483K 0.29% +105 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,895 $482K 0.13% -69 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,891 $482K 0.24% 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,890 $482K 0.09% -235 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,883 $481K 0.29% +6 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,890 $481K 0.11% -175 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,879 $480K 0.28% -391 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,878 $480K 0.19% -115 13F-HR Timeline