VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,486 $482K 0.05% -2 13F-HR/A Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,482 $481K 0.22% +9 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,606 $481K 0.51% -12 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,478 $481K 0.06% -1,385 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,478 $481K 0.1% +9 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,476 $480K 0.09% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,474 $480K 0.09% +580 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,473 $480K 0.12% -20 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,472 $480K 0.18% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,739 $476K 0.16% +3 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,448 $475K 0.1% -405 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,464 $473K 0.02% +20 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,436 $473K 0.09% -53 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,435 $472K 0.09% -529 13F-HR Timeline Planned Solutions, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 2,386 $463K 0.08% -121 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,380 $462K 0.04% +15 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 2,380 $462K 0.05% +989 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 2,379 $461K 0.1% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,375 $461K <0.01% +50 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,373 $460K 0.21% -254 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,370 $460K 0.08% -99 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,361 $458K 0.05% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,360 $458K 0.21% -500 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,357 $457K 0.18% -20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,347 $455K 0.06% +767 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,343 $455K 0.1% -258 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,343 $455K 0.07% 0 13F-HR Timeline Long Island Wealth Management, Inc. 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More: the full row for Heritage Wealth Management, Inc. 2,273 $441K 0.15% +121 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,265 $439K 0.15% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,262 $439K 0.37% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. 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More: the full row for Santori & Peters, Inc. 2,145 $416K 0.17% -2,845 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,143 $416K 0.04% -63 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,140 $415K 0.18% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,140 $415K 0.07% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,139 $415K 0.09% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,138 $415K 0.01% +117 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,137 $415K 0.15% -40 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,132 $414K 0.17% +127 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,131 $413K 0.39% +20 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,130 $413K 0.03% +7 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,130 $413K 0.38% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,124 $412K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,114 $410K 0.19% -29 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,110 $409K 0.02% +828 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,105 $408K 0.09% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,098 $407K 0.09% +3 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,098 $407K 0.02% 0 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Disciplined Investors, L.L.C. 2,054 $398K 0.36% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,051 $398K 0.24% +1 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,050 $398K 0.11% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,050 $398K 0.1% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,049 $398K 0.03% -14 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,049 $397K 0.06% +6 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,045 $397K 0.13% +6 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,043 $396K 0.07% +4 13F-HR Timeline NESTEGG ADVISORS, INC. 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