Alpha Omega Group, Inc. More: the full row for Alpha Omega Group, Inc. 3,594 $1.04M 1.23% -78 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,585 $1.04M 0.18% +1 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,585 $1.04M +405 Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,582 $1.04M 0.61% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,582 $1.04M 0.82% 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,564 $1.03M 0.45% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,560 $1.03M 0.59% +325 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,555 $1.03M 0.05% -15 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,550 $1.03M 0.12% -472 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,501 $1.03M 0.4% -23 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,535 $1.02M 0.08% -129 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,531 $1.02M 0.31% -10 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,529 $1.02M +1,645 Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 3,524 $1.02M 0.53% -889 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,510 $1.02M <0.01% -12,730 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,507 $1.02M 0.5% -168 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 3,502 $1.01M 0.21% +204 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,500 $1.01M 0.1% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,498 $1.01M 0.19% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,488 $1.01M 0.21% +1,501 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,486 $1.01M 0.05% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,482 $1.01M 0.17% -636 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 3,476 $1.01M 0.87% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,471 $1.01M 0.03% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,462 $1M 0.36% +115 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,458 $1M 0.31% +111 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 3,443 $998K 0.55% 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,442 $998K 0.61% -246 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,436 $996K 0.37% +11 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,434 $995K 0.18% -3,881 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,417 $990K 0.11% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,414 $989K 0.5% +891 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,397 $984K 0.05% +585 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,389 $982K 0.03% -17 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,387 $982K 0.26% +143 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,369 $976K 0.65% +4 13F-HR/A Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,368 $976K 0.23% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,366 $976K 0.15% -191 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,364 $975K 0.17% +12 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 3,352 $972K 0.71% +44 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,347 $970K 0.32% -461 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,346 $970K 0.47% +20 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,342 $969K 0.56% +94 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,338 $967K 0.29% -2,026 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,336 $967K 0.41% +892 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,329 $965K 0.17% +1,399 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,320 $962K 0.22% -239 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,318 $962K 0.57% 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,308 $959K 0.14% -156 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,305 $958K 0.71% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,302 $957K 0.29% +75 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,300 $956K 0.87% 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,300 $956K 0.58% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,299 $956K 0.5% -115 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,299 $956K 0.12% -2,860 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,299 $956K 0.85% 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,294 $955K 0.75% -101 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,294 $955K 0.94% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,286 $952K 0.55% +46 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,284 $952K 0.36% +393 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,282 $951K 0.32% +630 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 3,262 $945K 0.84% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,245 $944K 0.35% +772 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,256 $944K 0.42% -25 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,250 $942K 0.46% -46 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,246 $941K 0.29% -50 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,236 $938K 0.1% -1,328 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,234 $937K 0.89% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,224 $934K 0.42% +20 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,222 $934K 0.64% 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,216 $932K 0.19% +129 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,214 $931K 0.94% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,213 $931K 0.19% +83 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,206 $929K 0.43% -183 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 3,156 $927K 0.72% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,183 $923K 0.21% +868 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,177 $921K 0.07% -20 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,175 $920K 0.05% +137 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 3,084 $916K 0.2% +89 13F-HR Timeline Southern Style Financial, Inc. More: the full row for Southern Style Financial, Inc. 3,144 $911K 0.74% 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,140 $910K 0.94% 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 3,140 $910K 0.61% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,136 $909K 0.41% 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,127 $906K 0.36% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,125 $906K 0.17% -120 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,125 $906K 0.4% +1,221 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,125 $906K 0.27% -135 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 3,123 $905K 0.47% +273 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,124 $905K 0.39% +73 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,110 $901K 0.06% +27 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,105 $900K 0.23% -2,822 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,098 $898K 0.71% -24 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,068 $889K 0.62% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,068 $889K 0.68% 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,066 $889K 0.6% -10 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,065 $888K 0.1% +506 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,061 $887K 0.46% +119 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,057 $886K 0.05% +319 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,503 $884K 0.5% -8,161 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,049 $884K 0.5% -283 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,046 $883K 0.36% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,044 $882K 0.33% +124 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,039 $881K 0.4% +612 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,032 $879K 0.31% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,029 $878K 0.81% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,027 $877K 0.52% -25 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,023 $876K 0.28% +1,342 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,955 $876K 0.09% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,015 $874K 0.22% +278 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,012 $873K 0.67% +2,158 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 3,012 $873K 0.83% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,004 $871K 0.79% -2,473 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,983 $869K 0.12% +765 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,996 $868K 0.32% -243 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,974 $862K 0.38% +794 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,969 $860K 0.79% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,965 $859K 0.19% +565 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,965 $859K 0.16% -188 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,960 $858K 0.54% 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,959 $858K 0.46% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,959 $858K 0.14% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,954 $856K 0.19% -80 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,950 $855K 0.11% +411 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,947 $854K 0.05% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,944 $853K 0.28% +35 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 2,936 $851K 0.26% -37 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,923 $847K 0.35% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,920 $846K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,916 $845K 0.14% -148 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,914 $845K 0.35% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,911 $844K 0.32% -32 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,904 $842K 0.06% +29 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,886 $839K 0.98% -322 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,892 $838K 0.07% -34 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,892 $838K 0.1% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,775 $838K 0.31% 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,882 $835K 0.06% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,880 $835K 0.31% +52 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,880 $835K 0.67% 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,878 $834K 0.04% +215 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 2,876 $834K 0.05% +160 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,859 $828K 0.23% -1,334 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 2,855 $827K 0.59% 0 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 2,845 $827K 1.08% 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,843 $824K 0.06% -40 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,830 $820K 0.21% -605 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,827 $819K 0.06% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 2,821 $818K 0.24% -80 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,819 $817K 0.37% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,817 $817K 0.31% -49 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,813 $815K 0.15% -151 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,804 $813K 0.4% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,801 $812K 0.05% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,799 $811K 0.25% +38 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,798 $811K 0.42% -17 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,790 $809K 0.82% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,782 $806K 0.11% -342 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2,782 $806K 0.15% -296 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,778 $805K 0.46% +163 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,775 $804K 0.12% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 2,771 $803K 0.4% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,770 $803K 0.11% -14 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,770 $803K 0.2% +732 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,762 $800K 0.43% 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,762 $800K 0.23% -4,189 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,760 $800K 0.27% +17 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,753 $797K 0.31% 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,749 $797K 0.24% -15 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,743 $795K 0.1% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,742 $795K 0.08% -1,188 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,735 $793K 0.15% -18 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,722 $789K 0.13% -54 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,721 $789K 0.21% -54 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,713 $786K 0.56% +500 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 2,702 $783K 0.02% +342 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,702 $783K 0.26% +1,112 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2,627 $783K 0.51% -369 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,627 $783K 0.51% -369 13F-HR Timeline Group Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 2,693 $780K 0.74% 13F-HR/A Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,683 $777K 0.41% 0 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,681 $777K 0.68% -805 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,675 $775K 0.08% +1,161 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,671 $774K 0.1% +35 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 2,666 $773K 0.51% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,658 $770K 0.3% -129 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,653 $769K 0.01% +734 13F-HR/A Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,653 $769K 0.34% +3 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,617 $769K 0.55% -120 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,649 $768K 0.26% -61 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,648 $767K 0.02% -595 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,646 $767K 0.26% -11 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,643 $766K 0.77% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,636 $764K 0.31% -207 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,637 $764K 0.31% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,630 $762K 0.18% -15 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,629 $762K 0.13% +83 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,629 $762K 0.1% -46 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,616 $758K 0.49% -4 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,615 $758K 0.09% +8 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,615 $758K 0.01% 0 13F-HR Timeline