FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 7,898 $1.82M 1.35% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,883 $1.82M 0.64% +382 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 7,880 $1.82M 0.77% +3,715 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,875 $1.82M 1.9% -41 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 7,872 $1.82M 1.78% 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,870 $1.82M 0.28% -1,917 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 7,852 $1.81M 0.1% -47 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,847 $1.81M 0.09% 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 7,846 $1.81M 0.83% -120 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,840 $1.81M 0.42% +720 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 7,837 $1.81M 1.11% -18 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 7,835 $1.81M 2.29% -278 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 7,828 $1.81M 1.86% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7,827 $1.81M 0.2% -289 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,821 $1.81M 0.07% +677 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 7,820 $1.81M 2.02% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 7,816 $1.8M 0.04% +2,588 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 7,812 $1.8M 0.81% -1,012 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 7,808 $1.8M 1.4% -175 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 7,805 $1.8M 0.67% +73 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,804 $1.8M 1.01% -181 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 7,803 $1.8M 1.27% +41 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,800 $1.8M 1.83% +460 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,799 $1.8M 1.06% -334 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 7,782 $1.8M 1.94% 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 7,292 $1.8M 1.36% +1,570 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 7,764 $1.79M 2.87% 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,759 $1.79M 0.63% -80 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,755 $1.79M 0.66% -50 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 7,753 $1.79M 0.87% +2,066 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 7,739 $1.79M 1.45% +82 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 7,721 $1.78M 1.13% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.78M 1.08% 13F-HR Timeline Amount filed as zero, left out of ratios. S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 7,696 $1.78M 1.7% 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 7,694 $1.78M 0.18% +2 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,686 $1.77M 0.23% +442 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 7,682 $1.77M 1.77% 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,681 $1.77M 0.16% -910 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,679 $1.77M 0.34% -1,221 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,679 $1.77M 0.57% +982 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,676 $1.77M 0.39% +209 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,672 $1.77M 0.89% 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 7,669 $1.77M 0.01% +2,185 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 7,666 $1.77M 0.54% -110 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 7,655 $1.77M 1.14% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 7,655 $1.77M 0.24% 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,650 $1.77M 0.99% +947 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 7,643 $1.76M 0.45% +772 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,628 $1.76M 1.27% +440 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 7,569 $1.76M 1.63% 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 7,592 $1.75M 2.66% +190 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 7,590 $1.75M 1.17% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,588 $1.75M 0.27% -1,280 13F-HR Timeline Corecam AG More: the full row for Corecam AG 7,583 $1.75M 1.76% 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 7,581 $1.75M 0.3% -111 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,580 $1.75M 0.92% +174 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 7,552 $1.74M 0.63% +84 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 7,549 $1.74M 0.11% +5,611 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 7,549 $1.74M 1.63% +66 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 7,536 $1.74M 1.43% -911 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,536 $1.74M 0.49% -214 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,503 $1.73M 0.83% +217 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 7,500 $1.73M 0.64% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7,500 $1.73M 0.76% -1,306 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,473 $1.72M 0.24% -345 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,460 $1.72M 0.66% -2,273 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 7,447 $1.72M 0.8% -582 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,436 $1.72M 1.49% +343 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,433 $1.72M 1.14% +3,916 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,430 $1.72M 0.38% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,429 $1.71M 1.06% +10 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,426 $1.71M 0.22% +609 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,420 $1.71M 0.84% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 7,419 $1.71M 0.52% 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 7,413 $1.71M 0.72% -117 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,409 $1.71M 0.34% +711 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 7,399 $1.71M 0.95% 13F-HR/A Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,391 $1.71M 0.3% +843 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 7,388 $1.71M 0.86% +258 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 7,366 $1.7M 1.36% -96 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 6,943 $1.7M 0.56% +1,266 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,352 $1.7M 0.91% -345 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 7,342 $1.69M 1.44% -208 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 7,320 $1.69M 1.49% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 7,316 $1.69M 0.42% +1,610 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,293 $1.68M 0.23% -222 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 7,283 $1.68M 1.82% 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,925 $1.68M 1.1% -159 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,276 $1.68M 1.39% -126 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 7,275 $1.68M 0.73% -98 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,275 $1.68M 1.67% 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 7,269 $1.68M 1.08% -191 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 7,265 $1.68M 1.12% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,015 $1.67M 1.05% -107 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 7,245 $1.67M 1.48% 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,240 $1.67M 0.5% -535 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,976 $1.67M 0.27% +92 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,224 $1.67M 1.18% +25 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 7,209 $1.66M 1.21% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,200 $1.66M 0.43% +2,300 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 