EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,895 $894K 0.15% -3,174 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,887 $893K 0.28% +90 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 9,883 $893K 0.2% +146 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 9,850 $890K 0.06% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 9,846 $890K 0.81% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,845 $890K 0.24% +311 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,820 $887K 0.11% -14,726 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 9,818 $887K 0.08% +2 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,808 $886K 0.43% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 9,805 $886K 0.88% -5 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 9,805 $886K 0.36% -336 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 9,787 $884K 0.59% -345 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 9,762 $884K 0.31% -81 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 9,780 $884K 0.26% +50 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 9,321 $883K 0.5% +1,795 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9,775 $883K 0.7% -153 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,780 $883K 0.27% +1,269 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 9,758 $882K 2.41% +125 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 9,745 $880K 0.05% +682 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 9,730 $879K 0.84% 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 9,723 $878K 0.67% -114 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 9,712 $877K 0.14% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,673 $874K 0.04% +298 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 9,665 $873K 0.1% +225 13F-HR/A Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 9,653 $872K 0.27% +177 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,639 $871K 0.31% new 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 9,630 $870K 0.24% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,622 $869K 0.17% -2,327 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 9,605 $868K 0.5% -1,245 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,598 $867K 0.12% -1,558 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,588 $866K 0.27% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 9,583 $866K 0.65% 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 9,576 $865K 0.42% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,570 $865K 0.3% +922 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,559 $864K 0.03% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,557 $863K 0.05% -2,385 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,536 $862K 0.4% +1,504 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 9,527 $861K 0.16% -43 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 9,517 $860K 0.68% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 9,508 $859K 1.2% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9,500 $858K 0.03% -438 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 9,488 $857K 0.12% +75 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 9,480 $857K 0.48% 0 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 9,452 $856K 0.41% -65 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 9,464 $855K 0.35% -1 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 9,448 $854K 0.84% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 9,437 $853K 0.25% -10 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,419 $851K 0.05% +168 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 9,401 $849K 0.16% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 9,399 $849K 0.49% -100 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,390 $848K 0.04% -308 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 9,388 $848K 0.07% -44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,385 $848K 0.05% +1,399 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,381 $848K 0.17% -558 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 9,372 $847K 0.03% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 9,366 $846K 0.16% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 9,357 $845K 0.17% 0 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 9,330 $843K 0.49% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,325 $843K 0.19% -24 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,320 $842K 0.13% -959 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 9,282 $839K 0.23% -21 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 9,275 $838K 0.32% -268 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 9,273 $838K 0.29% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 9,272 $838K 0.27% -773 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,267 $837K 0.18% -494 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 9,261 $837K 0.42% +3,161 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 9,254 $836K 0.14% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,233 $834K 0.07% +750 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,212 $832K 0.08% -406 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,194 $831K 0.15% +142 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,193 $831K 0.06% -3,300 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 9,179 $829K 0.28% -172 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,133 $829K 0.29% +1,152 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,159 $828K 0.05% +262 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,142 $826K 0.2% -98 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,141 $826K 0.44% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 9,137 $826K 0.96% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,135 $825K 0.06% -201 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 9,128 $825K 0.82% +5,206 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,107 $823K 0.02% +10 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,071 $820K 0.48% +136 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 9,061 $819K 0.22% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,056 $818K 0.19% +417 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,049 $818K 0.17% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 9,044 $817K 0.17% +945 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 9,029 $816K 0.2% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,024 $815K 0.41% +1,101 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,015 $815K 0.06% -290 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 9,000 $813K 0.75% 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 8,961 $812K 0.36% +1,200 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,981 $811K 0.37% new 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 8,976 $811K 0.54% +420 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,967 $810K 0.29% +412 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 8,964 $810K 0.52% +21 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,959 $809K 0.15% +375 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,943 $808K 0.53% -23,307 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 8,923 $805K 0.31% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,897 $804K 0.69% 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 8,886 $803K 0.77% +599 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,868 $801K 0.35% -120 