Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,520 $831K 0.17% +1,115 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,780 $830K 0.62% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,338 $829K 0.25% +283 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 5,333 $828K 0.85% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,333 $828K 0.11% -1 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,331 $828K 0.22% -26 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,327 $827K 0.13% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,319 $826K 0.05% -1,773 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,319 $826K 0.12% +799 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,317 $826K 0.29% +205 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,304 $824K 0.02% -1,723 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,305 $824K 0.18% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,303 $824K 0.4% -369 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,303 $824K 0.3% +306 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,302 $823K 0.43% -13 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 5,300 $823K 0.01% 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,301 $823K 0.04% -286 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,285 $821K 0.56% +82 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,281 $820K 0.21% +100 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,280 $820K 0.45% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,268 $818K 0.24% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,263 $817K 0.19% +1 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,252 $816K 0.27% +148 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,247 $815K 0.34% -1,640 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,239 $814K 0.3% -2,578 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,232 $813K 0.06% -177 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,221 $811K 0.3% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 5,220 $811K 0.5% +221 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,217 $810K 0.12% -291 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 5,138 $810K 0.6% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,208 $809K 0.03% -77 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,206 $808K 0.25% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,197 $807K 0.15% +708 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,192 $806K 0.16% -414 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,184 $805K 0.04% +2,051 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,175 $804K 0.25% -225 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 5,172 $803K 0.2% +355 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,172 $803K 0.4% -5 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,176 $803K 0.21% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 5,164 $802K 0.08% -8,922 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,161 $801K 0.05% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,161 $801K 0.45% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,152 $800K 0.04% -754 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 5,137 $798K 0.09% +183 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,135 $797K 0.81% -278 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,133 $797K 0.39% -25 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,108 $793K 0.06% +1 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,108 $793K 0.14% +375 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,107 $793K 0.31% 13F-HR/A Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,097 $792K 0.2% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,097 $791K 0.34% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,084 $789K 0.47% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,074 $788K 0.26% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 5,059 $786K 0.48% -66 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,046 $784K 0.4% +456 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,040 $783K 0.09% +26 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 5,038 $782K 0.53% +26 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,036 $782K 0.23% +486 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,027 $781K 0.26% -269 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,024 $780K 0.1% +8 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,012 $778K <0.01% -7,128 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,009 $778K 0.34% -86 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,008 $778K 0.06% new 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 5,000 $776K 0.58% new 13F-HR Timeline Alpine Fox Capital LLC in group Alpine Fox Capital LLC More: the full row for Alpine Fox Capital LLC 5,000 $776K 0.73% -26,500 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,999 $776K 0.1% +435 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,978 $773K 0.36% +31 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,978 $773K 0.16% -62 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,972 $772K 0.24% +120 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,951 $769K 0.01% -5,939 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,933 $766K 0.11% +382 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,926 $765K 0.52% -156 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,921 $764K 0.18% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 4,921 $764K 0.39% -1,963 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,915 $763K 0.1% +83 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,913 $763K 0.56% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,912 $763K 0.18% +399 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,908 $762K 0.61% +951 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 4,900 $761K 0.08% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,900 $761K 0.17% -1,421 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,892 $757K 0.21% -24 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,875 $757K 0.21% -249 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,872 $757K 0.23% -3 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,872 $757K 0.11% -1,769 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,870 $756K 0.21% -57 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,868 $756K 0.49% +2,021 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,866 $756K 0.34% +583 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,840 $752K 0.65% -323 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,836 $751K 0.08% -214 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,836 $751K 0.23% +98 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,831 $750K 0.18% +52 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,822 $749K 0.05% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,820 $748K 0.22% 0 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,820 $748K 0.28% -680 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 4,816 $748K 0.16% -209 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,814 $748K 0.35% -30,789 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,814 $748K 0.43% +4 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 5,429 $747K 0.19% +522 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,812 $747K 0.1% -277 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,799 $745K 0.27% -5 