SHP Wealth Management More: the full row for SHP Wealth Management 4,777 $734K 0.06% 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,749 $730K 0.62% +49 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,727 $726K 0.09% +775 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,715 $724K 0.02% +1,673 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,700 $722K 0.06% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,677 $718K 0.03% +53 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,671 $718K 0.01% -1,279 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,650 $716K 0.07% +1,268 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,652 $715K 0.05% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,636 $712K 0.23% +153 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,624 $710K 0.25% +35 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,621 $710K 0.15% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,620 $710K 0.09% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,611 $708K 0.28% -60 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,605 $707K 0.26% -150 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 4,598 $706K 0.07% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,596 $706K 0.39% -120 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,568 $702K 0.12% +358 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,564 $701K 0.18% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,548 $699K 0.08% -20 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,547 $698K 0.36% +125 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,534 $696K 0.58% +58 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,521 $695K 0.09% -456 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,515 $694K 0.07% +342 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,513 $693K 0.04% -305 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,512 $693K 0.05% +63 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,508 $692K 0.03% +210 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,505 $692K 0.27% +15 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. 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A. 4,464 $686K 0.06% -110 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,458 $685K 0.16% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,449 $683K 0.13% -96 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,430 $680K 0.2% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,430 $680K 0.09% -59 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,427 $680K 0.13% -3,045 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,403 $676K 0.04% +992 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,403 $676K 0.04% +85 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,396 $675K 0.03% -945 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,383 $673K 0.29% -112 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,381 $673K 0.04% +1,276 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,376 $672K 0.24% -1,100 13F-HR Timeline Group LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,366 $671K 0.39% +12 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,356 $669K 0.1% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,341 $667K 0.26% +514 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,324 $664K 0.08% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,282 $658K 0.09% +1,493 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,277 $657K 0.07% -121 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,267 $655K 0.07% +149 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,249 $653K 0.09% +27 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,236 $651K 0.04% +66 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,236 $651K 0.05% +1,130 13F-HR Timeline Keystone Financial Planning, Inc. 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More: the full row for Cambria Investment Management, L.P. 4,051 $622K 0.04% +1,957 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,047 $622K 0.07% +127 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,000 $621K 0.05% -1,900 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 4,029 $619K 0.43% +108 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,017 $617K 0.02% +132 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,005 $615K 0.11% new 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 4,000 $614K 0.13% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,000 $614K 0.37% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,000 $614K 0.24% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,995 $614K 0.54% +192 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,991 $613K 0.06% +348 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,975 $611K 0.06% +21 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,971 $610K <0.01% -349 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,969 $610K 0.15% -5 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,967 $609K 0.02% +1,748 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,954 $607K 0.07% +26 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,944 $606K 0.04% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,924 $603K 0.22% +15 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,922 $602K 0.37% -122 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,909 $600K 0.08% -180 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,899 $599K 0.1% +14 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,893 $598K 0.24% +61 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,889 $597K 0.14% -966 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,886 $597K 0.07% +246 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,814 $596K 0.29% +287 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,859 $593K 0.04% +131 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,849 $591K 0.01% +180 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,848 $591K 0.13% -65 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,847 $591K 0.03% +12 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,840 $590K 0.37% 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,815 $586K 0.35% +250 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,808 $585K 0.07% +11 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,796 $583K 0.07% +347 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,796 $583K 0.03% -152 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,788 $582K 0.08% +179 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,763 $578K 0.04% -107 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,756 $577K 0.12% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,727 $577K 0.08% -303 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 3,750 $576K 0.55% 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,748 $576K 0.24% -15 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,743 $575K 0.04% +737 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,742 $575K 0.23% -95 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 3,742 $575K 0.39% -12 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,724 $572K 0.06% new 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,712 $570K 0.03% -2,599 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,704 $569K 0.04% +1,155 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,696 $568K 0.3% -66 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,695 $568K 0.04% -87 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,678 $565K 0.28% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,661 $562K 0.02% +9 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,561 $562K 0.07% -127 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,652 $561K 0.09% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,651 $561K 0.18% -3,518 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,648 $560K 0.18% -186 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,629 $557K 0.36% +365 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,618 $556K 0.13% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,603 $553K 0.01% +1,457 13F-HR Timeline Group American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 3,600 $553K 0.54% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,595 $552K 0.14% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,590 $551K 0.01% new 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,580 $550K 0.06% +12 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,568 $548K 0.24% +404 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,563 $547K 0.37% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,556 $546K 0.03% -7 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,549 $545K 0.06% +57 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,546 $545K 0.01% -113 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,626 $544K 0.05% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,540 $544K 0.1% -95 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,537 $543K 0.41% +254 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,534 $543K 0.03% +855 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,516 $540K 0.07% +60 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,513 $540K 0.3% -182 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,495 $537K 0.11% -5,366 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,553 $536K 0.03% -687 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 3,469 $533K 0.38% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,465 $532K 0.01% +168 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,463 $532K 0.29% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,459 $531K 0.31% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,459 $531K 0.19% +2,721 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,455 $531K 0.88% +10 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,453 $530K 0.07% +441 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,448 $530K 0.01% +689 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,432 $527K 0.06% +115 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,411 $524K 0.07% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,397 $522K 0.16% +564 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,378 $519K 0.09% new 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,374 $518K 0.07% +425 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,360 $517K 0.08% +1,585 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,347 $514K 0.04% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,338 $513K 0.31% -82 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,337 $513K 0.33% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,336 $512K 0.2% +25 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,336 $512K 0.12% +132 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,333 $512K 0.06% +666 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,332 $512K 0.23% +3,150 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,330 $511K 0.03% +25 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,315 $509K <0.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,319 $509K 0.13% -57 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,307 $508K 0.16% 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,300 $507K 0.15% +920 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,299 $507K 0.1% +138 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,297 $506K 0.4% -5,484 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,285 $505K 0.07% -15 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,269 $502K 0.38% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,266 $502K 0.22% +12 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 3,266 $502K 0.22% +481 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,346 $501K 0.17% +171 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,259 $501K 0.3% +183 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,248 $499K 0.24% 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,246 $499K 0.08% +13 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,238 $497K 0.27% +417 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,227 $496K 0.07% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,225 $495K 0.17% +27 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,223 $495K 0.09% +12 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,223 $495K 0.06% -31 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,203 $492K 0.06% +87 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,202 $492K 0.12% +1 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,202 $492K 0.15% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,192 $490K 0.13% +175 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,191 $490K 0.13% +11 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,187 $490K 0.01% -330 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,180 $489K 0.07% -820 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,170 $487K 0.05% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,166 $486K 0.29% +40 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,175 $486K 0.07% -96 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,164 $486K 0.34% -24,921 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 3,155 $485K 0.07% +22 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,149 $484K 0.05% +714 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,146 $483K 0.21% -928 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,145 $483K 0.03% +118 13F-HR Timeline Texas Yale Capital Corp. 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