SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,190 $3.14M 1.87% +43 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 43,000 $3.13M 0.01% -9,000 13F-HR/A Timeline Group Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 7,156 $3.13M 3.07% -861 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,010 $3.06M 0.06% +910 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,008 $3.06M 1.6% -1,649 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 7,006 $3.06M 1.64% +67 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,983 $3.05M 0.05% +171 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,957 $3.04M 0.3% -31 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,933 $3.03M 0.08% +16 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,923 $3.02M 0.02% new 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,918 $3.02M 0.47% +1,180 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,915 $3.02M 0.58% +321 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,913 $3.02M 0.09% +1,010 13F-HR/A Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,898 $3.01M 0.36% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,875 $3M 0.18% -15 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,832 $2.98M 0.24% -1,121 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 6,817 $2.98M 2.76% -12 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,816 $2.98M 0.21% -200 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,811 $2.97M 1.09% -6,566 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,810 $2.97M 0.06% +11 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,802 $2.97M 0.17% +81 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,730 $2.94M 0.76% +4,746 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,727 $2.94M 0.26% -21 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,624 $2.89M 0.2% -752 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,608 $2.89M 1.94% -91 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 6,596 $2.88M 4.54% +3,757 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 6,581 $2.87M 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,573 $2.87M 0.05% +226 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 6,569 $2.87M 3.21% +3,125 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,564 $2.87M 0.04% +137 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,550 $2.86M 0.14% +220 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,533 $2.85M 0.96% +145 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,509 $2.84M 1.17% -75 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,493 $2.84M 0.21% -229 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,466 $2.82M 0.14% -451 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,427 $2.81M 0.79% -842 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,418 $2.8M 0.68% -1,729 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 6,398 $2.79M 12.71% -5,733 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,380 $2.79M 0.4% +1,675 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 6,373 $2.78M 1.89% +1,017 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 6,373 $2.78M 0.83% -18 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,350 $2.77M 0.07% +669 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,341 $2.77M 0.2% -55 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,328 $2.76M 0.05% +46 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,322 $2.76M 0.1% -298 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,321 $2.76M 0.2% +576 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 6,318 $2.76M 2.06% +112 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,300 $2.75M 0.15% -55 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,266 $2.74M 0.81% -262 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,929 $2.73M 0.33% -2,315 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 6,479 $2.72M 2.24% +430 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,226 $2.72M 0.33% +1,278 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,220 $2.72M 1.01% -24 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 32,708 $2.72M 1.97% +27,344 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,212 $2.71M 0.33% +479 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,201 $2.71M 0.77% +34 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,199 $2.71M 0.93% +542 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,173 $2.7M 0.14% -235 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,158 $2.69M 0.23% +2,849 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,149 $2.69M 0.34% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 6,144 $2.68M 0.25% +64 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 6,121 $2.67M 0.54% +433 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,055 $2.67M 2.33% -304 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,117 $2.67M <0.01% +4,858 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 6,108 $2.67M 1.91% +1,179 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,097 $2.66M 0.42% -275 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,093 $2.66M 0.03% new 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,071 $2.65M 1.25% +5 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,068 $2.65M 0.6% +327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 6,040 $2.64M 0.34% -35 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 6,016 $2.63M 1.39% +2,463 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 6,005 $2.62M 1.28% -1,567 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 6,003 $2.62M 1.78% +16 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,000 $2.62M 1.45% -319 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,000 $2.62M 0.14% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,989 $2.62M 0.45% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,986 $2.61M 0.66% +104 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,973 $2.61M 1.01% +1,161 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 5,966 $2.61M 0.01% -8,078 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,963 $2.6M 0.19% +2,478 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,957 $2.6M 1.24% -60 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,934 $2.59M 1.68% -302 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,926 $2.59M 0.23% -247 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,898 $2.58M 0.3% -144 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 5,867 $2.56M 1.23% -22 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,865 $2.56M 0.42% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,860 $2.56M 0.5% +20 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,847 $2.55M 0.4% -232 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,783 $2.53M 0.57% +5 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 5,757 $2.51M 0.6% -37 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,752 $2.51M 0.8% +868 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 29,026 $2.5M 0.9% +26,078 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,722 $2.5M 1.34% +523 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,718 $2.5M 0.08% +1,191 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,702 $2.49M 0.05% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,925 $2.49M 0.04% +6,184 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,683 $2.48M 2.36% +327 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,678 $2.48M 0.26% +2,700 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,666 $2.47M 0.09% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,646 $2.47M 0.81% -24 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,650 $2.47M 1.77% -95 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,649 $2.47M 0.15% +210 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,636 $2.46M 0.57% -272 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,594 $2.44M 0.75% +294 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,589 $2.44M 1.77% +58 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,548 $2.42M 0.03% +249 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,527 $2.41M 0.43% +194 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,521 $2.41M 0.41% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,453 $2.38M 0.84% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,440 $2.38M <0.01% -1,061 13F-HR Timeline Group CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 5,393 $2.36M 2.25% +556 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,384 $2.35M 0.03% -134 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,352 $2.34M 0.13% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,343 $2.33M 0.43% +226 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 5,323 $2.33M 0.78% +1,125 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,322 $2.32M 0.02% +2,671 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,316 $2.32M 0.73% +563 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,279 $2.31M 0.24% +768 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 27,726 $2.3M 0.44% +22,799 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,253 $2.29M 1.79% -1,647 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,250 $2.29M 0.11% -487 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,243 $2.29M 0.61% -31 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,242 $2.29M 0.13% +4 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 5,239 $2.29M 2.06% +373 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,235 $2.29M 1.76% +335 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 26,061 $2.28M 1.07% +23,932 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,221 $2.28M 0.29% -76 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,218 $2.28M 0.16% -23 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,213 $2.28M 0.39% -57 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 5,208 $2.27M 1.17% -1 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 5,195 $2.27M 0.17% +45 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,168 $2.26M <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 27,100 $2.25M 0.18% +22,604 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,145 $2.25M 0.14% +108 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,131 $2.24M -68 Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,129 $2.24M 0.66% +12 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,129 $2.24M 1.39% -13 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,120 $2.24M 0.26% +1,805 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 5,090 $2.22M 1.51% -1,194 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,078 $2.22M 0.12% -190 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,067 $2.21M 0.67% +125 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,065 $2.21M 0.23% +2,066 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,055 $2.21M 0.55% +1 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,053 $2.21M 0.47% +3,435 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,020 $2.19M 0.27% +284 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,018 $2.19M 0.23% -219 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,013 $2.19M 0.21% +72 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,013 $2.19M 0.32% +133 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,005 $2.19M 0.92% +356 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,968 $2.17M 0.18% -10 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,948 $2.16M 1.66% -1,582 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,894 $2.14M 0.25% +123 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,880 $2.13M 0.05% +3,573 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,866 $2.13M 0.18% -25 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,866 $2.13M 0.13% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,860 $2.12M 0.4% +263 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 25,581 $2.11M 1.32% +21,232 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,824 $2.11M 0.3% +1,133 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,824 $2.11M 0.15% +124 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,824 $2.11M 0.07% +115 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,822 $2.11M 0.25% +18 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,818 $2.1M 1.11% -26 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,817 $2.1M 0.11% -16 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,794 $2.09M 0.72% +1 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 25,104 $2.08M 0.66% +22,119 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,755 $2.08M 1.05% +121 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 4,724 $2.06M 1.16% +92 13F-HR Timeline Bridgewater Advisors Inc. 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