Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,190 $244K 0.06% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,171 $243K 0.03% +14 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,187 $243K 0.06% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,185 $243K 0.04% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,183 $242K 0.01% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,183 $242K 0.06% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,175 $240K 0.03% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,172 $240K 0.08% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,170 $239K 0.18% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,169 $239K 0.06% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,168 $239K 0.03% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,162 $239K 0.06% 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,165 $238K 0.06% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,162 $238K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 1,162 $238K 0.06% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,147 $238K 0.1% -25 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,167 $238K 0.05% new 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,161 $238K <0.01% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,156 $237K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,151 $236K 0.03% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,150 $235K 0.08% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,149 $235K 0.08% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,148 $235K 0.06% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,143 $234K 0.07% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,143 $234K 0.13% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,141 $234K 0.13% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,141 $234K 0.27% +14 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,205 $233K 0.2% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,138 $233K 0.02% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,129 $231K 0.07% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,118 $231K 0.02% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,126 $230K 0.08% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,121 $230K 0.03% -375 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,125 $230K 0.13% -15 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,120 $229K 0.03% +148 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,118 $229K 0.07% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,117 $229K 0.09% +50 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,116 $228K 0.03% +28 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,111 $227K 0.02% 0 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,100 $225K 0.04% -3,300 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,100 $225K 0.02% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,100 $225K 0.14% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,094 $224K 0.01% 0 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,093 $224K <0.01% +43 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,093 $224K 0.07% 0 13F-HR/A Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,090 $223K 0.04% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,090 $223K 0.26% -896 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,085 $222K 0.22% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 1,081 $221K 0.32% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,073 $220K 0.01% +19 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,064 $218K 0.03% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,061 $217K 0.01% +8 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,045 $217K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,048 $215K -148 Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,043 $214K 0.06% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,045 $214K 0.02% -15 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,043 $213K <0.01% -400 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,041 $213K 0.09% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,041 $213K 0.07% new 13F-HR/A Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,040 $213K 0.1% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,033 $212K 0.02% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,034 $212K 0.03% -33 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,033 $211K 0.04% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,033 $211K 0.11% -50 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,030 $211K 0.11% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,030 $211K 0.06% -200 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,030 $211K 0.04% -3 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1,028 $210K 0.06% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,026 $210K 0.13% new 13F-HR Timeline VORPAL, LLC More: the full row for VORPAL, LLC 1,023 $209K 0.85% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,022 $209K 0.05% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,021 $209K 0.14% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,018 $208K 0.01% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,017 $208K 0.04% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,006 $208K 0.13% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,014 $208K 0.02% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,013 $207K 0.15% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,013 $207K 0.15% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,011 $207K 0.07% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,010 $207K 0.16% -380 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,008 $206K 0.08% -109 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,002 $205K 0.06% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $205K 0.09% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,000 $205K 0.01% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,000 $205K 0.05% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,000 $205K 0.11% new 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,000 $205K 0.11% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 999 $204K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 998 $204K 0.12% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 996 $204K 0.02% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 995 $204K 0.02% -100 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 995 $204K 0.14% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 995 $204K 0.01% new 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 995 $204K 0.15% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 990 $203K 0.05% 0 13F-HR/A Timeline Group Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 989 $202K 0.07% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 988 $202K 0.01% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 987 $202K 0.08% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 985 $202K 0.13% new 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 982 $201K 0.15% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 981 $201K 0.02% -69 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 979 $200K 0.04% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 977 $200K 0.01% -700 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 973 $199K 0.01% -1,173 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 959 $196K 0.17% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 952 $196K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 940 $192K 0.03% +526 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 934 $191K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 880 $180K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 861 $176K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 854 $175K 0.03% +317 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 833 $170K 0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 798 $163K 0.11% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 784 $160K 0.06% +40 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 786 $160K 0.06% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 762 $157K 0.03% -88 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 758 $155K 0.11% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 743 $152K 0.03% -287 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 737 $151K 0.01% +63 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 707 $145K 0.06% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 707 $145K 0.05% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 705 $144K 0.06% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 700 $143K 0.06% -160 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 695 $142K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 688 $141K 0.02% -29 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 660 $135K 0.11% -111 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 656 $134K 0.03% +200 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 650 $134K 0.11% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 652 $133K 0.06% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 631 $129K 0.06% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 627 $128K 0.04% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 624 $128K 0.03% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 600 $123K 0.06% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 598 $122K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 590 $121K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 586 $120K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 557 $114K 0.02% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 545 $113K 0.01% -48 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 540 $111K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 520 $106K 0.05% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 517 $106K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 515 $105K 0.02% -5 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 511 $105K 0.01% -23 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 495 $101K 0.03% -336 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 472 $97K 0.03% +417 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 473 $96.8K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 465 $95.2K <0.01% -54 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 447 $91.5K 0.08% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 436 $90.9K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 442 $90.5K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 440 $90.1K 0.01% -52 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 421 $86.2K 0.02% -25 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 412 $84.3K 0.01% -241 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 410 $83.9K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 455 $83K 0.05% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 400 $81.9K 0.08% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 378 $77.4K 0.03% -14 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 370 $75.8K 0.03% -23 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 354 $72.6K 0.04% +60 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 350 $71.6K 0.04% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 348 $71.2K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 340 $69.5K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 339 $69.4K 0.02% -186 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 336 $68.8K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 328 $67.1K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 328 $67.1K 0.02% +97 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 320 $65.5K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 318 $65.4K 0.07% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 314 $64.3K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 313 $64.1K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 309 $63.2K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 298 $61K <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 293 $60K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 288 $58.9K <0.01% +79 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 288 $58.9K 0.04% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 285 $58.3K 0.02% -50 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 282 $57.7K 0.05% +2 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 280 $57.3K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 274 $56.1K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 267 $54.6K 0.04% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 262 $53.6K 0.02% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 260 $53.2K 0.02% +100 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 256 $52K <0.01% -458 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 250 $51.2K 0.03% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 300 $51.1K 0.57% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 246 $50.3K 0.03% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 245 $50.1K 0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 245 $50.1K <0.01% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 243 $50.1K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 244 $49.9K 0.03% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 234 $48.2K 0.03% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 226 $46.3K 0.03% +7 13F-HR/A Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 225 $46.1K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 223 $45.6K 0.01% -38 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 222 $45.4K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 209 $42.7K 0.02% +24 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 208 $42.6K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 205 $42K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 201 $41.1K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 201 $41.1K 0.01% 0 13F-HR Timeline