Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,628 $306K 0.06% +96 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,627 $305K 0.03% +1,048 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,625 $305K 0.1% +732 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,621 $305K 0.1% -170 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,614 $304K 0.38% +3 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,612 $304K 0.01% -1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,610 $304K 0.23% 0 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,600 $303K 0.09% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,597 $303K 0.06% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,597 $303K 0.08% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,590 $302K 0.04% -463 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,588 $302K 0.08% 0 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,587 $302K 0.11% +8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,575 $301K 0.03% -1,781 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,572 $301K 0.22% -61 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,563 $300K 0.04% +131 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,560 $300K 0.07% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,546 $299K 0.06% +607 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,529 $297K 0.14% +33 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,519 $296K 0.02% +742 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,509 $296K 0.01% -327 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,507 $295K 0.16% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,505 $295K 0.05% -1,103 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,498 $295K 0.01% +945 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,495 $294K 0.09% -6 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,492 $294K 0.06% -1,064 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,491 $294K 0.11% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,488 $294K 0.07% +315 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,483 $293K 0.09% +16 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,475 $293K 0.03% new 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,469 $292K 0.09% +291 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,467 $292K 0.01% +718 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,455 $291K 0.01% -2,861 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,449 $290K 0.11% -1,278 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,449 $290K 0.06% +131 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,436 $289K 0.06% -314 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,430 $289K <0.01% -142 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,429 $289K 0.09% +91 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,426 $288K 0.09% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,424 $288K 0.02% +220 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,422 $288K 0.03% -376 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,419 $288K 0.05% +3,048 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,419 $288K 0.17% +10 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,411 $287K 0.02% +434 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,408 $287K 0.23% -75 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,408 $287K 0.17% +189 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,406 $287K 0.17% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,402 $286K 0.1% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,402 $286K 0.01% -969 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,396 $286K 0.02% +136 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,351 $286K 0.26% +27 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,388 $285K 0.08% -15 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,387 $285K <0.01% -958 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 3,386 $285K 0.02% -13 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,385 $285K 0.1% -445 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,063 $285K 0.24% -20 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,379 $285K 0.18% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,373 $284K 0.07% -34 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,366 $283K 0.06% -1,270 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,366 $283K 0.12% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,365 $283K 0.04% +39 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,361 $283K 0.06% -5 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,359 $283K 0.03% +66 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,355 $283K 0.03% -298 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,352 $282K 0.04% -1,228 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,350 $282K 0.12% -76 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,349 $282K 0.07% -12 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,343 $282K 0.08% -219 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,337 $281K 0.04% -50 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,319 $280K 0.04% -747 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,317 $279K 0.12% -1,751 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,307 $279K 0.12% +1 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,304 $278K 0.13% +262 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,294 $277K 0.02% -49,175 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,285 $277K 0.05% -390 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,285 $277K 0.22% -15 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,284 $277K 0.11% -50 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,277 $276K 0.18% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,275 $276K 0.08% -394 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,977 $275K 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,253 $274K 0.03% -3,800 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,250 $274K 0.01% -100 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,250 $274K 0.06% +500 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,249 $274K 0.15% -66 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,249 $274K 0.01% +230 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,247 $273K 0.09% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,249 $273K 0.12% -24 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,240 $273K 0.05% +17 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,236 $273K 0.16% +185 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,234 $272K 0.15% -673 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,221 $271K 0.09% -251 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,218 $271K 0.07% -387 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,220 $271K 0.03% -3,348 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 3,214 $271K 0.14% -220 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,209 $270K 0.02% +250 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,208 $270K 0.23% 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,205 $270K 0.22% +68 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,201 $270K 0.04% -123 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,194 $269K 0.12% +28 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,187 $268K 0.05% -336 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,186 $268K 0.03% -1,168 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,187 $268K 0.03% +120 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,181 $268K 0.01% -2,326 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,181 $268K 0.03% -354 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,175 $267K 0.06% +485 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,173 $267K 0.06% +148 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,166 $267K 0.15% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,161 $266K 0.23% 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,152 $265K 0.19% -361 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,151 $265K 0.06% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,148 $265K 0.01% +365 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,143 $265K 0.04% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,141 $265K 0.02% -4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,127 $263K 0.04% +244 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,122 $263K 0.17% +304 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,121 $263K 0.17% new 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,106 $262K 0.17% 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,105 $261K 0.42% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,103 $261K 0.03% +201 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,099 $261K 0.02% -4 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,094 $261K 0.09% -127 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,086 $260K <0.01% new 13F-HR Timeline Group Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,076 $259K 0.13% 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,072 $259K 0.09% -988 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,066 $258K 0.1% -903 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,065 $258K 0.02% -936 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,065 $258K 0.11% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,061 $258K 0.04% -244 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,698 $257K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,046 $257K 0.03% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,039 $256K 0.05% -942 13F-HR/A Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,038 $256K 0.08% 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,032 $255K 0.07% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,031 $255K 0.03% -352 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,027 $255K 0.18% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,027 $255K 0.01% +48 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,024 $255K 0.04% +3 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,024 $255K 0.06% -1,310 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,021 $254K 0.03% -122 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,010 $253K 0.03% -12 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,000 $253K 0.06% -300 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $253K 0.02% 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,000 $253K 0.07% 0 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 3,000 $253K 0.24% 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,994 $252K 0.03% -651 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,992 $252K 0.07% new 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,990 $252K 0.04% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,990 $252K 0.06% 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 2,989 $252K 0.2% -29 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,985 $251K 0.06% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,984 $251K 0.06% +12 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,980 $251K 0.01% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,572 $251K 0.11% -49 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,972 $250K 0.06% -250 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,965 $250K 0.15% +70 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,957 $249K 0.06% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 2,958 $249K 0.05% -65 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,957 $249K 0.08% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,956 $249K 0.08% -189 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,954 $249K 0.13% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,944 $248K 0.03% -140 13F-HR Timeline MOTCO More: the full row for MOTCO 2,943 $248K 0.02% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,930 $247K 0.1% -320 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,927 $246K 0.09% +58 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,920 $246K 0.84% +202 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,913 $245K 0.09% -5,100 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,910 $245K 0.02% -149 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,901 $244K 0.07% +45 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,897 $244K 0.14% 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,890 $243K 0.06% -395 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,884 $243K 0.03% -349 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,878 $242K 0.25% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,874 $242K 0.09% -138 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,873 $242K 0.08% +19 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,872 $242K 0.01% +1 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,867 $241K 0.04% -356 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,866 $241K 0.08% -3,262 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,629 $241K 0.16% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,859 $241K 0.03% +2 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,588 $240K 0.05% -18,054 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,845 $240K 0.04% +132 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,841 $239K 0.02% -614 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,833 $239K 0.12% -302 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,831 $238K 0.03% +207 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,829 $238K 0.04% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,820 $237K 0.01% -33 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,806 $236K 0.07% -208 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,802 $236K 0.02% -500 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,788 $235K 0.03% -2,323 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,786 $235K <0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,787 $235K 0.04% +400 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,515 $235K 0.02% -1,404 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,783 $234K 0.02% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,780 $234K 0.03% -4,377 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,058 $234K 0.06% +371 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,772 $233K 0.08% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,772 $233K 0.08% -2,215 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,767 $233K 0.03% -119 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,760 $232K 0.05% +2 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,335 $232K 0.03% -410 13F-HR Timeline