MCF Advisors LLC More: the full row for MCF Advisors LLC 1,131 $419K 0.03% +13 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $418K 0.18% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,126 $416K 0.11% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,119 $414K 0.21% +101 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,119 $414K 0.25% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,117 $413K 0.07% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,115 $412K 0.17% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,111 $411K 0.09% +110 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,102 $407K 0.25% +252 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,094 $405K 0.03% -5 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,092 $404K 0.02% +51 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $404K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,092 $404K 0.39% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,091 $403K 0.16% +29 13F-HR/A Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 1,086 $401K 0.2% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,084 $401K 0.02% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,081 $400K 0.09% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,080 $399K 0.06% +230 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,077 $398K 0.02% +58 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,077 $398K 0.07% -14 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,076 $398K 0.06% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,077 $397K 0.02% -972 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,069 $395K 0.04% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,068 $395K 0.12% +13 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,065 $394K 0.22% +106 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,062 $392K 0.1% -20 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,057 $391K 0.01% -466 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,056 $390K 0.21% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,054 $390K 0.06% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,054 $390K 0.77% -11,494 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,052 $389K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,053 $389K 0.03% +95 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,052 $389K 0.19% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,050 $388K 0.22% +284 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,044 $386K 0.07% +13 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,041 $386K 0.03% -16 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,041 $385K 0.13% -12 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,037 $383K 0.03% -136 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,035 $383K 0.07% -20 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,035 $383K -897 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,034 $382K 0.05% -208 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,034 $382K 0.04% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $381K 0.11% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,030 $381K 0.08% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,029 $380K 0.2% -6 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,025 $379K 0.07% +466 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,020 $377K 0.41% +125 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,019 $377K 0.11% +7 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,017 $376K 0.07% -38 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,014 $376K 0.2% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,015 $375K 0.23% -30 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 33,131 $375K 0.16% +32,205 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,012 $374K 0.09% +1 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,005 $372K 0.27% -16 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,004 $371K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,001 $370K 0.04% +1 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,000 $370K 0.08% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,000 $370K 0.16% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,000 $370K 0.19% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 998 $369K 0.01% -163 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 991 $366K 0.21% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 988 $365K 0.15% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 980 $362K 0.15% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 980 $362K 0.23% +135 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 970 $359K 1.94% +10 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 967 $357K 0.03% -23 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 967 $357K 0.17% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 967 $357K 0.11% +2 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 966 $357K 0.06% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 966 $357K 0.07% +330 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 960 $355K 0.19% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 947 $355K 0.53% +5 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 959 $354K 0.06% +100 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 951 $352K 0.01% +40 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 947 $350K 0.15% +26 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 946 $350K 0.08% +86 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 946 $350K 0.02% +47 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 941 $348K 0.07% +64 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 939 $347K 0.06% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 938 $347K 0.15% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 934 $345K 0.05% -79 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 933 $345K 0.19% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 931 $344K 0.22% +30 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 931 $344K 0.07% +19 13F-HR Timeline Bell Bank More: the full row for Bell Bank 923 $341K 0.01% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 923 $341K 0.08% +1 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 920 $340K 0.04% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 917 $339K 0.07% -35 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 917 $339K 0.03% -2 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 917 $339K 0.03% -54 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 916 $339K 0.07% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 915 $338K 0.16% -10 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 912 $338K 0.01% -218 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 914 $338K 0.02% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 907 $335K 0.03% +7 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 906 $335K 0.09% +92 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 903 $334K 0.12% -80 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 901 $333K 0.21% +5 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 900 $333K 0.05% +214 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 899 $332K 0.04% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 897 $332K 0.02% +37 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 892 $330K 0.14% +38 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 889 $329K 0.22% -7 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 888 $328K 0.03% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 885 $327K 0.13% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 884 $327K 0.12% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 883 $326K 0.05% +7 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 883 $326K 0.01% +16 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 880 $326K 0.06% +6 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 881 $326K 0.19% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 880 $325K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 866 $325K 0.22% -197 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 876 $324K 0.11% +25 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 875 $323K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KKM Financial LLC More: the full row for KKM Financial LLC 872 $322K 0.1% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 871 $322K 0.04% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 870 $322K 0.04% -22 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 869 $321K 0.01% +416 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 867 $321K 0.05% -28 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 867 $320K 0.03% +70 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 864 $319K 0.25% +5 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 862 $319K 0.01% -366 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 862 $319K 0.05% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 862 $319K 0.14% -31 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 877 $318K 0.11% +27 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 857 $317K 0.1% +20 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 856 $316K 0.02% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 855 $316K 0.2% -35 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 853 $315K 0.02% +47 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 853 $315K 0.04% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 851 $315K 0.01% +17 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 851 $315K 0.09% -100 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 851 $315K 0.04% +40 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 849 $314K 0.04% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 846 $313K 0.09% -5 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 844 $312K 0.27% -17 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 836 $309K 0.03% -63 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 836 $309K 0.05% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 835 $309K 0.14% 0 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 831 $307K 0.09% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 842 $307K 0.06% -78 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 829 $306K 0.08% -66 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 827 $306K 0.09% +1 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 826 $305K 0.1% -10 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 825 $305K 0.03% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 825 $305K 0.2% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 821 $304K 0.01% -3 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 822 $304K 0.14% +21 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 822 $304K 0.05% -40 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 817 $303K 0.05% +19 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 815 $302K 0.21% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 816 $302K 0.02% -4 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 816 $302K 0.07% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 815 $301K 0.14% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 814 $301K 0.07% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 812 $301K 0.11% +2 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 810 $299K 0.07% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 810 $299K 0.09% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 807 $298K 0.1% -31 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 807 $298K 0.13% +3 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 806 $298K 0.07% -229 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 803 $297K 0.03% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 802 $296K 0.06% -31 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 800 $296K 0.15% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 799 $295K 0.03% -4 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 799 $295K 0.02% +6 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 796 $294K 0.23% 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 795 $294K 0.09% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 801 $294K 0.05% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 788 $292K 0.02% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 789 $292K 0.14% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 784 $290K 0.02% -388 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 784 $290K 0.09% -1 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 788 $289K 0.24% +72 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 780 $288K 0.12% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 780 $288K 0.08% +80 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 780 $288K 0.03% +34 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 780 $288K 0.16% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 779 $288K 0.06% -2 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 775 $287K 0.23% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 775 $287K 0.23% +13 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,985 $287K 0.05% +1,398 13F-HR/A Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 775 $286K 0.05% -108 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 774 $286K 0.02% -4 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 774 $286K 0.06% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 773 $286K 0.06% +31 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 771 $285K 0.26% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 771 $285K 0.02% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 763 $282K 0.18% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 762 $282K 0.11% -27 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 760 $282K 0.13% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 761 $281K 0.01% +98 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 757 $280K 0.09% +31 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 734 $280K 0.04% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 756 $280K 0.09% +181 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 749 $279K 0.04% +101 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 755 $279K 0.04% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 754 $279K 0.07% new 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 753 $278K 0.18% +158 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 750 $277K 0.08% 0 13F-HR Timeline