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 4,798 $745K 0.52% -236 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 4,793 $744K 0.17% -794 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,782 $743K 0.12% +2 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,777 $742K 0.73% +2,350 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,769 $741K 0.4% +1,155 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,769 $741K 0.26% +6 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,761 $739K 0.26% -958 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,750 $738K 0.29% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,743 $737K 0.05% +381 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,741 $736K 0.06% -2,165 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,732 $735K 0.14% -201 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,728 $734K 0.35% +38 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,710 $731K 0.35% -5 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,704 $731K 0.41% -842 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,704 $730K 0.13% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,702 $730K 0.7% +62 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,699 $730K 0.27% -1,207 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,693 $729K 0.18% +681 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,689 $728K 0.17% -1,479 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,686 $728K 0.16% -12 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,680 $727K 0.03% -33 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,668 $725K 0.03% +29 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,651 $722K 0.05% -910 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,649 $722K 0.13% -1 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,640 $721K 0.36% -719 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,634 $720K 0.08% -4,042 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,631 $719K 0.07% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,625 $718K 0.42% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,620 $717K 0.11% -66 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,616 $717K 0.08% +181 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,606 $715K 0.1% +42 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,601 $714K 0.29% +12 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,601 $714K 0.15% -2,962 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,600 $714K 0.15% -94 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,589 $713K 0.24% -643 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,586 $712K 0.08% -32 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,580 $711K 0.06% -77 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,570 $710K 0.63% -9,906 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,565 $709K 0.04% -399 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,562 $708K 0.28% -157 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,561 $708K 0.25% +32 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,545 $706K 0.11% +1,608 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,533 $704K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,517 $701K 0.09% +48 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,515 $701K 0.18% +247 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,509 $701K 0.11% +318 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,515 $701K 0.1% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,513 $701K 0.19% -19 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,502 $699K 0.2% -775 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 4,494 $698K 0.48% -60 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,494 $698K 0.12% -285 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,492 $698K 0.2% +2,102 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,479 $698K 0.09% +370 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,489 $696K 0.36% -8,615 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 4,481 $696K 0.1% -8,988 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,479 $696K 0.12% +1,149 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,477 $695K 0.46% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,476 $695K 0.14% +119 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,473 $695K 0.05% -4,155 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,465 $693K 0.25% +1,926 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,464 $693K 0.01% +915 13F-HR Timeline Group Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,461 $693K 0.14% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,456 $692K 0.05% -591 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,449 $691K 0.27% -80 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,441 $690K 0.14% -577 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,433 $688K 0.07% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,428 $688K 0.11% -469 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,427 $687K 0.14% +100 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,417 $686K 0.22% -1,942 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 4,411 $685K 0.48% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,391 $682K 0.05% -90 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,374 $679K 0.48% -6 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,368 $678K 0.29% -178 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,364 $678K 0.36% +125 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,359 $677K 0.08% +73 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,359 $677K 0.34% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,358 $677K 0.08% -400 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,354 $676K 0.13% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,351 $676K 0.08% -1,227 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,341 $674K 0.08% +2,490 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,340 $674K 0.54% -11 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,338 $674K 0.33% +9 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,309 $671K 0.31% +42 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,309 $669K 0.04% -328 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,294 $667K 0.29% -168 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,289 $666K 0.04% -16 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 4,283 $665K 0.57% -419 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,274 $664K 0.11% +5 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 4,274 $664K 0.38% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,271 $663K 0.07% -311 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,268 $663K 0.34% -3,201 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,267 $663K 0.14% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,207 $661K 0.06% -42 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,251 $660K 0.2% 0 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,245 $659K 0.05% -1,233 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,242 $659K 0.41% -169 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,235 $658K 0.24% +10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,231 $657K 0.14% -21 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,230 $657K 0.25% +1,315 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,227 $656K 0.08% +367 13F-HR Timeline