NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,270 $479K 0.11% -155 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,263 $478K 0.12% -15 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,259 $478K 0.01% -442 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,251 $476K 0.15% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,234 $474K 0.06% +1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,229 $473K 0.14% -120 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,228 $473K 0.06% +551 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,227 $473K 0.33% -18 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,225 $473K 0.14% -63 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,224 $472K 0.36% +113 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,220 $472K 0.05% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,219 $472K 0.05% -986 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,219 $472K 0.07% +457 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,219 $472K 0.12% +229 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,218 $472K 0.04% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,211 $471K 0.07% -19,507 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,210 $470K 0.13% -1,674 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,209 $470K 0.06% +1,035 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,201 $469K 0.12% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 3,200 $469K 0.34% -13,711 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,609 $469K 0.32% -342 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,198 $469K 0.38% -12 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,194 $468K 0.1% -59 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,194 $468K 0.11% -1 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,700 $468K 0.18% +1,131 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,189 $467K 0.04% +140 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,187 $467K 0.03% +56 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,169 $464K 0.22% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,159 $463K 0.05% -1,441 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,159 $463K 0.17% +221 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,157 $463K 0.04% -80 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,155 $462K 0.16% +252 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,149 $461K 0.33% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,233 $461K 0.2% +274 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,139 $460K 0.22% +2 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 800 $460K 0.11% -1,073 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,135 $460K 0.07% +40 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,130 $459K 0.14% -710 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,128 $458K 0.07% +969 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,124 $458K 0.43% -1,424 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,123 $458K 0.02% +438 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,120 $457K 0.04% +262 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,120 $457K 0.07% -294 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,120 $457K 0.24% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,117 $457K 0.19% +34 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,115 $457K 0.07% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,110 $456K 0.09% +2,831 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,101 $454K 0.28% +7 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,100 $454K 0.03% -45 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,100 $454K 0.05% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,098 $454K 0.04% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,096 $454K 0.17% -10 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,095 $454K 0.09% +70 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,092 $453K 0.25% +136 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,087 $452K 0.02% +1,575 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,075 $451K 0.02% +258 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,075 $451K 0.02% +1,440 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 2,942 $450K 0.29% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,066 $449K 0.07% -120 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 3,065 $449K 0.04% +2,507 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,063 $449K 0.06% +337 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,059 $448K 0.11% -25 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,050 $447K 0.1% -21,500 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,050 $447K 0.33% +1,245 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,727 $447K 0.05% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,047 $447K 0.16% -322 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,046 $446K 0.06% +683 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,044 $446K 0.01% -282 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,034 $445K 0.05% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,033 $444K 0.01% +1,402 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,021 $443K 0.15% -1,209 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,018 $442K 0.1% +737 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,018 $442K 0.36% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,016 $442K 0.12% +1,215 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,012 $441K 0.13% +400 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,012 $441K 0.07% +1,471 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,008 $441K 0.12% +38 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,000 $440K 0.08% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,002 $440K 0.05% +92 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 3,000 $440K 0.11% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,000 $440K 0.05% -1,000 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,995 $439K 0.25% -107 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,990 $438K 0.23% +5 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 2,983 $437K 0.2% -40 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,980 $437K 0.07% -268 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,970 $435K 0.03% +649 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,966 $435K 0.12% -6 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,959 $434K 0.18% +34 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,956 $433K 0.24% -287 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 2,953 $433K 0.32% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,951 $432K 0.01% new 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,943 $431K 0.05% +569 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,940 $431K 0.07% +1,116 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 2,937 $430K 0.19% 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,936 $430K 0.33% +4 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,929 $429K 0.11% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,928 $429K 0.01% -280 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,928 $429K 0.04% -172 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,919 $428K 0.1% -141 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,917 $427K 0.02% -299 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,913 $427K 0.13% -178 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,914 $427K 0.03% +1,158 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,889 $427K 0.33% +61 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,904 $426K 0.01% +14 13F-HR/A Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,903 $425K 0.09% +18 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,901 $425K 0.06% -203 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,900 $425K 0.14% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,897 $425K 0.18% -195 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 2,896 $424K 0.17% 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,894 $424K 0.23% -202 13F-HR/A Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,891 $424K 0.07% -7 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,890 $424K 0.28% -145 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,887 $423K 0.05% -538 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 2,885 $423K 0.2% +296 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,874 $421K 0.08% -26 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,868 $420K 0.05% +190 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 2,866 $420K 0.38% -145 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,865 $420K 0.08% -136 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,859 $419K 0.19% -15 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,844 $417K 0.08% +112 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,844 $417K 0.18% -381 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 2,842 $416K 0.2% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,841 $416K 0.25% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,835 $415K 0.06% +705 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,831 $415K 0.08% +271 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,826 $414K 0.18% +9 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,825 $414K 0.26% -9 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,823 $414K 0.11% +1,091 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,940 $413K 0.16% +91 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,817 $413K 0.42% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,814 $412K 0.11% -375 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 3,220 $412K 0.28% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,811 $412K 0.2% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,810 $412K 0.18% +262 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,806 $411K 0.05% +200 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,805 $411K 0.07% +416 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,804 $411K 0.19% +1,997 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,804 $411K 0.04% -33 13F-HR/A Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,800 $410K 0.06% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,800 $410K 0.13% -200 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,796 $410K 0.15% +469 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,793 $409K 0.1% -190 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,793 $409K 0.11% +44 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,792 $409K 0.06% +1,217 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,789 $409K 0.2% -3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,787 $408K 0.02% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,787 $408K 0.15% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,783 $408K 0.07% 0 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 2,781 $408K 0.18% -147 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,780 $407K 0.13% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,780 $407K 0.03% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,777 $407K 0.2% -30 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,777 $407K 0.05% +178 13F-HR/A Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,776 $407K 0.08% +37 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,774 $406K 0.19% +140 13F-HR/A Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 2,765 $405K 0.33% 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3,200 $404K 0.16% 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2,756 $404K 0.3% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,749 $403K 0.05% -225 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,748 $403K 0.05% +1,156 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,744 $402K 0.01% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,742 $402K 0.05% -896 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,741 $402K 0.13% -18 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,731 $400K 0.05% -2 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,730 $400K 0.09% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,728 $400K 0.19% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,726 $400K 0.07% +169 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,726 $400K 0.14% +57 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,721 $399K 0.23% -664 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,720 $399K 0.3% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,719 $398K 0.24% -4 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 2,715 $398K <0.01% -885 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,712 $397K 0.03% -932 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,710 $397K 0.1% +17 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,708 $397K 0.06% +818 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,700 $396K 0.01% -302 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,692 $394K 0.02% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,687 $394K 0.06% +130 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,680 $393K 0.1% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,676 $392K 0.15% +55 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 2,674 $392K 0.23% +327 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,672 $392K 0.03% -151 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,670 $391K 0.25% -337 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,664 $390K 0.18% -8 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,735 $390K 0.04% -13 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,659 $390K 0.17% +92 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,655 $389K 0.07% +236 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,651 $388K 0.26% +5 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,650 $388K 0.09% +416 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,648 $388K 0.05% 0 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 2,644 $387K 0.13% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,644 $387K 0.09% +24 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,640 $387K 0.16% +228 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,637 $386K 0.05% +433 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,629 $385K 0.06% +15 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,629 $385K 0.03% -16 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,628 $385K 0.21% +7 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,626 $385K 0.05% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,626 $385K 0.07% -20 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,620 $384K 0.29% -481 13F-HR Timeline