PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,100 $4.11M 0.6% -150 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,098 $4.11M 1.24% +78 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,094 $4.11M 0.38% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 11,085 $4.1M 0.47% -490 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,079 $4.1M 0.41% +28 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,059 $4.09M 0.25% -22 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 11,054 $4.09M 2.02% -287 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,025 $4.08M 0.31% -78 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 11,007 $4.07M 1.04% +232 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 11,091 $4.07M 0.36% +105 13F-HR Timeline Group Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 10,949 $4.05M 1.49% -243 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10,919 $4.04M 2.39% -460 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,902 $4.03M 1.01% +331 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,891 $4.03M 0.88% -476 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,881 $4.03M 2.59% 0 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,866 $4.02M 1.58% -15 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 10,838 $4.01M 3.09% -1,313 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,832 $4.01M 0.15% -297 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,809 $4M 0.3% -399 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 10,804 $4M 1.97% +997 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 10,786 $3.99M 1.71% +4,581 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 10,747 $3.98M 3.14% +24 13F-HR/A Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 10,725 $3.97M 2.95% +317 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,719 $3.97M 0.47% -224 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,661 $3.94M 0.1% +266 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,639 $3.94M 0.24% +2,540 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,636 $3.94M 0.22% -123 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,632 $3.93M 1.53% 0 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10,617 $3.93M 0.53% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,618 $3.93M 1.98% +348 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,612 $3.93M 1.85% -217 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,605 $3.92M 0.05% +162 13F-HR Timeline Group Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 10,603 $3.92M 1.52% +9,767 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 10,603 $3.92M 1.52% +712 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,594 $3.92M 0.39% -49 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,579 $3.91M 0.95% +2,284 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 10,574 $3.91M 1.55% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,569 $3.91M 1.54% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,560 $3.91M 1.46% -6 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,610 $3.91M 0.93% +25 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,547 $3.9M 1.79% -339 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 10,585 $3.88M 1.52% -12 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,486 $3.88M 0.4% -297 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,486 $3.88M 0.13% +2,603 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,463 $3.87M 0.48% -10,243 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,449 $3.87M 1.19% +20 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,438 $3.86M 1.36% -167 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,435 $3.86M 0.15% -213 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 10,429 $3.86M 0.35% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,389 $3.84M 2.7% -70 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 10,364 $3.83M 2.81% +333 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 10,343 $3.83M 2.1% +248 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 10,341 $3.83M 2.68% -698 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 10,315 $3.82M 1.63% +537 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,294 $3.81M 0.1% -410 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 10,265 $3.8M 1.37% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,263 $3.8M 0.17% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,260 $3.8M 0.54% +160 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 10,244 $3.79M 1.57% +20 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,239 $3.79M 0.75% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,210 $3.78M 0.59% -179 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 10,196 $3.77M 2.04% -16 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 10,185 $3.77M 1.35% -54 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10,182 $3.77M 2.18% +467 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,169 $3.76M 2.07% 0 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,159 $3.76M 0.46% +181 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,149 $3.76M 0.83% -265 13F-HR/A Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 10,130 $3.75M 0.34% +3,964 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10,121 $3.75M 0.87% +5,281 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,064 $3.72M 0.48% -5 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 10,062 $3.72M 1.89% +9,098 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 10,055 $3.72M 0.01% +427 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,030 $3.71M 0.76% +34 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 10,023 $3.71M 3.89% -252 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,113 $3.7M 0.28% +4,322 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,997 $3.7M 0.38% +50 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 9,996 $3.7M 0.85% +51 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,994 $3.7M 0.68% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 9,963 $3.69M 1.36% +1,457 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,962 $3.69M 0.36% +1,482 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 9,926 $3.67M 2.12% +749 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,879 $3.66M 0.45% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,845 $3.64M 0.57% +1,437 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,845 $3.64M 0.23% -1,620 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 9,817 $3.63M 0.28% -595 