Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,091 $589K 0.02% -3,323 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,088 $589K 0.13% +2,044 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,075 $587K 0.42% 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,062 $585K 0.17% +2,031 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,056 $584K 0.03% +2,278 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,042 $582K 0.11% +1,871 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,980 $581K 0.03% 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,003 $576K 0.28% +2,170 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,002 $576K 0.17% +1,995 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,996 $575K 0.15% +1,714 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 3,984 $574K 0.43% +1,985 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,984 $574K 0.07% +1,694 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,982 $573K 0.34% +1,890 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,960 $570K <0.01% +1,980 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 3,954 $569K 0.23% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,037 $569K 0.38% +2,175 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,950 $569K 0.16% +1,975 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,944 $568K 0.58% +2,237 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,943 $568K 0.17% +1,948 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,910 $565K 0.01% +1,955 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,912 $563K 0.02% +2,058 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,908 $563K 0.22% +1,604 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,883 $559K 0.08% +1,738 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,879 $559K 0.03% +2,072 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 3,877 $558K 0.44% 13F-HR/A Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,876 $558K 0.37% +1,938 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 3,872 $557K 0.38% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,864 $556K 0.11% -383 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,857 $555K 0.03% +2,206 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,845 $554K 0.22% +1,903 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,837 $552K 0.02% +1,691 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,824 $551K <0.01% +2,124 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,820 $550K 0.12% +2,511 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,815 $549K 0.58% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,812 $549K 0.04% +1,906 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,805 $548K 0.17% +1,359 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,800 $547K 0.05% +1,858 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,793 $546K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,786 $545K 0.05% +1,869 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,785 $545K 0.2% +1,876 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,782 $544K 0.19% +1,830 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,742 $539K 0.15% +1,924 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,736 $538K 0.06% +2,306 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,722 $536K 0.15% +1,861 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,720 $536K 0.06% +1,860 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,711 $534K <0.01% +1,938 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,706 $534K <0.01% new 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,704 $533K 0.09% +1,848 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,702 $533K 0.03% +2,660 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,698 $533K 0.46% +1,852 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,692 $532K 0.21% +2,296 13F-HR/A Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,690 $531K <0.01% +1,063 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,682 $530K 0.05% +1,812 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,682 $530K 0.33% +1,869 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,681 $530K 0.04% +1,841 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,666 $528K 0.19% +1,819 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,665 $528K 0.02% +2,565 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,656 $526K 0.19% +1,828 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,652 $526K 0.08% +1,826 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,626 $522K 0.05% +1,813 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,625 $522K 0.21% +962 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,618 $521K 0.38% +1,796 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,613 $520K 0.22% +1,808 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,612 $520K 0.08% +1,806 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,600 $518K 0.2% +1,800 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,595 $518K 0.13% +1,798 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,586 $516K 0.06% +1,793 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,580 $515K 0.17% +1,790 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,579 $515K 0.17% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,573 $514K 0.18% +1,784 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,560 $513K 0.19% +1,780 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,560 $513K 0.06% 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,545 $510K 0.12% +1,829 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,542 $510K 0.1% +1,819 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,525 $508K 0.3% +1,764 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,520 $507K 0.13% +1,760 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,507 $505K 0.06% +2,096 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,500 $504K 0.07% 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,498 $504K 0.45% 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 3,488 $502K 0.53% +1,744 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,488 $502K 0.15% +1,425 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,488 $502K 0.11% +2,119 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,487 $502K 0.01% -3,276 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,480 $501K 0.04% +1,712 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,476 $501K 0.25% +1,613 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,470 $500K 0.11% 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,469 $499K 0.07% +1,896 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,466 $499K 0.2% +1,733 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,461 $498K 0.01% +1,678 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,459 $498K 0.21% +1,707 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,458 $498K 0.15% +1,354 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,456 $498K 0.17% +1,488 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,453 $497K 0.07% +1,679 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,444 $496K 0.02% +1,649 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,444 $496K 0.06% +1,644 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,434 $494K 0.11% +1,589 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,431 $494K 0.15% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 3,418 $492K 0.11% +2,514 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,417 $492K 0.14% +1,732 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,411 $491K 0.14% +1,705 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,410 $491K 0.28% +1,704 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 3,400 $489K 0.38% 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,394 $489K 0.41% 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,388 $488K 0.34% +1,566 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,375 $486K 0.05% +1,687 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 3,371 $485K 0.41% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,364 $484K 0.02% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,355 $483K 0.05% +1,738 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,352 $483K 0.02% +1,643 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,350 $482K 0.4% +1,675 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,347 $482K 0.09% +1,654 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,321 $478K 0.06% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,276 $474K 0.37% +1,210 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,282 $473K 0.14% +1,641 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,276 $472K 0.05% +1,638 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,088 $471K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,272 $471K 0.14% +2,933 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,266 $470K 0.17% +1,656 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,258 $469K 0.02% +1,494 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,257 $469K 0.09% +1,792 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,246 $467K 0.18% +1,623 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,223 $464K 0.22% +1,616 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,175 $464K 0.29% +2,366 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,204 $461K 0.05% +2,084 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,196 $460K 0.04% +1,575 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 3,199 $460K 0.06% -21,647 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,178 $458K 0.09% +1,584 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,172 $457K 0.27% +1,575 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,172 $457K 0.01% +1,586 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,167 $456K 0.06% +1,627 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,162 $455K 0.08% +2,084 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,161 $455K 0.12% +1,493 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 3,150 $454K 0.28% +1,575 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,143 $452K 0.12% +1,576 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,138 $452K 0.01% +1,504 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,121 $449K 0.09% +1,560 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,120 $449K 0.13% +1,552 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,118 $449K 0.09% +1,559 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,108 $447K 0.16% +1,555 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,106 $447K 0.13% 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,106 $447K 0.04% +1,728 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 3,106 $447K 0.16% +1,553 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,100 $446K 0.26% +1,550 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,100 $446K 0.2% +1,550 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,100 $446K 0.05% +1,550 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,100 $446K 0.13% +2,275 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,100 $446K 0.13% +1,600 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 3,100 $446K 0.2% +1,550 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,082 $444K 0.27% +1,541 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 3,073 $442K 0.56% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,072 $442K 0.2% +1,522 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,054 $440K 0.06% +1,529 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,046 $439K 0.19% +123 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,035 $437K 0.05% +1,517 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,024 $435K 0.04% +1,521 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,006 $433K 0.03% +1,580 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,000 $432K 0.06% +1,500 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 2,993 $431K 0.45% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,990 $430K 0.26% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,981 $429K 0.31% +1,576 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 2,980 $429K 0.05% +1,986 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,978 $429K 0.15% 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,963 $427K 0.3% +1,490 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 2,962 $426K 0.36% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,960 $426K 0.15% +1,464 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,952 $425K 0.02% new 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,950 $425K 0.11% 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 3,613 $425K 0.08% +1,807 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,949 $425K 0.32% +1,471 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,949 $425K 0.12% +1,250 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,944 $424K 0.28% +1,472 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,912 $419K 0.02% +2,482 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,863 $418K 0.17% +1,431 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,906 $418K 0.07% +1,487 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,903 $418K 0.05% +1,821 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,895 $417K 0.1% +1,882 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,896 $417K 0.13% 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,896 $417K 0.21% 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 2,894 $417K 0.3% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,891 $416K 0.05% +1,233 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,891 $416K 0.01% +524 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,890 $416K 0.01% +1,445 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,890 $416K 0.3% +1,434 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,902 $416K 0.09% +1,367 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,889 $416K +1,295 Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,884 $415K 0.1% +1,442 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,866 $413K 0.02% +2,016 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,860 $412K 0.02% +1,430 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,850 $410K 0.02% +1,348 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,848 $410K 0.04% -170 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,810 $408K 0.09% +1,359 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,820 $406K 0.13% +1,530 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,818 $406K 0.06% +1,409 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,816 $405K 0.13% +1,367 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,800 $403K 0.03% +1,400 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,798 $403K 0.21% +1,717 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,796 $403K 0.39% 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,787 $402K 0.31% +1,602 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,790 $402K 0.12% +1,395 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,787 $401K 0.23% +1,275 13F-HR Timeline