Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,745 $1.13M 0.63% -653 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,744 $1.13M 0.25% -2,133 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 4,740 $1.13M 0.91% +81 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 4,736 $1.13M 0.8% -3,826 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 4,733 $1.13M 0.65% 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 4,730 $1.13M 0.44% -885 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,725 $1.13M 0.22% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,722 $1.13M 0.17% -180 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,717 $1.12M 0.21% +150 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,710 $1.12M 0.87% +146 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,706 $1.12M 0.22% -17 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 4,704 $1.12M +1,113 Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,701 $1.12M 0.29% +416 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 4,700 $1.12M 0.8% -33,580 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,693 $1.12M 1% -20 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 4,692 $1.12M 0.31% -34 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,690 $1.12M 0.59% +21 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,688 $1.12M 0.46% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,687 $1.12M 0.49% -542 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,686 $1.12M 0.52% +102 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,683 $1.12M 0.25% -97 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,680 $1.12M 0.52% -154 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,674 $1.11M 0.58% +164 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,672 $1.11M 0.52% -39 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,668 $1.11M 0.73% -475 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,668 $1.11M 0.36% +358 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,664 $1.11M 0.42% -4,565 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 4,663 $1.11M 0.36% +2,695 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,660 $1.11M 0.52% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,651 $1.11M 0.77% -213 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 5,318 $1.11M 0.73% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,643 $1.11M 0.27% +39 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,641 $1.11M 0.11% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,640 $1.11M 0.47% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,639 $1.11M 0.1% +90 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 4,637 $1.11M 0.43% +2,138 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,636 $1.1M 0.23% -38 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 4,636 $1.1M 0.45% +126 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,631 $1.1M 0.53% -181 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,630 $1.1M 0.12% +2,802 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 4,621 $1.1M 0.41% +236 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 4,618 $1.1M 0.48% -24 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,616 $1.1M 0.45% +2,717 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,612 $1.1M 0.5% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,603 $1.1M 0.82% +26 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 4,601 $1.1M 0.68% +980 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,600 $1.1M 0.42% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,597 $1.1M 0.45% +1,694 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,587 $1.09M 0.53% +690 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 4,587 $1.09M 0.78% 0 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,587 $1.09M 1.01% +65 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,576 $1.09M 0.97% -295 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 4,572 $1.09M 0.3% -55 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 4,555 $1.09M 0.42% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,544 $1.08M 0.82% -662 13F-HR/A Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,529 $1.08M 0.09% -138 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 4,523 $1.08M 0.25% +97 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,517 $1.08M 0.49% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,517 $1.08M 0.27% +835 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,514 $1.08M 0.47% +48 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,514 $1.08M 0.7% +4 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4,096 $1.08M 0.35% +140 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 4,513 $1.08M 0.47% +2,077 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,513 $1.08M 0.31% +595 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4,510 $1.07M 0.76% +66 13F-HR/A Timeline Altar Rock LLC More: the full row for Altar Rock LLC 4,500 $1.07M 1.57% -941 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,496 $1.07M 0.42% -513 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,490 $1.07M 0.48% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,489 $1.07M 0.82% -888 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,479 $1.07M <0.01% 0 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 4,476 $1.07M 0.1% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,471 $1.07M 0.63% +127 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,469 $1.07M 0.43% +273 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,468 $1.06M 0.44% +523 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,011 $1.06M 0.87% -377 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 4,461 $1.06M 0.13% +129 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,458 $1.06M 0.86% +31 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,457 $1.06M 0.52% +571 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 4,450 $1.06M 1.12% +493 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,447 $1.06M 0.31% -66 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 4,437 $1.06M 0.16% +182 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,432 $1.06M 0.76% -19 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 4,428 $1.06M 0.83% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,428 $1.06M 0.6% +1,777 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,427 $1.06M 0.73% +7 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 4,424 $1.05M 0.73% -1,802 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 4,417 $1.05M 0.63% +60 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,399 $1.05M 0.3% +563 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,396 $1.05M 0.36% +569 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 4,391 $1.05M 0.16% +70 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,389 $1.05M 0.35% +343 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 4,380 $1.04M 0.18% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 4,379 $1.04M 0.92% -29 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,375 $1.04M 0.39% +13 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,367 $1.04M 0.07% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,362 $1.04M 0.31% -80 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,344 $1.04M 0.12% +407 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,343 $1.04M 0.38% -400 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 4,310 $1.04M 1.01% -10 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,342 $1.03M 0.43% -1,037 13F-HR Timeline