Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,262 $417K 0.14% -105 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,262 $417K 0.01% -294 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,262 $417K 0.41% 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,258 $416K 0.07% -35 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,257 $416K 0.06% +709 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,253 $415K 0.08% -22 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,251 $415K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,242 $413K 0.04% +15 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,239 $412K 0.13% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,238 $412K 0.04% +1,052 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,237 $412K <0.01% +80 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,464 $411K 0.12% +191 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,220 $409K 0.03% +277 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,220 $409K 0.04% +648 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,220 $409K 0.4% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,211 $407K 0.05% -30 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,193 $404K 0.06% +614 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,184 $402K 0.24% 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,184 $402K 0.27% +42 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,183 $402K 0.24% +154 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,171 $400K 0.11% -180 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,280 $400K 0.13% +1,742 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,170 $400K 0.2% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,164 $399K 0.48% -614 13F-HR/A Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,160 $398K 0.02% -10 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,156 $397K 0.03% -1,060 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,156 $397K 0.15% +104 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,156 $397K 0.03% -128 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,151 $396K 0.02% -4 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,144 $395K 0.17% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,143 $395K <0.01% 0 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,143 $395K 0.05% -254 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,129 $392K 0.02% +373 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,120 $390K 0.01% +14 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,116 $390K 0.01% +3 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,114 $389K 0.04% -460 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,113 $389K 0.05% +28 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,109 $388K 0.02% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,109 $388K 0.15% 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,106 $388K 0.26% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,101 $387K 0.15% +15 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,095 $386K 0.38% -110 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,094 $386K 0.1% -39 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,090 $385K 0.25% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,088 $385K 0.08% +58 13F-HR/A Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,082 $384K 0.05% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,080 $383K 0.07% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,080 $383K 0.27% -20 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,079 $383K 0.05% -157 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,077 $383K 0.07% +1,561 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,073 $382K 0.02% -73 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,072 $382K 0.07% +168 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,060 $379K 0.1% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,060 $379K 0.03% -1 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,055 $379K 0.07% +23 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,050 $378K 0.02% 0 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,049 $377K 0.41% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,038 $375K 0.2% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,033 $374K 0.12% -14 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,030 $374K 0.36% 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,026 $373K 0.24% +6 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,006 $370K 0.12% +93 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,003 $369K 0.04% +201 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,000 $368K 0.2% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,000 $368K 0.06% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 2,000 $368K 4.34% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,999 $368K <0.01% -85,615 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,999 $368K 0.1% 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,000 $368K 0.18% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,995 $368K 0.04% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,995 $367K 0.21% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,992 $367K 0.02% +336 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,991 $367K 0.13% -1,942 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,989 $366K 0.04% +785 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,985 $366K 0.07% +96 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $365K 0.16% -2,033 13F-HR Timeline Amount filed as zero, left out of ratios. Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,983 $365K 0.25% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,978 $364K 0.05% -23 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,976 $364K 0.03% +990 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,976 $364K 0.23% -96 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,968 $363K 0.13% +96 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,967 $362K 0.18% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,965 $362K 0.08% -44 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,962 $361K 0.09% -200 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,961 $361K 0.31% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,958 $361K 0.06% +535 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,952 $360K 0.13% 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,948 $359K 0.05% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,947 $359K 0.06% +6 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,940 $357K 0.1% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,939 $357K 0.16% +306 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,938 $357K 0.14% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,936 $357K 0.11% -1,580 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,931 $356K 0.04% +432 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,922 $354K 0.39% 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,921 $354K 0.14% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,996 $353K 0.06% -690 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,916 $353K 0.14% +197 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,915 $353K 0.09% -519 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,912 $352K 0.03% -120 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,905 $351K 0.02% -226 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,901 $350K 0.19% +45 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,898 $350K 0.14% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,871 $345K 0.18% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,870 $344K 0.07% -91 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,868 $344K 0.13% -74 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,865 $344K 0.13% +50 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,858 $342K 0.2% +119 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,854 $342K 0.1% -6 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,856 $342K 0.04% +58 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,856 $342K 0.29% +26 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,850 $341K 0.18% 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 1,845 $340K 0.34% 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,842 $339K 0.16% 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 1,837 $338K 0.21% -117 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,837 $338K 0.05% -301 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,833 $338K 0.08% +1,584 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,832 $337K 0.02% -210 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,830 $337K 0.04% +583 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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More: the full row for TCI Wealth Advisors, Inc. 1,761 $324K 0.02% -7 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,760 $324K 0.11% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,759 $324K 0.11% +154 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,755 $323K 0.05% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,750 $322K 0.25% +410 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 1,748 $322K 0.11% -104 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,742 $321K 0.04% -25 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,740 $321K 0.17% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,740 $321K 0.21% +135 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,734 $319K 0.03% +53 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,726 $318K 0.1% +71 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,723 $317K 0.04% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,720 $317K 0.19% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,716 $316K 0.02% +91 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,713 $316K 0.05% -337 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 1,712 $316K 0.48% +180 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,706 $314K 0.04% +603 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,706 $314K 0.02% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,699 $313K 0.08% +250 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,694 $312K 0.07% +236 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,694 $312K 0.22% 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,692 $312K 0.12% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,690 $311K 0.02% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,688 $311K 0.09% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,656 $311K 0.06% -332 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 1,686 $311K 0.23% 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,685 $310K 0.09% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,683 $310K 0.17% 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,683 $310K 0.07% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,681 $310K 0.01% +27 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,677 $309K 0.2% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,667 $307K 0.05% +385 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,660 $306K 0.25% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,659 $306K 0.15% -58 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,875 $305K 0.05% +180 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,652 $304K <0.01% +80 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,651 $304K 0.12% +760 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,642 $302K 0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,636 $301K 0.04% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,635 $301K 0.12% -16 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,634 $301K 0.01% -17 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,633 $301K 0.03% +433 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 1,846 $301K 0.29% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,631 $300K 0.03% +79 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,631 $300K 0.02% -369 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,626 $300K 0.05% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,705 $299K 0.04% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,623 $299K 0.07% -1,031 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,619 $298K 0.12% -110 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,614 $297K 0.16% +110 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,606 $297K 0.23% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,609 $296K 0.17% +130 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,602 $295K 0.08% -16 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,602 $295K 0.1% 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,600 $295K 0.28% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,598 $294K 0.01% -100 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,597 $294K 0.05% new 13F-HR/A Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,595 $294K 0.16% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,589 $293K 0.12% +100 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,586 $292K 0.1% -185 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,584 $292K 0.11% +144 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,577 $290K 0.02% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,570 $289K 0.06% 0 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,569 $289K <0.01% new 13F-HR Timeline Group