North Capital, Inc. More: the full row for North Capital, Inc. 1,920 $483K 0.37% -28 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,918 $483K 0.12% +140 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,936 $482K 0.05% -216 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,913 $481K 0.35% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,911 $481K 0.12% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,911 $481K 0.21% +1 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,908 $480K 0.28% -18,921 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,905 $480K 0.4% +22 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,905 $479K 0.09% +108 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,905 $479K 0.28% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,904 $479K 0.08% +103 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,901 $478K 0.1% -5 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,900 $478K 0.16% new 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 1,900 $478K 0.07% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,906 $478K 0.26% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,898 $478K 0.2% -2 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,894 $477K 0.12% +25 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,892 $476K 0.14% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,884 $474K 0.2% +925 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,883 $474K 0.12% +3 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,881 $473K 0.13% +5 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,879 $473K 0.04% +12 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,879 $473K 0.63% -32 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,878 $472K 0.2% -7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,877 $472K 0.15% -669 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,878 $472K 0.12% -4 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,875 $472K 0.07% +386 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,874 $472K 0.04% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,873 $471K 0.07% -375 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,870 $471K 0.19% +745 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,870 $471K 0.09% +935 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,869 $470K 0.2% -10 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,868 $470K 0.07% +433 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,812 $470K 0.14% -6 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 1,866 $470K 0.28% +14 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,865 $469K 0.36% -103 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 1,864 $469K 0.09% +700 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,863 $469K 0.01% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,863 $469K 0.15% +237 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,861 $468K 0.11% -281 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,852 $466K 0.49% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,850 $466K 0.06% -3,776 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,846 $465K 0.14% -64 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,846 $464K 0.07% -92 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,839 $463K 0.02% +19 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,839 $463K 0.02% +34 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,836 $462K 0.25% -14 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,824 $461K 0.14% -47 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,832 $461K 0.22% +11 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,830 $461K 0.28% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,759 $459K 0.24% +6 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,824 $459K 0.34% -22 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,824 $459K 0.09% -510 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,823 $459K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,823 $459K 0.04% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,822 $459K 0.13% +194 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,822 $458K 0.11% +466 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,821 $458K 0.12% -1,242 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 1,820 $458K 0.04% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,819 $458K 0.2% +333 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 1,826 $456K 0.36% +2 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,811 $456K 0.22% +1,811 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,810 $455K 0.73% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,809 $455K 0.12% +111 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,808 $455K 0.17% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,803 $454K 0.06% +282 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,802 $453K 0.11% +147 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,798 $451K 0.24% +1 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,790 $450K 0.29% -571 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,789 $450K 0.06% 0 13F-HR/A Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,790 $450K <0.01% +126 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,767 $450K 0.06% +161 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 1,785 $449K 0.31% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,785 $449K 0.25% +15 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,784 $449K 0.07% -134 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,784 $449K 0.29% +884 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,781 $448K 0.03% +50 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,780 $448K 0.1% +79 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,779 $448K 0.19% +73 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,775 $447K 0.07% +568 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,770 $445K 0.22% +177 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,769 $445K 0.15% +444 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,769 $445K 0.16% +53 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,767 $445K 0.17% -58 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,766 $444K 0.29% +736 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,761 $443K 0.24% +14 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,761 $443K 0.17% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,760 $443K 0.26% +133 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,758 $442K 0.12% -10 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,756 $442K 0.05% -69 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,747 $440K 0.04% +79 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,746 $439K 0.08% +214 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,745 $439K 0.02% +99 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,745 $439K 0.06% -405 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,740 $438K 0.11% -167 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,740 $438K 0.11% +39 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,738 $437K 0.07% -175 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,738 $437K 0.29% +86 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,737 $437K 0.07% +744 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,736 $437K 0.1% +118 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,735 $437K 0.11% -24 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,734 $436K 0.12% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,734 $436K 0.15% +32 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,733 $436K 0.06% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,731 $436K 0.17% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,730 $435K 0.12% -99 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,726 $434K 0.12% +171 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,726 $434K 0.02% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,726 $434K 0.06% -3 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,722 $433K 0.1% +77 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,722 $433K 0.41% -38 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,719 $433K 0.1% +27 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,717 $432K 0.25% -47 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,713 $431K 0.05% -112 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,710 $430K 0.23% +161 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,705 $429K 0.25% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,704 $429K 0.12% -1 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,703 $429K 0.23% +4 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,704 $429K 0.06% -8 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,700 $428K <0.01% 0 13F-HR Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,700 $428K 0.44% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,700 $428K 0.17% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,700 $428K 0.33% -42 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,699 $428K 0.09% -22 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,687 $427K 0.05% +34 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,697 $427K 0.12% -91 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,691 $426K 0.08% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,689 $425K 0.31% +457 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,688 $425K 0.09% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,688 $425K 0.14% -263 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,688 $425K 0.09% -187 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,688 $425K 0.14% +41 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,685 $424K 0.01% 0 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 1,682 $423K 0.06% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,682 $423K 0.05% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,674 $421K 0.07% +51 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,673 $421K 0.18% 0 13F-HR/A Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,670 $420K 0.23% -117 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,667 $420K 0.14% +5 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,666 $419K 0.24% -191 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,665 $419K 0.06% -3,719 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,664 $419K 0.18% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,664 $419K 0.29% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,661 $418K 0.24% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,658 $417K 0.17% +304 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,646 $417K 0.1% +115 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,654 $416K 0.07% -130 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,648 $415K 0.15% +1,105 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,648 $415K 0.18% +59 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,647 $414K 0.16% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,650 $414K 0.14% +1,000 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,645 $414K 0.16% +18 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $414K 0.27% -1,644 13F-HR Timeline Amount filed as zero, left out of ratios. ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,643 $413K 0.26% +269 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,638 $412K 0.08% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,638 $412K 0.12% +3 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 1,632 $411K 0.33% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,630 $410K 0.17% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,629 $410K 0.11% -286 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,625 $409K 0.25% -31 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,624 $409K 0.13% -726 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,622 $408K 0.38% +48 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,618 $407K 0.14% +11 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 1,615 $406K 0.27% +5 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,614 $406K 0.07% +13 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,611 $405K 0.35% +428 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,610 $405K 0.04% -43 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,609 $405K 0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,609 $405K 0.11% -20 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,608 $405K 0.18% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,614 $404K 0.13% -462 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,603 $403K 0.03% -2,856 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 1,603 $403K 0.3% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,602 $403K 0.1% -18 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,600 $403K 0.03% -1,345 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 1,596 $402K 0.28% +72 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,596 $402K 0.21% +255 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,590 $400K 0.11% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,587 $399K 0.04% -140 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,587 $399K 0.13% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,586 $399K 0.17% +21 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,583 $398K 0.77% +6 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,575 $396K 0.26% -25 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,573 $396K 0.18% +15 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,567 $394K 0.24% +1 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,567 $394K 0.15% +4 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,565 $394K 0.04% +48 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,564 $393K 0.03% +47 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,568 $393K 0.32% -185 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,561 $393K 0.24% -1,010 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,560 $393K 0.3% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,557 $392K 0.1% -63 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,553 $391K 0.21% -100 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,549 $390K 0.08% -1 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,548 $390K 0.15% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,545 $389K 0.09% +91 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,585 $387K 0.13% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,536 $387K 0.1% -18 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,534 $386K 0.23% -3 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,532 $385K 0.28% +114 13F-HR Timeline