Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 9,640 $244K 0.22% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,631 $244K 0.07% +5 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 11,073 $244K 0.27% +1,394 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9,614 $244K 0.24% +739 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9,591 $243K 0.09% -3,268 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,585 $243K 0.02% -218 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,582 $243K 0.12% +800 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,568 $242K 0.09% -60 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,564 $242K 0.08% -1,609 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,564 $242K 0.02% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,544 $242K 0.03% +383 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 9,534 $242K 0.02% +459 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,513 $241K 0.03% -1,399 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,506 $241K 0.03% -1,196 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 9,481 $240K 0.05% +53 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,471 $240K 0.04% +32 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 10,962 $239K 0.11% -480 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 9,442 $239K 0.14% -5,607 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 9,416 $239K <0.01% +893 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 9,420 $239K 0.2% -3,890 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,397 $238K 0.22% -13,757 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 9,394 $238K 0.01% -310 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,380 $238K 0.08% -563 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,372 $237K 0.03% -581 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,360 $237K 0.04% -567 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 9,354 $237K 0.13% +630 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 9,350 $237K 0.05% -1,000 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,346 $237K 0.15% -33 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 9,345 $237K 0.13% +8,471 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 9,323 $236K 0.05% +250 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,321 $236K 0.11% -182 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 9,315 $236K 0.03% -45,340 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,316 $236K 0.03% -2,724 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,325 $236K 0.12% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,300 $236K 0.15% +798 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,293 $235K 0.05% -200 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 9,292 $235K 0.03% +964 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 19,339 $235K 0.16% +9,999 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,288 $235K 0.08% +783 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 9,258 $235K 0.01% -743 13F-HR/A Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,250 $234K 0.11% -900 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,248 $234K 0.12% +1,001 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,240 $234K 0.08% +100 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,239 $234K 0.16% +37 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9,227 $234K 0.07% -861 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 9,220 $234K 0.09% +109 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,209 $233K 0.19% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,189 $233K 0.04% -347 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,187 $233K 0.06% -828 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,157 $232K 0.05% -277 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,157 $232K 0.07% -2,106 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,144 $232K 0.09% +113 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 9,147 $232K 0.27% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,142 $232K 0.15% +353 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 9,130 $231K 0.06% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 9,130 $231K 0.03% new 13F-HR Timeline Group Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 9,112 $231K 0.09% -1,732 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 9,103 $231K 0.11% +45 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 9,100 $231K 0.11% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,092 $230K 0.06% +18 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 9,068 $230K 0.06% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 9,062 $230K 0.07% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 9,051 $229K 0.06% -3,590 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 8,149 $229K 0.1% 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,028 $229K 0.08% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,025 $229K 0.04% -263 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 8,999 $228K 0.11% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 8,989 $228K 0.04% +7,695 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 8,984 $228K 0.21% +157 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,977 $227K 0.04% 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,961 $227K 0.11% +92 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 8,958 $227K 0.1% -20 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,954 $227K 0.09% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,953 $227K 0.13% -5,435 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,930 $226K 0.01% -962 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,912 $226K 0.03% +500 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,883 $225K 0.11% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 8,878 $225K 0.18% -19,535 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 8,877 $225K 0.15% -309 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,852 $224K 0.03% +200 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,843 $224K 0.13% -147 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,833 $224K 0.15% +472 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 8,830 $224K 0.03% +1,281 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,826 $224K 0.02% +1,258 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 8,822 $224K 0.13% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 8,815 $223K 0.1% 0 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,803 $223K 0.04% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,800 $223K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,795 $223K 0.02% -5,071 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,789 $223K 0.1% -105 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,783 $223K 0.17% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,756 $222K 0.21% -204 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 8,750 $222K 0.17% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,741 $222K 0.09% +63 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,741 $221K 0.08% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,729 $221K 0.01% -479 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,654 $219K 0.03% -693 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,653 $219K 0.05% -595 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8,646 $219K 0.05% +61 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 8,636 $219K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,636 $219K 0.07% -1,647 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 8,651 $219K 0.25% -6,252 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,623 $219K 0.04% -58 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 8,285 $210K 0.11% -142 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,280 $210K 0.09% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,278 $210K 0.05% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 8,274 $210K 0.22% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,273 $210K 0.03% -2,710 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,263 $209K 0.09% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,248 $209K 0.17% -1,978 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 9,292 $209K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. 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Mason LLC More: the full row for S.A. Mason LLC 8,044 $204K 0.11% -287 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,214 $204K 0.05% +1,528 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,015 $203K 0.08% -500 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 8,047 $203K 0.21% -113 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 8,003 $203K 3.95% -1,300 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,995 $203K 0.01% -3,858 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,995 $203K 0.09% -299 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,955 $202K 0.11% -590 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,951 $201K 0.05% -2,246 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,918 $201K 0.16% +62 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 7,920 $201K 0.14% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,917 $201K 0.12% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,915 $201K 0.02% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,913 $201K 0.06% +1 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,911 $200K 0.19% -2,490 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 7,906 $200K 0.12% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,901 $200K 0.03% +150 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 7,900 $200K 0.25% -6,200 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,895 $200K 0.05% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 7,809 $198K 0.14% +6 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,734 $196K 0.01% -1,816 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,581 $192K 0.08% -238 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,627 $192K <0.01% -15,793 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,562 $192K 0.07% +131 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,058 $179K 0.01% +7,000 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 7,026 $178K 0.12% -1,162 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,745 $171K 0.02% -194 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,734 $171K 0.01% -252 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,695 $170K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,646 $168K 0.12% +825 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,584 $167K 0.16% +512 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,529 $165K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,475 $164K 0.06% -1,450 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6,360 $161K 0.24% +1,522 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,376 $161K 0.07% -1,717 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,325 $160K 0.08% +9 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,025 $160K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,241 $158K 0.21% +1,363 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,237 $158K 0.06% -795 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,159 $156K 0.01% +1,576 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,035 $153K 0.02% -1,256 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 5,950 $151K 0.09% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,945 $151K 0.03% +503 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,854 $148K 0.02% +156 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,830 $148K 0.03% +1,752 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,661 $143K 0.02% -140 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,604 $142K 0.09% new 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 5,554 $140K 0.52% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 5,519 $140K 0.05% -219 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. 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