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 9,771 $3.63M 2.08% +8,100 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 9,809 $3.63M 2.19% +118 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,806 $3.63M 0.23% -939 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,794 $3.62M 0.14% +185 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 9,776 $3.62M 2.1% +53 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 9,751 $3.61M 1.2% -13 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,725 $3.6M 0.23% +205 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 9,709 $3.59M 0.39% +325 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,747 $3.59M 1.38% +534 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 9,668 $3.58M 0.91% -20 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,606 $3.55M 0.59% -50 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 9,599 $3.55M 2.19% -6 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,580 $3.55M 0.7% +1,151 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,474 $3.53M 0.34% +908 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,521 $3.52M 0.37% -1,171 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,509 $3.52M 0.46% -1,741 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,507 $3.52M 0.4% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 9,495 $3.51M 1.4% -531 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,492 $3.51M 1.32% +334 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9,485 $3.51M 1.24% -17 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,445 $3.49M 1.01% +1 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,435 $3.49M 0.91% +27 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,413 $3.48M 0.66% -341 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,405 $3.48M 0.26% -277 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9,397 $3.48M 1.04% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,362 $3.46M 0.87% -25 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 9,360 $3.46M 0.19% +2,521 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,314 $3.45M 0.05% +419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossmore Private Capital More: the full row for Rossmore Private Capital 9,311 $3.45M 0.28% +20 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,301 $3.44M 0.17% +550 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,292 $3.44M 1.89% +1,316 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 9,291 $3.44M 0.19% +100 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 9,002 $3.44M 0.7% +939 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 9,287 $3.44M 0.2% -93 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 9,282 $3.43M 0.57% -179 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,253 $3.42M 0.44% +709 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,249 $3.42M 0.56% +117 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9,241 $3.42M 0.78% -952 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,215 $3.41M 1.58% +1,223 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 9,249 $3.4M 1.43% -1,114 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9,160 $3.39M 0.69% +711 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,144 $3.38M 0.55% +123 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 9,125 $3.38M 1.39% -169 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 9,112 $3.37M 0.95% +262 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,089 $3.36M 2.23% -13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,075 $3.36M 0.08% +8 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 9,064 $3.35M 0.27% -267 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,052 $3.35M 1.04% -16 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,039 $3.34M 0.11% -172 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 9,035 $3.34M 0.88% +165 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 8,754 $3.34M 1.74% +470 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 9,025 $3.34M 0.17% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,024 $3.34M 0.07% -167 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 9,014 $3.34M 1.94% +5,064 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,010 $3.33M 0.1% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 8,997 $3.33M 0.49% +1 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,958 $3.31M 1.34% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 8,949 $3.31M 2.68% -64 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8,937 $3.31M 1.83% -2,165 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 8,920 $3.3M 1.77% -8 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,911 $3.3M 0.14% +313 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 8,902 $3.29M 1.77% +3 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,897 $3.29M 0.07% +251 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,888 $3.29M 0.13% +390 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,876 $3.28M 0.79% -902 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 8,865 $3.28M 3.2% -385 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,853 $3.28M 0.64% -14 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,842 $3.27M 0.2% +1,082 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8,835 $3.27M 1.12% +5,322 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,823 $3.26M 0.38% +7 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 8,806 $3.26M 1.2% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,798 $3.26M 0.04% -822 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,796 $3.25M 0.19% -655 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 8,791 $3.25M 2.45% -2,668 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,787 $3.25M 0.26% +32 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,782 $3.25M 1.01% -254 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,773 $3.25M 0.78% -718 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,771 $3.25M 1.6% +2,350 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,768 $3.24M 0.56% +1 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 8,756 $3.24M 0.43% -582 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8,753 $3.24M 2.54% -1,342 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 8,742 $3.23M 1.03% +115 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,741 $3.23M 0.09% 0 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,732 $3.23M 0.43% 0 13F-HR Timeline HTG Investment Advisors, Inc. 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