Addison Advisors LLC More: the full row for Addison Advisors LLC 4,586 $614K 0.14% +40 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,573 $612K 0.09% +3 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,558 $611K 0.05% +37 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,557 $610K 0.24% -81 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,553 $610K 0.47% -1,537 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,552 $610K 0.06% -23 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,545 $609K 0.03% -131 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,545 $609K 0.43% -95 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,537 $608K 0.32% -115 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,533 $607K 0.1% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,515 $605K 0.15% +1,004 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,515 $605K 0.04% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,503 $603K 0.11% new 13F-HR/A Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,497 $602K 0.67% new 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 4,494 $602K 0.15% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,487 $601K 0.14% +1 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 4,486 $601K 0.42% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,485 $601K 0.09% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,462 $601K 0.05% +1,087 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,474 $599K 0.07% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,463 $598K 0.24% +40 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,455 $597K 0.01% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,377 $596K 0.26% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,545 $596K 0.05% -3,263 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,442 $595K 0.18% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,441 $595K 0.25% -383 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,440 $595K 0.04% +308 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,438 $594K 0.05% -15,607 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 4,425 $593K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,419 $593K 0.4% -1,121 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,387 $588K 0.23% -13 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,366 $585K 0.21% +304 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,361 $584K 0.08% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,347 $582K 0.33% -766 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,342 $582K 0.4% -391 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,339 $581K 0.07% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,330 $580K 0.27% +47 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,328 $580K 0.05% +230 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,326 $579K 0.15% +1,227 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,325 $579K 0.38% -1,050 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,322 $579K 0.04% +40 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,317 $578K 0.41% +100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,316 $578K 0.04% -398 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,316 $578K 0.11% +12 13F-HR/A Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,310 $577K 0.25% +11 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,305 $577K 0.05% -285 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,302 $576K 0.09% +278 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,300 $576K 0.11% +1,251 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 4,293 $575K 0.08% +3,506 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,288 $574K 0.09% -78 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,282 $574K 0.26% -3 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,279 $573K 1.12% -3,200 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,267 $572K 0.18% +296 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,266 $571K 0.05% -62 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,266 $571K 0.02% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,261 $571K 0.04% +329 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,271 $570K 0.08% +535 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 4,250 $569K 0.45% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,248 $569K 0.44% +236 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,246 $569K 0.11% -59 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,237 $568K 0.18% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,227 $566K 0.06% +1,068 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,225 $566K 0.12% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,217 $565K 0.21% -262 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,215 $565K 0.19% -306 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,209 $564K 0.15% -184 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,203 $563K 0.62% -238 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,200 $563K 0.34% +200 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,184 $560K 0.27% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,183 $560K 0.24% +538 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,162 $557K 0.17% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,157 $557K 0.1% -112 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,151 $556K 0.16% -335 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,135 $554K 0.07% -245 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,134 $554K 0.06% -231 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,124 $552K 0.09% -863 13F-HR Timeline Beaton Management Co. Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,106 $550K 0.14% -95 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,090 $548K 0.04% +604 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,086 $547K <0.01% -255 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 4,085 $547K 0.12% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,079 $546K 0.06% +34 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,073 $546K 0.13% +67 13F-HR Timeline Group BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 4,065 $544K 0.12% -50 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,064 $544K 0.03% -1,500 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,055 $543K 0.03% +53 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,054 $543K 0.01% +10 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,054 $543K 0.04% -369 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,053 $543K 0.2% -148 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,049 $542K 0.04% -139 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,042 $541K 0.01% -578 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,037 $541K 0.12% -29 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,037 $541K 0.51% +868 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,024 $539K 0.21% -250 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,023 $539K 0.12% +14 13F-HR Timeline Bernard Wealth Management Corp. 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More: the full row for Steigerwald, Gordon & Koch Inc. 3,932 $527K 0.05% -244 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,928 $526K 0.01% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 3,926 $526K 0.1% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,926 $526K 0.09% -18 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,906 $523K 0.04% +3 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,905 $523K 0.18% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,906 $523K 0.03% -600 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,899 $522K 0.1% -194 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,897 $522K 0.14% +236 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 3,896 $522K 0.09% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,896 $522K 0.04% -155 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,894 $522K 0.08% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,884 $522K 0.14% -74 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 3,890 $521K 0.1% -35 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,887 $521K 0.03% +1,292 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,885 $520K 0.37% -50 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,880 $520K 0.14% +76 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,877 $519K 0.16% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,899 $519K 0.06% +417 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 4,079 $519K 0.11% +201 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,864 $518K 0.19% -32 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,851 $516K 0.13% -358 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,861 $515K 0.33% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,845 $515K 0.36% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,826 $512K 0.11% +170 13F-HR Timeline Gilbert Capital Group, Inc. 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More: the full row for Wealth Management Associates, Inc. 3,758 $503K 0.18% +1 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,754 $503K 0.08% +100 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,753 $503K 0.01% +2 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,751 $502K 0.06% +2,052 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,750 $502K 0.17% -51 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,718 $498K 0.12% -3 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,708 $497K 0.03% -200 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,689 $496K 0.07% -18 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,702 $496K 0.2% +498 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,687 $494K 0.33% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,681 $493K 0.15% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,679 $493K 0.02% new 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,678 $493K 0.04% -78 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,700 $492K 0.23% -160 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,674 $492K 0.18% +40 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,693 $492K 0.01% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 3,665 $491K 0.34% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,665 $491K 0.11% -2,447 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,683 $491K 0.17% -365 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,664 $491K 0.07% -38 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,660 $490K 0.06% -42 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 3,647 $488K 0.14% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,644 $488K 0.29% +197 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,643 $488K 0.07% -1,152 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,634 $487K 0.12% +381 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,634 $487K 0.03% -942 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,616 $484K 0.23% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,613 $484K 0.19% +23 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,610 $484K 0.15% +66 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 3,600 $482K 0.38% -27,300 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,597 $482K 0.16% +2,426 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,590 $481K 0.32% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,587 $480K 0.29% -98 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,576 $479K 0.14% -1,162 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,569 $478K 0.13% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,560 $477K 0.1% +17 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,552 $476K 0.16% +38 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,085 $476K 0.08% +1,092 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 3,538 $474K 0.15% -168 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,535 $473K 0.19% -56 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,532 $473K 0.08% +965 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,531 $473K 0.03% +67 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,523 $472K 0.2% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,520 $471K 0.37% +160 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,517 $471K 0.05% +25 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,515 $471K 0.15% +214 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,511 $470K 0.03% -120 13F-HR Timeline