BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 5,846 $1.3M 0.98% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,844 $1.3M 1.37% +742 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 5,790 $1.29M 1.18% -339 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 5,783 $1.28M 1.22% +811 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,775 $1.28M 0.72% -862 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 5,771 $1.28M 0.49% +4 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 5,762 $1.28M 1.08% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 5,761 $1.28M 1.11% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 5,756 $1.28M 0.37% +1 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 5,754 $1.28M 1.08% +1,300 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,744 $1.28M 0.67% +1 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 5,744 $1.28M 0.89% +294 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 5,727 $1.27M 0.72% +482 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,723 $1.27M 0.45% +281 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 5,715 $1.27M 0.27% 0 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 5,685 $1.26M 0.3% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 5,680 $1.26M 0.66% +919 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,678 $1.26M 1.09% +140 13F-HR/A Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 5,670 $1.26M 0.67% -70 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 5,668 $1.26M 0.66% -160 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5,650 $1.26M 0.91% +2 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,634 $1.25M 0.51% +3,701 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 5,628 $1.25M 0.71% -443 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 5,629 $1.25M 2.28% +523 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 5,610 $1.25M 1.08% -1 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,607 $1.25M 0.6% +76 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 5,602 $1.24M 0.86% +1,918 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 5,596 $1.24M 0.67% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,591 $1.24M 1% +121 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,587 $1.24M 0.45% -909 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,571 $1.24M 1.53% -365 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 5,573 $1.24M 0.39% +1,338 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,573 $1.24M 0.19% -6,776 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5,571 $1.24M 0.48% +43 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 5,567 $1.24M 0.74% -935 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 5,550 $1.23M 0.16% new 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 5,540 $1.23M 0.44% 0 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 6,465 $1.23M 0.21% 0 13F-HR/A Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,537 $1.23M 1.12% 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 5,536 $1.23M 1.11% 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 5,535 $1.23M 0.73% -84 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 5,525 $1.23M 1.23% -1,010 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,505 $1.22M 0.96% -1,065 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 5,500 $1.22M 1.42% new 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 5,499 $1.22M 0.43% -51 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 5,489 $1.22M 0.91% -90 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,488 $1.22M 1.22% -57 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5,489 $1.22M 0.64% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,469 $1.21M 1.28% -86 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 5,456 $1.21M 0.36% +2 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,449 $1.21M 0.32% -303 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,437 $1.21M 0.98% 0 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 5,404 $1.2M 0.61% +857 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,393 $1.2M 0.57% +24 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,384 $1.2M 1.04% -142 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,383 $1.2M 1.11% -38 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,381 $1.2M 0.78% +1,446 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,374 $1.19M 0.86% -213 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 5,371 $1.19M 0.89% -556 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 5,366 $1.19M 0.47% +78 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,362 $1.19M 0.4% -110 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,351 $1.19M 0.62% -886 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,350 $1.19M 0.74% -525 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,349 $1.19M 1.07% -214 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 5,347 $1.19M 0.54% 13F-HR/A Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,339 $1.19M 0.63% -102 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,330 $1.18M 0.73% +112 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,330 $1.18M 0.04% +129 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 5,327 $1.18M 0.56% +487 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 5,925 $1.18M 0.87% +77 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for O'Keefe Stevens Advisory, Inc. 5,194 $1.15M 0.38% 0 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 5,187 $1.15M 1.33% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5,185 $1.15M 22.41% +109 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 5,179 $1.15M 0.76% -1,139 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,767 $1.15M 0.37% +152 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 5,154 $1.15M 0.76% -83 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 5,140 $1.14M 0.6% +1 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 5,139 $1.14M 0.17% -688 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 5,134 $1.14M 0.35% 0 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 5,129 $1.14M 0.83% +84 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 5,111 $1.14M 0.26% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 5,108 $1.13M 0.43% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,093 $1.13M 0.72% -260 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 5,050 $1.13M 0.87% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,087 $1.13M 0.65% -5,874 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 5,079 $1.13M 0.56% 0 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 5,333 $1.13M 0.92% 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 5,067 $1.13M 0.2% 0 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 5,053 $1.12M 0.64% -1,439 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 5,051 $1.12M 0.46% +5 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 