PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,441 $438K 0.3% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,438 $437K 0.17% +135 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,438 $437K 0.07% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,438 $437K 0.09% -150 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,436 $436K 0.34% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,432 $435K 0.1% -401 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,429 $434K 0.22% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,428 $434K 0.01% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,424 $433K 0.15% +48 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,421 $432K 0.03% +569 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,412 $429K 0.09% -745 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,410 $429K 0.27% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,406 $427K 0.2% -41 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,398 $426K 0.16% -257 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,402 $426K 0.29% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,399 $425K 0.08% +13 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,399 $425K 0.1% -28 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,398 $425K 0.06% -23 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,391 $423K 0.04% -114,325 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,385 $422K 0.02% -105 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,387 $422K 0.04% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,383 $420K 0.03% 0 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,379 $419K 0.34% 0 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,379 $419K 0.22% +26 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,378 $419K 0.04% 0 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,368 $416K 0.1% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,365 $415K 0.11% +121 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,361 $414K 0.31% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,361 $414K 0.44% +272 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,341 $413K 0.97% -17,259 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,359 $413K 0.07% -261 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,359 $413K 0.01% -741 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,355 $412K 0.22% -200 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,355 $412K 0.21% +17 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,354 $412K 0.06% +173 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,346 $411K 0.08% -619 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,346 $409K 0.28% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,343 $408K 0.12% +44 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,341 $408K 0.09% +3 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,341 $408K 0.1% +26 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,341 $408K 0.05% -24 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,339 $407K 0.27% -23 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,336 $406K 0.06% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,335 $406K 0.09% +230 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,332 $405K 0.27% -118 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 1,330 $404K 0.04% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,324 $403K 0.26% +18 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,314 $399K 0.2% -11 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,311 $398K 0.12% -30 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,269 $395K 0.21% -600 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,295 $395K 0.04% -246 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,295 $393K 0.11% +59 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,293 $393K 0.26% -201 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,291 $392K 0.08% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,290 $392K 0.1% -210 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,284 $390K 0.15% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,282 $390K 0.33% -26 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,281 $389K 0.04% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,273 $387K 0.24% -392 13F-HR Timeline WestHill Financial Advisors, Inc. 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More: the full row for Maple Capital Management, Inc. 1,228 $373K 0.03% -247 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,225 $373K 0.18% -104 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,221 $371K 0.19% 0 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 1,220 $371K 0.25% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,215 $370K 0.26% +6 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,210 $368K 0.14% -174 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,209 $367K 0.15% -70 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,206 $367K 0.07% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,202 $365K 0.06% +267 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,198 $364K 0.09% +42 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 1,196 $364K 0.13% +70 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 1,195 $363K 0.31% -70 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,194 $363K 0.12% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,193 $362K 0.29% +10 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 1,192 $362K 0.08% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,190 $362K 0.17% -11 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,189 $361K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,187 $361K 0.31% -67 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,187 $361K 0.18% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,185 $360K 0.15% -22 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,185 $360K 0.04% -8 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,182 $359K 0.09% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,182 $359K <0.01% -120 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,181 $359K 0.12% -2 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,175 $357K 0.06% -9,310 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,169 $355K 0.09% +101 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,169 $355K 0.15% -1,825 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,167 $355K 0.09% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,166 $354K 0.49% -2,970 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,163 $354K 0.07% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,162 $353K 0.26% -84 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,159 $352K 0.21% 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,154 $351K <0.01% +274 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,155 $351K 0.07% -145 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 1,154 $351K 0.19% -8 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,124 $349K 0.08% +3 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,130 $348K 0.24% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,147 $348K 0.11% -10 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,142 $347K 0.4% 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 1,141 $347K 0.03% -160 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,139 $346K 0.16% +92 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,138 $346K 0.2% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,136 $345K 0.21% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,136 $345K 0.23% +64 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,135 $345K 0.01% -346 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,134 $345K 0.21% -115 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,129 $344K 0.07% 0 13F-HR/A Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,129 $344K 0.08% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,125 $343K 0.19% -3 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,127 $343K 0.07% -126 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,126 $342K 0.24% -300 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,122 $341K 0.14% -905 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,121 $341K 0.13% +23 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,121 $341K 0.18% +50 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,118 $340K 0.14% 0 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 1,117 $339K 4.07% 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,117 $339K 0.05% -279 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,114 $339K 0.07% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,113 $338K 0.02% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,112 $338K 0.3% +238 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,111 $338K 0.04% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 1,110 $337K 0.24% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,109 $337K 0.19% -8 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,183 $335K 0.03% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,102 $335K 0.11% -101 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,101 $335K 0.03% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,101 $335K 0.25% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,100 $334K 0.19% 0 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,100 $334K 0.34% 0 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,093 $332K 0.02% -305 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,092 $332K 0.16% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,091 $332K 0.26% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,090 $331K 0.06% -276 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,090 $331K 0.13% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,089 $331K 0.03% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,089 $331K 0.03% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,089 $331K 0.19% 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,085 $330K <0.01% +18 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,081 $330K 0.11% +8 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 1,080 $329K 0.17% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,080 $328K 0.09% 0 13F-HR/A Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,075 $327K 0.14% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,073 $326K 0.21% -522 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 1,071 $325K 0.28% +14 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,070 $325K 0.21% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,070 $325K 0.08% -64 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,069 $325K 0.18% -107 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,067 $324K 0.12% +192 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,067 $324K 0.26% +245 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,067 $324K 0.1% -86 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,066 $324K 0.1% +112 13F-HR/A Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,065 $324K 0.15% -32 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,064 $323K 0.12% +99 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,063 $323K 0.3% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,061 $322K 0.11% -357 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,060 $322K 0.17% +157 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,056 $321K 0.15% -9 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,055 $321K 0.25% -123 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,055 $321K 0.18% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,053 $320K 0.16% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,052 $320K 0.09% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,050 $319K 0.11% -35 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,049 $319K 0.11% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,047 $318K 0.06% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,047 $318K 0.1% -337 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,035 $316K 0.16% +1 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,040 $316K 0.21% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,034 $314K 0.11% -13 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,034 $314K 0.03% +77 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,033 $314K 0.17% +228 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,031 $313K 0.11% -55 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,030 $313K 0.2% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,028 $313K 0.04% -184 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 1,025 $312K 0.4% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,023 $311K 0.06% +184 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,022 $311K 0.21% -11,714 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,020 $311K 0.08% new 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,008 $309K 0.09% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,015 $309K 0.04% +119 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,013 $308K 0.07% +194 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,011 $307K 0.12% -27 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,009 $307K 0.26% +229 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,006 $306K 0.16% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,006 $306K 0.19% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,000 $304K 0.19% 0 13F-HR Timeline