Group Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 4,341 $1.03M 0.6% -80 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,336 $1.03M 0.61% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 4,327 $1.03M 0.51% +550 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,309 $1.03M 0.19% -641 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,308 $1.03M 0.67% +107 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,304 $1.03M 0.41% +1 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 4,296 $1.02M 0.73% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,295 $1.02M 0.65% 0 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 4,289 $1.02M 0.66% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,286 $1.02M 0.24% +1,379 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,285 $1.02M 0.06% +223 13F-HR/A Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,284 $1.02M 0.28% +1,263 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 4,159 $1.02M 0.98% -214 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 4,280 $1.02M 0.25% +675 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,271 $1.02M 0.39% -460 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4,270 $1.02M 3% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,269 $1.02M 0.57% +11 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,266 $1.02M 0.35% +129 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,247 $1.01M 0.4% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 4,245 $1.01M 0.37% +2,348 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,225 $1.01M 0.32% +74 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,219 $1.01M 0.44% +52 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 4,218 $1.01M 0.73% +100 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,216 $1M 0.35% -40 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,215 $1M 0.73% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,202 $1M 0.11% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,196 $1M 0.41% +331 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 4,192 $999K 2.22% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 4,191 $999K 0.58% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,188 $998K 0.44% +114 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 4,186 $998K 0.44% -336 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,166 $993K 0.57% -249 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,160 $992K 0.23% +2,166 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 4,154 $990K 0.52% +189 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,147 $988K 0.55% +680 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 4,136 $986K 1.48% -2,234 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 4,136 $986K 0.73% +1,761 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,135 $986K 0.21% +66 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,135 $986K 0.22% +596 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 4,107 $979K 0.27% 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 4,106 $979K 0.16% +2,763 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,101 $977K 0.79% -559 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,087 $974K 0.28% +84 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,085 $974K 0.18% +348 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,085 $974K 0.51% +208 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,075 $971K 0.13% +606 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 4,072 $971K 0.26% +48 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,070 $970K 0.34% +39 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 4,061 $968K 0.64% -50 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,048 $965K 0.25% -50 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,848 $962K 0.51% +99 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,035 $962K 0.2% -99 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,033 $961K 1.32% +438 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,023 $959K 2.97% +6 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,022 $959K 0.57% -3,033 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 4,018 $958K 0.4% +373 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,012 $956K 0.39% -158 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4,006 $955K 1.3% +581 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,005 $955K 0.23% +2 13F-HR/A Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 4,000 $953K 0.1% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,999 $953K 0.42% -830 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,999 $953K 0.21% -73 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 4,000 $953K 1.42% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,995 $952K 0.87% -20 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,977 $948K 1.48% +662 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,976 $948K 0.13% +16 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,972 $947K 0.1% -92 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,972 $947K 0.29% -557 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,972 $947K 0.49% -109 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,966 $945K 0.08% -143 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 4,063 $943K 0.42% +50 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 3,952 $942K 0.68% -166 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,948 $941K 0.17% +700 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,943 $940K 0.39% -1,469 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,940 $939K 0.46% -100 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3,914 $933K 0.5% -233 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,858 $932K 0.17% -11 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,907 $931K 0.09% -891 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,902 $930K 0.43% +1,096 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 3,897 $929K 0.81% +401 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,893 $928K 0.17% -240 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,892 $928K 0.22% -2,290 13F-HR Timeline General Catalyst Group Management, LLC More: the full row for General Catalyst Group Management, LLC 3,882 $925K 0.49% +1,300 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,881 $925K 0.53% +293 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 3,876 $924K 0.36% -376 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 3,861 $920K 0.19% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,717 $920K 0.25% -413 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 3,859 $920K 0.08% new 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 3,854 $919K 0.34% +47 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,851 $918K 0.56% +434 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,851 $918K 0.99% +50 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,850 $918K 0.38% +283 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,848 $917K 0.25% +131 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,847 $917K 0.7% -15 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,842 $916K 0.72% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,837 $915K 0.05% -7,609 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,833 $914K 0.3% +457 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,829 $913K 0.81% -24 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 3,823 $911K 0.6% -182 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,822 $911K 0.16% -828 13F-HR Timeline