5,043 $1.12M 0.36% -17 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,041 $1.12M 0.07% -2,007 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,039 $1.12M 0.55% -23 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,005 $1.11M 1.04% +3 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 5,003 $1.11M 1.23% -704 13F-HR/A Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.11M 1.22% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,997 $1.11M 0.92% -1,124 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 4,987 $1.11M 1.26% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4,981 $1.11M 0.84% +343 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 4,975 $1.11M 0.77% +851 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,965 $1.1M 0.83% -31 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,957 $1.1M 0.46% -1,078 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,952 $1.1M 3.78% +2,327 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 4,951 $1.1M 0.42% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,944 $1.1M 0.25% -128 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,942 $1.1M 0.66% +294 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 4,937 $1.1M 1.14% +1,836 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,920 $1.09M 2.07% +825 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,893 $1.09M 0.51% +7 13F-HR Timeline James Reed Financial Services, Inc. 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More: the full row for Timonier Family Office, LTD. 4,855 $1.08M 0.48% -326 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,837 $1.07M 0.15% -630 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 4,832 $1.07M 0.67% +220 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,831 $1.07M 1.07% -79 13F-HR Timeline CROBAN More: the full row for CROBAN 4,815 $1.07M 0.99% -2,484 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,809 $1.07M 0.77% 0 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,800 $1.07M 0.03% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,800 $1.07M 0.54% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,792 $1.06M 0.8% -13,640 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,791 $1.06M 0.45% -868 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,788 $1.06M 0.64% -140 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,781 $1.06M 0.56% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,775 $1.06M 0.1% -28,198 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,762 $1.06M 0.25% -59 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,752 $1.06M 0.88% -48 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,749 $1.05M 0.77% -127 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,745 $1.05M 0.39% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,734 $1.05M 0.8% +971 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,719 $1.05M 0.73% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,711 $1.05M 0.75% -502 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,704 $1.04M 0.04% +120 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,702 $1.04M 1.06% -217 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 4,692 $1.04M 0.32% -1,028 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,682 $1.04M 0.54% -61,096 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,663 $1.04M 0.18% -848 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,662 $1.04M 0.37% +91 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,662 $1.04M 0.67% +56 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,658 $1.03M 0.48% +129 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,656 $1.03M 0.77% +625 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 5,203 $1.03M 1.06% -37 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 4,650 $1.03M 1.09% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 4,695 $1.03M 0.41% -2,501 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 4,626 $1.03M 0.09% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,619 $1.03M 0.9% -116 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 4,616 $1.03M 0.41% +317 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,612 $1.02M 3.13% -2,000 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4,608 $1.02M 0.72% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,843 $1.02M 0.62% +1,285 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,585 $1.02M 0.52% +1,854 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 4,536 $1.01M 18.85% +905 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,511 $1M 0.92% +61 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,497 $999K 0.5% +1 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,038 $998K 1.05% +510 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 4,489 $997K 0.81% -1,400 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,463 $991K 0.64% +44 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,462 $991K 0.94% -214 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 4,435 $985K 0.05% -435 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 4,425 $982K 0.29% -139 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 4,417 $981K 0.57% -200 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,413 $980K 0.55% -557 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,409 $979K 0.84% +128 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,376 $976K <0.01% -2,463,237 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 4,374 $972K 0.57% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,369 $971K 0.41% +602 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,367 $970K 0.63% -561 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,338 $964K 0.49% +9 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,317 $959K 0.73% +184 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 4,300 $955K 0.77% 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,283 $951K 0.42% -73 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 4,277 $950K 0.46% -45 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,251 $949K 0.68% -163 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 4,261 $946K 0.97% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,243 $942K 0.57% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,239 $942K 0.8% -435 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,237 $941K 0.59% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,236 $941K 1.6% +439 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,224 $938K 0.5% +3,100 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,219 $937K 0.54% -112 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,217 $937K 0.27% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 4,215 $936K 0.64% -323 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 4,211 $935K 0.63% +930 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,192 $931K 0.45% -2,673 13F-HR Timeline