AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 7,644 $852K 0.36% -1,121 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 7,132 $850K 0.17% -322 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7,628 $850K 0.35% +22 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 7,615 $848K 0.6% -252 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 7,609 $848K 0.02% +319 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,836 $847K 0.17% -1,720 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,601 $847K 0.16% +764 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,597 $846K 0.31% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,594 $846K 0.13% +154 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,592 $846K 0.05% -60,204 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,593 $846K 0.23% -25 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,587 $845K 0.03% -243 13F-HR/A Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,551 $841K 0.48% +1,576 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 7,548 $841K 0.53% -199 13F-HR Timeline United Bank More: the full row for United Bank 7,533 $839K 0.28% +344 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,533 $839K 0.15% +582 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,529 $839K 0.56% -366 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,529 $839K 0.11% +500 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,504 $836K 0.44% -119 13F-HR Timeline S&CO INC More: the full row for S&CO INC 7,512 $836K 0.05% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 7,500 $836K 0.37% +3,300 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 7,500 $836K 0.2% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 7,500 $836K 0.39% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,492 $835K 0.3% -3,842 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,487 $834K 0.07% +189 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 7,480 $833K 0.34% -512 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,479 $833K 0.04% -67 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 7,468 $832K 0.1% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 7,455 $831K 0.51% +900 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 7,440 $829K 0.16% -104 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,422 $827K 0.31% -265 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,392 $824K 0.2% +2,223 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,388 $823K 0.58% +1,109 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,374 $822K 0.18% +120 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 7,333 $817K 0.2% +1,096 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,325 $816K 0.05% -475 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,315 $815K 0.08% -6,904 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,300 $813K 0.32% +35 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,292 $812K 0.16% +152 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,284 $812K 0.32% +269 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,272 $810K 0.2% -15 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,265 $809K 0.22% -185 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,287 $809K 0.7% +590 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 7,261 $809K 0.32% 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 7,260 $809K 0.46% +4,170 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,249 $808K 0.21% +93 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,249 $807K 0.14% -69 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,235 $806K 0.44% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,217 $804K 0.49% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,124 $803K 0.28% -45 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,206 $803K 0.21% -953 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 7,204 $803K 0.4% 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 7,199 $802K 0.63% -497 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,186 $801K 0.05% +384 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 7,120 $800K 0.64% -280 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,096 $800K 0.27% +4 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 7,178 $800K 0.28% 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,156 $797K 0.58% +345 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,148 $796K 0.28% +2,742 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,134 $795K 0.09% +934 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 7,124 $794K 0.15% +102 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 7,121 $793K 2.79% -1,044 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,197 $793K 0.22% +283 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,632 $791K 0.1% -13 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 7,085 $789K 0.17% +461 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 7,081 $789K 0.38% 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,031 $783K 1.06% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,502 $782K 0.18% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,020 $782K 0.15% +256 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,014 $781K 0.07% +2 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,996 $781K 0.57% -980 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,999 $780K 0.34% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,986 $778K 0.66% -18,437 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 6,978 $777K 0.23% +412 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,969 $776K 0.11% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,490 $774K 0.24% -3,574 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,922 $771K 0.71% -12,117 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,916 $771K 0.1% +62 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,831 $770K 0.22% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,899 $769K 0.53% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,896 $768K 0.37% -487 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,885 $767K 0.57% 0 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 6,875 $766K 0.53% +238 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 6,859 $766K 0.39% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,842 $762K 0.32% -141 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,833 $761K 0.31% -70 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,831 $761K 0.43% -183 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,813 $761K 0.22% +181 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,812 $761K 0.08% +2,330 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,818 $760K 0.02% -101 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 6,817 $759K 0.13% +25 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,786 $758K 0.17% +100 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 6,788 $758K 0.45% -1,167 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 6,776 $757K 0.15% 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,790 $756K 0.46% -44 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,756 $753K 0.45% +200 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 6,751 $752K 0.26% -702 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 6,749 $752K 0.25% -99 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,746 $752K 0.12% +2,206 