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,849 $800K 0.12% +485 13F-HR/A Timeline First Bank & Trust More: the full row for First Bank & Trust 8,833 $798K 0.15% -184 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,828 $798K 0.1% +827 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,808 $796K 0.09% +360 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,793 $794K 0.34% -1 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,741 $790K 0.69% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,739 $790K 0.24% +908 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 8,714 $789K 0.78% -271 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,709 $787K 0.57% -390 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 8,702 $786K 0.05% +541 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,695 $786K 0.4% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,698 $783K 0.14% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 8,658 $782K 0.21% -841 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 8,650 $782K 0.71% 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,637 $780K 0.08% 0 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 8,634 $780K 0.32% -107 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 8,634 $780K 0.66% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 8,612 $778K 0.03% -630 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 8,598 $777K 0.09% -31 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,572 $774K 0.25% -5,491 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,572 $774K 0.19% 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 8,555 $773K 0.06% -400 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,548 $772K 0.31% -532 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,541 $772K 0.39% -600 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 8,523 $770K 0.59% +385 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,520 $770K 0.52% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 8,518 $770K 0.05% +684 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,509 $769K 0.06% -64 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,479 $768K 0.48% -885 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,466 $765K 0.34% -45 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 8,462 $765K <0.01% +5,180 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,456 $764K 0.11% -171 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,447 $763K 0.05% -69 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 8,438 $762K 0.31% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,285 $761K 0.7% -7,777 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 8,416 $760K 0.13% -819 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8,410 $760K 0.16% -100 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 8,403 $759K 0.23% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 8,403 $759K 0.77% -307 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,401 $759K 0.07% -150 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,392 $758K 0.58% -20 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,392 $758K 0.36% +130 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,391 $758K 0.32% +1 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,375 $757K 0.19% +783 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,369 $756K 0.36% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,259 $756K 0.73% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,365 $756K 0.22% -2,208 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,363 $756K 0.29% 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,357 $755K 0.25% +493 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 8,346 $754K 0.45% 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 8,341 $754K 0.42% +205 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,948 $753K 0.2% +163 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,326 $752K 0.31% -43,431 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 8,320 $752K 0.28% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,319 $752K 0.28% +13 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 8,318 $752K 0.66% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 8,305 $750K 0.15% +4,369 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,300 $750K 0.56% -233 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 8,300 $750K 0.72% 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,293 $749K 0.12% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 8,271 $747K 0.27% -116 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 8,268 $747K 0.44% -1,200 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 8,260 $746K 0.12% 0 13F-HR/A Timeline Taika Capital, LP More: the full row for Taika Capital, LP 8,218 $742K 0.57% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 8,212 $742K 0.15% +22 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 8,190 $740K 0.6% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,176 $739K 0.05% +3,453 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,175 $739K 0.51% -100 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 8,169 $738K 0.13% -1,551 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 8,167 $738K 0.3% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,167 $738K 0.32% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,128 $736K 0.48% +641 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 8,135 $735K 0.38% -1,525 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,132 $735K 0.03% +584 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 8,131 $735K 0.55% +131 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 8,128 $734K 0.35% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 8,126 $734K 0.32% -351 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,122 $734K 0.26% +64 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 8,108 $733K 1.08% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,101 $732K 0.39% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,216 $730K 0.02% +582 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,072 $729K 0.43% +1,830 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,067 $729K 0.36% -31 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,056 $728K 0.07% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,049 $727K 0.53% +433 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 8,043 $727K 0.5% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,037 $726K 0.09% -708 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,026 $725K 0.07% -82 13F-HR/A Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 7,975 $724K 0.15% +1,713 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,018 $724K 0.2% -126 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,421 $723K 0.16% +448 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 8,000 $723K 0.37% -131 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 7,966 $720K 0.17% new 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 7,960 $719K 0.42% -114 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,956 $719K 0.3% -165 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,933 $718K 0.5% -875 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,950 $718K 0.43% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,946 $718K 0.18% +306 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,942 $718K 0.34% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,936 $717K 0.09% +723 13F-HR Timeline