HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,959 $567K 0.06% -496 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 7,922 $564K 0.05% -461 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,892 $562K 0.01% +549 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,887 $562K 0.15% +689 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 7,885 $562K 0.54% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 7,879 $561K 0.06% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,878 $561K 0.09% +2,496 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 7,865 $560K 0.21% -106 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 7,864 $560K 0.35% -754 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,860 $560K 0.11% -408 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,845 $559K 0.05% +450 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,841 $559K 0.04% -1,348 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,830 $558K 0.26% +16 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,819 $557K 0.13% +1,221 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 7,801 $556K 0.06% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 7,789 $555K 0.22% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 7,788 $555K 0.31% +1,048 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 7,771 $554K 0.15% +7 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,739 $551K 0.15% -321 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,738 $551K 0.06% +1,399 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,731 $551K <0.01% -1,890 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,747 $550K 0.04% +906 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,716 $550K 0.06% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,705 $549K 0.12% -3,900 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 7,693 $548K 0.09% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,682 $547K 0.09% +602 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,681 $547K <0.01% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 7,669 $546K 0.08% +456 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 7,668 $546K 0.26% -3,500 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 7,649 $545K 0.07% +19 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,644 $545K 0.17% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 7,638 $544K 0.34% +554 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 7,637 $544K 0.46% -24 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,705 $544K 0.11% -235 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,610 $542K 0.03% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,605 $542K 0.3% +1,079 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,600 $541K 0.09% -1,742 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,436 $541K 0.09% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 7,545 $538K 0.15% -6,501 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,537 $537K 0.37% +2,839 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,531 $537K 0.01% -645 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,525 $536K 0.24% -1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,516 $536K 0.04% +361 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 7,515 $535K 0.17% 0 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 7,489 $534K 0.46% +240 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,483 $533K 0.45% +45 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,482 $533K 0.1% -23 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 7,458 $531K 0.12% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,473 $531K 0.05% -3,692 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 7,441 $530K 0.03% new 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 7,417 $528K 0.05% -12 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7,407 $528K 0.36% -682 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 7,377 $526K 0.1% +2,536 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,359 $524K 0.16% +3,212 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,355 $524K 0.05% +73 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,335 $523K 0.05% +2 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,297 $520K 0.04% +3,629 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,443 $519K 0.07% +34 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 7,247 $516K 0.04% -903 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,243 $516K 0.07% +110 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,215 $514K 0.09% -400 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,209 $514K 0.1% +130 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,200 $513K 0.19% -977 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,158 $510K 0.07% +1,183 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,152 $510K 0.06% +184 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,130 $508K 0.27% -1,037 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,126 $508K 0.14% -312 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 7,118 $507K 0.19% +1 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,116 $507K 0.3% +24 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 7,096 $506K 0.06% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7,089 $505K 0.07% +563 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,089 $505K 0.58% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,051 $502K 0.11% +142 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,030 $501K <0.01% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,022 $500K 0.21% +636 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 7,145 $500K 0.18% +209 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 7,009 $499K 0.37% +4 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,994 $498K 0.2% -3,648 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 6,989 $498K 0.41% -60 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,978 $497K 0.08% -89 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,973 $497K 0.06% +1,225 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 6,955 $496K 0.07% +1,953 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 6,919 $493K 0.24% -11 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 6,911 $492K 0.31% +1 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 7,056 $492K 0.19% +140 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 6,895 $491K 0.35% +171 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,890 $491K 0.9% +708 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,875 $490K 0.27% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,870 $489K 0.09% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 6,869 $489K 0.22% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 6,754 $489K 0.38% +1,216 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,968 $486K 0.09% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,792 $484K 0.15% -274 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 6,785 $483K 0.33% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,762 $482K 0.18% -366 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,753 $481K 0.31% -1,996 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,749 $481K 0.23% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,743 $481K <0.01% +1,716 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,732 $480K 0.04% -1,508 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,727 $479K 