Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,802 $2.33M 0.29% +838 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,785 $2.32M 0.75% -485 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,774 $2.31M 0.09% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 3,765 $2.31M 0.46% -134 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,765 $2.31M 0.26% +139 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,758 $2.3M 1.15% 0 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,756 $2.3M 1.37% +35 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,714 $2.27M 0.53% +1,156 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,714 $2.27M 1.27% -560 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,669 $2.27M 1.35% +6 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,695 $2.26M 0.73% +492 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,691 $2.26M 0.19% +17 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,688 $2.26M 0.88% +49 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,685 $2.26M 0.32% -1,246 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,681 $2.25M 0.67% -6 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,673 $2.25M 0.75% +110 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,670 $2.25M 0.72% +186 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,661 $2.24M 0.1% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,657 $2.24M 0.2% +42 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,647 $2.23M 0.21% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,646 $2.23M 1.73% +72 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,646 $2.23M 0.05% +441 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,641 $2.23M -115 Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,638 $2.23M 1.39% +55 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,636 $2.23M 0.6% +231 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 3,635 $2.23M 1.29% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,618 $2.22M 1.41% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,616 $2.22M 0.05% +74 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,624 $2.22M 0.09% +143 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,622 $2.22M 0.49% +84 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,619 $2.22M 0.4% +65 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,616 $2.21M 0.5% -233 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,609 $2.21M 1.25% +501 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,608 $2.21M 0.69% +11 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,606 $2.21M 0.21% +344 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,630 $2.2M 0.78% -108 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 3,581 $2.19M 1.18% +585 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,569 $2.19M 0.62% -257 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,569 $2.19M 0.12% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,569 $2.19M 0.22% +135 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,564 $2.18M 0.35% -111 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,143 $2.17M 0.75% -10,154 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,542 $2.17M 1.2% +571 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,538 $2.17M 0.57% -894 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,536 $2.17M 0.37% -697 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,535 $2.16M 0.17% +12 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,532 $2.16M 0.07% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,530 $2.16M 1.75% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,518 $2.15M 0.3% +93 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,508 $2.15M 0.19% -30 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,491 $2.14M 0.24% +142 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,475 $2.14M 1.01% +1,439 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,489 $2.14M 0.22% +2 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,484 $2.13M 0.09% +169 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 3,484 $2.13M 0.41% +190 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,475 $2.13M 2.56% -8,356 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,474 $2.13M 0.73% +81 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,443 $2.13M 0.02% -344 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,463 $2.12M 0.73% 0 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 3,462 $2.12M 1.84% +11 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,449 $2.11M 0.25% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,444 $2.11M 0.29% +2,790 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,444 $2.11M 0.27% +67 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,443 $2.11M 0.6% -493 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,437 $2.1M 0.97% -25 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,430 $2.1M 1.46% +824 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,397 $2.09M 0.69% +42 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,400 $2.08M 2.02% -600 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 3,398 $2.08M 0.67% +198 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,395 $2.08M 1.08% -18 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,395 $2.08M 0.33% -3,373 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,383 $2.07M 0.15% -429 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,381 $2.07M 1.7% -260 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,380 $2.07M 0.19% +233 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,380 $2.07M 0.1% +92 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,365 $2.06M 1.05% -227 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,358 $2.06M 0.46% +21 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,355 $2.05M 0.08% -5,934 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 3,350 $2.05M 0.64% +34 13F-HR/A Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,343 $2.05M 0.68% -49 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,327 $2.04M 0.54% +1,222 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,324 $2.04M 0.5% -21 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,323 $2.03M 0.11% +45 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,323 $2.03M 0.31% +5 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,322 $2.03M 0.62% -11 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,322 $2.03M 0.02% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,319 $2.03M 1.67% +21 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,319 $2.03M 1.04% -17 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,316 $2.03M 1.1% +1 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,314 $2.03M 1.32% +8 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,312 $2.03M 0.13% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,310 $2.03M 0.38% -78 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,310 $2.03M 0.03% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 3,308 $2.03M 1.18% -2,836 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,301 $2.02M 0.73% +10 