Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 2,729 $606K 0.52% +85 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,711 $602K 0.51% +588 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,709 $602K 0.7% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,706 $601K 0.12% +505 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,700 $600K 2.61% -2,000 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,700 $600K 0.68% -900 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,698 $599K 0.6% -182 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 2,695 $599K 0.22% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 2,694 $598K 0.27% +56 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,687 $597K 0.64% -447 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,829 $596K 0.54% -399 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,680 $595K 0.15% +746 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,669 $593K 0.09% -67,894 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2,658 $590K 0.49% -30 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 2,654 $590K 0.46% -564 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 2,651 $589K 0.41% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berkeley, Inc More: the full row for Berkeley, Inc 2,643 $587K 0.28% 0 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 2,622 $582K 0.27% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,612 $580K 0.89% +4 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 2,610 $580K 0.34% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,610 $580K 0.03% +833 13F-HR Timeline Group Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 2,607 $579K 0.24% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,602 $578K 0.5% -870 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,599 $577K 0.4% +966 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 2,578 $573K 0.65% 0 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 2,566 $570K 0.43% 0 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 2,818 $570K 0.59% +138 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 2,558 $568K 0.48% -394 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 2,552 $567K 0.24% -225 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 2,550 $566K 0.21% -50 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 2,536 $565K 0.41% +1 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 2,535 $563K 0.38% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,516 $559K 0.3% -25 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,513 $558K 0.37% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 2,513 $558K 0.51% -10,417 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,506 $557K 2.42% -179 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,500 $555K 0.02% -8,243 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 2,498 $555K 0.19% -1,090 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,498 $555K 0.26% -1,354 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,494 $554K 0.26% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,493 $554K 0.54% +106 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,489 $553K 0.47% -1,567 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 2,471 $549K 0.16% -9,096 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 2,465 $548K 0.38% 0 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,461 $547K 0.54% -1,119 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 2,450 $544K 0.2% new 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 2,400 $533K 0.07% +2,300 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $533K 0.33% +1,300 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 2,400 $533K 0.04% 0 13F-HR Timeline Group Watchman Group, Inc. More: the full row for Watchman Group, Inc. 2,387 $530K 0.15% -697 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 2,385 $530K 0.03% -125 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,371 $527K 0.47% +389 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,368 $526K 0.3% +68 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 2,365 $525K 0.06% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,364 $525K 0.46% -23 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 2,362 $525K 0.22% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,357 $524K 1.09% -63 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 2,351 $522K 0.14% -93 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 2,608 $518K 0.14% +320 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 2,320 $515K 0.42% -1,343 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 2,318 $515K 0.38% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 2,317 $515K 0.49% -17 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 2,316 $514K 0.39% +273 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 2,315 $514K 0.33% -230 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 2,310 $513K 0.55% -2,505 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,421 $511K 0.4% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2,568 $511K 0.49% -21 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 2,273 $505K 2.92% -3,392 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,266 $503K 0.3% +306 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,254 $501K 0.29% +3 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,251 $500K 0.31% +2 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,246 $499K 0.05% +2,240 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,239 $497K 0.37% +150 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 2,238 $497K 0.37% -648 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 2,215 $492K 0.13% +860 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,203 $489K 0.37% -135 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,640 $485K 0.13% -300 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 2,176 $483K 0.29% -3,034 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 2,156 $479K 0.18% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,155 $479K 0.41% -251 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 2,152 $478K 0.38% +3 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 2,141 $476K 0.19% -129 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,141 $476K 0.04% +120 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,134 $474K 0.22% -97 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,480 $473K 0.15% -11,037 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,124 $472K 0.46% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,123 $472K 0.38% +505 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 2,118 $470K 0.34% -289 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 2,100 $467K 0.14% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 2,351 $466K 0.39% -1,685 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 2,096 $466K 0.43% -109 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,077 $461K 0.12% +25 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 2,076 $461K 0.37% +331 13F-HR Timeline HughesLittle Investment Management Ltd. More: the full row for HughesLittle Investment Management Ltd. 2,070 $460K 0.1% -111,494 13F-HR/A Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,052 $456K 0.44% 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,049 $455K 0.4% +75 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 2,031 $451K 0.19% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,028 $450K 0.22% +717 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,023 $449K 0.25% -125 