0.23% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 6,723 $479K 0.23% +172 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,706 $478K 0.15% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,698 $477K 0.09% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 6,690 $477K 0.16% +1,262 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,687 $476K 0.15% +1,050 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 6,701 $475K 0.08% -39 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 6,660 $475K 0.2% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,646 $474K 0.2% +775 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 6,639 $473K 0.32% +3,516 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,631 $472K 0.2% -690 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,627 $472K 0.01% +71 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,617 $471K 0.09% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 6,603 $470K 0.26% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 6,641 $470K 0.05% -475 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 6,583 $469K 0.29% 0 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 6,629 $468K <0.01% -18,827 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,562 $468K 0.04% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 6,557 $467K 0.17% +31 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,542 $466K 0.1% +9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,537 $466K 0.03% -895 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 6,529 $465K 0.2% +152 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 6,515 $464K 0.38% -123 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,494 $463K 0.06% -437 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 6,492 $463K 0.99% +16 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,475 $461K 0.03% +1,227 13F-HR/A Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,466 $461K 0.04% +413 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,470 $461K 0.12% +431 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 6,459 $460K 0.1% +338 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 6,458 $460K 0.21% -200 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,452 $460K 0.03% +3,074 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,450 $460K 0.04% -278 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 6,433 $458K 0.14% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,419 $457K 0.21% +109 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 6,414 $457K 0.33% -1,409 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6,410 $457K 0.37% 0 13F-HR/A Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,390 $455K 0.02% -407 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 6,380 $455K 0.33% -29 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 6,379 $454K 0.27% +623 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,362 $453K 0.13% -138 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 6,360 $453K 0.39% +1 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,358 $453K 0.06% +2 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,345 $452K 0.12% -1 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,340 $452K 0.04% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,334 $451K 0.18% -435 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,319 $450K 0.17% +1 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,306 $449K 0.04% +500 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 6,287 $448K 0.1% -649 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 6,284 $448K 0.04% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,247 $445K 0.06% +4,131 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,237 $444K 0.03% -21,220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 6,224 $443K 0.2% -30 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 6,224 $443K 0.17% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 6,221 $443K 0.11% 0 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 6,217 $443K 0.37% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,184 $441K 0.2% +351 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 6,171 $440K 0.21% +1,550 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,150 $438K 0.03% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,134 $437K 0.04% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6,120 $436K 0.26% +139 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,109 $435K 0.31% -729 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,091 $434K 0.07% +1,890 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,084 $433K 0.17% +5 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,083 $433K 0.16% +180 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 6,078 $433K 0.2% +193 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,064 $432K 0.03% +4 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,063 $432K 0.08% +2,586 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,057 $432K 0.28% 0 13F-HR/A Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 6,049 $431K 0.15% -4,161 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 6,040 $430K 0.15% -414 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,029 $430K 0.01% +500 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,025 $429K 0.08% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,995 $427K 0.29% +115 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 5,954 $424K 0.32% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,955 $424K 0.01% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,942 $423K 0.21% -1,163 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,932 $423K 0.07% +731 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,932 $423K 0.26% -3,453 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 5,931 $423K 0.17% +133 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,876 $419K 0.03% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,851 $417K 0.06% -497 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,845 $416K 0.22% +1 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,842 $416K 0.22% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,832 $416K 0.1% -52 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 5,831 $415K 0.34% -328 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,829 $415K 0.01% -170 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,819 $415K 0.22% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,795 $413K 0.04% -16 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,782 $412K 0.31% +18 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,776 $412K 0.17% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,756 $410K 0.06% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,756 $410K 0.05% -587 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,745 $409K 0.03% +10 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,741 $409K 0.05% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 5,740 $409K 0.12% +676 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 5,725 $408K 0.14% +49 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 5,723 $408K 0.09% +2,242 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5,706 $407K 0.12% +23 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,686 $405K 0.24% -1,748 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,685 $405K 0.08% -231 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,684 $405K 0.06% -214 13F-HR Timeline