Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 3,180 $371K 0.16% +872 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,165 $369K 0.03% -1 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 3,152 $368K 0.13% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,148 $367K 0.02% -75 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,144 $367K 0.11% +301 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,141 $366K 0.12% +545 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,138 $366K 0.01% +189 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,136 $366K 0.05% +169 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,130 $365K 0.12% -21 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,124 $365K 0.09% -775 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,119 $364K 0.2% +350 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,103 $362K 0.02% -885 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,106 $362K 0.14% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,078 $359K 0.02% -292 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,073 $359K 0.16% +193 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,062 $357K 0.09% -271 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,062 $357K 0.27% -4,502 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,062 $357K 0.07% +1,514 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,059 $357K 0.01% -56 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,054 $356K 0.02% -2 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,112 $354K 0.04% -704 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,035 $354K 0.01% +146 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,035 $354K 0.14% -75 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,034 $354K 0.08% +434 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,032 $354K 0.13% +1,955 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,030 $354K 0.16% +1,795 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,029 $353K 0.03% +210 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,626 $353K 0.07% +29 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,024 $353K 0.12% +311 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,021 $352K 0.02% +319 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,021 $352K 0.19% -378 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,020 $352K 0.04% +369 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,016 $352K 0.05% -222 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,011 $351K 0.03% +827 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 3,011 $351K 0.11% -350 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,008 $351K 0.02% -1,246 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3,007 $351K 0.11% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,003 $350K 0.05% +1,488 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,001 $350K 0.1% +790 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,001 $350K 0.14% +73 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,000 $350K 0.07% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $350K 0.04% +1,500 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,992 $349K 0.16% -386 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,989 $349K 0.04% -455 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,988 $349K 0.04% -84 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,988 $349K <0.01% 0 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,981 $348K 0.05% +165 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,969 $346K 0.16% -602 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,961 $345K <0.01% -214 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,959 $345K 0.02% -5,264 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,950 $344K 0.19% 0 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 2,564 $343K 0.12% +49 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,929 $342K 0.26% -20 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,928 $342K 0.08% +268 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,926 $341K 0.08% +1,285 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,923 $341K 0.01% -802 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,916 $340K 0.19% -64 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,907 $339K 0.12% +2,657 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,906 $339K 0.03% +494 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,905 $339K 0.1% +450 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,901 $338K 0.03% -639 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,900 $338K 0.03% +187 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,899 $338K 0.15% -1,202 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,897 $338K 0.27% +762 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,896 $338K 0.2% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,888 $337K 0.06% -33,549 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 2,887 $337K 0.02% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,883 $336K 0.05% +300 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,881 $336K 0.12% +1,291 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,875 $335K 0.01% -311 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,875 $335K 0.08% -520 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,851 $333K 0.06% -1,434 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,849 $332K 0.05% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,845 $332K 0.03% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,845 $332K 0.03% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,844 $332K 0.08% +29 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,839 $331K 0.04% +8 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,835 $331K 0.03% +200 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,830 $330K 0.02% +624 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,820 $329K 0.12% -792 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,817 $329K 0.12% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,814 $328K 0.08% -141 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,813 $328K 0.11% +657 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,811 $328K 0.04% +103 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,806 $327K 0.04% new 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,805 $327K 0.04% +417 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 2,800 $327K 0.13% +761 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,798 $326K 0.08% -1,150 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,792 $326K 0.17% +86 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,788 $325K 0.16% -750 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,782 $325K 0.02% +469 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,780 $324K 0.05% +166 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,779 $324K 0.03% -223 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,778 $324K 0.13% +701 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 2,778 $324K 0.13% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,774 $324K 0.09% -24 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,774 $324K 0.04% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,771 $323K 0.02% -2,478 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,763 $322K 0.1% +1,242 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,760 $322K 0.09% -2,811 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,752 $321K 0.04% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,743 $320K 0.07% -8,140 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,744 $320K 0.06% +100 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,737 $319K 0.1% +273 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,734 $319K 0.09% +259 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,732 $319K 0.29% +710 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,729 $318K 0.07% +10 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,722 $318K 0.07% +556 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,717 $317K 0.28% +17 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,706 $316K 0.03% +30 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,702 $315K 0.07% +250 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,700 $315K 0.27% +300 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,698 $315K 0.21% -113 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,693 $314K 0.04% +95 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,693 $314K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,691 $314K 0.02% +83 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,690 $314K 0.14% +22 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,677 $312K 0.01% +20 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,662 $311K 0.1% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,661 $310K 0.12% +184 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,659 $310K 0.18% +42 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,657 $310K 0.01% -193 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,655 $310K 0.13% -810 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,652 $309K 0.25% +497 13F-HR/A Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,650 $309K 0.09% +29 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 2,638 $308K 0.1% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,635 $307K 0.03% 0 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 2,634 $307K 0.19% +522 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,632 $307K 0.05% -5,350 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,618 $305K 0.03% -47 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 2,616 $305K 0.2% +1,209 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,614 $305K 0.08% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,609 $304K 0.05% +287 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,607 $304K 0.09% +15 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,601 $304K 0.07% +437 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 2,600 $303K 0.39% -1,715 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 2,600 $303K 0.21% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,599 $303K 0.08% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,597 $303K 0.07% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 2,588 $302K 0.23% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,585 $302K 0.14% +120 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,573 $302K 0.07% +2,031 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,579 $301K 0.08% +41 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,576 $301K 0.14% -1,220 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 2,569 $300K 0.12% +406 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,563 $299K 0.05% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,561 $299K 0.06% new 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 2,561 $299K 0.13% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,560 $299K 0.04% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,558 $298K 0.06% +476 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,556 $298K 0.02% +150 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,555 $298K 0.01% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,542 $297K 0.04% 0 13F-HR/A Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,537 $296K 0.14% -637 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,536 $296K 0.02% -98 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,535 $296K 0.26% +430 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,530 $295K 0.04% +500 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,529 $295K 0.13% -40 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,527 $295K 0.24% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,525 $295K 0.02% -1 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,524 $294K 0.09% -3,735 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,525 $294K 0.02% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,521 $294K 0.05% -34 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,520 $294K 0.2% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,520 $294K 0.12% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,518 $294K 0.12% -991 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,515 $293K 0.08% -15,232 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,509 $293K 0.02% +127 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,505 $292K 0.05% -1,085 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,504 $292K 0.04% -437 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,500 $292K 0.07% 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 2,500 $292K 0.22% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,498 $291K 0.16% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,495 $291K 0.24% -994 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,481 $289K 0.18% +95 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,477 $289K 0.06% -86 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,474 $289K 0.01% +396 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 2,467 $288K 0.25% -41 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,463 $287K 0.07% -4 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 2,460 $287K 0.14% +2,460 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,810 $287K 0.17% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,457 $287K 0.1% +186 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,450 $286K 0.03% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,446 $285K 0.21% +936 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,444 $285K 0.11% -2,370 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,444 $285K 0.09% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,443 $285K 0.15% +47 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,447 $285K 0.03% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,435 $284K 0.11% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,434 $284K 0.03% +198 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,430 $284K 0.06% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,427 $283K 0.14% -1,703 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,421 $282K 0.03% +52 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 2,416 $282K 0.11% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,415 $282K 0.01% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,410 $281K 0.02% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,407 $281K 0.09% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,404 $280K 0.03% -468 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,391 $279K 0.04% +156 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,387 $278K 0.02% -10 13F-HR Timeline