Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,347 $831K 0.38% 0 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 3,783 $831K 0.41% -4,423 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 3,781 $830K 1.01% +1,355 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,780 $830K 0.45% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,779 $830K 0.4% -204 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,826 $828K 0.54% +130 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,762 $826K 0.19% +33 13F-HR Timeline HAMEL ASSOCIATES, INC. 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More: the full row for HTG Investment Advisors, Inc. 3,722 $817K 0.27% -200 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 3,720 $817K 0.34% -5,000 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,708 $814K 1.19% +904 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,708 $814K 0.11% +15 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,707 $814K 0.77% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,705 $814K 0.08% +73 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,704 $813K 0.07% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 47,048 $813K 0.35% +43,374 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,699 $812K 0.4% -1 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,698 $812K 0.82% -209 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,697 $812K 0.13% -252 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,679 $808K 0.3% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,673 $806K 0.11% +113 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,614 $803K 1.17% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,656 $803K 0.24% -106 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,649 $801K 0.27% -107 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,640 $799K 0.49% +55 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,629 $797K 0.43% +196 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,680 $797K 0.57% -854 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,622 $795K 0.64% -220 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,620 $795K 0.32% +152 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $790K 0.34% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 3,600 $790K 0.26% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,594 $789K 0.47% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,592 $789K 0.34% -1,496 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 3,584 $787K 0.15% 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,579 $786K 0.3% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,569 $784K 0.77% -15 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,560 $782K 0.41% +207 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,558 $781K 0.25% -168 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,550 $779K 0.42% -190 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,539 $777K 0.32% +380 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,533 $776K 0.79% -385 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,593 $775K 1.58% -54 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,523 $774K 1.18% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,522 $773K 0.66% +225 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,522 $773K 0.26% -23 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,521 $773K 0.41% +151 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,520 $773K 0.53% -135 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,517 $772K 0.64% -1,039 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,508 $770K 0.14% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 3,472 $762K 0.24% +1,328 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,471 $762K 0.08% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,455 $759K 0.46% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,451 $758K 0.25% +180 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,450 $758K 0.19% +30 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,447 $757K 0.12% -181 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,445 $756K 0.67% -35 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,433 $754K 0.11% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,432 $754K 0.51% -56 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 3,430 $753K 0.47% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,427 $752K 0.58% +130 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 3,427 $752K 0.18% -81,762 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,424 $752K 0.27% -55 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 3,421 $751K 0.39% +31 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 3,421 $751K 0.71% -74 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,420 $751K 1.29% -144 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,419 $751K 0.24% +82 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,419 $751K 0.34% +40 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,418 $750K 0.25% -162 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,416 $750K 0.51% +2,401 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,415 $750K 0.19% +178 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,415 $750K 0.34% +82 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,410 $749K 0.27% +363 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 3,428 $747K 0.52% -1,000 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 3,400 $747K 0.32% new 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,394 $745K 0.26% 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 3,391 $745K 0.15% new 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 3,386 $743K 0.3% -62 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,382 $743K 0.41% -94 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,381 $742K 0.18% -296 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 3,346 $741K 2.37% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,372 $740K 0.02% -11 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,370 $740K 0.29% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 3,361 $738K 0.29% +180 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,358 $737K 0.05% -3 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,332 $736K 0.61% +192 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,348 $735K 0.34% -994 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,343 $734K 0.47% -297 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,343 $734K 0.09% +258 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,342 $734K 0.19% +337 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,336 $732K 0.31% +50 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,328 $731K 0.63% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,318 $729K 0.27% -74 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 3,314 $728K 0.67% +390 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 3,300 $725K 0.39% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,291 $723K 0.11% +344 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,291 $723K 0.18% -105 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,287 $722K 2.36% -2,835 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,284 $721K 0.32% +1 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 3,274 $719K 0.17% -815 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,271 $718K 0.68% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,267 $717K 0.11% +740 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 3,261 $716K 0.32% +402 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,254 $715K 0.5% +39 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 3,250 $714K 0.4% +1,250 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,250 $714K 0.36% -485 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 3,248 $713K 0.52% +142 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 3,245 $713K 0.07% +322 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,240 $711K 0.4% +140 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,231 $709K 0.12% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,223 $708K 0.11% +61 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 3,217 $706K 0.48% -173 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,216 $706K 0.08% +103 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,211 $705K 0.48% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,210 $705K 0.05% -47 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 3,168 $704K 1.83% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,200 $703K 0.29% +240 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,196 $702K 0.94% -261 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 3,195 $702K 0.34% -140 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 3,195 $702K 0.29% +114 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,194 $701K 0.42% +526 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,587 $701K 0.43% -604 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 3,170 $696K 0.35% -2,299 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,151 $692K 0.34% +17 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,151 $692K 0.38% -83 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,145 $691K 0.15% +826 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,143 $690K 0.04% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,128 $687K 0.29% +10 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,127 $687K 0.52% +227 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,124 $686K 0.5% -5,515 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,121 $685K 0.18% -906 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,119 $685K 0.24% +12 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,115 $684K 0.4% +1,080 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,114 $684K 0.47% +30 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,113 $684K 0.44% +50 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,096 $683K 0.24% -63 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 3,092 $679K 0.63% +4 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 3,090 $678K 0.47% +44 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,069 $678K 0.1% -22 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 3,086 $678K 0.18% +860 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,083 $677K 0.2% -1,290 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,079 $676K 0.31% +29 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,077 $676K 0.46% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,055 $671K 0.28% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,054 $671K 0.43% -40 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,042 $668K 0.5% -85 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 3,040 $667K 0.17% -614 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,038 $667K 0.3% -416 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,034 $666K 0.73% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,032 $666K 0.29% +26 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,013 $666K 0.4% -883 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 3,029 $665K 0.46% -8,826 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,019 $663K 0.47% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,016 $662K 0.45% +900 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,014 $662K 0.37% +1,127 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 3,684 $660K 0.27% -88,242 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 3,004 $660K 2.11% 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 3,003 $659K 0.36% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,992 $657K 0.26% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,992 $657K 0.19% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,990 $657K 0.26% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,982 $655K 0.24% +124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,979 $654K 0.32% +359 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,979 $654K 0.37% -812 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,976 $653K 0.11% +1,137 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,964 $651K 0.27% -2,011 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,961 $650K 4.78% -21,672 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,952 $648K 0.45% -220 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,807 $648K 0.39% -321 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,950 $648K 0.24% -75 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,947 $647K 2.55% +166 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,935 $644K 0.17% -2,601 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 2,921 $641K 0.22% -609 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,921 $641K 0.44% +300 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,920 $641K 0.42% -5,086 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,913 $640K 0.43% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,910 $639K 0.4% +408 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,910 $639K 0.1% -28 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,909 $639K 0.4% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,903 $637K 0.21% +19 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,900 $637K 0.42% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,899 $637K 0.56% -315 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,898 $636K 0.11% +848 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,898 $636K 0.25% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,895 $636K 0.3% +595 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,895 $636K 0.12% -18 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 2,878 $632K 0.26% -5 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,876 $631K 0.16% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,872 $631K 0.29% new 13F-HR/A Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,871 $630K 0.5% -9 13F-HR Timeline