Balentine LLC More: the full row for Balentine LLC 8,048 $829K 0.03% -46 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,023 $827K 0.45% -13 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 8,016 $826K 0.32% +1 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,993 $824K 0.14% +234 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 7,992 $824K 0.32% -1,703 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,986 $823K 0.06% -750 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 7,977 $822K 0.14% +553 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,976 $822K 0.65% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,976 $822K 0.65% -339 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,965 $821K 0.31% -63 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 7,964 $821K 0.38% -13 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 7,961 $820K 0.07% +2,045 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7,958 $820K 0.43% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,955 $820K 0.5% -1,303 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 7,933 $818K 0.15% +32 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 7,922 $816K 0.08% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 7,918 $816K 0.61% +399 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,917 $816K 0.05% +439 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,895 $814K 0.55% -215 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,887 $813K 0.36% +128 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 7,454 $813K 0.17% +964 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 7,873 $811K 0.59% +15 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 8,019 $811K 0.24% -77 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 7,867 $811K 0.6% -242 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,861 $810K 0.14% -47 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,855 $810K 0.09% -4,322 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 7,849 $809K 0.2% +48 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 7,846 $809K 0.05% +1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,830 $807K 0.03% -134 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,828 $807K 0.11% -1,801 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,825 $806K 0.1% -2,039 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,817 $806K 0.16% -19 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,800 $804K 0.05% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,797 $804K 0.56% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,770 $801K 0.21% -1,550 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,761 $800K 0.06% +307 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 7,747 $798K 0.49% -20 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 7,743 $798K 0.69% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,735 $797K 0.08% +21 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 7,817 $796K 0.27% +11 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,706 $794K 0.59% +100 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 7,696 $793K 0.61% -10,615 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,687 $792K 0.29% +741 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,686 $792K 0.15% +123 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,656 $789K 0.12% +200 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7,647 $788K 0.3% -743 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 7,646 $788K 0.23% +2,005 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,645 $788K 0.17% +1,671 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,640 $787K 0.2% +1,131 13F-HR Timeline 25 LLC More: the full row for 25 LLC 7,631 $786K 0.27% +132 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,623 $786K 0.42% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,618 $785K 0.22% +64 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7,606 $784K 0.21% -70 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,597 $783K 0.3% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,636 $782K 0.13% -563 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,577 $781K 0.03% +1,110 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 7,570 $780K 0.26% +4,140 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,555 $779K 0.01% +1,422 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,546 $778K 0.04% +72 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 7,544 $777K 0.15% -391 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,544 $777K 0.26% +5,683 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,532 $776K 0.93% -22,566 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,524 $775K 0.09% +6 13F-HR Timeline S&CO INC More: the full row for S&CO INC 7,512 $774K 0.05% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 7,500 $773K 0.19% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 7,500 $773K 0.35% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,491 $772K 0.31% +16 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 7,468 $770K 0.09% +120 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,464 $769K 0.12% -219 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,463 $769K 0.34% -234 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 7,460 $769K 0.42% +33 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 7,453 $768K 0.26% -39,760 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,450 $768K 0.22% +486 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,440 $767K 0.12% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 7,400 $763K 0.61% -250 13F-HR/A Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 7,383 $761K 0.37% -80 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,375 $760K 0.48% +404 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 7,350 $757K 0.53% -5 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,347 $757K 0.37% +930 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,342 $757K 0.05% +288 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,364 $756K 0.63% -242 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,318 $754K 0.13% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 7,315 $754K 0.01% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,298 $752K 0.06% +60 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,294 $752K <0.01% -255 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 7,290 $751K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,287 $751K 0.19% +1,285 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,265 $749K 0.3% -360 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 7,260 $748K 0.45% +1,068 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,254 $748K 0.17% -134 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 7,239 $746K 0.62% +4,621 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,235 $746K 0.52% +50 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,202 $742K 0.04% +200 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 7,189 $741K 0.24% +2,050 13F-HR Timeline United Bank More: the full row for United Bank 7,189 $741K 0.26% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 7,179 $740K 0.32% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,170 $739K 0.4% +37 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,167 $739K 0.06% new 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,156 $737K 0.22% -50 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,140 $736K 0.16% +209 