7,020 $1.66M 0.59% -282 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 7,188 $1.66M 0.66% +70 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 7,187 $1.66M 1.38% -15 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 7,184 $1.66M 1.35% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,176 $1.66M 0.37% +56 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 7,120 $1.66M 0.5% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,168 $1.65M 0.91% -220 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,162 $1.65M 0.35% +343 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 7,147 $1.65M 0.83% -195 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 7,126 $1.64M 1.57% +3,428 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7,126 $1.64M 1.42% +631 13F-HR/A Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 7,125 $1.64M 0.57% -274 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 7,125 $1.64M 0.71% -153 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,107 $1.64M 0.93% -80 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 7,104 $1.64M 0.89% -1,381 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,097 $1.64M 0.97% -832 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,082 $1.63M 0.58% -23 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 7,058 $1.63M 1.39% -77 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 7,055 $1.63M 1% +14 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 7,049 $1.63M 1.1% +451 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,186 $1.63M 0.57% +79 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 7,050 $1.63M 0.07% +40 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 7,046 $1.63M 0.31% -52 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 7,044 $1.63M 0.27% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 7,044 $1.63M 0.65% +430 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 7,042 $1.63M 0.59% -991 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 7,039 $1.62M 1.65% 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 7,025 $1.62M 0.36% +1,857 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 7,024 $1.62M 0.31% +1,461 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 7,008 $1.62M 4.94% +3,840 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 7,007 $1.62M 0.76% +60 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 7,007 $1.62M 1.03% +380 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 7,005 $1.62M 0.75% +251 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 7,000 $1.62M 0.01% 0 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 7,000 $1.62M 0.21% new 13F-HR Timeline Group Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 7,000 $1.62M 22.88% 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 6,999 $1.62M 0.7% 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,988 $1.61M 0.16% +2,150 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 6,987 $1.61M 0.53% +130 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 6,984 $1.61M 1.59% 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 6,973 $1.61M 1.06% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,969 $1.61M 0.82% +50 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 6,969 $1.61M 1.19% +1,324 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 6,965 $1.61M 0.31% -199 13F-HR Timeline Group Seneca House Advisors More: the full row for Seneca House Advisors 6,964 $1.61M 0.6% +4 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,964 $1.61M 0.46% +513 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 6,960 $1.61M 0.88% +25 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 6,958 $1.61M 0.18% -165 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 6,956 $1.61M 1.39% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,953 $1.6M 1.01% +51 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 6,929 $1.6M 0.48% -588 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,923 $1.6M 0.84% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 6,921 $1.6M 0.62% +1,003 13F-HR/A Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,920 $1.6M 1.83% +1,881 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 6,911 $1.6M 1.11% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,911 $1.6M 0.25% -87 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 6,910 $1.59M 0.87% -2,043 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,909 $1.59M 0.55% +849 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,909 $1.59M 1.16% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,908 $1.59M 0.24% -1,141 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9,305 $1.59M 0.39% +2,790 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,900 $1.59M 1.18% +82 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 6,847 $1.59M 0.45% +21 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,892 $1.59M 0.45% -57 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 6,884 $1.59M 0.98% -126 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,880 $1.59M 0.86% -77 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 6,445 $1.59M 0.93% 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,873 $1.59M 1.41% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,873 $1.59M 0.37% +412 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 6,869 $1.59M 1.37% 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 6,855 $1.58M 0.77% -175 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 6,851 $1.58M 0.41% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,842 $1.58M 0.36% +61 13F-HR Timeline 25 LLC More: the full row for 25 LLC 6,840 $1.58M 0.5% +1,214 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 6,833 $1.58M 0.25% +555 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,819 $1.57M 0.56% -549 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,819 $1.57M 0.43% -299 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,804 $1.57M 0.2% -5,526 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 6,797 $1.57M 1.84% +85 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,786 $1.57M 0.9% -17 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,775 $1.56M 0.87% -362 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 6,764 $1.56M 0.57% -298 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,760 $1.56M 0.42% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,760 $1.56M 0.65% -366 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 6,450 $1.56M 0.43% +216 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 6,700 $1.56M 0.77% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,745 $1.56M 0.63% +653 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 6,740 $1.56M 0.7% -750 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,735 $1.55M 0.54% 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 6,715 $1.55M 0.49% 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 6,707 $1.55M 1.48% 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,700 $1.55M 0.17% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 6,699 $1.55M 0.69% +1,186 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,700 $1.55M <0.01% 0 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,679 $1.54M 0.29% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. October Effect Ltd More: the full row for October Effect Ltd 6,675 $1.54M 1.7% -1,034 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 6,673 $1.54M 1.66% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 6,672 $1.54M 0.49% -507 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,661 $1.54M 0.16% +462 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 6,660 $1.54M 0.86% -20 13F-HR Timeline