FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,713 $934K 0.26% -371 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,712 $934K 0.62% -63 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,705 $932K 0.72% -253 13F-HR/A Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,700 $931K 0.42% +728 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,699 $931K 0.13% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,695 $930K 0.64% +10 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,693 $929K 0.84% -4,045 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,690 $929K 0.19% +303 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,688 $928K 0.05% +332 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,686 $927K 0.15% +1,863 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,685 $927K 0.12% +1,126 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,674 $924K 0.75% +239 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,672 $924K 0.11% +423 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,668 $923K 0.29% +104 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,666 $923K 0.06% -400 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,665 $922K 0.17% +232 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,660 $921K 0.27% +27 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,660 $921K 0.2% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,659 $921K 0.22% -29 13F-HR Timeline Anchor Bay Capital, Inc. 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More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,636 $915K 0.18% +209 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,626 $913K 0.43% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,625 $912K 0.73% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,622 $911K 0.12% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,621 $911K 0.32% +360 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,619 $911K 0.06% +1,651 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,619 $911K 0.12% +193 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,615 $910K 0.13% +24 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,613 $909K 0.77% +69 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $909K 0.22% 0 13F-HR Timeline Amount filed as zero, left out of ratios. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,609 $908K 0.18% +100 13F-HR Timeline Grant Street Asset Management, Inc. 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More: the full row for Harbour Wealth Management Group, Inc. 3,543 $892K 0.6% +51 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,541 $891K 0.2% +77 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,535 $890K 0.16% +510 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,530 $888K 0.38% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,529 $888K 0.12% -215 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,529 $888K 0.34% +153 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,526 $887K 0.6% -108 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,933 $887K 0.16% -2,020 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,528 $887K 0.41% -494 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 3,511 $884K 0.28% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,509 $883K 0.1% -4,366 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 3,508 $883K 0.36% +196 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 3,490 $882K 0.57% 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,505 $882K 0.5% +1,788 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,504 $882K 0.53% -27 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,502 $881K 0.2% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,494 $879K 0.34% +186 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,493 $879K 0.34% +8 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,488 $878K 0.11% -70 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,487 $877K 0.2% +1 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 3,484 $877K 0.77% -30 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,480 $876K 0.09% +89 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,278 $873K 0.11% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,465 $872K 0.02% +406 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,461 $871K 0.96% -96 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,457 $870K 0.19% -6,125 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,456 $870K 0.11% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,456 $870K 0.32% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,453 $869K 0.11% -29 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,450 $868K 0.25% 0 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,442 $866K 0.04% +273 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,441 $866K 0.19% -17 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 3,438 $865K 0.39% +924 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 3,432 $864K 0.21% +1,749 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3,431 $863K 0.47% -13 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,431 $863K 0.29% -209 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,424 $862K 0.4% +94 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,422 $861K 0.22% -47 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 3,422 $861K 0.26% -430 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,417 $860K 0.23% +159 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,415 $859K 0.46% +180 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,401 $856K 0.51% +358 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,404 $856K 0.14% -164 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,399 $855K 0.16% +271 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,399 $855K 0.09% +160 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,399 $855K 0.21% +25 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,394 $854K 0.2% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,393 $854K 0.92% -12 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 3,384 $852K 0.28% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,382 $851K 0.39% +813 13F-HR/A Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,377 $850K 0.03% -100 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,374 $849K 0.31% +170 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 3,361 $846K 0.34% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,359 $845K 0.27% -15 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,356 $844K 0.01% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,353 $844K 0.21% +1,155 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,342 $841K 0.18% +315 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,334 $839K 0.34% +251 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,333 $839K 0.05% -3 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,333 $839K 0.29% 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,330 $838K 0.41% +105 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 3,329 $838K 0.02% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,324 $837K 0.25% +460 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,312 $833K 0.1% +305 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,310 $833K 0.13% -111 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,286 $832K 0.1% -35 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,306 $832K 0.3% +596 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 3,303 $831K 0.35% -419 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,300 $830K 0.72% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 3,297 $830K 0.06% -1,125 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,294 $829K 0.16% -30 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,256 $828K 0.64% -5 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,287 $827K 0.75% -504 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,287 $827K 0.34% +867 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 3,287 $827K 0.72% +30 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,285 $826K 0.38% -37 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,278 $825K 0.33% +303 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,278 $825K 0.12% -241 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,273 $824K 0.08% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,270 $823K 0.08% +71 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,269 $823K 0.19% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,269 $823K 0.54% -49 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,265 $822K 0.27% -762 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 3,263 $821K 0.19% +8 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,262 $821K 0.08% +1,172 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,258 $820K 0.54% -262 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,250 $818K 0.21% +236 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 3,242 $816K 0.47% 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,241 $816K 0.06% +897 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,234 $814K 0.49% -123 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,294 $811K 0.48% -11 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,220 $810K 0.36% +523 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,122 $810K 0.28% -104 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,207 $807K 0.27% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,204 $806K 0.33% -69 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,203 $806K 0.51% +313 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,196 $804K 0.32% -66 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,193 $804K 0.24% +2 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,190 $803K 0.05% +179 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,189 $802K 0.25% +5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,187 $802K 0.18% +109 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,183 $801K 0.19% -32 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,181 $801K 0.24% -296 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 3,149 $800K 0.07% +100 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 3,178 $800K 0.68% +9 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 3,178 $800K 0.68% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,178 $800K 0.13% +11 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,177 $799K 0.15% +212 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,172 $798K 0.49% +924 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,171 $798K 0.26% -88 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,169 $798K 0.04% +810 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,168 $797K <0.01% -3,224 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,167 $797K 0.09% +98 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,165 $797K 0.07% +286 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,126 $796K 0.11% -133 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,156 $794K 0.04% +91 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,155 $794K 1.26% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,151 $793K 0.64% -42 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,151 $793K 0.4% -126 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,149 $792K 0.09% +1,032 13F-HR/A Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 3,148 $792K 0.2% -117 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,161 $792K 0.41% -159 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,146 $792K 0.2% -47 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,143 $791K 0.05% +42 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,143 $791K 0.05% +437 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,138 $790K 0.05% -64 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,130 $788K 0.31% +119 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,129 $788K 0.2% +11 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,136 $787K 0.1% -68 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,127 $787K 0.23% +161 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 3,125 $786K 0.21% +14 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,124 $786K 0.15% +372 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,122 $786K 0.17% +30 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,121 $785K 0.04% -80 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,118 $785K 0.28% +103 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,094 $779K 0.19% +287 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,087 $777K 0.28% +221 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,074 $774K 0.22% -205 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,072 $773K 0.09% +1,872 13F-HR Timeline Heritage Investment Group, Inc. 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