Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,129 $1.26M 0.57% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,129 $1.26M 0.29% -300 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,130 $1.26M 0.24% +8 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 3,128 $1.26M 0.66% +75 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,127 $1.26M 0.44% +10 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,126 $1.26M 0.4% -532 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,120 $1.26M 0.04% +925 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,118 $1.26M 0.08% +129 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,114 $1.26M 0.66% -79 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,103 $1.25M 0.69% +427 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,101 $1.25M 0.31% -2,138 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 3,101 $1.25M 0.1% +75 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,097 $1.25M 1.01% -1,555 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,096 $1.25M 0.46% +16 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,094 $1.25M 1.62% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 3,089 $1.25M 0.47% -4,859 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,089 $1.25M 1.15% -300 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,085 $1.25M 0.12% -650 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,084 $1.25M 0.67% +1,021 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 3,081 $1.24M 0.74% -736 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,080 $1.24M 0.81% +660 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,080 $1.24M 1.24% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,078 $1.24M 0.58% +16 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,075 $1.24M 0.02% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,071 $1.24M 0.48% +706 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,067 $1.24M 0.09% -84 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,067 $1.24M 0.58% -120 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3,066 $1.24M 0.66% +492 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,065 $1.24M 0.29% +303 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,063 $1.24M 0.16% -186 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,063 $1.24M 0.42% +835 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,057 $1.23M 0.11% +89 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,055 $1.23M 0.26% +944 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,052 $1.23M 0.12% -836 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,052 $1.23M 0.16% +958 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,051 $1.23M 1.05% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,034 $1.23M 0.22% +544 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,033 $1.22M 0.09% -35 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,028 $1.22M 0.16% -364 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,024 $1.22M 0.25% +392 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,016 $1.22M 0.06% -143 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,020 $1.22M 0.33% +1,984 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3,012 $1.22M 0.17% +429 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,010 $1.22M 0.05% +1 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,012 $1.21M 0.78% -102 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,007 $1.21M 0.66% +797 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 3,006 $1.21M 1.54% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,005 $1.21M 0.47% -29 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,001 $1.21M 0.06% -1,016 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 3,000 $1.21M 0.19% 0 13F-HR Timeline Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 3,000 $1.21M 0.02% new 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 3,000 $1.21M 2.52% -1,000 13F-HR Timeline Crawford Fund Management, LLC More: the full row for Crawford Fund Management, LLC 3,000 $1.21M 0.81% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,994 $1.21M 0.18% -242 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,994 $1.21M 0.89% 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 2,993 $1.21M 0.28% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,990 $1.21M 0.85% 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,988 $1.21M 0.51% -25 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 2,987 $1.21M 0.42% +117 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,985 $1.21M 0.39% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,986 $1.21M 0.31% -200 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,978 $1.2M 0.69% +406 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,971 $1.2M 0.2% +1,995 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,969 $1.2M 0.09% +400 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,968 $1.2M 0.34% -213 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,963 $1.2M 0.53% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,962 $1.2M 0.12% +324 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,959 $1.19M 0.17% +451 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,959 $1.19M 0.28% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,958 $1.19M 0.13% +100 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,953 $1.19M 0.19% -828 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,939 $1.19M 0.09% +80 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,938 $1.19M 0.17% +49 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,936 $1.19M 1.06% 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,934 $1.18M 0.01% -1,256 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,932 $1.18M 0.26% -101 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,929 $1.18M 0.2% -30 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,927 $1.18M 0.83% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,927 $1.18M 0.35% +960 13F-HR/A Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,924 $1.18M 0.41% +34 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,924 $1.18M 0.37% +186 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,923 $1.18M 1.68% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,923 $1.18M 0.3% +114 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,922 $1.18M 1.74% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,747 $1.17M 0.24% +319 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,891 $1.17M 0.42% -3,200 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,891 $1.17M 1.16% 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,884 $1.16M 0.28% -920 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,884 $1.16M 0.37% +351 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 2,882 $1.16M 0.5% -94 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,881 $1.16M 0.53% +207 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,877 $1.16M 0.09% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,877 $1.16M 0.07% 0 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 2,876 $1.16M 0.91% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,875 $1.16M 0.74% +176 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,870 $1.16M 0.42% -1,000 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,869 $1.16M 0.29% -61 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,866 $1.16M 0.4% +212 13F-HR Timeline City State Bank More: the full row for City State Bank 2,866 $1.16M 0.41% +126 