Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,422 $442K 0.09% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,415 $441K 0.15% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,413 $440K 0.04% +285 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,410 $440K 0.05% +28 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,412 $440K 0.05% +6 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,410 $440K 0.09% +853 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 2,409 $439K 0.19% -47,999 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,406 $439K 0.24% -563 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,405 $439K 0.27% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,398 $437K 0.04% +789 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,395 $437K 0.14% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,391 $436K 0.13% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,389 $436K 0.19% +398 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,378 $434K 0.25% +71 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,374 $433K 0.08% -1,410 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,372 $433K 0.05% +130 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,363 $431K 0.01% +1,041 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,361 $431K 0.04% +91 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,353 $429K 0.01% +293 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,353 $429K 0.04% new 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,350 $429K 0.12% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,350 $429K 0.23% -250 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,347 $428K 0.05% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,345 $428K 0.2% +15 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,345 $428K 0.2% -161 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,340 $427K 0.13% -65 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,340 $427K 0.08% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,339 $427K 0.1% +124 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,333 $426K 0.28% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,332 $425K 0.07% +847 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,331 $425K 0.11% +515 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,331 $425K 0.09% +548 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,326 $424K 0.12% -220 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,325 $424K 0.28% -140 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,316 $422K 0.04% +3 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,314 $422K 0.24% +35 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,312 $422K 0.02% +502 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,309 $421K 0.08% +151 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,303 $420K 0.12% +426 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,303 $420K 0.06% +358 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,296 $419K 0.04% +426 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,294 $418K 0.27% -1,266 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,290 $418K 0.19% -377 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,289 $418K 0.34% +143 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,287 $417K 0.04% +1,747 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,285 $417K 0.05% +17 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,284 $417K 0.04% +1,514 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,278 $416K 0.1% +287 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,278 $416K 0.03% +408 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,274 $415K 0.07% +534 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,273 $415K 0.01% -1,179 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,270 $414K 0.07% -168 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,266 $413K 0.14% +110 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,253 $411K 0.14% -127 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,253 $411K 0.04% +662 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,252 $411K 0.06% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,250 $410K 0.24% 0 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 2,250 $410K 1.01% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 2,250 $410K 0.19% -200 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,244 $409K 0.09% -392 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,231 $407K 0.05% -635 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 2,231 $407K 0.19% +15 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,229 $407K 0.02% -300 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,229 $407K 0.18% +288 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,226 $406K 0.02% -86 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,225 $406K 0.15% -250 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,222 $405K 0.03% +95 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,210 $403K 0.04% +117 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,206 $402K 0.21% -300 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,203 $402K 0.04% +113 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,200 $401K 0.19% +86 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,200 $401K 0.18% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,199 $401K 0.17% +1,722 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,199 $401K 0.29% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,316 $401K 0.12% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,196 $401K 0.15% -596 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,195 $400K 0.12% +8 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,194 $400K 0.06% +89 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,193 $400K 0.12% +2 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,190 $400K 0.17% -490 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,188 $399K 0.03% -143 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 2,186 $399K 0.14% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,172 $399K 0.07% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,179 $397K 0.05% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 2,178 $397K 0.23% +1 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 2,176 $397K 0.05% +27 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,174 $397K 0.22% +327 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,173 $396K 0.1% -934 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,170 $396K 0.14% -317 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,169 $396K 0.06% -28 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,167 $395K 0.3% -443 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,162 $394K 0.07% -517 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,263 $392K 0.04% +1,463 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,142 $391K <0.01% +209 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,132 $389K 0.08% -567 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,130 $389K 0.21% -100 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,126 $388K 0.05% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,126 $388K 0.12% -104 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,118 $386K 0.02% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,118 $386K 0.16% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,113 $385K 0.11% +297 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,111 $385K 0.25% +461 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,111 $385K 0.16% +11 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,110 $385K 0.22% -20 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,109 $385K 0.09% +50 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,105 $384K 0.38% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,102 $383K 0.07% +296 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,102 $383K 0.71% -412 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,102 $383K 0.07% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,096 $382K 0.06% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,094 $382K 0.17% -70 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,092 $382K 0.14% -5,154 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,648 $381K 0.11% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,070 $378K 0.13% -201 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,069 $377K 0.22% +95 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,100 $377K 0.18% -95 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,067 $377K 0.07% 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,064 $377K <0.01% +36 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,062 $376K 0.08% -1,053 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,058 $375K 0.09% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,057 $375K 0.05% +155 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,056 $375K 0.13% -994 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,050 $374K 0.2% +75 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,050 $374K 0.37% -85 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,050 $374K 0.2% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,032 $371K 0.14% -67 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,025 $369K 0.21% -300 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,023 $369K 0.13% -36 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,022 $369K 0.1% -8,739 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,017 $368K 0.07% -1,030 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,012 $367K 0.11% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,010 $367K 0.27% +318 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,001 $365K 0.23% -331 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,003 $365K 0.01% -1,582 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $365K 0.08% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,000 $365K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 2,000 $365K 0.15% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,000 $365K 0.18% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,000 $365K 0.17% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 2,000 $365K 0.16% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,000 $365K 0.15% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,000 $365K 0.07% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,999 $365K 0.49% -72 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,988 $363K 0.05% -76 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,989 $363K 0.17% -3,159 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,987 $362K 0.02% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,986 $362K 0.03% +35 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,984 $362K 0.1% -1,334 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,954 $361K 0.1% +92 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,981 $361K 0.09% -283 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,981 $361K 0.16% +171 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,975 $360K 0.19% -95 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,970 $359K 0.1% +233 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,964 $358K 0.04% +53 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,961 $358K 0.18% +366 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,960 $358K 0.07% +80 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 1,958 $357K -160 Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,881 $356K 0.04% +5,091 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,945 $355K 0.14% +250 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,945 $355K 0.01% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,944 $355K 0.02% -108 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 1,941 $354K 0.38% -2,646 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,933 $353K 0.03% +40 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,928 $352K 0.04% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,926 $351K 0.12% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,925 $351K 0.26% -325 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,925 $351K 0.27% +2 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,913 $349K 0.07% +134 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,910 $348K 0.06% -157 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,908 $348K 0.08% +320 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,905 $348K 0.2% -32 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,792 $347K 0.06% -621 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,900 $347K 0.22% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,900 $347K 0.31% -450 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,893 $345K 0.03% -235 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,892 $345K 0.15% +419 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,891 $345K 0.01% new 13F-HR/A Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,886 $344K 0.11% +102 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,883 $343K 0.05% -7,058 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,883 $343K 0.04% +250 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,882 $343K 0.29% -180 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,875 $342K 0.27% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,875 $342K 0.27% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,873 $342K 0.09% -442 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,871 $341K 0.08% +551 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,862 $340K 0.02% -987 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,855 $338K 0.06% +25 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,850 $337K 0.05% -750 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,844 $336K 0.15% +1,022 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,839 $335K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,837 $335K 0.05% +60 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,831 $334K 0.18% +199 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,858 $334K 0.1% new 13F-HR Timeline Tower Wealth Partners, Inc. 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