SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,230 $219K 0.12% +39 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,186 $218K 0.24% 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,227 $218K 0.08% -375 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,224 $218K 0.06% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,124 $217K 0.06% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,223 $217K 0.07% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,221 $217K 0.08% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,221 $217K 0.07% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,226 $217K 0.21% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,218 $216K 0.03% new 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,215 $216K 0.05% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,214 $216K 0.09% -409 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,250 $214K 0.19% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,203 $214K 0.02% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,200 $213K 0.03% -225 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. 1,200 $213K 0.03% -120 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,200 $213K 0.14% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,200 $213K 0.05% -9,300 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,200 $213K 0.03% +2 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,200 $213K 4.06% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,199 $213K 0.02% +4 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,199 $213K 0.04% +30 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,197 $213K 0.18% +60 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,196 $213K 0.04% +50 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,195 $212K 0.05% -11,285 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,200 $212K 0.01% 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,193 $212K 0.09% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,190 $212K 0.06% +64 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,190 $211K 0.06% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,188 $211K 0.1% -94 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,188 $211K 0.08% new 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,187 $211K 0.1% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,187 $211K 0.03% -74 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,181 $210K 0.06% -50 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 1,191 $210K 0.27% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,180 $210K 0.05% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,178 $209K 0.16% -128 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,178 $209K 0.08% -3,882 13F-HR/A Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,177 $209K 0.22% 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,176 $209K 0.17% -340 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,175 $209K 0.06% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,174 $209K 0.04% +6 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,174 $209K 0.08% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,168 $207K 0.05% +251 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,165 $207K 0.04% -104 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,165 $207K 0.08% +64 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $207K 0.09% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,163 $207K 0.17% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,162 $206K 0.06% -756 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,162 $206K 0.04% +5 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,158 $206K 0.02% -141 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,156 $205K 0.11% 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 1,154 $205K 0.01% +13 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,154 $205K 0.05% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,150 $204K 0.07% +4 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,150 $204K 0.1% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,149 $204K 0.13% -257 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,149 $204K 0.01% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,150 $204K 0.07% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,148 $204K 0.04% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,148 $204K 0.04% +5 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,148 $204K 0.06% +3 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,147 $204K 0.07% -398 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,146 $204K 0.1% -1 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,146 $204K 0.11% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,137 $202K 0.14% -10 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,136 $202K 0.11% 0 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,056 $201K 0.07% +10 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 1,131 $201K 0.06% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,131 $201K 0.08% 0 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 1,130 $201K 0.2% 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,128 $200K 0.13% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 1,126 $200K 0.1% -250 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,110 $197K 0.11% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,108 $197K 0.11% +3 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,097 $195K 0.01% -23,864 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,094 $194K 0.11% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,087 $193K 0.06% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,082 $192K 0.11% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,072 $190K 0.13% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,071 $190K 0.03% -6,921 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,061 $188K 0.09% +15 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,047 $186K 0.01% +276 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,020 $181K 0.07% +79 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,020 $181K 0.1% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,017 $181K 0.1% +9 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,004 $178K 0.14% +31 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,000 $178K 0.21% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,000 $178K 0.07% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 967 $172K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 966 $172K 0.06% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 958 $170K 0.16% 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 959 $170K 0.03% -150 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 951 $169K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 947 $168K 0.03% -23 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 947 $168K 0.11% -420 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 940 $167K 0.1% +440 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 937 $166K 0.07% -100 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 927 $165K 0.01% -21 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 903 $161K 0.11% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 900 $160K 0.17% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 900 $160K 0.03% -479 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 897 $159K 0.05% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 881 $156K 0.07% +171 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 873 $155K 0.05% +3 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 850 $151K 0.04% +92 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 834 $148K 0.12% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 814 $145K 0.02% -12 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 813 $144K 0.09% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 810 $144K 0.05% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 800 $142K 0.11% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 797 $142K 0.04% +87 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 797 $142K 0.08% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 788 $140K 0.07% +425 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 756 $139K 0.11% 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 777 $139K 0.07% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 770 $137K 0.38% +63 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 766 $136K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 741 $132K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 739 $131K 0.12% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 734 $130K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 734 $130K 0.13% 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 700 $128K 0.09% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 748 $127K <0.01% 13F-HR/A Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 714 $127K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 708 $126K 0.03% -89 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 689 $122K 0.2% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 687 $122K 0.06% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 668 $119K 0.08% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 650 $116K 0.05% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 611 $109K 0.09% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 604 $107K 0.08% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 600 $107K 0.08% 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 567 $101K 0.12% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 562 $99.9K 0.09% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 11,328 $99.7K 0.06% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 547 $97.2K 0.05% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 538 $95.6K 0.03% +37 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 538 $95.6K 0.09% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 537 $95.5K 0.04% +17 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 533 $94.7K 0.04% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 531 $94.4K 0.01% +530 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 527 $94K 0.04% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 526 $93.4K 0.06% -368 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 521 $92.6K <0.01% +154 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 517 $91.8K 0.01% -198 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 511 $90.7K 0.02% +103 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 464 $90.5K 0.02% -14 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 508 $90.2K 0.08% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 507 $90K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 505 $89.7K 0.08% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 502 $89.2K 0.17% -2,022 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 500 $88.8K 0.07% +300 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 499 $88.7K 0.01% -1 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 482 $85.7K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 479 $85.1K 0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 472 $83.9K 0.03% +34 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 445 $79.1K 0.02% +2 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 444 $78.9K 0.07% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 438 $78.6K 0.04% +61 13F-HR/A Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 424 $75.3K 0.07% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 400 $71.1K 0.03% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 400 $71K 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 357 $63.4K 0.02% +220 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 348 $61.8K 0.04% +128 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 346 $61K 0.02% +11 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 342 $60.8K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 333 $59.1K 0.05% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 332 $59K 0.03% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 326 $57.9K 0.02% -665 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 325 $57.8K 0.16% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 321 $57K 0.04% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 314 $55.8K 0.04% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 308 $54.8K 0.03% -13 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 311 $54.7K 0.05% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 304 $54.1K 0.02% +32 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 300 $53.3K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 294 $52.2K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 292 $51.9K 0.03% -38 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 283 $50.3K 0.02% +18 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 277 $49.2K 0.03% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 272 $48.3K 0.24% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 271 $48.2K 0.02% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 260 $46.2K 0.04% 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 255 $45.3K 0.03% -32 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 253 $45.1K 0.06% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 250 $44.5K 0.02% +2 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 247 $43.9K 0.03% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 241 $42.8K 0.01% +2 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 240 $42.6K 0.02% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 240 $42.6K 0.04% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 238 $42.3K 0.03% -6 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 232 $41.2K 0.02% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 225 $40K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 225 $40K 0.03% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 223 $39.6K 0.01% +5 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 223 $39.5K 0.01% +52 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 218 $38.7K 0.02% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 217 $38.6K <0.01% new 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 216 $38.4K 0.01% +16 13F-HR Timeline