Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,397 $662K 0.42% +2 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 3,394 $662K 0.22% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,392 $661K 0.07% +7 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,384 $660K 0.19% -37 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,383 $659K 0.26% -119 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,377 $658K 0.12% -326 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,372 $657K 0.1% -5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,364 $656K 0.04% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,364 $656K 0.14% -169 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,360 $655K 0.06% +540 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,358 $655K 0.06% +515 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,341 $654K 0.16% -38 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,350 $653K 0.03% +14 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,348 $652K 0.06% -378 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,347 $652K 0.22% -33 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,344 $652K 0.37% 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 3,329 $649K 0.42% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,328 $649K 0.09% +10 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,327 $648K 0.15% +959 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 3,327 $648K 0.15% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,323 $648K 0.7% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,308 $645K 0.07% -193 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,305 $644K 0.03% -5,299 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,304 $644K 0.33% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,300 $643K 0.07% -110 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,293 $642K 0.21% +247 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,280 $639K 0.19% +166 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,272 $638K 0.12% +74 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,258 $635K 0.1% -545 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 3,247 $633K 0.64% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,245 $632K 0.04% +51 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 3,241 $632K 0.09% -636 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,238 $631K 0.22% -79 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,224 $631K 0.57% +82 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,456 $630K 0.39% -839 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,224 $628K 0.19% -8 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,220 $628K 0.08% -180 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,219 $627K 0.07% -125 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,209 $625K 0.12% +224 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,572 $625K 0.01% +265 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,205 $625K <0.01% -2,483 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,200 $624K 0.13% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,200 $624K 0.02% +12 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,195 $623K 0.11% +28 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,193 $622K 0.28% -156 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,192 $622K 0.47% +419 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,191 $622K 0.06% +361 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,181 $620K 0.03% +295 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,179 $620K 0.3% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,172 $618K 0.21% +1,244 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,169 $618K 0.15% +2,095 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,164 $617K 0.59% 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,154 $615K 0.31% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,154 $615K 0.2% -1,504 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,154 $615K 0.12% +394 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,149 $614K 0.48% -45 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,149 $614K 0.16% +8 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,141 $612K 0.02% -161 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,136 $611K 0.34% +1 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,126 $610K 0.09% +54 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,126 $609K 0.17% -9 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,125 $609K 0.07% -28,752 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,120 $608K 0.05% +274 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,114 $607K 0.11% -50 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,111 $606K 0.09% -117 13F-HR/A Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,110 $606K 0.11% -326 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,109 $606K 0.04% -27 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,100 $604K 0.07% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,092 $603K 0.33% -2,797 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,090 $602K 0.08% +1,458 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,090 $602K 0.11% +14 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,087 $602K 0.24% +265 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,084 $601K 0.57% 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,077 $600K 0.07% +1,574 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,071 $599K 0.18% -6,227 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,064 $597K 0.07% +209 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,063 $597K 0.07% +162 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,063 $597K 0.16% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,063 $597K 0.28% 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 3,056 $596K 0.36% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,166 $595K 0.23% 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,051 $595K 0.17% -110 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,049 $594K 0.11% -507 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,046 $594K 0.29% -705 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,046 $594K 0.18% +1,975 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 3,044 $593K 0.08% -5 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 3,039 $592K 0.28% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 3,033 $591K 0.48% +39 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,031 $591K 0.03% -805 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,022 $589K -8,246 Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,022 $589K 0.07% +334 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,018 $588K 0.58% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,009 $586K 0.25% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,007 $586K 0.5% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,006 $586K 0.38% -140 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,005 $586K 0.33% 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,000 $585K 0.12% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,001 $585K 0.12% -2,001 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 3,000 $585K 0.18% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 3,000 $585K 0.11% -4,800 13F-HR Timeline Group Game Creek Capital, LP More: the full row for