ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,901 $624K 0.33% +524 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,898 $623K 0.4% -981 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,890 $621K 0.17% -743 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,885 $621K 0.08% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,886 $621K 0.18% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,885 $620K 0.21% -70 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,877 $619K 0.02% +1 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,866 $616K 0.15% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,864 $616K 0.05% -538 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,863 $616K 0.06% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,858 $615K 0.27% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,857 $614K 0.08% -256 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,856 $614K 0.36% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,849 $613K +1,293 Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,842 $611K 0.06% +40 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,837 $610K 0.17% +85 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,831 $609K 0.37% -2 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,815 $607K 0.35% +11 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,820 $606K 0.59% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,815 $605K 0.25% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,811 $605K 0.12% +276 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,798 $602K 0.01% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,799 $602K 0.17% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,797 $601K 0.07% -142 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,795 $601K 0.07% +92 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,795 $601K 0.51% -14 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,793 $601K 0.07% -144 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,773 $596K 0.32% -55 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2,773 $596K 0.59% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,767 $595K 0.08% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,761 $594K 0.02% +277 13F-HR/A Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,754 $592K 0.36% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,746 $591K 0.34% -411 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,745 $590K 0.43% +622 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,741 $589K 0.13% -260 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,741 $589K 0.09% -260 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,731 $587K 0.41% +365 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 2,731 $587K 0.28% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,730 $587K 0.05% +25 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,726 $586K 0.09% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,722 $585K 0.47% +171 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,717 $584K 0.22% -312 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,710 $583K 0.17% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,709 $583K 0.02% +1,198 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,709 $583K 0.42% +778 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,701 $581K 0.37% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,690 $579K 0.29% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,688 $578K 0.39% +300 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,688 $578K 0.07% -57 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,677 $576K 0.39% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,676 $576K 0.11% +21 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,669 $574K 0.16% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,667 $574K 0.18% -386 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,662 $573K 0.22% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,660 $572K 0.14% -5 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,658 $572K 0.04% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,652 $571K 0.14% +14 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,651 $570K 0.21% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,647 $569K 0.19% +8 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,647 $569K 0.03% +54 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,639 $568K 0.04% +1,325 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,631 $566K 0.39% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,625 $565K 0.24% -562 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,623 $564K 0.08% -77 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,623 $564K 0.26% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,618 $563K 0.09% +11 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,671 $563K 0.46% -255 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,615 $562K 0.01% +16 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,607 $561K 0.05% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,604 $560K 0.07% -136 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,601 $559K 0.07% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,598 $559K 0.08% +2 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,595 $558K 0.11% +279 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,595 $558K 0.03% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,593 $558K 0.11% +35 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,592 $557K 0.3% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,576 $554K 0.09% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,563 $551K 0.07% -172 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,554 $549K 0.07% +22 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,553 $549K 0.16% +1 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,546 $548K 0.04% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,542 $547K 0.23% -19 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,538 $546K 0.15% +115 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,532 $544K 0.28% +22 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,531 $544K 0.02% 0 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,521 $542K 0.31% -47 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,521 $542K 0.12% -88 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,521 $542K 0.24% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,517 $541K 0.17% +2 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,510 $540K 0.1% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,506 $539K 0.19% -1,304 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,504 $539K 0.01% -712 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,501 $538K 0.08% -154 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,495 $537K 0.07% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,490 $536K 0.03% +1,350 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,489 $535K 0.07% -26 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,481 $534K 0.12% +10 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,475 $532K 0.16% -437 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,473 $532K 0.18% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,453 $532K 0.03% +905 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,472 $532K 0.11% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 2,335 $531K 0.59% -3,274 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,470 $531K 0.28% -159 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,465 $530K 0.24% -11 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,460 $529K 0.18% +859 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,338 $529K 0.03% +1,045 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,458 $529K 0.39% +1,160 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,452 $527K 0.25% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,445 $526K 0.07% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,442 $525K 0.09% +2 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,439 $525K 0.02% -679 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,434 $523K 0.6% +135 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,428 $522K 0.05% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,424 $521K 0.44% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,424 $521K 0.18% -40 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,423 $521K 0.37% -549 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,411 $519K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,408 $518K 0.02% -426 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,405 $517K 0.07% -317 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 2,403 $517K 0.29% +478 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,399 $516K 0.12% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,396 $515K 0.28% -98 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,390 $514K 0.07% -53 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,384 $513K 0.18% -7 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,382 $512K 0.35% -37 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,381 $512K 0.09% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 2,381 $512K 0.37% -666 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,379 $512K 0.05% -35 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,374 $511K 0.21% +6 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,374 $511K 0.04% -28 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,367 $509K 0.06% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,364 $508K 0.12% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,362 $508K 0.06% -80 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,357 $507K 0.21% +8 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,348 $505K <0.01% +725 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,345 $504K 0.01% -7,437 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,343 $504K 0.09% +72 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,342 $504K 0.27% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,342 $504K 0.07% -17 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,340 $503K 0.23% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,330 $501K 0.08% -160 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,324 $500K 0.11% +258 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,322 $499K 0.27% +304 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,320 $499K 0.09% +1 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,319 $499K 0.14% -141 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,300 $495K 0.01% -77 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,300 $495K 0.21% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,299 $494K 0.2% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,294 $493K 0.33% +9 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,293 $493K 0.11% +30 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,292 $493K 0.11% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,289 $492K 0.19% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,188 $491K 0.28% +4 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,266 $487K 0.1% -222 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,265 $487K 0.05% -54 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,261 $486K 0.31% +12 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,258 $486K 0.14% -248 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 2,250 $484K <0.01% -75 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,234 $482K 0.09% 0 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 2,238 $481K 0.41% -716 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,236 $481K 0.04% -31 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 2,233 $480K 0.4% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,230 $480K 0.19% +170 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,226 $479K 0.59% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,225 $479K 0.02% +1,322 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,224 $478K 0.37% +9 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 2,216 $477K 0.13% -1,822 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,214 $476K 0.2% -18 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,206 $474K 0.1% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,204 $474K 0.12% -4,173 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 2,203 $474K 0.26% +54 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,201 $473K 0.03% -83 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,200 $473K 0.05% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,200 $473K 0.15% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 2,197 $472K 0.15% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,177 $468K 0.15% +2 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 2,172 $467K 0.45% +9 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,169 $466K 0.23% -54 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,167 $466K 0.17% +40 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,080 $466K 0.01% +120 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,164 $465K 0.17% -175 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,163 $465K 0.2% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,160 $465K 0.1% +9 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,155 $463K 0.37% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,148 $462K 0.02% -16 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,147 $462K 0.16% +407 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,146 $461K 0.15% -55 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,145 $461K 0.01% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,144 $461K 0.11% +80 13F-HR Timeline American Trust More: the full row for American Trust 2,143 $461K 0.04% +24 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,127 $457K 0.15% +251 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,062 $457K 0.05% -1,778 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,122 $456K 0.33% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,118 $455K 0.27% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,109 $454K 0.09% +2 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,109 $454K 0.24% -2,869 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,094 $450K 0.15% +784 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,093 $450K 0.17% +486 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,092 $450K 0.21% +383 13F-HR/A Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,091 $450K 0.4% new 13F-HR Timeline