J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,058 $703K 0.03% -43,709 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,056 $703K 0.02% -50 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,055 $702K 0.1% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,043 $698K 0.08% +8 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,041 $698K 0.06% +26 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,040 $697K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,034 $695K 0.29% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,031 $694K 0.03% +111 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,027 $693K 0.3% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,020 $690K 0.37% +3 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,717 $686K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,004 $685K 0.39% +1,809 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,003 $685K 0.18% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,003 $685K 0.14% -62 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,001 $684K 0.44% +221 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,002 $684K 0.38% -234 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,000 $684K 0.03% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,000 $684K 0.22% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,000 $684K 0.6% -6 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $684K 0.43% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,980 $677K 0.09% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,970 $673K 0.34% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,965 $672K 0.08% -1,202 13F-HR/A Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,965 $672K 0.15% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,963 $671K 0.05% -345 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,961 $670K 0.22% -8 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,960 $670K 0.13% -258 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,959 $670K 0.38% +35 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,958 $669K 0.15% +10 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,954 $668K 0.19% +61 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,941 $663K 0.53% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,941 $663K 0.22% -41 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,933 $661K 0.07% +15 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,724 $660K 0.2% -13 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,918 $655K 0.05% +21 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,916 $655K 0.16% +790 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,912 $654K 0.1% +35 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,590 $653K 0.41% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,910 $653K 0.15% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,908 $652K 0.22% -211 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,908 $652K 0.07% +24 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,904 $651K 0.13% +34 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,902 $650K 1% -284 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,902 $650K 0.1% +301 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,900 $649K 0.27% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,897 $648K 0.35% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,637 $648K 0.27% +64 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,893 $647K 0.23% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,889 $646K 0.01% +988 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,889 $646K 0.01% +123 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,886 $645K 0.25% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,885 $644K 0.16% -874 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,885 $644K 0.01% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,885 $644K 0.28% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,881 $643K 0.67% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,875 $641K 0.18% +493 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 1,872 $640K 0.51% -2 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,870 $639K 0.54% -200 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,869 $639K 0.06% -160 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,868 $638K 0.06% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,867 $638K 0.22% +76 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,872 $637K 0.01% -389 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,863 $637K 0.39% -428 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,854 $634K 0.12% -155 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,853 $633K 0.16% +254 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,852 $633K 0.06% +5 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,850 $632K 0.13% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,850 $632K 0.06% +336 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,841 $629K 0.05% +50 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,836 $628K 0.03% -644 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,834 $627K +1,748 Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,835 $627K 0.07% +17 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,833 $627K 0.45% -274 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,831 $626K 0.04% -142 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,825 $624K 0.05% +803 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,602 $623K 0.2% +271 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,823 $623K 0.09% +99 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,818 $621K 0.19% -27 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,423 $621K 0.06% +64 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,816 $621K 0.04% +582 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,810 $619K 0.03% -17 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,805 $617K 0.05% +706 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,800 $615K 0.19% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,795 $614K 0.09% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,790 $612K 0.13% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,775 $607K 0.03% +16 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,772 $606K 0.05% -1,492 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,767 $604K 0.19% +171 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,754 $600K 0.19% +52 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,753 $599K 0.22% +15 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,753 $599K 0.12% +134 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,748 $597K 0.06% +82 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,745 $596K 0.26% -120 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 1,743 $596K 0.18% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,741 $595K 0.04% +78 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,739 $594K 0.03% +181 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,737 $594K 0.07% -17,398 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,737 $594K 0.2% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,735 $593K 0.1% +7 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,730 $591K 0.08% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,725 $590K 0.01% +331 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,725 $590K 0.08% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,057 $589K 0.19% +3,963 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,718 $587K 0.27% -401 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,715 $586K 0.19% new 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,713 $585K 0.07% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,711 $585K 0.13% -125 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,706 $583K 0.32% -48 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 1,700 $581K 0.54% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,699 $581K 0.04% +532 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,698 $580K 0.11% -37 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,696 $580K 0.12% -1,692 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,695 $579K 0.06% -15 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,694 $579K 0.04% +586 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,694 $579K 0.03% -394 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,694 $579K 0.22% +3 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,692 $578K 0.06% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,634 $578K 0.12% +983 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,459 $577K 0.12% -31 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,688 $577K 0.21% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,686 $576K 0.09% -1,606 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,685 $576K 0.06% 0 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,685 $576K 0.26% +123 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 1,683 $575K 0.36% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,682 $575K 0.12% -7 13F-HR Timeline American Trust More: the full row for American Trust 1,682 $575K 0.05% -113 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,680 $574K 0.11% -183 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,679 $574K 0.13% +261 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,293 $574K 0.54% +307 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,668 $570K 0.06% +81 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 1,668 $570K 0.51% +2 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,665 $569K 0.07% +36 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,663 $568K 0.34% +472 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,657 $566K 0.15% -29 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,656 $566K 0.4% +3 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,655 $566K 0.06% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,654 $565K 0.08% -7 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,647 $563K 0.11% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,646 $563K 0.19% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,646 $563K 0.02% -31 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,645 $562K 0.17% +59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,634 $558K 0.08% +82 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,633 $558K 0.4% +37 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,630 $557K 0.27% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,627 $556K 0.3% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,627 $556K 0.15% +35 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,622 $554K 0.06% -176 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,619 $553K 0.08% -1,179 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,613 $551K 0.35% -149 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,613 $551K 0.2% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,611 $551K 0.3% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,609 $550K 0.19% -475 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,609 $550K 0.13% -369 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,606 $549K 0.03% -201 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,602 $547K 0.26% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,600 $547K 0.04% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,600 $547K 0.37% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,600 $547K 0.15% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,598 $546K 0.18% +6 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,590 $543K 0.01% +405 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,581 $540K 0.04% +152 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,581 $540K 0.1% +28 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,580 $540K 0.08% +489 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,578 $539K 0.36% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,577 $539K 0.21% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,576 $539K <0.01% +395 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,575 $538K 0.01% -282 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,569 $536K 0.26% +235 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,567 $536K 0.16% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,567 $536K 2.61% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,566 $535K 0.12% -6 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,565 $535K 0.06% +539 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,562 $534K 0.1% -300 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,562 $534K 0.07% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,558 $532K 0.03% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,554 $531K 0.28% -84 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,550 $530K 0.11% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,546 $528K 0.34% +50 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,304 $528K 0.07% +27 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,542 $527K 0.12% +172 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,540 $526K 0.01% -753 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,534 $524K 0.3% +8 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,533 $524K 0.1% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,532 $524K 0.23% +2 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,530 $523K 0.01% 0 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 2,029 $521K 0.05% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,525 $521K 0.12% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,519 $519K 0.08% +59 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,519 $519K 0.22% -57 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,515 $518K 0.47% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,515 $518K 0.17% +15 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,512 $517K 0.04% -193 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,508 $515K 0.13% -52 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,503 $514K 0.17% -167 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,499 $512K 0.08% +64 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,498 $512K 0.07% -5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,497 $512K 0.01% +28 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 1,494 $511K 0.03% -29 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,489 $509K 0.04% +1,000 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,487 $508K 0.43% 0 13F-HR Timeline