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,865 $1.16M 0.1% -600 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,862 $1.16M 0.3% +149 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,857 $1.15M 0.34% +344 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 2,850 $1.15M 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,850 $1.15M 1.18% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,848 $1.15M 0.31% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,848 $1.15M 0.57% -5 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,847 $1.15M 0.37% +1,629 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,828 $1.14M 0.35% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,825 $1.14M 0.34% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,820 $1.14M 0.06% -10 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,814 $1.14M 0.07% +25 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,810 $1.13M 1.13% +272 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,808 $1.13M 0.66% -174 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,807 $1.13M 0.05% -360 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,805 $1.13M 0.24% -164 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,802 $1.13M 0.25% 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $1.13M 0.04% 0 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 2,800 $1.13M 0.71% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,798 $1.13M 1.03% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,797 $1.13M 0.77% 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,796 $1.13M 0.65% +1,435 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,787 $1.13M 0.39% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,788 $1.13M 0.59% +230 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,787 $1.13M 0.07% +198 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,786 $1.13M 0.32% -145 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 2,781 $1.12M 0.72% +11 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,778 $1.12M 0.03% +324 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,774 $1.12M 0.4% +266 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,772 $1.12M 0.36% +172 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,770 $1.12M 0.14% 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,769 $1.12M 0.3% -60 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,768 $1.12M 0.76% -33 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,763 $1.12M 0.04% -39 13F-HR Timeline Group PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,763 $1.12M 0.75% -97 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,762 $1.12M 0.47% -1,307 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,758 $1.11M 0.6% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,753 $1.11M 0.15% +295 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,752 $1.11M 0.56% -30 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,746 $1.11M 0.14% +286 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,742 $1.11M 0.39% -495 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,739 $1.11M 0.19% -207 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,734 $1.1M 0.06% +243 13F-HR/A Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,734 $1.1M 0.91% +1,458 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,729 $1.1M 0.3% -5,750 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,727 $1.1M 0.24% +133 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,726 $1.1M 0.94% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,725 $1.1M 0.33% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,725 $1.1M +447 Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 2,722 $1.1M 0.67% -284 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,720 $1.1M 0.15% -10 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,719 $1.1M 0.03% +43 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 2,720 $1.1M 0.38% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,714 $1.1M 0.97% 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,712 $1.1M 0.1% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,707 $1.09M 0.55% 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,703 $1.09M 0.74% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,702 $1.09M 0.37% +76 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,694 $1.09M 0.4% +156 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,685 $1.08M 0.4% -3 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,684 $1.08M 0.2% +114 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 2,683 $1.08M 0.75% 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,680 $1.08M 0.27% +50 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,675 $1.08M 0.77% 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,672 $1.08M 0.92% -928 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,671 $1.08M 0.14% new 13F-HR Timeline Quaero Capital S.A. More: the full row for Quaero Capital S.A. 2,669 $1.08M 1.38% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,668 $1.08M 0.24% -73 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,665 $1.08M 0.2% -31 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,660 $1.07M 1.19% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,654 $1.07M 0.1% +115 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 2,652 $1.07M 0.54% -472 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,652 $1.07M 0.55% +203 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,648 $1.07M 0.82% -632 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,648 $1.07M 0.3% -1,210 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,648 $1.07M 0.25% -1,155 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,705 $1.07M 0.23% -28 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,640 $1.07M 0.54% -95 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,638 $1.07M 0.48% +25 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,635 $1.06M 0.71% -498 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,631 $1.06M 0.84% 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,629 $1.06M 0.87% -103 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,628 $1.06M 0.34% +19 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,626 $1.06M 0.19% +307 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,625 $1.06M 0.22% +587 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,623 $1.06M 0.14% -90 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 2,620 $1.06M 0.29% -158 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,619 $1.06M 0.08% -290 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 2,619 $1.06M 0.08% -5,828 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,616 $1.06M 1.05% +2 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,614 $1.06M 0.98% 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,611 $1.05M 0.31% 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 2,610 $1.05M 0.37% new 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,610 $1.05M -557 Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,602 $1.05M 0.37% -550 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,602 $1.05M 0.29% -321 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,599 $1.05M 0.21% +19 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,598 $1.05M 0.5% -52 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,511 $1.05M 0.74% +321 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,590 $1.05M 0.35% -1,522 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,588 $1.05M 0.2% +14 13F-HR Timeline