BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,603 $1.11M 0.12% -10 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,631 $1.11M 0.32% -246 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,628 $1.11M 0.67% 0 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,627 $1.11M 0.16% -140 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,621 $1.11M 0.48% +14 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,620 $1.11M 0.27% -133 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,620 $1.1M 0.99% 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,617 $1.1M 0.34% -130 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,615 $1.1M 0.4% +1 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,612 $1.1M 0.14% +110 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,603 $1.09M 0.43% +147 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,600 $1.09M 0.53% -179 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,599 $1.09M 0.62% +3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,597 $1.09M 0.35% -140 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,595 $1.09M 0.63% -64 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,595 $1.09M 0.63% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,593 $1.09M 0.02% +5 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,592 $1.09M 0.17% +400 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,584 $1.08M 0.32% -1,305 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,582 $1.08M 1.02% 13F-HR Timeline United Bank More: the full row for United Bank 1,581 $1.08M 0.37% +1,056 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,581 $1.08M 0.29% -3 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,579 $1.08M 0.47% -1,007 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,573 $1.08M 0.59% -51 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1,575 $1.07M 0.98% -20 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,574 $1.07M 0.35% +3 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,569 $1.07M 0.24% +100 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,569 $1.07M 0.28% -149 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,567 $1.07M 0.75% +300 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,565 $1.07M 0.72% -1,530 13F-HR/A Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,565 $1.07M 0.61% -118 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,564 $1.07M 0.52% 0 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,561 $1.06M 0.84% 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,560 $1.06M 0.33% +356 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,552 $1.06M 0.04% +1,137 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,553 $1.06M 0.48% 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,552 $1.06M 0.02% -120 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,547 $1.05M 0.5% -109 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,535 $1.05M 0.24% -925 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,536 $1.05M 0.08% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,536 $1.05M 0.26% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,535 $1.05M 0.49% -18 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 1,535 $1.05M 0.78% 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,533 $1.05M 0.19% -8 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,531 $1.04M 0.61% -1 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 1,523 $1.04M 0.87% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,521 $1.04M 0.04% +131 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,516 $1.03M 0.33% -62 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 1,513 $1.03M 0.87% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,511 $1.03M 0.19% -17,895 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,511 $1.03M 0.14% 0 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 1,511 $1.03M 0.85% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,510 $1.03M 0.16% -1,450 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 1,510 $1.03M 0.09% -340 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,505 $1.03M 0.93% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,507 $1.03M 0.27% -54 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,505 $1.03M 0.02% +4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,504 $1.03M 0.15% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,496 $1.03M 0.52% -5 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,503 $1.03M 0.81% 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,501 $1.02M 0.21% +25 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,500 $1.02M 0.06% +14 13F-HR Timeline Group DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1,500 $1.02M 0.06% +1,198 13F-HR Timeline Yost Capital Management, LP More: the full row for Yost Capital Management, LP 1,500 $1.02M 1.48% -1,700 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,499 $1.02M 0.04% +287 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,499 $1.02M 0.32% -16 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,495 $1.02M 0.49% +21 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,493 $1.02M 0.08% -99,546 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,490 $1.02M 0.55% -1,049 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,489 $1.02M 1.07% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,489 $1.02M 0.19% -10 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,489 $1.02M 0.09% +6 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,488 $1.01M 0.3% -59 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,488 $1.01M 0.4% -81 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,486 $1.01M 0.5% +22 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,486 $1.01M 0.33% -6 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,486 $1.01M 0.56% 13F-HR/A Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,485 $1.01M 0.31% +791 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,483 $1.01M 0.34% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,479 $1.01M 0.75% +53 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 1,477 $1.01M 0.02% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,475 $1.01M 0.33% -194 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,474 $1.01M 0.84% 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,471 $1M 0.39% +274 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,468 $1M 0.7% -32 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,466 $1000K 0.56% 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,465 $999K 0.07% -85 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,463 $999K 0.52% +205 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,464 $998K 0.5% -18 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,463 $998K 0.36% +28 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,459 $995K 0.18% +622 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 1,457 $994K 0.83% 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 1,456 $993K 0.14% -16 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,455 $993K 0.65% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,455 $992K 0.43% -28 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,450 $991K 0.16% +162 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,453 $991K 0.14% -46 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,449 $988K 0.7% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,447 $987K 0.47% +3 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,447 $987K 0.25% +300 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,445 $985K 0.72% -37 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,444 $984K 0.47% -15 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,443 $984K 0.57% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,437 $983K 0.72% -266 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,439 $981K 0.42% +33 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,439 $981K 0.27% -25 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 1,437 $980K 0.01% +740 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,437 $980K 0.29% -165 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,435 $979K 0.38% +7 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,435 $979K 0.29% +308 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,435 $979K 0.4% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,432 $977K 0.51% 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,432 $977K 0.69% -18 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,431 $976K 0.69% -105 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,428 $974K 0.49% -12 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,428 $974K 0.51% +22 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,426 $973K 0.37% +13 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,423 $971K 0.36% +394 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 1,423 $970K 0.72% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,423 $970K 0.2% -15 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,420 $968K 0.1% +10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,392 $968K 0.15% +1,358 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,418 $967K 0.62% -4 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 1,418 $967K 1.24% 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,417 $966K 0.34% -148 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,416 $965K 0.56% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,416 $965K 0.3% +152 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,413 $964K 0.35% -124 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,384 $962K 0.13% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,410 $962K 0.28% +1 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,407 $959K 0.13% -30 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,404 $957K 0.4% +14 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,404 $957K 0.35% -7 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,403 $957K 1.16% +828 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,400 $955K 0.03% -85 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,400 $955K 0.36% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,399 $954K 0.59% 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,398 $953K 0.56% +6 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,397 $953K 0.56% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,393 $950K 0.1% +51 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,392 $949K 0.3% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,390 $948K 0.47% -30 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 1,388 $947K 0.83% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,385 $945K 0.18% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,384 $944K 0.44% -8 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,383 $943K 0.21% +21 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,380 $941K 0.52% 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 1,374 $940K 0.48% +154 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,378 $940K 0.19% -60 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,374 $937K 0.25% -154 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,372 $936K 0.9% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,369 $934K 0.18% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,366 $933K 0.23% +56 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 1,366 $932K 0.32% +4 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,366 $932K 0.32% -6 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,366 $931K 0.52% -72 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,364 $930K 0.28% -218 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,361 $930K 0.31% -102 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,360 $927K 0.58% 0 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 1,360 $927K 0.29% -2 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,358 $926K 0.35% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,357 $926K 0.44% +70 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,355 $924K 0.09% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,333 $921K 0.04% -215 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,348 $919K 0.2% +855 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,343 $916K 0.37% -356 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,342 $915K 0.05% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,340 $914K 0.18% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,340 $914K 0.47% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,339 $913K 0.06% +79 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 1,338 $912K 0.87% 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,338 $912K 0.22% +1 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 1,336 $911K 0.8% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,335 $910K 0.37% +157 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,335 $910K 0.38% -31 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,334 $910K 0.19% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,333 $909K 0.24% -22 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,333 $909K 0.06% +219 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,333 $909K 0.28% +1 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,332 $908K 0.35% -25 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,331 $908K 0.19% +203 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 1,329 $906K 0.03% -139 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,329 $906K 0.44% +62 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,327 $905K 0.19% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,325 $904K 0.11% -25 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,325 $904K 0.8% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,324 $903K 0.45% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,324 $903K 0.77% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,323 $902K 0.19% -936 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 1,302 $899K 0.78% 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 1,317 $898K 0.87% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,310 $893K 0.43% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,309 $892K 0.22% -22 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 1,308 $892K 1.06% 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,308 $892K 0.14% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,308 $892K 0.11% +10 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,307 $891K 0.2% -125 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 1,306 $891K 0.64% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,306 $891K 0.14% -34 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,304 $889K 0.18% +100 13F-HR Timeline