Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,437 $667K 0.07% -266 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,424 $665K 0.06% +617 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,418 $664K 0.21% +502 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,416 $663K 0.14% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,413 $663K 0.22% +45 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,408 $662K 0.03% +60 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,408 $662K 0.08% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,405 $661K 0.04% -2,978 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,376 $655K 0.23% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,360 $652K 0.03% +1 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,347 $650K 0.22% +1 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,336 $648K 0.16% -8 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,098 $647K 0.48% +50 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,316 $644K 0.04% +84 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,311 $643K 0.01% +198 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,300 $640K 0.04% -7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,277 $636K 0.07% +3,244 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,253 $632K 0.08% +175 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,253 $632K 0.23% +257 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,251 $631K 0.14% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,246 $630K 0.14% -50 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,233 $630K 0.12% -353 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,242 $629K 0.16% +12 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,236 $628K 0.42% -3 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,232 $627K 0.31% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,228 $627K 0.02% +75 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,222 $626K 0.03% +821 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,222 $625K 0.2% -105 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,220 $625K 0.28% +544 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,202 $622K 0.1% +3 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3,200 $621K 0.56% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,190 $619K 0.4% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,189 $619K 0.31% -482 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,186 $619K 0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,182 $618K 0.01% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,168 $615K 0.21% -921 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,164 $614K 0.2% +13 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,151 $612K 0.43% -223 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,150 $612K 0.01% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,150 $612K 0.51% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,148 $611K 0.01% -5,570 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,147 $611K 0.17% -611 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,146 $611K 0.17% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,141 $610K 0.24% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,134 $608K 0.04% +176 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,125 $607K 0.02% -5,051 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,589 $605K 0.02% -431 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,115 $605K 0.13% -59 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,111 $604K 0.05% +4 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,106 $603K 0.22% +1 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,098 $602K 0.06% +14 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,093 $600K 0.36% +55 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,093 $600K 0.08% +1,339 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,090 $600K 0.03% -30,932 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,089 $600K 0.08% -468 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,085 $599K 0.11% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,073 $597K 0.17% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,067 $595K 0.06% +1,144 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,062 $594K 0.07% -46 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,061 $594K 0.04% +70 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 3,059 $594K 0.58% +3 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,028 $588K 0.04% -92 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,020 $586K 0.05% +16 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,018 $586K 0.1% +21 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,007 $584K 0.23% 13F-HR/A Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,003 $583K 0.08% +535 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $582K 0.32% -1,000 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,990 $581K 0.18% -301 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,989 $580K 0.42% +1,306 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,983 $579K 0.13% +126 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,967 $576K 0.02% -1,319 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,317 $575K 0.05% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,957 $574K 0.29% 0 13F-HR/A Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,957 $574K 0.54% +1,239 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,952 $573K 0.03% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,949 $573K 0.21% -143 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,948 $572K 0.1% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,946 $572K 0.2% -10 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,908 $564K 0.04% +11 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,902 $563K 0.44% +1,629 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,900 $563K 0.13% -110 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,899 $563K 0.08% +44 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,894 $562K 0.09% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,893 $562K 0.52% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,426 $558K 0.04% +43 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,869 $557K 0.11% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,864 $556K 0.05% -25 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,856 $554K 0.09% +72 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,844 $552K 0.05% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,842 $552K 0.26% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,840 $551K 0.15% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,808 $545K 0.17% +91 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,806 $545K 0.03% +1,406 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,800 $544K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,800 $544K 0.18% +12 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,797 $543K 0.04% +14 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,780 $540K 0.03% -85 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,779 $540K 0.01% -167 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,778 $539K 0.06% +1,412 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,777 $539K 0.02% +222 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,770 $538K 0.06% -55 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,767 $537K 0.11% -40 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,756 $535K 0.11% +82 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,753 $534K 0.36% -72 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,720 $534K 0.04% +241 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,750 $534K 0.13% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,750 $534K 0.01% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,745 $533K 0.24% -100 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,745 $533K <0.01% +152 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,742 $532K 0.06% -674 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,720 $528K 0.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,712 $527K 0.04% +873 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,704 $525K 0.31% +331 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 2,700 $524K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,696 $523K 0.02% -25,698 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,674 $519K 0.02% -100 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. 2,670 $518K 0.01% +231 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,640 $513K 0.03% -701 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,621 $509K 0.25% +530 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,613 $507K 0.02% -120 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,607 $506K 0.05% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,597 $504K 0.06% -263 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,596 $504K 0.1% +595 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,595 $504K 0.26% +54 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,592 $504K 0.01% -446 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,592 $503K 0.07% +216 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,574 $500K 0.08% -84 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,573 $500K 0.05% -61 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,567 $498K 0.18% -121 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,564 $498K 0.02% -56,927 13F-HR/A Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 2,563 $497K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,557 $496K 0.03% +45 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,551 $495K new Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,511 $495K 0.13% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,545 $494K 0.09% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,538 $493K 0.01% -232 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,829 $493K 0.11% -200 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,532 $492K 0.01% +986 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,532 $492K 0.16% +84 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,530 $491K 0.04% 0 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,530 $491K 0.15% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,529 $491K 0.05% +2 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,705 $491K 0.17% +4 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,525 $490K 0.11% -18 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,498 $490K 0.32% -130 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,521 $489K 0.29% +17 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,520 $489K 0.21% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,519 $489K 0.3% -49 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,517 $489K 0.1% +576 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,516 $489K 0.11% +1,126 13F-HR/A Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,514 $488K 0.25% +917 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 2,506 $487K 0.05% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,498 $485K 0.16% +1,016 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,492 $484K 0.03% +389 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,487 $483K 0.33% +9 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,480 $481K 0.06% +160 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,477 $481K 0.11% +115 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,475 $480K 0.11% +23 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,466 $479K 0.16% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,463 $478K 0.06% -77 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,449 $475K 0.15% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,434 $473K 0.04% -15 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,434 $472K 0.05% -5 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,432 $472K 0.04% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,413 $468K 0.03% +37 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,409 $467K 0.03% -78 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,974 $467K 0.07% -237 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,397 $465K 0.25% +10 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,378 $462K 0.04% -407 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,370 $460K 0.1% +108 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,369 $460K <0.01% -342 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,362 $459K 0.08% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,352 $458K 0.01% -3,524 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,359 $458K 0.19% +5 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,357 $458K 0.08% -240 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,356 $457K 0.1% -294 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,935 $457K 0.09% +40 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,407 $456K 0.14% -319 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,347 $456K 0.16% -10 13F-HR Timeline Group Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,346 $455K 0.3% +110 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,343 $455K 0.21% -250 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,343 $455K 0.29% +74 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,342 $455K 0.05% -1,048 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,341 $454K 0.19% -469 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,337 $454K 0.06% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,329 $452K 0.21% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,324 $451K 0.03% +771 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,323 $451K 0.27% +415 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,318 $450K 0.16% +65 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,205 $449K 0.03% +314 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,309 $448K 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,307 $448K 0.01% +159 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,300 $447K 0.2% -146 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,300 $447K 0.35% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,299 $446K 0.25% +160 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,279 $446K 0.02% -142 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,296 $446K 0.01% +9 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,289 $445K 0.21% +14 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,284 $443K 0.02% -50 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,272 $441K 0.06% -32 13F-HR Timeline