Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,208 $607K 0.45% -435 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 6,150 $605K 0.08% +443 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 6,182 $604K 0.22% +30 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 6,177 $604K 0.14% +316 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,167 $603K 0.24% +3 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,151 $601K 0.26% -6,526 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,149 $601K 0.38% +48 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,147 $601K 0.06% +492 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,143 $601K 0.19% +24 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,139 $600K 0.08% -39 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,136 $600K 0.14% +33 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,133 $600K 0.01% -2,066 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,127 $599K 0.55% -36 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,121 $599K 0.52% +560 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,120 $598K 0.19% +3,839 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,119 $598K 0.12% -1,686 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,116 $598K 0.08% +3,356 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 6,106 $597K 0.12% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 6,102 $597K 0.36% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,084 $595K 0.17% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 6,073 $594K 0.05% +78 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,070 $594K 0.16% -1,000 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,066 $593K 0.06% +2,393 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,065 $593K 0.45% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,060 $593K 0.47% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,192 $592K 0.4% +1,498 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 6,049 $591K 0.14% +130 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,047 $591K 0.22% +453 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 6,047 $591K 0.27% +35 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,046 $591K 0.41% +16 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 6,034 $590K 0.09% +174 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,018 $588K 0.07% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 6,011 $588K 0.21% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 6,002 $587K 0.16% +2,057 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,001 $587K 0.18% -5 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,000 $587K 0.39% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 83,694 $586K 0.3% -31 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,992 $586K 0.07% -262 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,979 $585K 0.19% +136 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,979 $585K 0.67% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,974 $584K 0.14% +883 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,973 $584K 0.2% -89 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,949 $582K 0.35% +179 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 5,916 $578K 0.05% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,898 $577K 0.11% +540 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,888 $576K 0.01% +35 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 5,887 $576K 0.32% +2 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,885 $575K 0.41% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,870 $574K 0.27% +429 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,836 $573K 0.12% -466 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,864 $573K 0.14% +2,533 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,864 $573K 0.14% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 5,995 $569K 0.17% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,814 $568K 0.21% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,812 $568K 0.39% +40 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,810 $568K 0.34% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,792 $566K 0.12% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,780 $565K 0.12% -74 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,777 $565K 0.48% -128 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,775 $565K 0.07% -560 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 5,775 $565K 0.27% +71 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,772 $564K 0.06% +25 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,760 $563K 0.16% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,756 $563K 0.06% -16 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,754 $563K 0.17% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,751 $562K 0.43% +23 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,741 $561K 0.21% +13 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5,734 $561K 0.13% +76 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 5,729 $560K 0.16% +27 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 5,727 $560K 0.43% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 5,726 $560K 0.29% +418 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,710 $558K 0.12% -33 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,709 $558K 0.33% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,705 $558K 0.04% -57 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,700 $557K 0.25% -54 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,693 $557K 0.08% +38 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,688 $556K 0.09% +2,579 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,674 $555K 0.27% +7 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,648 $552K 0.44% -1 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,641 $552K 0.18% +1,200 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,641 $552K 0.26% -398 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,640 $552K 0.33% +3 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,634 $551K 0.05% -310 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,634 $551K 0.32% +601 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,633 $551K 0.1% +29 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,624 $550K 0.14% -1,093 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,619 $549K 0.09% -368 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,609 $548K 0.16% +527 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,597 $547K 0.44% -1,122 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 5,596 $547K 0.48% +1 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,599 $547K 0.26% -3,025 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,597 $547K 0.16% -598 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5,596 $547K 0.08% +173 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 5,592 $547K 0.28% +18 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,405 $545K 0.28% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 5,573 $545K 0.19% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,569 $545K 0.05% +259 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,564 $544K 0.38% +503 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,557 $543K 0.16% +954 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,553 $543K 0.14% +220 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,547 $542K 0.41% +8 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,542 $542K 0.73% -63 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5,535 $541K 0.65% +108 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,235 $541K 0.13% +6 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,501 $538K 0.2% +267 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,498 $538K 0.04% +600 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,494 $537K 0.17% -364 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,478 $536K 0.25% 0 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 5,449 $536K 0.36% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,472 $535K 0.15% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,454 $534K 0.43% +351 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 5,462 $534K 0.32% +28 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,460 $534K 0.1% +225 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 5,455 $533K 0.2% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,448 $533K 0.33% -1 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 5,446 $533K 0.83% -10,034 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,446 $532K 0.12% -1,023 13F-HR/A Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,427 $531K 0.2% +5 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 5,328 $529K 0.1% -90 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,419 $527K 0.19% +655 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,384 $526K 0.03% +1 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 5,376 $526K 0.3% -6,018 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,346 $523K 0.31% +64 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 5,342 $522K 0.44% +2,857 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 5,304 $521K 0.31% +488 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,319 $520K 0.1% -1,177 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,317 $520K 0.28% -444 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,317 $520K 0.35% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,306 $519K 0.06% +1,488 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,258 $518K 0.11% -3,528 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 5,290 $517K 0.19% 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 5,268 $515K 0.29% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 5,264 $515K 0.29% +4,621 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 5,262 $515K 0.04% -230 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,541 $514K 0.17% -165 13F-HR/A Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,235 $514K 0.3% -192 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,256 $514K 0.35% +392 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,256 $514K 0.41% -361 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,252 $514K 0.24% -93 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,250 $513K 0.41% +576 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,213 $510K 0.18% +297 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 5,207 $509K 0.14% +250 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 5,207 $509K 0.23% +653 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,185 $508K 0.16% +2,242 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,193 $508K 0.31% -1,050 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5,191 $508K 0.22% +5,187 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 5,184 $507K 0.32% +212 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,176 $506K 0.18% +69 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,171 $506K 0.02% +90 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,169 $505K 0.25% +3 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,076 $504K 0.25% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 5,156 $504K 0.25% +216 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,156 $504K 0.02% -150 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,151 $504K 0.21% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,151 $504K 0.04% -65 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,142 $503K 0.48% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,139 $502K 0.18% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,127 $501K 0.25% +177 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,125 $501K 0.08% -2,193 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,124 $501K 0.08% +1,456 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,124 $501K 0.06% +305 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,119 $501K 0.28% -20 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,115 $500K 0.08% -1 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 5,113 $500K 0.37% -1,970 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,111 $500K 0.11% -20 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,102 $499K 0.15% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,098 $499K 0.08% -315 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,093 $498K 0.18% +55 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,093 $498K 0.07% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,092 $498K 0.02% +505 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,091 $498K 0.11% +251 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,075 $496K 0.06% -31 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,074 $496K 0.04% -3,036 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,255 $496K 0.17% +677 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 5,646 $496K 0.3% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,066 $495K 0.09% +301 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,064 $495K 0.03% +82 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,062 $495K 0.09% -1,023 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,062 $495K 0.17% -5,173 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,061 $495K 0.04% -775 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,060 $495K 0.16% -12,967 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 5,076 $494K 0.23% -727 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,040 $493K 0.21% +10 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 5,034 $492K 0.23% +300 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,027 $492K 0.44% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 5,026 $491K 0.5% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,025 $491K 0.11% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 5,023 $491K 0.42% new 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 5,016 $490K 0.29% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,002 $489K 0.02% -854 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,000 $489K 0.32% 0 13F-HR Timeline Shellback Capital, LP More: the full row for Shellback Capital, LP 5,000 $489K 0.03% -103,000 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,998 $489K 0.38% +7 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,966 $488K 0.29% +12 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,995 $488K 0.24% -249 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,995 $488K 0.06% +97 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,985 $487K 0.05% -37,196 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,977 $487K 0.33% -720 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,972 $486K 0.22% +357 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 4,957 $485K 0.32% +261 13F-HR Timeline