Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 4,518 $582K 0.22% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,497 $579K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,490 $578K 0.05% -634 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,534 $578K 0.03% -25 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 4,487 $578K 0.28% -3,308 13F-HR/A Timeline First Interstate Bank More: the full row for First Interstate Bank 4,486 $578K 0.03% -230 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,483 $577K 0.06% +258 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,479 $577K 0.19% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,472 $576K 0.11% -1,755 13F-HR Timeline Northstar Financial Companies, Inc. 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More: the full row for Sovereign Financial Group, Inc. 4,400 $567K 0.1% +61 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,385 $565K 0.05% +38 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,383 $564K 0.11% +51 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,375 $563K 0.03% -65,181 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,375 $563K 0.27% -2,685 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,355 $561K 0.06% -6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,354 $561K 0.03% +256 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,352 $560K 0.04% +1,141 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,351 $560K 0.06% -867 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,329 $558K 0.06% +89 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,320 $556K 0.12% +38 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,307 $555K 0.07% -140 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,301 $554K 0.08% +733 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,297 $553K 0.03% +15 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,290 $552K 0.22% +285 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,287 $552K 0.08% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,284 $552K 0.01% -40 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,281 $551K 0.2% 0 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,271 $550K 0.08% -18,995 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,267 $549K 0.32% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,266 $549K 0.27% -1,691 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,264 $549K 0.04% -7 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,260 $549K 0.06% -6 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 3,200 $547K 0.35% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,236 $546K 0.29% -160 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,230 $545K 0.02% -101 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,225 $544K 0.56% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,223 $544K 0.24% +150 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,217 $543K 0.01% new 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for Pathfinder Wealth Consulting, Inc. 4,190 $540K 0.35% +550 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,170 $537K 0.01% +292 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,153 $535K 0.08% -1,222 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,153 $535K 0.26% +1 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,147 $534K 0.09% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,114 $533K 0.05% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,132 $532K 0.03% -152 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,128 $532K 0.02% -4,615 13F-HR Timeline Group CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 4,127 $531K 0.34% -233 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,119 $530K 0.06% -58 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,118 $530K 0.24% +409 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,106 $529K 0.28% +1,294 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 4,106 $529K 0.36% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,100 $528K 0.04% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,100 $528K 0.11% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,222 $528K 0.2% +38 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,098 $528K 0.14% +180 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,096 $527K 0.1% +6 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,092 $527K 0.05% -1,235 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,082 $526K 0.33% +3,479 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,076 $525K 0.06% -6 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,068 $524K 0.03% +103 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,063 $523K 0.03% +1,046 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,050 $522K 0.1% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,045 $521K <0.01% -3,141 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,045 $521K 0.12% 0 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 2,372 $520K 0.52% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,030 $519K 0.09% -715 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,028 $519K 0.21% +52 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,026 $518K 0.46% -79 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,022 $518K 0.08% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,015 $517K 0.12% +46 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,011 $517K 0.09% -2,622 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,009 $516K 0.02% -10,114 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 4,005 $516K 0.37% -4,428 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $515K <0.01% 0 13F-HR Timeline Group CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,981 $513K 0.14% +136 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,978 $512K 0.37% +1 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,974 $512K 0.12% +6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,971 $511K 0.12% -2,430 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 3,969 $511K 0.24% +821 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,959 $510K 0.23% +540 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,940 $507K 0.04% +600 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,931 $506K <0.01% -3,187 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,930 $506K 0.04% -724 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,926 $506K 0.05% -2,441 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,851 $505K 0.15% -164 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,924 $505K 0.1% -69 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,920 $505K 0.06% -1,442 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,918 $505K 0.02% -2,980 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,007 $504K 0.03% +147 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,357 $504K 0.22% -384 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,909 $503K 0.03% -639 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,842 $503K 0.25% -5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,898 $502K 0.16% +409 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,900 $501K 0.03% -4,251 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,885 $500K 0.25% +637 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,876 $499K 0.1% -76 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,874 $499K 0.08% -248 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,853 $496K 0.07% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,843 $495K 0.12% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,842 $495K 0.03% -1,021 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,841 $495K 0.1% +31 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,839 $494K 0.02% +15 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,823 $492K 0.06% +3 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,814 $491K 0.09% -2,930 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,808 $490K 0.07% -51,253 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,263 $490K 0.1% -70 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,807 $490K 0.2% -1,168 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,805 $490K 0.02% -48,236 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,801 $489K 0.07% +243 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,793 $488K 0.04% -2,367 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,783 $487K 0.02% -134 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,778 $487K 0.17% -530 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,778 $486K 0.07% -161 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,775 $486K 0.04% -365 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,761 $484K 0.05% +901 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,761 $484K 0.29% +70 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,757 $484K 0.03% +252 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 3,800 $484K 0.85% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,753 $483K 0.18% -2,890 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,750 $483K 0.37% -38,460 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,737 $481K 0.39% +82 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,735 $481K 0.05% +176 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,731 $480K 0.23% -8 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,725 $480K 0.18% -167 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,714 $478K 0.08% -468 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,713 $478K 0.12% -414 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,707 $477K 0.11% +502 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,700 $476K 0.01% -7 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,688 $475K 0.07% -40 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,669 $472K 0.03% -306 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,666 $472K 0.03% +2,101 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,660 $471K 0.04% -588 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,657 $471K 0.1% +365 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,654 $471K 0.02% -1,488 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,650 $470K 0.11% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,646 $470K 0.16% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 3,643 $469K 0.38% +1,352 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,640 $469K 0.12% +200 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,635 $468K 0.03% -43 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,631 $468K 0.11% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,629 $467K 0.07% +104 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,626 $467K 0.02% -7,712 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,617 $466K 0.03% -51 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,616 $466K 0.36% +171 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,610 $465K <0.01% new 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,056 $465K 0.15% -2,020 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,599 $464K 0.06% -696 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,589 $462K 0.08% +800 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 3,582 $461K 0.03% -186 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,581 $461K 0.02% -13,765 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,575 $460K 0.02% -132 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,572 $460K 0.14% +122 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,569 $460K 0.23% +81 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,588 $458K 0.03% -781 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,559 $458K 0.03% -1,304 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,555 $458K 0.27% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,554 $458K 0.07% -31 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 453,950 $454K 1.08% +449,575 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,525 $454K 0.02% -46 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $453K 0.27% -3,979 13F-HR Timeline Amount filed as zero, left out of ratios. FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,505 $451K 0.14% -449 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,503 $451K 0.08% -1 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,499 $451K 0.2% +192 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,549 $450K 0.61% -49 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,491 $450K 0.01% -6,952 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,479 $448K 0.05% -2,868 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,467 $446K 0.07% -1,097 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,464 $446K 0.04% +1,724 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,456 $445K 0.16% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,449 $444K 0.13% -124 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,432 $442K 0.11% +91 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,431 $442K 0.08% -1,627 13F-HR Timeline Bedel Financial Consulting, Inc. 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