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,299 $2.02M 0.73% +251 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,291 $2.02M 0.42% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 3,286 $2.01M 1.65% +11 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,277 $2.01M 0.98% +258 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,252 $1.99M 0.15% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,251 $1.99M 1.97% +100 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,243 $1.99M 0.15% +1,165 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,242 $1.99M 0.3% +2,863 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,241 $1.98M 0.68% +585 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,240 $1.98M 0.63% -49 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,232 $1.98M 0.19% +12 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,230 $1.98M 0.35% -10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,228 $1.98M 0.1% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,206 $1.96M 0.68% -677 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,203 $1.96M 1.05% -6,357 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,202 $1.96M 0.34% -212 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,202 $1.96M 0.44% -374 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,201 $1.96M 1.31% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,201 $1.96M 0.15% -262 13F-HR/A Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,197 $1.96M 0.26% +700 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,195 $1.96M 0.8% -438 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,194 $1.96M 0.64% -455 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,191 $1.95M 0.15% -95 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,188 $1.95M 1.25% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,181 $1.95M 0.12% +404 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 3,174 $1.94M 0.86% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,160 $1.93M 1.29% 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,159 $1.93M 0.34% -554 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,150 $1.93M 0.25% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,141 $1.92M 1.78% +1,155 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,136 $1.92M 0.49% +720 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,121 $1.92M 0.4% -272 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,129 $1.92M <0.01% -58 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,129 $1.92M 0.23% +34 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,112 $1.91M 1.41% -141 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,103 $1.91M 0.74% -188 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,105 $1.9M 0.22% +15 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,085 $1.89M 0.88% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,078 $1.89M 0.48% +166 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,078 $1.88M 0.31% -142 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,064 $1.88M 1.19% +858 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,062 $1.88M 0.89% +750 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,050 $1.87M 1% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,049 $1.87M 0.06% -813 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,044 $1.86M 0.1% +210 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,038 $1.86M 0.18% -13 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,035 $1.86M 0.51% +533 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,035 $1.86M 0.36% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,033 $1.86M 1.07% +9 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,033 $1.86M 0.39% +638 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 3,023 $1.86M 1.43% +9 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,028 $1.85M 0.31% +25 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,003 $1.85M 0.86% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,017 $1.85M 0.25% +1,712 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,017 $1.85M 0.24% +27 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,997 $1.84M 0.21% +118 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 2,967 $1.82M 1.21% +233 13F-HR/A Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,959 $1.81M 1.26% +76 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,953 $1.81M 0.33% -254 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,948 $1.81M 1.5% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,945 $1.8M 0.25% -22 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,937 $1.8M 0.02% -310 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,936 $1.8M 0.32% -362 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,935 $1.8M 0.24% -79 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,932 $1.8M 1.4% -273 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 2,931 $1.79M 0.62% -13 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,930 $1.79M 0.65% +140 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,924 $1.79M 0.84% +31 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,924 $1.79M 0.03% +29 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,915 $1.78M 0.52% +9 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,913 $1.78M 0.18% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,913 $1.78M 5.71% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,894 $1.78M 0.33% +1,309 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,903 $1.78M 0.28% -229 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,895 $1.77M 0.19% -275 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,890 $1.77M 0.98% -115 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,890 $1.77M 0.31% -514 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,888 $1.77M <0.01% +341 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,886 $1.77M 0.81% +1 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 22,060 $1.76M 0.89% +9,803 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,870 $1.76M 0.53% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,867 $1.76M 0.17% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,865 $1.75M 0.15% +795 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,864 $1.75M 0.7% +1,307 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,862 $1.75M 0.11% -19 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,855 $1.75M 1.03% +1,432 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,854 $1.75M 0.73% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,845 $1.75M 0.27% +10 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,850 $1.75M 0.29% -1,557 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,845 $1.74M 0.19% +896 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,840 $1.74M 0.1% -2,493 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,829 $1.73M 0.2% +79 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,810 $1.73M 0.04% +77 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,814 $1.72M 0.31% +75 13F-HR Timeline Kelman-Lazarov, Inc. 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