Cynosure Group, LLC More: the full row for Cynosure Group, LLC 11,838 $328K 0.05% -60,973 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,814 $327K -703 Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 11,810 $327K 0.23% +63 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 11,512 $327K 0.21% +2,891 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11,757 $326K 0.06% -533 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,662 $323K 0.08% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,616 $322K <0.01% -1,459 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 11,594 $321K 0.04% -890 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 11,560 $320K 0.07% +1,277 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,557 $320K 0.01% +28 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,504 $319K 0.04% -8 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 11,465 $318K 0.05% -154 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,437 $317K 0.01% -383,263 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,429 $317K 0.02% +68 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,428 $317K <0.01% +568 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 11,339 $314K 0.08% -2,090 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 11,282 $313K 0.11% +781 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 11,519 $313K 0.12% -60 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,243 $311K 0.01% -22 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,203 $310K 0.05% +130 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 11,191 $310K 0.02% +684 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,174 $310K 0.02% -1,637 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,109 $308K <0.01% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 11,097 $307K 0.08% +66 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,046 $306K 0.02% -16,750 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,104 $306K 0.05% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,026 $305K 0.09% +118 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 11,025 $305K 0.14% -2,001 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,008 $305K 0.11% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,973 $304K 0.01% +449 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,948 $303K 0.03% -1,565 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,933 $303K 0.04% -656 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 10,929 $303K 0.11% -1,239 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 10,918 $302K 0.07% +60 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 11,066 $302K 0.03% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,899 $302K <0.01% new 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 10,861 $301K 0.02% new 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 10,855 $301K 0.24% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,812 $299K 0.17% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,768 $298K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,749 $298K 0.02% +532 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,721 $297K 0.05% +64 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 10,655 $295K 0.1% +184 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 10,643 $295K 0.07% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,635 $295K 0.05% -27 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,602 $294K 0.09% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 10,590 $293K 0.06% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,512 $291K <0.01% +1,022 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 10,498 $291K 0.16% 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,451 $289K 0.05% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 10,431 $289K 0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,399 $288K 0.03% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 10,426 $287K 0.25% -72 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,337 $286K 0.01% -200 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,319 $286K 0.2% +61 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 10,311 $286K 0.1% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,284 $285K 0.03% -2,737 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,220 $283K 0.07% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,151 $281K 0.01% -952 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,150 $281K 0.04% 0 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 10,130 $281K 0.11% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,099 $280K 0.05% +107 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 10,094 $280K 0.09% -297 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 10,072 $279K 0.04% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,063 $279K 0.01% +27 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 10,055 $279K 0.13% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,044 $278K 0.13% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 10,005 $277K 0.06% +1,159 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 10,000 $277K 0.06% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 10,000 $277K 0.18% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 9,965 $276K 0.08% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,943 $275K 0.04% +1,050 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 9,886 $274K 0.01% -251 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,827 $272K 0.03% -334 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,812 $272K 0.04% -964 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,777 $271K 0.03% -113 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,773 $271K 0.02% +30 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 9,757 $270K 0.05% -902 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 9,716 $269K 0.04% -71 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,714 $269K 0.01% -2,676 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,708 $269K 0.08% +32 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,706 $269K 0.06% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 9,699 $269K 0.04% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,634 $267K 0.08% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,620 $266K <0.01% new 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,616 $266K 0.1% +47 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 9,606 $266K 0.01% -600 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,596 $266K 0.03% -997 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,591 $266K 0.02% +527 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 9,590 $266K 0.08% +218 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,575 $265K 0.05% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 9,567 $265K 0.03% -44 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,559 $265K 0.03% -277 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 9,558 $265K 0.09% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 9,551 $265K 0.14% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,494 $263K 0.01% +5 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,477 $263K <0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,446 $262K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 9,412 $261K 1.01% +4,169 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 9,378 $260K 0.09% -5,287 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 9,351 $259K 0.14% +29 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,326 $258K 0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 9,289 $257K 0.09% -460 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 9,257 $256K 0.35% +3,137 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,239 $256K 0.07% -661 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 9,235 $256K 0.08% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 9,211 $255K 0.07% -8,089 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 9,207 $255K 0.12% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 9,194 $255K 0.08% +303 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 9,193 $255K 0.02% +235 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,177 $254K 0.02% +31 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,135 $253K 0.03% +220 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,123 $253K 0.02% new 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 9,115 $252K 0.23% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,111 $252K 0.02% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,034 $250K 0.05% +12 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 9,010 $250K 0.17% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,005 $249K 0.01% -447 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,002 $249K 0.04% -136 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 8,990 $249K 0.07% +5 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 8,964 $248K 0.11% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 8,960 $248K 0.03% -2,269 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,959 $248K 0.01% -3,724 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 8,913 $247K 0.21% +158 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 8,879 $246K 0.09% +54 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,877 $246K 0.03% +54 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 8,829 $245K 0.02% -6,274 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,818 $244K 0.01% +11 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 8,748 $242K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,744 $242K 0.05% -14 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,747 $242K <0.01% +5,407 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,722 $242K 0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,720 $242K 0.05% -8,008 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 8,707 $241K 0.19% -8,703 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 8,695 $241K 0.07% -3,374 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8,691 $241K 0.12% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 8,593 $238K 0.14% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,575 $238K 0.07% +43 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,572 $237K 0.09% +51 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 8,562 $237K 0.21% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,558 $237K 0.03% +10 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 8,553 $237K 0.09% -12,819 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,545 $237K 0.01% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,535 $236K 0.06% +344 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,526 $236K 0.05% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 8,484 $235K 0.11% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 8,482 $235K 0.06% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 8,467 $235K 0.17% +11 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 8,459 $234K 0.2% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,458 $234K 0.02% -429 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 8,558 $234K 0.03% -114 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,419 $233K 0.04% new 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 8,416 $233K 0.06% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,409 $233K 0.05% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,402 $233K 0.03% new 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 8,368 $232K 0.22% -786 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,341 $231K 0.04% -32 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,340 $231K 0.03% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 8,340 $231K 0.08% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 8,542 $231K 0.03% +20 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 8,325 $231K 0.06% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,319 $230K 0.1% +34 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 8,288 $230K 0.08% +34 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 8,203 $227K 0.14% -1,415 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 8,202 $227K 0.14% 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,192 $227K 0.04% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 8,160 $226K 0.09% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,260 $226K 0.05% -1,833 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 8,104 $224K 0.07% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 8,089 $224K 0.02% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 8,072 $224K 0.05% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,066 $223K <0.01% new 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 8,058 $223K 0.07% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,041 $223K 0.01% -908 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 8,030 $222K 0.06% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,005 $222K 0.05% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,994 $221K 0.01% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,970 $221K 0.05% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,945 $220K 0.01% -2,741 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,923 $219K 0.05% +4,182 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,911 $219K 0.02% -143 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 7,910 $219K 0.15% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,915 $219K 0.01% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,906 $219K 0.04% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,872 $218K 0.04% new 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 7,859 $218K 0.19% -829 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7,854 $218K 0.12% +87 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,842 $217K 0.06% -3,032 13F-HR/A Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 7,806 $216K 0.15% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 7,777 $215K 0.08% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7,777 $215K 0.02% +35 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,720 $214K 0.1% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,674 $213K 0.14% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,664 $212K 0.01% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,654 $212K 0.09% -662 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7,728 $212K 0.02% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,652 $212K 0.03% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,644 $212K 0.04% -3,835 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,608 $211K 0.22% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 7,600 $211K 0.03% -14,330 13F-HR Timeline