MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,313 $639K 0.22% +9 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,309 $638K 0.14% +3,015 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,309 $638K 0.24% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 3,302 $637K 0.11% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,301 $637K 0.07% +158 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,272 $631K 0.14% +92 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,241 $631K 0.03% -60 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,259 $629K 0.14% +1,160 13F-HR/A Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,257 $628K 0.05% -29 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,254 $628K 0.19% +54 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,250 $627K 0.01% +94 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,239 $625K 0.04% -91 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,227 $622K 0.06% +168 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,225 $622K 0.01% +2,018 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,215 $620K 0.07% +10 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,214 $620K 0.06% +9 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,211 $620K 0.18% -35 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,208 $619K 0.22% -369 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,201 $617K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,198 $617K 0.15% -1,867 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,191 $616K 0.05% -53,259 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,185 $614K 0.02% -259 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,169 $611K 0.1% +475 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,164 $610K 0.42% -200 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,161 $610K 0.09% +179 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,160 $610K 0.25% -28 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,160 $610K 0.2% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,160 $610K 0.13% -286 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,158 $609K 0.17% -2 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,153 $608K 0.37% +290 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,151 $608K 0.06% 0 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,148 $607K 0.3% +233 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,144 $606K 0.07% -82 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,136 $605K 0.04% +1,065 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,136 $605K 0.02% -70 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,134 $604K 0.38% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,130 $604K 0.3% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,130 $604K 0.07% +1,692 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,129 $604K 0.49% +217 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,126 $603K 0.07% -102 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 21,935 $603K 0.23% -1,096 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 3,125 $603K 0.58% -425 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,123 $602K 0.1% +81 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,122 $602K 0.48% -607 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,119 $602K 0.04% -60,207 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,116 $601K 0.18% +24 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,116 $601K 0.29% -86 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,112 $600K 0.07% +254 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,109 $600K 0.05% +2,000 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,104 $599K 0.07% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,086 $595K 0.03% +561 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,082 $595K 0.01% +783 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,076 $593K 0.21% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,988 $593K 0.06% +49 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,072 $593K 0.2% +1,248 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,070 $592K 0.08% -108 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,065 $591K 0.4% -100 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,058 $590K 0.21% -3,058 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,047 $588K 0.33% -16 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,039 $586K 0.07% +399 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,030 $584K 0.26% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,029 $584K 0.35% -185 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,026 $584K 0.25% +43 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,022 $583K 0.19% +28 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,021 $583K 0.06% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,018 $582K 0.02% -266 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,011 $581K 0.14% +29 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,010 $581K 0.44% -279 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,004 $579K 0.04% -91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,003 $579K 0.11% -7 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,997 $578K 0.43% +287 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,995 $578K 0.04% +400 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,993 $577K 0.21% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,990 $577K 0.1% -17 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,987 $576K 0.12% +125 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,978 $575K 0.11% +918 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,973 $573K 0.2% -85 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,972 $573K 0.08% -1,595 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,953 $570K 0.21% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,953 $570K 0.19% +722 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,953 $570K 0.07% +269 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,950 $569K 0.24% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,948 $569K 0.14% -8 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,944 $568K 0.05% +167 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,938 $567K 0.53% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,888 $567K 0.05% -21 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,930 $565K 0.08% -52 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,928 $565K 0.08% -21 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,926 $564K 0.1% +355 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,924 $564K 0.27% +25 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,921 $563K 0.12% -233 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,910 $561K 0.16% +418 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,908 $561K 0.36% +263 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,907 $561K 0.31% -59 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,901 $560K 0.23% -42 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,900 $559K 0.33% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,894 $558K 0.14% -29 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,893 $558K 0.17% -212 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,889 $557K 0.08% -40 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,888 $557K 0.36% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,888 $557K 0.11% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,913 $556K 0.02% +1,781 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,881 $555K 0.09% +205 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,879 $555K 0.3% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,877 $555K 0.16% +16 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,873 $554K 0.05% -10 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,864 $552K 0.13% -105 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,861 $552K 0.29% -360 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,859 $552K 0.34% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,857 $551K 0.07% -715 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,711 $551K 0.04% +37 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,854 $551K 0.15% +171 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,850 $550K 0.05% +894 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,846 $549K 0.28% -295 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,845 $549K 0.02% -79 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,825 $545K 0.16% +15 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,823 $545K 0.12% +538 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,819 $544K 0.5% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,801 $540K 0.08% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,795 $539K 0.18% -64 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,794 $539K 0.11% +64 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,792 $539K 0.03% +11 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,786 $537K 0.01% -5,865 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,782 $537K 0.23% +272 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,778 $536K 0.07% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,776 $535K 0.29% +1 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,770 $534K 0.04% -134 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,749 $530K 0.13% +266 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,960 $529K 0.46% +10 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,741 $529K 0.05% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,740 $529K 0.05% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,732 $527K 0.07% +307 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,728 $526K 0.42% +495 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,726 $526K 0.4% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,725 $526K 0.08% +100 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,722 $525K 0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,720 $525K 0.03% -11 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,719 $524K 0.03% -300 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,717 $524K 0.11% -88 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,713 $523K 0.07% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 2,678 $521K 0.39% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,702 $521K 0.32% +65 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,702 $521K 0.14% -2,346 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,702 $521K 0.01% -220 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,700 $521K 0.04% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,690 $519K 0.16% +343 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,690 $519K 0.37% +607 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,685 $518K 0.33% -738 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,683 $517K 0.13% +9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,682 $517K 0.12% -296 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,682 $517K 0.01% +323 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,677 $516K 0.38% -68 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,675 $516K 0.04% +667 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,672 $515K 0.01% +337 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,672 $515K 0.06% +123 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,670 $515K 0.22% -500 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,666 $514K 0.05% -778 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,626 $514K 0.14% +1,392 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,660 $513K 0.36% +9 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,660 $513K 0.02% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,652 $512K 0.09% -2,348 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,651 $511K 0.12% -33 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,647 $511K 0.27% +1,090 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,633 $508K 0.17% -396 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,612 $504K 0.14% -199 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,611 $504K 0.13% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,609 $503K 0.23% -98 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,605 $502K 0.05% -258 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,604 $502K 0.58% +14 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,602 $502K 0.25% -9 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,601 $502K 0.21% -189 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 2,600 $502K 0.5% 0 13F-HR/A Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,600 $502K 0.18% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,595 $501K 0.12% -496 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,591 $500K 0.3% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,589 $499K 0.31% +517 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,587 $499K 0.1% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,507 $497K 0.03% +417 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 2,578 $497K 0.12% -2,885 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,578 $497K 0.19% -76 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,554 $497K 0.18% +41 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,571 $496K 0.07% +271 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,569 $496K 0.07% +168 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,565 $495K 0.02% -1,804 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,776 $494K 0.05% +88 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,563 $494K 0.22% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 2,563 $494K 0.23% +1 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,561 $494K 0.07% +89 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,559 $494K 0.07% 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,558 $493K 0.11% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,552 $492K 0.14% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,551 $492K 0.08% +521 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,549 $492K 0.27% -50 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,549 $492K 0.51% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,543 $491K 0.03% -199 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 2,538 $490K 0.36% +804 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,430 $489K 0.21% +268 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,529 $488K 0.07% -36 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 2,525 $487K 0.49% -88 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,524 $487K 0.13% +5 13F-HR Timeline