Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,285 $371K 0.05% -1,401 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,265 $371K 0.24% +255 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 9,255 $370K 0.17% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 9,209 $368K 0.21% -2,774 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 9,205 $368K 0.28% -134 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9,201 $368K 0.05% -414 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,200 $368K 0.06% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,190 $368K 0.28% +112 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9,189 $367K 0.05% -3,063 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,171 $367K 0.07% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,170 $367K 0.02% +196 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,160 $366K 0.37% -1,750 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 9,160 $366K 0.63% -96 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 9,150 $366K 0.11% +553 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 9,149 $366K 0.43% -30,002 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,142 $366K 0.03% +3,771 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,135 $365K 0.07% -379 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 9,132 $365K 0.06% +4,055 13F-HR Timeline Group Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,129 $365K 0.38% -1,574 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,138 $365K 0.03% +1,468 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 9,113 $364K 0.1% +1,520 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,086 $363K 0.01% +1,340 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,077 $363K 0.11% 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 9,075 $363K 0.18% -2,968 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,068 $363K 0.01% +291 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 9,055 $362K 0.12% +54 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 9,040 $362K 0.47% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,043 $362K 0.09% -980 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,038 $361K 0.19% -348 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 9,027 $361K 0.43% 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 9,000 $360K 0.04% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9,000 $360K 0.22% 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,951 $358K 0.05% -327 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,946 $358K 0.1% -318 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,916 $357K 0.22% -17,067 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 8,912 $356K 0.17% -80 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,906 $356K 0.27% +911 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,883 $355K 0.03% -690 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,852 $354K 0.02% -4,607 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,844 $354K 0.4% -115 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,842 $354K 0.05% -1,367 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,807 $352K 0.02% -37,735 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,775 $351K 0.08% +212 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,773 $351K 0.13% -933 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 8,756 $350K 0.27% -165 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,751 $350K 0.22% -4,797 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,750 $350K 0.03% +2,463 13F-HR/A Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 8,748 $350K 0.02% +650 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,743 $350K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,735 $349K 0.06% -1,486 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,732 $349K 0.04% +72 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,701 $348K 0.09% -253 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 8,700 $348K 0.77% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 8,682 $347K 0.04% -2,813 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,679 $347K 0.28% +190 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,669 $347K 0.07% +2,656 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,405 $346K 0.18% +87 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,662 $346K 0.08% -728 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,643 $346K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,636 $345K 0.11% +1,043 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,622 $345K 0.06% -290 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,594 $344K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8,597 $344K 0.14% -2,004 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 8,578 $343K 0.06% +80 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 8,530 $341K 0.26% +1,367 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,508 $340K 0.33% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,506 $340K 0.15% -19,860 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,491 $340K 0.16% -804 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 8,613 $339K 0.18% +181 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,454 $338K 0.03% +180 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,451 $338K 0.05% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 8,451 $338K 0.05% +725 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 8,419 $337K 0.02% +741 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,379 $335K 0.21% -188 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 8,359 $334K 0.03% -42,000 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,354 $334K 0.06% +1,221 13F-HR/A Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 8,334 $333K 0.12% -1,767 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,332 $333K 0.04% +857 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,305 $332K 0.14% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,676 $332K 0.01% 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,291 $332K 0.03% +158 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,266 $331K 0.05% +366 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,260 $330K 0.03% -582 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,255 $330K 0.03% -29,251 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,268 $330K 0.09% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,119 $330K 0.05% +1,634 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,250 $330K 0.2% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,238 $329K 0.18% -893 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,220 $329K 0.07% 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 8,684 $328K 0.08% +22 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,270 $328K 0.13% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,182 $327K 0.03% -600 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,176 $327K 0.05% -354 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,174 $327K 0.28% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,160 $326K 0.1% -124 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,157 $326K 0.06% -300 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 8,154 $326K 0.02% +669 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,167 $326K 0.12% 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 8,267 $326K 0.37% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 8,139 $325K 0.35% 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 8,135 $325K 0.18% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,133 $325K 0.06% +1,914 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 8,124 $325K 0.07% +62 13F-HR/A Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,117 $325K 0.09% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,117 $325K 0.06% -27 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,103 $324K 0.18% -788 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,098 $324K 0.08% -445 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,086 $323K 0.07% +8,738 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,075 $323K 0.16% +1,054 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,053 $322K 0.03% -334 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 8,044 $322K 0.09% -619 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,037 $321K 0.07% +692 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,035 $321K 0.03% -1,944 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,026 $321K 0.06% -887 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,024 $321K 0.09% -17 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 8,000 $320K 0.06% 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 7,975 $319K 0.1% -2,100 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,955 $318K 0.27% +33 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,952 $318K 0.1% -300 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 7,916 $318K 0.19% -1,392 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,927 $317K 0.02% -1,196 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 7,927 $317K 0.07% +34 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 7,904 $316K 0.16% 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,903 $316K 0.02% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,924 $316K 0.11% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 7,891 $316K 0.05% +2,984 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,896 $316K 0.18% +24 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,890 $316K 0.13% -900 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 7,883 $315K 0.26% +123 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,838 $315K 0.11% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,868 $315K 0.05% +231 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,866 $315K 0.12% -1,236 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,858 $314K 0.31% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,851 $314K 0.17% +2,141 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 7,839 $313K 0.28% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 7,837 $313K 0.06% -2,529 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,804 $312K 0.13% +45 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 7,780 $311K 0.01% -17,657 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 7,774 $311K 0.02% -3,104 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,774 $311K 0.04% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,771 $311K 0.01% new 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,757 $310K 0.21% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,754 $310K 0.06% -2,979 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,750 $310K 0.02% -95 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 7,737 $309K 0.35% 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 7,724 $309K 0.35% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,715 $309K 0.01% -962 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,584 $308K <0.01% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,691 $308K 0.06% +689 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 7,691 $308K 0.1% +395 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,687 $307K 0.16% -1,186 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,498 $307K 0.03% -1,049 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,676 $307K 0.02% +1,180 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 7,666 $307K 0.16% +932 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,661 $306K 0.2% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,648 $306K 0.01% -1,518 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,644 $306K 0.08% -248 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 7,628 $305K 0.05% +1,449 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 7,621 $305K 0.09% -1,689 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,617 $305K 0.23% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 7,604 $304K 0.1% -50 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 7,603 $304K 0.07% -15 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,601 $304K 0.18% -19 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 7,594 $304K 0.16% +76 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,590 $304K 0.23% +140 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,574 $303K 0.08% +297 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,562 $302K 0.14% -149 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,543 $302K 0.13% +6 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,537 $301K 0.16% +49 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,523 $301K 0.28% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,523 $301K 0.24% 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 7,519 $301K 0.27% 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 7,512 $300K 0.06% -1,000 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 7,500 $300K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,486 $299K 0.08% 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,467 $299K 0.21% -122 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 7,442 $298K 0.25% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,441 $298K 0.08% -11,374 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,435 $297K 0.08% +190 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,434 $297K 0.03% -410 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,413 $296K 0.06% -397 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 7,410 $296K <0.01% -260 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,403 $296K 0.15% +158 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,349 $296K 0.16% -400 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,397 $296K 0.12% +12 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 7,349 $295K 0.09% +533 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,383 $295K 0.35% -2,343 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 7,369 $295K 0.02% +443 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 7,368 $295K 0.13% +17 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,366 $295K 0.06% +566 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,363 $294K 0.01% +9 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,307 $292K 0.03% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,299 $292K 0.12% -4,694 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,281 $291K 0.03% -340 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 7,278 $291K 0.16% -50 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,276 $291K 0.11% -950 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 7,274 $291K 0.36% -62 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,269 $291K 0.13% -1,143 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,246 $290K 0.05% 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 7,217 $289K 0.15% +2,024 13F-HR Timeline