ACAS, LLC More: the full row for ACAS, LLC 1,136 $430K 0.32% +229 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,062 $429K 0.09% +57 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,061 $429K 0.08% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,061 $428K 0.22% 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,060 $428K 0.31% 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 1,055 $426K 0.42% 13F-HR/A Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,529 $426K 0.34% +2,424 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,054 $426K 0.02% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,054 $426K 0.08% -598 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,054 $426K 0.17% +276 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,054 $426K 0.06% +281 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,053 $425K 0.15% -65 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,053 $425K 0.12% 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,052 $425K 0.2% -587 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,051 $424K 0.13% +171 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,051 $424K 0.1% +259 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 1,050 $424K 0.06% -654,438 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,050 $424K 0.43% 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,050 $424K 0.29% -49 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,048 $423K 0.12% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,045 $422K 0.12% +155 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 1,098 $421K 0.08% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,043 $421K 0.11% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,042 $421K 0.02% +55 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,039 $420K 0.27% -150 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,038 $419K 0.07% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,037 $419K 0.05% +18 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,037 $419K 0.27% 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,035 $418K 0.05% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,035 $418K 0.23% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,035 $418K 0.02% -186 13F-HR Timeline Group O'Dell Group, LLC More: the full row for O'Dell Group, LLC 1,034 $418K 0.09% -25 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,033 $417K 0.08% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,032 $417K 0.18% -63 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,031 $416K 0.09% -45 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,030 $416K 0.39% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,027 $415K 0.26% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,025 $414K 0.21% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,024 $414K 0.38% 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,024 $414K 0.15% -176 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,023 $413K 0.33% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,022 $413K 0.01% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,022 $413K 0.07% -79 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,021 $412K 0.03% +64 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,020 $412K 0.23% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 943 $411K 0.28% -162 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,017 $411K 0.07% -18 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,016 $410K 0.03% new 13F-HR Timeline American Trust More: the full row for American Trust 1,016 $410K 0.03% -20 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,016 $410K 0.33% 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 1,016 $410K 0.19% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,015 $410K 0.07% new 13F-HR/A Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,015 $410K 0.12% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,015 $410K 0.9% -42 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,015 $410K 0.57% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,014 $409K 0.18% -999 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,013 $409K 0.04% -3 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,078 $409K 0.27% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,011 $408K 0.2% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,010 $408K 0.19% +197 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,048 $406K 0.28% -701 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,004 $405K 0.04% -242 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,000 $404K 0.23% -699 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,000 $404K 0.16% +12 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,000 $404K 0.21% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,000 $404K 0.18% new 13F-HR Timeline Alpha Omega Group, Inc. More: the full row for Alpha Omega Group, Inc. 994 $401K 0.47% +58 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 993 $401K 0.19% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 992 $401K <0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 991 $400K 0.05% +15 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 989 $399K <0.01% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 989 $399K 0.25% -70 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 989 $399K 0.36% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 989 $399K 0.04% -50 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 987 $399K 0.06% 0 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 953 $398K 0.52% 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 982 $397K 0.21% +8 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 982 $397K 0.21% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 982 $397K 0.3% +22 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 981 $396K 0.33% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 981 $396K 0.37% 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 980 $396K 0.09% new 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 977 $395K 0.07% -3,100 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 975 $394K 0.13% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 975 $394K 0.36% 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 972 $393K 0.26% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 919 $392K 0.17% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 970 $392K 0.22% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 970 $392K 0.24% +5 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 970 $392K 0.05% -133 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 914 $391K 0.05% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 966 $390K 0.11% +600 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 961 $388K 0.24% +127 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 960 $388K 0.26% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 971 $387K 0.19% 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 959 $387K 0.16% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 958 $387K 0.11% -198 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 958 $387K 0.12% +36 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 957 $386K 0.12% -24 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 956 $386K 0.03% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 956 $386K 0.19% +101 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 953 $385K 0.13% -88 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 953 $385K 0.37% 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 950 $384K 0.06% -35 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 949 $383K 0.06% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 949 $383K 0.14% -133 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 949 $383K 0.08% -727 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 948 $383K 0.37% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 943 $381K 0.29% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 942 $380K 0.05% +150 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 942 $380K 0.07% -3 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 942 $380K 0.1% +127 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 941 $380K 0.03% +28 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 941 $380K 0.02% -600 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 940 $380K 0.09% +19 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 937 $379K 0.31% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 940 $379K 0.28% -3,971 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 936 $378K 0.11% -34 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 935 $378K 0.12% -8 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 931 $376K 0.06% -2,708 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 930 $376K 0.19% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 929 $375K 0.17% +44 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 929 $375K 0.14% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 927 $374K 0.1% +100 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 985 $374K 0.36% 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 924 $373K 0.15% -79 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 893 $373K 0.17% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 922 $372K 0.23% 0 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 921 $372K 0.03% new 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 920 $372K 0.09% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 917 $370K 0.02% -73 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 915 $370K 0.16% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 915 $370K 0.05% 0 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 915 $370K 0.14% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 915 $370K 0.23% -105 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 915 $370K 0.05% +7 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 914 $369K 0.1% -737 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 914 $369K 0.05% +105 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 912 $368K 0.16% -137 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 911 $368K 0.02% 0 13F-HR Timeline Group Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 911 $368K 0.07% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 911 $368K 0.03% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,119 $368K 0.07% +286 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 908 $367K 0.08% -474 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 908 $367K 0.09% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 907 $366K 0.11% new 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 907 $366K 0.27% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 904 $365K 0.18% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 901 $364K 0.14% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 900 $363K 0.28% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 899 $363K 0.13% 0 13F-HR Timeline Group WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 899 $363K 0.07% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 897 $362K 0.23% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,104 $362K 0.15% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 896 $362K 0.16% -201 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 896 $362K 0.32% 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 892 $360K 0.26% +30 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 892 $360K 0.29% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 891 $360K 0.03% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 890 $359K 0.23% -30 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 889 $359K 0.03% -210 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 888 $359K 0.18% +11 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 945 $358K 0.07% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 886 $358K 0.01% 0 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 886 $358K 0.08% +62 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 886 $358K 0.2% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 880 $358K 0.2% +65 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 885 $357K 0.09% -196 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 885 $357K 0.37% 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 884 $357K 0.06% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 884 $357K 0.12% +6 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 884 $357K 0.11% -1 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,056 $357K 0.34% +91 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 881 $356K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 881 $356K 0.19% -429 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 881 $356K 0.17% +31 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 881 $356K 0.17% -2,672 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 881 $356K 0.03% -610 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 880 $355K 0.32% 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 880 $355K 0.4% 13F-HR/A Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 878 $355K 0.17% -46 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 875 $353K 0.03% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 875 $353K 0.08% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 876 $353K 0.11% +5 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 874 $353K 0.02% -35 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 874 $353K 0.22% +105 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,348 $353K 0.04% 0 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 871 $352K 6.92% new 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 871 $352K 0.09% +45 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 870 $351K 0.13% +48 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 869 $351K 0.04% +16 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 868 $351K 0.25% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 867 $350K 0.07% +62 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 864 $350K 0.26% +85 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 863 $349K 0.03% +61 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 863 $349K 0.04% +101 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 862 $348K 0.07% -38 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 977 $348K 0.09% +67 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 860 $347K 0.11% +29 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 859 $347K 0.08% new 13F-HR Timeline