Game Creek Capital, LP 3,000 $585K 0.22% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $585K 0.1% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,000 $585K 0.22% -5,855 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,971 $583K 0.45% -116 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,992 $583K 0.06% -469 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,991 $583K 0.34% +745 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,984 $582K 0.16% -57 13F-HR/A Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 2,983 $581K 0.02% -17,215 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,981 $581K 0.36% +64 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,981 $581K 0.18% +814 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,980 $581K 0.08% -38 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,973 $579K 0.05% +216 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,973 $579K 0.11% -215 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 2,970 $579K 0.2% -492 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,970 $579K 0.31% -141 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,968 $578K 0.08% -250 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,967 $578K 0.13% -8,317 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,967 $578K 0.18% -543 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,966 $578K 0.12% +317 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,965 $578K 0.06% +33 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,963 $578K 0.04% +453 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,962 $577K 0.06% -532 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 2,953 $576K 0.54% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,944 $574K 0.1% -11,022 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,940 $573K 0.18% +155 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,938 $573K 0.24% +19 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,936 $572K 0.01% -273,525 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,935 $572K 0.07% -192 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,933 $572K 0.17% -52 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,933 $572K 0.06% -36 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,930 $571K 0.11% +11 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,304 $571K 0.06% -42 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,923 $570K 0.36% -500 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,922 $570K 0.06% -41 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,639 $569K 0.1% -78 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,921 $569K 0.49% +275 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,918 $569K 0.15% +475 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,918 $569K 0.28% +340 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,906 $566K 0.51% 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,900 $565K 0.13% -381 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,900 $565K 0.14% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,898 $565K 0.2% +621 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,892 $564K 0.02% 0 13F-HR/A Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,892 $564K 0.29% +200 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,128 $563K 0.23% +924 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,889 $563K 0.04% -27 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 2,889 $563K 0.55% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,886 $563K 0.08% -678 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,878 $561K 0.19% -13 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,876 $561K 0.28% +119 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,875 $560K 0.08% +534 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,873 $560K 0.2% +860 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 2,867 $559K 0.23% +1,174 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,864 $558K 0.36% +653 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,861 $558K 0.07% +2 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,860 $557K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,854 $556K 0.24% -872 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,851 $556K 0.11% +108 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,847 $555K 0.06% -181 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,836 $553K 0.4% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,834 $552K 0.13% -136 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,832 $552K 0.01% -15,830 13F-HR/A Timeline Group Navalign, LLC More: the full row for Navalign, LLC 2,830 $552K 0.14% -40 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,824 $550K 0.07% +463 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,339 $550K 0.08% -616 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,813 $548K 0.05% +93 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,812 $548K 0.39% -63 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,811 $548K 0.3% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,809 $548K 0.21% -962 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,801 $546K 0.26% -71 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,798 $545K 0.3% -9,609 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,797 $545K 0.16% 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 2,795 $545K 0.18% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,794 $545K 0.07% +176 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 2,788 $543K 0.14% -251 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,787 $543K 0.03% -112 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,785 $543K 0.16% -50 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,783 $542K 0.1% -174 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,780 $542K 0.19% -6,880 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,780 $542K 0.05% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,778 $541K 0.03% +1,479 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,778 $541K 0.14% +299 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,775 $541K 0.07% +227 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,769 $540K 0.08% -433 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 2,766 $539K 0.19% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,761 $538K 0.3% +128 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,757 $537K 0.11% -8,335 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,756 $537K 0.18% -287 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,756 $537K 0.05% -61 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2,756 $537K 0.38% +500 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 2,755 $537K 0.04% -2,345 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,744 $535K 0.01% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,740 $534K 0.32% +77 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 29,320 $533K 0.37% +26,015 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,731 $532K 0.14% +773 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,730 $532K 0.14% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,730 $532K 0.33% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,720 $530K 0.13% +420 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,720 $530K 0.23% -1,368 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,712 $529K 0.23% -45 13F-HR Timeline