EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,000 $668K 0.37% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 6,000 $668K 0.64% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,993 $668K 0.09% +373 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,993 $668K 0.19% -5 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 5,990 $667K 0.52% +3,120 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,983 $667K 0.2% -10 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,979 $666K 0.76% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 5,974 $666K 1.1% -275 13F-HR Timeline VeraBank, N.A. 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Kraus & Co More: the full row for M. Kraus & Co 5,929 $661K 0.18% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,921 $660K 0.14% +134 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 5,921 $660K 0.51% -170 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,920 $659K 0.35% -30 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 5,808 $657K 0.38% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,887 $656K 0.09% +2,950 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 5,881 $655K 0.07% +539 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,869 $654K 0.06% +3,868 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,858 $653K 0.37% 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,856 $652K 0.43% +3,581 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,855 $652K 0.06% +563 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 5,838 $652K 0.44% -111 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 5,846 $651K 0.58% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,846 $651K 0.04% +141 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,843 $651K 0.09% -42 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,836 $650K 0.47% -13 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,833 $650K 0.11% +3,000 13F-HR Timeline Stronghold Wealth Management L.L.C. 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More: the full row for BROGAN FINANCIAL, INC. 5,567 $620K 0.27% -1,048 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 5,541 $620K 0.24% +546 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,567 $620K 0.3% 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,566 $620K 0.39% +1,100 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,565 $620K 0.4% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 5,565 $620K 0.36% +66 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,550 $618K 0.21% 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,547 $618K 0.38% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,545 $618K 0.18% -68 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,540 $617K 0.26% +572 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,525 $617K 0.09% +117 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 5,449 $616K 0.37% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 5,524 $615K 0.14% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,520 $615K 0.26% -157 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,507 $614K 0.44% +405 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 5,494 $612K 0.08% 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,482 $611K 0.19% -119 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for FWG Investments, LLC. 5,402 $602K 0.38% -379 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 5,402 $602K 0.06% -150 13F-HR/A Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,399 $602K 0.59% 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 5,397 $601K 0.34% +78 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,389 $600K 0.05% -963 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,382 $599K 0.34% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $599K 0.36% 13F-HR Timeline Amount filed as zero, left out of ratios. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,360 $597K 0.15% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,353 $596K 0.27% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,353 $596K 0.13% -116 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 5,347 $596K 0.03% -14,196 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,339 $595K 0.19% -162 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,333 $594K 0.18% +97 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 5,329 $594K 0.24% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 5,328 $594K 0.1% -21 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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More: the full row for Davies Financial Advisors, Inc. 5,137 $572K 1.06% -11,833 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,103 $572K 0.1% -150 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,117 $570K 0.08% +315 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,114 $570K 0.09% -3 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,105 $569K 0.16% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,097 $568K 0.35% -500 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,093 $567K 0.07% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,091 $567K 0.05% -430 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,087 $567K 0.08% +532 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,077 $566K 0.25% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,071 $565K 0.33% -129 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 4,224 $565K 0.55% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,055 $563K 0.11% -9 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,053 $563K 0.31% 13F-HR Timeline Copley Financial Group, Inc. 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