TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,234 $671K 0.06% +2 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,232 $671K 0.35% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,230 $671K 0.1% -489 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,213 $667K 0.08% +4 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,210 $666K 0.24% +203 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,211 $666K 0.05% -2,388 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,202 $665K 0.16% -70 13F-HR Timeline Tudor Financial Inc. 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More: the full row for Midwest Professional Planners, LTD. 2,644 $549K 0.14% -14 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,628 $545K 0.18% -5,572 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,607 $541K 0.07% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,603 $540K 0.03% +995 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,601 $540K 0.04% +30 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,590 $538K 0.04% -399 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,588 $537K 0.03% -127 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,581 $536K 0.07% -2,399 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,569 $533K 0.42% +1,049 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,569 $533K 0.01% -46 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,659 $533K 0.02% -1,682 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,566 $533K 0.33% +17 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,549 $529K 0.06% -15 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,546 $529K 0.21% -5,233 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,543 $528K 0.3% -56 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,530 $525K 0.07% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,530 $525K 0.18% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,528 $525K 0.29% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,526 $524K 0.03% -2,310 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,518 $523K 0.02% -11 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,511 $521K 0.18% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,502 $519K 0.04% -173 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,502 $519K 0.47% -417 13F-HR Timeline Walter Public Investments Inc. 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More: the full row for Banco BTG Pactual S.A. 2,451 $509K 0.1% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,443 $507K 0.19% -13,297 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,439 $506K 0.17% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,438 $506K 0.07% +1,029 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,425 $503K 0.32% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,418 $502K 0.02% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,411 $501K 0.28% -1,548 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,392 $497K 0.36% -27 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,392 $497K 0.33% +2 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,385 $495K 0.07% -609 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,384 $495K 0.06% 0 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,381 $494K 0.13% -666 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,234 $494K 0.04% +454 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,375 $493K 0.05% +55 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,372 $492K 0.08% +177 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,360 $490K 0.01% +79 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,326 $490K 0.02% +1,082 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,357 $489K 0.21% +49 13F-HR/A Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,356 $489K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,354 $489K 0.22% +1 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,352 $489K 0.11% +1 13F-HR/A Timeline Verity Asset Management, Inc. 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