Helium Advisors LLC More: the full row for Helium Advisors LLC 10,407 $6.22M 5.94% -685 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,403 $6.22M 1.2% -223 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,374 $6.2M 3.14% +286 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 10,367 $6.19M 3.87% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,365 $6.19M 2.79% +465 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 10,304 $6.16M 0.3% +1,252 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 10,300 $6.15M 0.66% -37,468 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,271 $6.14M 1.11% +431 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 10,255 $6.13M 0.32% -449 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 10,253 $6.13M 1.22% +189 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,251 $6.13M 1.07% -167 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 10,239 $6.12M 4.47% -575 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,233 $6.11M 1.72% +452 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 10,220 $6.11M 1.87% 0 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for Everhart Financial Group, Inc. 10,025 $5.99M 0.51% +1,212 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 9,989 $5.97M 5.07% +744 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,950 $5.95M 0.12% +379 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,913 $5.92M 0.11% -675 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,897 $5.91M 0.49% -17 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 9,884 $5.91M 0.59% +300 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 9,876 $5.9M 0.78% +428 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,857 $5.89M 1.16% +1,795 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 9,857 $5.89M 3.69% +3,547 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 9,848 $5.88M 3.01% +51 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 9,833 $5.88M 2.75% -594 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 9,832 $5.88M 0.25% +3,702 13F-HR Timeline Group Armbruster Capital Management, Inc. 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More: the full row for FAS Wealth Partners, Inc. 9,596 $5.73M 0.36% +279 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,577 $5.72M 0.8% +95 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,566 $5.72M 0.52% +785 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 9,540 $5.7M 2.5% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,535 $5.7M 0.66% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $5.69M 3.41% -9,618 13F-HR Timeline Amount filed as zero, left out of ratios. Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,526 $5.69M 2.44% +99 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,510 $5.68M <0.01% -1,606 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,482 $5.67M 1.96% -209 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 9,474 $5.66M 3% -339 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,456 $5.65M 0.55% +1,770 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 9,408 $5.62M 1.92% -84 13F-HR Timeline Genus Capital Management Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 9,131 $5.46M 1.82% -29 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,546 $5.46M 2.27% -560 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 9,086 $5.43M 1.64% -59 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,074 $5.42M 0.84% +243 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,072 $5.42M 2.45% -1,121 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 8,608 $5.4M 3.31% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 8,996 $5.38M 0.82% -171 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,980 $5.37M 0.43% -89 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,946 $5.35M 0.15% +630 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Truepoint, Inc. 8,804 $5.26M 0.12% +1,342 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 8,787 $5.25M 3.94% -6,020 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 8,785 $5.25M 2.22% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,775 $5.24M 0.2% -1,197 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,750 $5.23M 1.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,748 $5.23M 4.74% +1,825 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8,744 $5.22M 0.16% +1,971 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,662 $5.22M 0.93% -45 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 8,665 $5.18M 1.14% +7,252 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 8,634 $5.16M 0.66% -7,411 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,626 $5.15M 0.23% +753 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 8,618 $5.15M 2.26% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8,616 $5.15M 1.42% +52 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 8,609 $5.14M 1.15% +366 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,598 $5.14M 0.29% +693 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 8,116 $5.13M 0.09% +1,223 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 8,582 $5.13M 5.01% -97 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 7,384 $5.12M 3.04% +4,684 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,552 $5.11M 0.53% +394 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,549 $5.11M 4.27% -206 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,533 $5.1M 1.54% +95 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,533 $5.1M 0.27% +3,743 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 8,498 $5.08M 0.01% -3,737 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,490 $5.07M 0.38% +141 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 8,474 $5.06M 1.83% -667 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,466 $5.06M 2.35% +1,619 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 8,453 $5.05M 5.16% +211 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,453 $5.05M 2.84% -21 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 8,444 $5.05M 27.49% -50,892 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,438 $5.04M 0.09% -380 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,438 $5.04M 0.76% -36 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,430 $5.04M 2.21% +2,736 13F-HR/A Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,418 $5.03M 0.45% -134 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 8,329 $4.98M 0.63% -70 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,311 $4.96M 1.2% -384 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 8,281 $4.95M 5.98% -132 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 8,276 $4.95M 2.16% -400 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,235 $4.92M 1.37% +161 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,226 $4.92M 0.61% +170 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 8,218 $4.91M 4.04% +447 13F-HR Timeline Attestor Capital Ltd in group Attestor Capital Ltd More: the full row for Attestor Capital Ltd 8,218 $4.91M 1.29% 0 13F-HR Timeline Group Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 8,150 $4.87M 2.44% +234 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,144 $4.87M 1.98% -2 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,144 $4.87M 1.44% +483 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,125 $4.86M 0.46% +895 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,120 $4.85M 0.31% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,102 $4.84M 0.02% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,096 $4.84M 0.13% -14,825 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 8,062 $4.82M 3.96% -121 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,055 $4.81M 0.4% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 8,043 $4.81M 1.4% -850 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,014 $4.79M 0.82% +607 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,010 $4.79M 0.29% +3,773 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,010 $4.79M 0.86% -696 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,999 $4.78M 0.93% +293 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,989 $4.77M 2.61% +544 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 7,989 $4.77M 3.95% -1,755 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 7,983 $4.77M 3.44% +1,203 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 7,980 $4.77M 7.51% +4,928 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,945 $4.75M 1.46% -140 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,919 $4.73M 0.27% -325 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,918 $4.73M 0.68% +37 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,886 $4.71M 0.05% -11,383 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 7,883 $4.71M 3.4% +295 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 7,863 $4.7M 1.87% -3,021 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,786 $4.69M 0.31% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 7,795 $4.66M 4.25% -15 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,775 $4.65M 1.54% +55 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,771 $4.64M 0.49% -189 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,768 $4.64M 0.41% +1,424 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,762 $4.64M 1.82% +787 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,041 $4.6M 1.46% +1,600 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,683 $4.59M 0.49% +883 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,645 $4.57M 0.63% +414 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,641 $4.57M 3.48% +200 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,606 $4.55M 1.22% +3,526 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 7,571 $4.52M 3.07% -105 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 7,552 $4.51M 4.5% 0 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,550 $4.51M 2.64% -989 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 7,534 $4.5M 5.83% -6,800 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,518 $4.49M 4.23% +2,032 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,504 $4.48M 1.72% -108 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 7,500 $4.48M 0.03% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,470 $4.46M 0.33% -5,544 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,464 $4.46M 1.63% -4 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,449 $4.45M 1.87% +134 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,439 $4.45M 3.37% -83 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,435 $4.44M 0.51% +28 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,402 $4.42M 0.63% +2,480 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,399 $4.42M 0.75% -67 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,388 $4.41M 1.41% -543 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 7,386 $4.41M 4.07% -2,533 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 7,347 $4.39M 0.17% new 13F-HR/A Timeline Group Pandowealth. LLC More: the full row for Pandowealth. LLC 109,586 $4.39M 3.83% +2,610 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,320 $4.38M 1.13% +38 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,321 $4.37M 0.24% +671 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,309 $4.37M 1.04% -280 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 7,308 $4.37M 0.13% -288 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 7,308 $4.37M 3.24% -952 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,296 $4.36M 3.28% +1,168 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 7,289 $4.36M 1.58% +298 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,276 $4.35M 4.03% +5,175 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,272 $4.35M 0.56% +15 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,258 $4.34M 1.49% +645 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,235 $4.32M 1.56% +124 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,234 $4.32M 1.25% +964 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 7,225 $4.32M 0.77% +6,007 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 7,210 $4.31M 1.92% +2 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 7,199 $4.3M 1.17% -5,059 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,182 $4.29M 3.83% -335 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 7,180 $4.29M 3.96% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,171 $4.28M 0.27% +30 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 7,169 $4.28M 2.11% +249 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,155 $4.28M 0.85% -6,345 13F-HR Timeline