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,010 $447K 0.26% -57 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,000 $446K 0.09% new 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,003 $445K 0.44% -9 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $444K 0.18% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 1,996 $443K 0.58% -1,497 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 1,995 $443K 0.4% +233 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 1,992 $442K 0.16% +587 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,128 $440K 0.02% -46 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 1,980 $440K 0.22% -2,333 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,980 $440K 0.35% -650 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,976 $439K 0.36% -20 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 2,160 $437K 0.19% -49 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 1,967 $437K 0.19% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 1,958 $435K 0.29% -10 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,953 $434K 0.26% +164 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,950 $433K 0.14% +969 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,944 $432K 0.53% 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 2,188 $430K 0.45% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,927 $428K 0.14% +506 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 2,143 $428K 0.41% -1 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 1,919 $426K 0.23% -99 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,914 $425K 0.06% -5,575 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 2,128 $422K 0.29% +2 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,186 $422K 0.28% +6 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,897 $421K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DORVAL Corp More: the full row for DORVAL Corp 1,739 $421K 0.17% 0 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 1,886 $419K 0.03% +573 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,886 $419K 0.21% -255 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,884 $419K 0.47% -1,721 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 1,871 $416K 0.32% -142 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,869 $415K 0.29% -282 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 1,860 $413K 0.45% -200 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,837 $408K 0.09% new 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,836 $408K 0.22% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,829 $406K 0.39% -7 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 1,829 $406K 0.4% +822 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,826 $406K 0.13% +491 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,823 $405K 1.29% +115 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,820 $404K 0.2% -487 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,820 $404K 0.47% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 1,816 $403K 0.31% -270 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,800 $400K <0.01% -1,420 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 1,792 $398K 0.18% +992 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,786 $397K 0.27% -61 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,776 $395K 0.32% -7 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,769 $393K 0.07% -25 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,797 $392K 0.2% -186 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1,747 $388K 0.39% -216 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,744 $387K 0.04% new 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 1,744 $387K 0.46% -356 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,740 $387K 0.64% -648 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 1,732 $385K 18.38% +1 13F-HR Timeline GLOBAL VALUE INVESTMENT CORP. More: the full row for GLOBAL VALUE INVESTMENT CORP. 1,723 $383K 0.5% -1,232 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,721 $383K 0.4% +176 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,715 $381K 0.14% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,708 $379K 0.24% +14 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,706 $379K 0.26% +109 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,802 $379K 0.14% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 1,704 $379K 0.18% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 1,701 $378K 0.22% -1,016 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,686 $374K 0.4% +1 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 1,677 $373K 0.35% -450 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,675 $372K 0.23% -180 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,672 $371K 0.18% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,666 $370K 0.16% +19 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,664 $370K 0.12% -16 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 1,662 $369K 0.29% 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,657 $368K 0.33% 0 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 1,652 $367K 0.26% -23 13F-HR Timeline Castellan Group More: the full row for Castellan Group 1,642 $365K 0.1% -4,332 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 1,640 $364K 0.19% +104 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,638 $364K 0.29% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,624 $361K 0.15% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,622 $360K 0.92% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,620 $360K 0.29% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,604 $356K 0.35% +420 13F-HR/A Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,600 $355K 0.17% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,597 $355K 0.85% +2 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,586 $352K 0.12% 0 13F-HR/A Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,585 $352K 0.34% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,664 $351K 0.14% +105 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 1,580 $351K 0.19% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,571 $349K 0.16% +314 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 1,592 $347K <0.01% new 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 1,556 $346K 0.31% -7,342 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,555 $345K 0.15% -11 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,547 $344K 0.23% -123 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 1,547 $344K 0.2% +152 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 1,540 $342K 0.17% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 1,534 $341K 0.28% -6 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,533 $341K 0.28% -2 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,532 $340K 0.25% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,780 $338K 0.01% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 1,515 $337K 0.18% -1,365 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 1,513 $336K 0.17% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 1,507 $335K 0.18% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,502 $334K 0.08% -300 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,501 $333K 0.09% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,493 $333K 0.2% +18 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 1,492 $331K 0.36% -37 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 1,481 $329K 0.29% -41 13F-HR Timeline