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,138 $736K 0.28% -68 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 7,087 $730K 0.14% +118 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 7,082 $730K 0.17% -379 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 7,045 $726K 0.11% +700 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,031 $725K 1% +1 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,029 $724K 0.1% -51 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 7,022 $724K 0.14% +100 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,019 $723K 0.21% +84 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,019 $723K 0.34% +614 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,092 $723K 0.27% +18 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,015 $723K 0.3% +17 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,014 $723K 0.42% +20 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,012 $723K 0.07% +360 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,999 $721K 0.31% +361 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,983 $720K 0.32% +162 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,977 $719K 0.12% +2,939 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,969 $718K 0.1% +102 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 6,954 $717K 0.5% +298 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,951 $716K 0.14% +2,779 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,919 $713K 0.01% +334 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,913 $712K 0.23% -978 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,909 $712K 0.16% -2,174 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,903 $711K 0.31% +1,128 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,899 $711K 0.49% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,885 $710K 0.58% +47 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,878 $709K 0.26% -141 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,869 $708K 0.21% +586 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,867 $708K 0.02% -21,080 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,854 $706K 0.1% -458 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 6,848 $706K 0.24% -2,038 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,841 $705K 0.09% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,837 $705K 0.14% -151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,834 $704K 0.43% +3,966 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6,811 $702K 0.52% +3,504 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,806 $701K 0.32% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,803 $701K 0.12% +72 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,802 $701K 0.05% +200 13F-HR/A Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 6,792 $700K 0.12% 0 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 6,784 $699K 0.46% +1 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 6,777 $698K 0.39% -663 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 6,770 $698K 0.09% -579 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 6,764 $697K 0.14% +984 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,831 $696K 0.23% +4,006 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,741 $695K 0.2% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,740 $695K 0.2% -11 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,733 $694K 0.13% +214 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,711 $692K 0.13% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,710 $692K 0.03% +175 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,705 $691K 0.36% -2,142 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6,697 $690K 0.65% 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,691 $690K 0.1% -2,998 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,686 $689K 0.16% +195 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 6,670 $687K 0.16% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,664 $687K 0.19% +26 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,657 $686K 0.43% +158 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 6,650 $685K 0.37% -395 13F-HR/A Timeline David J Yvars Group More: the full row for David J Yvars Group 6,647 $685K 0.37% +5 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,645 $685K 0.09% -18,125 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,637 $684K 0.49% -47 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,633 $684K 0.2% +632 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,632 $683K 0.22% -34 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,624 $683K 0.16% +2 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,618 $682K 0.08% -8 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,624 $682K 0.23% +26 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 6,615 $682K 0.29% -199 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,602 $680K 0.14% +359 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,596 $680K 0.21% -169 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,594 $680K 0.1% +233 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,585 $679K 0.22% -66 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 6,566 $677K 0.21% +2,496 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,562 $676K 0.03% +162 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,562 $676K 0.06% -261 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 6,557 $676K 0.21% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,556 $676K 0.56% -69 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,556 $676K 0.42% -38,086 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 6,555 $676K 0.42% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,546 $675K 0.21% +129 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,545 $675K 0.28% +186 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,542 $674K 0.45% 0 13F-HR/A Timeline GQG Partners LLC More: the full row for GQG Partners LLC 6,526 $673K <0.01% -1,472 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,520 $672K 0.3% +83 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 6,507 $671K 0.13% -98 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,506 $671K 0.26% +96 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 6,502 $670K 0.33% -250 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,491 $669K 0.59% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,488 $669K 0.14% -165 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,502 $667K 0.16% -42 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,473 $667K 0.4% -595 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,458 $666K 0.36% -840 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 6,450 $665K 0.49% -2,500 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 6,427 $662K 0.01% -32,569 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6,432 $662K 0.19% +2,651 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 6,419 $662K 0.45% -100 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,417 $661K 0.44% -915 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,414 $661K 0.19% -2,378 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 6,396 $659K 0.39% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,364 $656K 0.06% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,370 $655K 0.17% -5,877 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,352 $655K 0.06% +137 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,343 $654K 0.26% +192 13F-HR Timeline