Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,655 $528K 0.21% +163 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,653 $528K 0.29% +86 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,652 $527K 0.22% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,650 $527K 0.41% +589 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 3,651 $527K 0.1% -196 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,640 $526K 0.1% -14 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,638 $525K 0.59% -181 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,635 $525K 0.27% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,633 $525K 0.16% -181 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,633 $525K 0.23% +284 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,630 $524K 0.11% -471 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,625 $524K 0.25% +46 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,622 $523K 0.31% +25 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,600 $520K 0.1% +210 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,600 $520K 0.02% new 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,599 $520K 0.2% -150 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,532 $519K 0.19% -1,320 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 3,591 $519K 0.55% 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,583 $518K 0.35% +13 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,574 $516K 0.48% -196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,571 $516K 0.02% +58 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,567 $515K 0.06% -2,488 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15,188 $515K 0.1% -287 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,559 $514K 0.07% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,558 $514K 0.3% +271 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 3,556 $514K 0.01% -5,575 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,553 $513K 0.29% -150 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,552 $513K 0.1% +1,859 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,546 $512K 0.03% -35 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,534 $510K 0.25% +67 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,533 $510K 0.54% 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,528 $510K 0.17% +218 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,528 $510K 0.31% +875 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,523 $509K 0.06% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,555 $509K 0.05% +173 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,522 $509K 0.11% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,521 $509K 0.06% -158 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,521 $509K 0.13% +179 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,518 $508K 0.03% -2,116 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,498 $505K 0.3% +159 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,496 $505K 0.47% +48 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,500 $504K 0.37% +140 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,488 $504K 0.24% +5 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,486 $504K 0.44% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,484 $503K 0.46% +79 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,480 $503K 0.02% -820 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,478 $502K 0.11% -1,000 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,478 $502K 0.07% +333 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,478 $502K 0.1% +712 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,465 $500K 0.51% -244 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,464 $500K 0.33% -270 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 3,460 $500K 0.41% -584 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,459 $500K 0.25% +65 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,453 $499K 0.34% +267 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,451 $498K 0.13% 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,449 $498K 0.25% -191 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,447 $498K 0.15% -583 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,442 $497K 0.1% +531 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,436 $496K 0.09% +1 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 3,434 $496K 0.32% +234 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,432 $496K 0.17% -51 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,431 $496K 0.08% -300 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,422 $494K 0.14% -242 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,421 $494K 0.05% +228 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,418 $494K 0.21% -55 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,417 $494K 0.18% -642 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,414 $493K 0.15% -1,040 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,414 $493K 0.21% -368 13F-HR/A Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,410 $493K 0.25% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,409 $493K 0.09% -89 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,408 $492K 0.09% -271 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,404 $492K 0.12% -5 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,403 $492K 0.08% -640 13F-HR Timeline GKV Capital Management Co., Inc. 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More: the full row for Braun-Bostich & Associates Inc. 3,388 $489K 0.31% +100 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,386 $489K 0.11% +883 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,374 $487K 0.16% +32 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,366 $486K 0.43% -6,454 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,366 $486K 0.39% -2,246 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,365 $486K 0.12% +104 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,363 $486K 0.07% -77 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 3,361 $486K 0.25% +3 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for Capital Advantage, Inc. 3,353 $484K 0.06% -55 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,349 $484K 0.1% -12 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,342 $483K 0.32% -524 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,330 $481K 0.05% +42 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,330 $481K 0.34% -250 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,327 $481K 0.04% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,324 $480K 0.05% +124 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,316 $479K 0.13% +331 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,313 $479K 0.15% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,306 $478K 0.28% +1,414 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,305 $477K 0.13% +19 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,302 $477K 0.18% -476 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,301 $477K 0.11% -177 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,297 $476K 0.19% +3 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,292 $475K 0.13% -145 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,291 $475K 0.26% +11 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,285 $474K 0.08% -3 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,282 $474K 0.06% -485 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,282 $474K 0.03% +979 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,280 $474K 0.15% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,272 $473K 0.29% -215 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,264 $471K 0.35% -2 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,263 $471K 0.2% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,261 $471K 0.06% +192 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,257 $470K 0.1% -23 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,253 $470K 0.14% +84 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,247 $469K 0.11% -463 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,244 $469K 0.22% -135 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,240 $468K 0.14% +29 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,425 $468K 0.05% -2,335 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,236 $467K 0.15% +105 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 3,233 $467K 0.19% +352 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,226 $466K 0.04% +131 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,222 $465K 0.12% -344 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,219 $465K 0.04% +512 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,225 $465K 0.42% +3 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,214 $464K 0.22% +529 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,215 $464K 0.15% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,210 $464K 0.11% 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,203 $463K 0.12% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,199 $462K 0.25% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,186 $460K 0.08% +207 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,177 $459K 0.26% 0 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 3,175 $459K 0.45% +10 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,171 $458K 0.08% +221 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,166 $457K 0.13% +239 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,163 $457K 0.04% -164 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,162 $457K 0.39% -70 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,154 $456K 0.23% -34 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,150 $455K 0.03% -31 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,144 $454K 0.09% -1 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,131 $452K 0.21% +165 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,127 $452K 0.06% +137 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,121 $451K 0.13% +1 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,118 $450K 0.16% -45 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,109 $449K 0.04% +716 13F-HR Timeline Group East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,107 $449K 0.15% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,106 $449K 0.27% -841 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,101 $448K 0.4% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,100 $448K 0.13% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,088 $446K 0.11% -271 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,078 $445K 0.24% +174 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,076 $444K 0.21% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,073 $444K 0.13% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,065 $444K 0.02% +155 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,068 $443K 0.04% -44 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,063 $442K 0.08% +75 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,062 $442K 0.06% +56 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,061 $442K 0.14% -112 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,058 $442K 0.07% -119 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,054 $441K 0.29% +138 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,054 $441K 0.24% +1,330 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,046 $440K 0.15% -310 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,045 $440K 0.08% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,041 $439K 0.09% -180 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,039 $439K 0.24% -347 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,035 $438K 0.18% +120 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,032 $438K 0.05% -428 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,021 $436K 0.05% -2,471 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,017 $436K 0.37% -250 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,014 $435K 0.07% -74 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,012 $435K <0.01% +121 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,005 $434K 0.44% +231 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,001 $433K 0.06% +7 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,000 $433K 0.16% -712 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,000 $433K 0.15% +714 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,000 $433K 0.18% -119 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,995 $433K 0.31% +54 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,993 $432K 0.08% +41 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,981 $431K 0.24% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,981 $431K 0.36% -759 13F-HR/A Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,975 $430K 0.27% +1 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,974 $430K 0.29% -8 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,974 $430K 0.36% -361 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,968 $429K 0.16% +11 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 2,968 $429K 0.1% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,968 $429K 0.06% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,963 $428K 0.01% -31 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,962 $428K 0.02% -2 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,954 $427K 0.09% +199 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,939 $425K 0.41% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,938 $424K 0.05% -102 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,925 $422K 0.12% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,924 $422K 0.09% -4,302 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,924 $422K 0.12% +1,420 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,923 $422K 0.21% +58 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,915 $421K 0.05% +107 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,915 $421K 0.09% +196 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,904 $419K 0.04% -76 13F-HR Timeline