Breachway Investments LLC More: the full row for Breachway Investments LLC 8,725 $752K 1.13% +7,214 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,713 $751K 0.42% +7,229 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,703 $750K 0.04% +7,491 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,679 $748K 0.06% +7,975 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 8,658 $746K 0.63% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 8,592 $740K 0.23% new 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 8,592 $740K 0.15% +7,361 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,581 $739K 0.04% +6,964 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,570 $738K 0.05% +7,296 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 8,526 $734K 0.22% +7,631 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 8,502 $732K 0.31% +7,062 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 8,502 $732K 0.49% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,480 $730K 0.05% +7,236 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,479 $730K 0.17% +7,148 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,462 $729K 0.15% +7,154 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 8,451 $728K 0.23% +6,961 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 8,440 $727K 0.52% +7,238 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 8,431 $726K 0.56% +8,390 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,430 $726K 0.37% +7,025 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,409 $724K 0.15% +7,007 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,405 $724K 0.12% +6,985 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,404 $724K 0.03% +7,018 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 8,514 $722K 0.02% +7,186 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 8,378 $722K 0.39% +6,950 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 8,367 $721K 0.2% +6,973 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,351 $719K -59 Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,349 $719K 0.04% +6,917 13F-HR Timeline ZENITH SOLUTIONS, INC. 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More: the full row for HAZLETT, BURT & WATSON, INC. 8,244 $711K 0.19% +7,145 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,236 $709K 0.28% +6,737 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,217 $708K 0.04% +6,848 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 8,196 $706K 0.32% +6,830 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 8,196 $706K 0.04% +6,830 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,177 $704K 0.06% +7,608 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,166 $703K 0.04% +6,806 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 8,163 $703K 0.44% +7,017 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 8,118 $699K 0.08% +6,765 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 8,111 $699K 0.17% +6,760 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 8,097 $697K 0.58% 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,088 $697K 0.17% +6,740 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 8,078 $696K 0.08% +6,734 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 8,064 $695K 0.23% +6,720 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,064 $695K 0.35% +6,720 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,042 $693K 0.5% +3,945 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,035 $692K 0.02% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,028 $692K 0.52% +5,356 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,016 $690K 0.04% 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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More: the full row for Community Bank, N.A. 7,868 $678K 0.07% +6,543 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 7,826 $674K 0.16% +6,495 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 7,799 $672K 0.27% +6,588 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,787 $671K 0.06% +6,026 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,782 $670K 0.02% +5,803 13F-HR/A Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 7,782 $670K 0.17% +6,320 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,770 $669K 0.3% +6,475 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,770 $666K 0.08% +4,585 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 7,728 $666K 0.16% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 7,700 $663K 0.37% +6,350 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,687 $662K 0.13% +6,417 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7,654 $659K 0.16% +6,483 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 7,623 $657K 0.22% +6,071 13F-HR Timeline Sterling Investment Advisors, Ltd. 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Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,555 $651K 0.06% +6,323 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 7,555 $651K 0.65% +5,687 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 7,544 $650K 0.45% +6,287 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,543 $650K 0.08% +6,532 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 7,538 $649K 0.11% +6,067 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,528 $648K 0.11% +6,872 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 7,638 $648K 0.06% +6,310 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,488 $645K 0.1% +6,240 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 7,485 $645K 0.1% +6,238 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7,460 $643K 0.44% +6,181 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,447 $641K <0.01% +1,330 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,440 $641K 0.55% +6,521 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 7,430 $640K 0.12% +6,151 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 7,421 $639K 0.16% +6,184 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 7,404 $638K 0.28% +6,170 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 7,404 $638K 0.26% +6,170 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,391 $637K 0.23% +6,323 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,374 $635K 0.07% +5,990 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,369 $635K 0.22% +6,094 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,362 $634K 0.13% +6,730 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,253 $634K 0.28% +713 13F-HR Timeline Essex LLC More: the full row for Essex LLC 7,360 $634K 0.1% +6,100 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 7,340 $632K 0.45% +6,117 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,338 $632K 0.08% +6,147 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,338 $632K 0.27% +6,115 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 7,255 $625K 0.56% +5,975 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,228 $623K 0.06% +6,217 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,224 $622K 0.04% +6,020 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 7,219 $622K 0.23% +6,016 13F-HR Timeline Westside Investment Management, Inc. 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Derek Lewis & Associates Inc. 7,182 $619K 0.12% +5,980 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 7,182 $619K 0.1% 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 7,167 $617K 0.12% +5,972 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 7,154 $616K 0.33% +5,962 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,134 $615K 0.39% +5,945 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,132 $614K 0.19% +5,939 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 7,118 $613K 0.25% +5,895 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 6,836 $611K 0.2% -116 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 7,078 $610K 0.59% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,076 $610K 0.1% +5,896 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,061 $608K 0.39% +5,835 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,060 $608K <0.01% +5,771 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,049 $607K 0.38% +5,871 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,048 $607K 0.13% +5,961 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,047 $607K 0.17% +5,885 13F-HR Timeline Integrated Financial Solutions, Inc. 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More: the full row for McGlone Suttner Wealth Management, Inc. 6,962 $600K 0.07% +5,774 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 6,952 $599K 0.25% +5,701 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,942 $598K 0.14% +5,785 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,610 $595K 0.09% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,908 $595K 0.05% +5,757 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 6,900 $594K 0.19% +5,750 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,890 $594K 0.03% +5,725 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,878 $592K 0.27% +5,732 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,876 $592K 0.1% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,846 $590K 0.06% +5,705 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,827 $588K 0.01% +5,690 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,821 $588K 0.03% +6,290 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,815 $587K 0.2% +6,028 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,797 $586K 0.06% +5,772 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,789 $585K 0.07% +5,435 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,749 $584K 0.22% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,772 $583K 0.06% +5,644 13F-HR Timeline North Forty Two & Co. 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More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 6,600 $569K 0.08% +5,500 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,596 $568K 0.09% +5,346 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,593 $568K 0.15% +4,981 13F-HR Timeline Twele Capital Management, Inc. 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