Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,650 $653K 0.49% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,642 $650K 0.17% 0 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,638 $648K 0.01% -20 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,638 $648K 0.05% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,636 $647K 0.03% -58 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,634 $646K 0.04% -57 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,654 $646K 0.51% +9 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,631 $645K 0.23% 0 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,630 $645K 0.16% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,626 $643K 0.31% +22 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,619 $641K 0.25% +210 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,617 $640K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,613 $638K 0.05% -17 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,602 $635K 0.11% +1 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,603 $634K 0.12% +110 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,600 $633K 0.03% -156 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,598 $632K 0.4% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,593 $630K 0.04% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,591 $629K 0.4% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,574 $623K 0.07% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,566 $620K 0.03% -126 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,558 $616K 0.01% +20 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,554 $616K 0.15% -2 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,557 $616K 0.1% +86 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,544 $611K 0.45% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,542 $610K 0.42% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,540 $609K 0.28% -69 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,537 $608K 0.17% +9 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,535 $607K 0.46% -10 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,529 $605K 0.03% +150 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,525 $603K 0 Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,523 $603K 0.02% +630 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,523 $603K 0.04% +221 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,523 $603K 0.17% +218 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,522 $602K 0.21% -3 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,521 $602K 0.05% -28 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,519 $601K 0.13% +78 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,517 $600K 0.36% -77 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,515 $599K 0.04% +22 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,514 $599K 0.08% +323 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,506 $596K 0.05% +61 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,500 $595K 0.69% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,484 $595K 0.02% -1 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,500 $593K 0.07% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $593K 0.2% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,492 $590K 0.2% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,469 $581K 0.04% +276 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,468 $581K 0.07% +238 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,466 $580K 0.11% -159 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,473 $580K 0.07% +76 13F-HR/A Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,454 $575K 0.43% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,453 $575K 0.06% -44 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,452 $574K 0.14% +50 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,442 $570K 0.05% +118 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,439 $569K 0.27% -126 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,432 $567K 0.18% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,431 $566K 0.04% -3 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,430 $566K 0.12% +10 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,426 $564K 0.03% -267 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,426 $564K 0.15% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,421 $562K 0.18% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,413 $559K 0.18% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,407 $557K 0.05% +57 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,403 $556K 0.04% +522 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,405 $556K 0.27% -3 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,400 $554K 0.29% 0 13F-HR/A Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,400 $554K 0.19% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,397 $553K 0.37% -45 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,408 $552K 0.24% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,391 $550K 0.09% -112 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,394 $550K 0.08% +88 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,387 $549K 0.02% -133 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,376 $544K 0.05% -44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mendel Money Management More: the full row for Mendel Money Management 1,372 $543K 0.24% +12 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,363 $538K 0.19% new 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,359 $537K 0.01% -25 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,355 $536K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,355 $536K 0.08% -35 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,353 $535K 0.07% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,353 $535K 0.2% +287 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,345 $532K 0.22% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,342 $531K 0.1% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,338 $529K 0.09% -1,813 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,331 $527K 0.39% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,331 $527K 0.2% +276 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,324 $525K 0.18% +17 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,390 $524K 0.09% +34 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,321 $523K 0.25% -1 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,319 $522K 0.62% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,318 $521K 0.09% +193 13F-HR/A Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,316 $521K 0.48% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,312 $519K 0.17% +267 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,307 $517K 0.08% +108 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,303 $515K 0.13% +118 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,301 $515K 0.14% new 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,300 $514K 0.2% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,299 $514K 0.43% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,298 $514K 0.23% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,289 $510K 0.01% -50 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,283 $508K 0.22% new 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,283 $507K 0.12% +59 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,282 $507K 0.02% -129 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,275 $504K 0.17% +261 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,274 $504K 0.05% +169 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,272 $503K 0.16% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,261 $499K 0.04% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,252 $495K 0.62% -9 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,250 $495K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,245 $492K 0.05% +174 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,243 $492K 0.3% +89 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,242 $491K 0.07% -273 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,234 $488K 0.17% +6 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,233 $488K 0.01% -1 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,229 $486K 0.12% +4 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,228 $486K 0.02% +322 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,220 $483K 0.04% +318 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,218 $482K 0.06% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,214 $480K 0.02% -1,824 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,210 $479K 0.03% -3 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,208 $478K 0.45% -51 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,200 $475K 0.22% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,200 $475K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $475K 0.1% -10 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,200 $475K 0.13% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,198 $474K 0.22% -355 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,197 $474K 0.03% +256 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,189 $471K 0.2% +14 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,187 $470K 0.04% +6 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,186 $469K 0.02% +65 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,173 $464K 0.2% +41 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,173 $464K 0.04% +103 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,172 $464K 0.02% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,172 $464K 0.06% -40 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,165 $461K 0.09% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,161 $459K 0.01% -28 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,161 $459K 0.04% +15 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,160 $459K 0.12% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,230 $458K 0.04% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,157 $458K 0.01% -11,647 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $456K 0.34% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,150 $455K 0.2% -50 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,134 $449K 0.1% +107 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,130 $448K 0.02% +4 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $447K 0.23% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,126 $445K 0.13% -337 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 1,125 $445K <0.01% -57,305 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,123 $444K 0.04% +49 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,122 $444K 0.11% +17 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,121 $444K 0.05% +44 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,118 $443K 0.03% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,119 $443K 0.29% -62 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,117 $442K 0.6% 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,115 $441K 0.19% +48 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,111 $440K 0.11% +40 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,099 $435K 0.04% +51 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,098 $434K 0.03% -114 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $432K 0.06% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,092 $432K 0.46% 0 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 1,092 $432K 0.65% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,091 $432K 0.1% -20 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,084 $430K 0.02% +3 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,086 $430K 0.22% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,082 $428K 0.15% -90 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,082 $428K 0.2% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,081 $428K 0.11% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,076 $426K 0.07% -63 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,191 $425K 0.12% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,073 $425K 0.14% +3 13F-HR/A Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,069 $423K 0.05% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,066 $422K <0.01% -67 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,062 $420K 0.19% -41 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,057 $419K 0.04% +21 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,056 $418K 0.27% -1,279 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,055 $417K 0.08% -15 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,055 $417K 0.09% -1,610 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,055 $417K 0.14% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,054 $417K 0.07% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,053 $417K 0.1% +12 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,053 $417K 0.01% -3,893 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,052 $416K 0.22% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,048 $414K 0.02% +470 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,063 $414K 0.23% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,045 $413K 0.26% -40 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,043 $413K 0.1% +677 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,041 $412K 0.02% +95 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,035 $409K 0.23% -4 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,035 $409K 0.1% -21 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,034 $409K 0.06% -11 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,031 $408K 0.08% -28 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $407K 0.13% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,030 $407K 0.09% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,021 $404K 0.33% +22 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,019 $403K 0.02% +214 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,018 $403K 0.23% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,012 $403K 0.13% +13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,014 $402K 0.24% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,016 $402K 0.02% new 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,013 $401K 0.06% +14 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,011 $400K 0.11% +225 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,011 $400K 0.06% -20 13F-HR Timeline