Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,441 $455K 0.31% +55 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,440 $455K 0.07% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,437 $454K 0.05% +31 13F-HR Timeline United Bank More: the full row for United Bank 1,437 $454K 0.19% -26 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,436 $454K 0.77% -52 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,436 $454K 0.13% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,435 $454K 0.07% -242 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,433 $453K 0.13% +143 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,431 $452K 0.5% 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,428 $451K 0.11% -15 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,434 $451K 0.13% -32 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,426 $451K 0.23% +9 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,420 $449K 0.14% -1 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,419 $448K 0.09% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,419 $448K 0.09% +44 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,414 $447K 0.02% -6 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,412 $446K 0.09% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,412 $446K 0.21% +89 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,411 $446K 0.1% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,408 $445K 0.04% +170 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,404 $444K 0.2% -71 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,403 $443K 0.1% -48 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,402 $443K 0.3% -14 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 1,400 $442K 0.12% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,400 $442K 0.18% -25 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,400 $442K 0.18% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,391 $440K 0.73% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,387 $438K 0.17% +5 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,384 $437K 0.08% +173 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,382 $437K 1.29% -3 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,381 $437K 0.07% -125 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 1,380 $436K 0.09% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,379 $436K 0.18% -2,556 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,378 $436K 0.1% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,377 $435K 0.05% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,376 $435K 0.28% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,374 $434K 0.23% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,373 $434K 0.05% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,372 $434K 0.25% -80 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,372 $434K 0.1% -132 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,370 $433K 0.05% -507 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,369 $433K 0.01% +254 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,366 $432K 0.07% +23 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,363 $431K 0.22% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,362 $430K 0.1% +172 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,360 $430K 0.14% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,357 $429K 0.04% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,355 $428K 0.07% +130 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,353 $428K 0.14% +138 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 1,343 $424K 0.08% -50 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,343 $424K 0.13% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,342 $424K 0.11% +121 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,340 $423K 0.23% +288 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,332 $421K 0.22% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,328 $420K 0.06% +1 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,327 $419K 0.09% +5 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,330 $419K 0.02% +316 13F-HR/A Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,326 $419K 0.29% -49 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,325 $419K 0.32% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,324 $418K 0.05% +221 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,322 $418K 0.29% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,318 $417K 0.16% +50 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,317 $416K 0.42% +204 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,312 $415K 2.13% +336 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,305 $412K 0.25% 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,304 $412K 0.03% -80 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,302 $411K 0.12% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,302 $411K 0.28% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 1,300 $411K 0.25% 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,300 $411K 0.13% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,300 $411K 1.67% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,298 $410K 0.22% +114 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,298 $410K 0.22% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,296 $410K 0.03% +34 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,296 $410K 0.21% +4 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,293 $409K 0.16% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,292 $408K 0.29% -37 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,292 $408K 0.13% -141 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,291 $408K 0.05% +23 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,284 $406K 0.38% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,283 $405K 0.01% -106 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,321 $405K 0.39% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,282 $405K 0.17% -58 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,281 $405K 0.03% -172 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,280 $405K 0.21% -25 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,279 $404K 0.32% -15 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,275 $403K 0.03% -266 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,273 $402K 0.21% +1 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,272 $402K 0.16% -40 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 1,271 $402K 0.11% -242 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,269 $401K <0.01% +52 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,269 $401K 0.29% +1 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,263 $399K 0.25% +225 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,262 $399K 0.17% +12 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 1,261 $399K 0.14% +429 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,261 $399K 0.01% +163 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,260 $398K 0.17% +227 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,259 $398K 0.26% 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,258 $398K 0.87% -3 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,256 $397K 0.1% +23 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,251 $395K 0.02% +55 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,250 $395K 0.28% -35 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,250 $395K 0.14% -88 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,250 $395K 0.43% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,248 $395K 0.15% +1 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,248 $394K 0.01% -24,278 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,248 $394K 0.08% -10 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,247 $394K 0.16% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,245 $393K 0.02% -80 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,248 $392K 0.09% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,241 $392K 0.15% +420 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,241 $392K 0.31% -1,265 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 1,241 $392K 0.17% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,239 $392K 0.46% -1,277 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,277 $391K 0.2% +192 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,232 $389K 0.27% +36 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 1,231 $389K 0.2% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,227 $388K 0.15% +1 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,227 $388K 0.16% -13 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,226 $388K 0.35% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,226 $388K 0.05% +138 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 1,225 $387K 0.3% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,222 $386K 0.25% +44 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,219 $386K 0.24% -1 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,215 $384K 0.16% +13 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,214 $384K 0.11% -102 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,212 $383K 0.18% +1 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,212 $383K 0.12% +12 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,246 $382K 0.18% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,207 $382K 0.19% +81 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,203 $380K 0.16% +20 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,202 $380K 0.05% -3 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,201 $380K 0.3% 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,200 $379K 0.13% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,200 $379K 0.04% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,200 $379K 0.35% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,200 $379K 0.29% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,200 $379K 0.19% -209 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,197 $378K 0.14% +23 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,197 $378K 0.22% -2 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,195 $378K 0.18% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,194 $377K 0.06% +135 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,193 $377K 0.28% 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,192 $377K -3,612 Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,190 $376K 0.07% -28 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,188 $375K 0.11% +37 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,185 $375K 0.17% -202 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,184 $374K 0.23% +174 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,184 $374K 0.07% +2 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,183 $374K 0.16% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,182 $374K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,182 $373K 0.05% +158 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,181 $373K 0.21% +352 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,181 $373K 0.14% -35 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,179 $373K 0.18% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,175 $371K 0.1% +205 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,280 $371K 0.26% -2,260 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,174 $371K 0.15% +5 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,171 $370K 0.06% -130 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,170 $370K 0.14% -200 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,168 $369K 0.38% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,166 $369K 0.08% -105 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,166 $368K 0.28% +41 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,164 $368K 0.06% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,164 $368K 0.17% +33 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,160 $367K 0.41% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,157 $366K 0.09% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,156 $365K 0.07% +95 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,153 $364K 0.11% 0 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 1,152 $364K 0.08% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,150 $363K 0.2% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,145 $362K 0.11% +3 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,139 $360K 0.09% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,139 $360K 0.12% +1 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,138 $360K 0.08% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,137 $359K 0.21% -168 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,136 $359K 0.11% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,135 $359K 0.12% +1 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,135 $359K 0.21% -359 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,135 $359K 0.3% 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,131 $357K 0.19% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,130 $357K 0.08% -258 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,129 $357K 0.21% -449 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,129 $357K 0.14% -2,496 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,126 $356K 0.09% +355 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,126 $356K 0.2% +5 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,125 $356K 0.39% 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 1,121 $354K 0.17% +1 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,117 $353K 0.03% -92 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,116 $353K 0.14% +66 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,115 $352K 0.05% -17 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 1,114 $352K 0.07% +1 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,114 $352K 0.17% +354 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,113 $352K 0.2% -18 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,112 $351K 0.38% 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,110 $351K 0.03% +167 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,109 $350K 0.06% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,108 $350K 0.25% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,106 $350K 0.05% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,106 $349K 0.24% 13F-HR Timeline