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,741 $751K 0.21% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,720 $749K 0.22% -20 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 6,714 $748K 0.11% -750 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,711 $748K 0.14% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,515 $747K 0.28% +3,750 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,285 $746K 0.17% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,691 $745K 0.09% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,691 $745K 0.08% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,683 $745K 0.09% -76 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,682 $744K 0.26% -196 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 6,681 $744K 0.45% -779 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,674 $744K 0.21% +10 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,673 $743K 0.1% +2,800 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,672 $743K 0.13% -61 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,662 $742K 0.15% +174 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,660 $742K 0.38% -45 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 6,657 $742K 0.56% 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,647 $741K 0.39% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,637 $739K 0.1% +43 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,629 $738K 0.22% +33 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,614 $737K 0.29% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,614 $737K 0.09% -4 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,613 $737K 0.21% -20 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,591 $734K 0.42% +370 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,591 $734K 0.26% +260 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,589 $734K 0.17% -13 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,556 $730K 0.17% -526 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 6,548 $730K 0.69% 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,545 $729K 0.26% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 6,534 $728K 0.45% -250 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 6,525 $727K 0.42% +129 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,521 $726K 0.01% +633 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 6,512 $726K 0.28% -626 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,507 $725K 0.22% -39 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,495 $724K 0.41% +22 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,487 $723K 0.59% -69 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,481 $722K 0.58% -10 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,470 $721K 0.4% -790 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,458 $719K 0.29% -62 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 6,450 $719K 0.53% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,425 $716K 0.4% +961 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,424 $716K 0.19% +10 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,410 $714K 0.13% +1,378 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,401 $713K 0.41% -3,075 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 6,389 $712K 0.43% -30 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,382 $711K 0.08% -1,705 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 6,367 $709K 0.35% 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,364 $709K 0.07% 0 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 6,277 $708K 0.23% +1,670 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,335 $706K 0.02% new 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,332 $706K 0.36% 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,320 $704K 0.68% 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,317 $704K 0.54% -100 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 6,316 $704K 0.13% -191 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,306 $703K 0.28% -200 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 6,290 $701K 0.47% -1,060 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,283 $700K 0.11% +1,151 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 6,278 $699K 0.67% 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,275 $699K 0.12% +44 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,271 $699K 0.11% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,254 $697K 0.11% -20 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 6,253 $697K 0.11% +453 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,245 $696K 0.1% +1,182 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 6,227 $694K 0.2% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 6,224 $693K 0.14% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,218 $693K 0.57% +5,877 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 6,220 $693K 0.62% 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 6,208 $692K 0.54% 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 6,205 $691K 0.33% -297 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,205 $691K 0.05% +1,113 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 6,191 $690K 0.69% +231 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,172 $688K 0.1% +265 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 6,168 $687K 0.7% -20 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 6,160 $686K 0.5% +350 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,158 $686K 0.35% -300 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 6,143 $684K 0.12% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,121 $682K 0.14% -49 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,119 $682K 0.13% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 6,106 $680K 0.13% 0 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 6,103 $680K 0.12% 13F-HR/A Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 6,102 $680K 0.34% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,102 $680K 0.07% +171 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,100 $680K 0.1% -39 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,094 $679K 0.18% +576 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 6,092 $679K <0.01% -434 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,074 $677K 0.07% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,071 $676K 0.18% -205 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,070 $676K 0.17% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,067 $676K 0.19% -802 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,062 $675K 0.23% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,060 $675K 0.5% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,057 $675K 0.64% 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 6,050 $674K 0.14% +258 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,043 $673K 0.19% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,039 $673K 0.2% +236 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 6,028 $672K 0.08% -742 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 6,023 $671K 0.72% 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,018 $670K 0.07% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,013 $670K 0.41% -644 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,006 $669K 0.22% +499 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,936 $669K 0.36% +2,839 13F-HR Timeline