Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,521 $1.04M 0.2% +25 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,517 $1.04M 0.52% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,513 $1.04M 0.34% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,513 $1.04M 0.32% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,510 $1.04M 0.63% -100 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,508 $1.04M 1% -14 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 4,501 $1.04M 0.17% +1 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,500 $1.04M 0.74% +2 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,496 $1.04M 0.87% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,496 $1.04M 0.33% +217 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 4,495 $1.04M 0.94% 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,490 $1.04M 0.51% +1,650 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,484 $1.03M 0.6% -368 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,479 $1.03M <0.01% -77 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,478 $1.03M 0.21% +1,087 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,473 $1.03M 0.28% +5 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,467 $1.03M 0.82% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4,462 $1.03M 0.53% 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 4,417 $1.03M 0.42% -170 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,437 $1.02M 0.13% +729 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,433 $1.02M 0.58% -6 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,426 $1.02M 0.75% 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 4,413 $1.02M 0.79% 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 4,411 $1.02M 0.52% -139 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 4,411 $1.02M 1.01% 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 4,401 $1.02M 0.44% -398 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,399 $1.02M 0.04% -2,847 13F-HR/A Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,391 $1.01M 0.23% -176 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 4,389 $1.01M 0.35% -1 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,385 $1.01M 0.56% -447 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,383 $1.01M 0.42% -54 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 4,380 $1.01M 0.19% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,380 $1.01M 0.44% +170 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,379 $1.01M 0.29% +222 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 5,048 $1.01M 0.8% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,369 $1.01M 0.51% +315 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,366 $1.01M 0.16% +669 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,344 $1M 0.06% +1,134 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,343 $1M 0.41% 0 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,335 $1M 0.66% new 13F-HR/A Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 4,333 $1M 0.76% -668 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 4,332 $1000K 0.13% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,332 $1000K 0.71% -45 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,320 $997K 0.3% -226 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 4,320 $997K 0.86% -3,605 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,317 $996K 0.84% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 4,308 $994K 0.39% +108 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,306 $994K 0.39% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,298 $992K 0.64% +472 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,295 $991K 0.68% +1,715 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,287 $989K 0.62% 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 4,283 $989K 0.53% -10 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,282 $988K 0.04% +100 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4,278 $987K 0.31% -77 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,277 $987K 0.21% +536 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,277 $987K 0.05% +535 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Ehrenkranz Partners L.P. 4,266 $985K 1.12% +2,566 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,251 $981K 0.72% -251 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,250 $981K 0.54% +199 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,249 $981K 0.11% +18 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,247 $980K 0.42% -100 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,236 $978K 0.17% +10 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 4,235 $978K 0.18% +16 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,235 $978K 0.29% +157 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,230 $976K 0.46% -120 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,226 $975K 0.69% -5,006 13F-HR/A Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,220 $974K 0.2% +260 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,213 $972K 0.2% -136 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,202 $970K 0.34% 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,201 $970K 0.97% -15 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,191 $967K 1.7% +227 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 4,185 $966K 0.63% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,173 $963K 0.39% -98 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 4,153 $959K 0.29% +1,250 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,143 $956K 3.28% +1,196 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,136 $955K 0.4% +721 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,134 $954K 0.39% +25 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 4,128 $953K 0.21% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,917 $952K 0.64% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,123 $952K 0.38% -1,732 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,123 $952K 0.47% -40 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,113 $949K 0.59% 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 4,111 $949K 0.77% 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 4,102 $947K 3.05% 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 4,099 $946K 0.64% -20 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,098 $946K 0.29% +132 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,088 $944K 0.34% +30 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 4,082 $942K 0.04% +265 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,073 $940K 0.12% -4 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,943 $940K 0.62% +263 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,070 $939K 1.61% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,068 $939K 0.05% -81 13F-HR Timeline Group Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 4,068 $939K 0.79% 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 4,060 $937K 0.53% -20 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,049 $935K 0.49% +18 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 4,041 $933K 0.81% -11 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,031 $930K 0.13% +103 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,030 $930K 0.55% +65 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,030 $930K 0.73% -322 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 4,030 $930K 0.57% +1,238 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,016 $927K 0.21% +437 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,012 $926K 0.54% -928 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,007 $925K 0.49% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,001 $924K 0.13% -42 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 4,000 $923K 0.05% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 4,000 $923K 3.31% 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 4,000 $923K 0.12% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,988 $920K 0.28% -19 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 3,982 $919K 0.74% 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 3,970 $916K 0.03% +26 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,960 $914K 0.13% -475 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,959 $914K 0.38% +141 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,959 $914K 0.51% +765 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,344 $914K 0.36% 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,957 $913K 0.29% +105 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 3,957 $913K 1.08% +176 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,934 $908K 1.32% +514 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 3,931 $907K 0.63% -517 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 3,929 $907K 0.44% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,911 $903K 0.27% -113 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,890 $898K 0.77% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,889 $898K 0.2% -205 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,887 $897K 0.27% +436 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,887 $897K 0.15% +1,357 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 3,880 $896K 0.24% +1,025 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,875 $894K 0.83% +1,725 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 3,871 $894K 0.36% -393 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,865 $892K 0.62% +140 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,863 $892K 0.8% -541 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,862 $891K 0.51% +519 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 3,859 $891K 0.12% +20 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,851 $889K 1.29% -4,331 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,842 $887K 0.75% +320 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,841 $887K 0.35% -43,207 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 3,838 $886K 0.65% -1,763 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,837 $886K -29 Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,837 $886K 0.25% +48 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,836 $885K 0.19% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,836 $885K 0.09% 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,818 $881K 0.25% -2,186 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,817 $881K 0.47% 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,813 $880K 0.25% +16 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,812 $880K 0.19% +50 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,810 $879K 1.23% +102 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,809 $879K 0.91% +195 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 3,804 $878K 0.17% +57 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,999 $877K 0.29% 0 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 3,800 $877K 0.42% -826 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 3,798 $877K 0.27% +114 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,797 $876K 0.53% +381 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 3,796 $876K 0.4% +2,616 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,791 $875K 0.09% +86 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,785 $874K 0.39% +6 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 3,783 $873K 0.44% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,770 $870K 0.53% -92 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,759 $868K 0.54% -361 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,746 $865K 0.42% -255 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 3,745 $864K 0.69% -176 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,742 $864K 0.26% -16 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,740 $863K 0.27% +182 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 3,737 $863K 0.71% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,606 $863K 0.47% +366 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,735 $862K 0.34% +115 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,733 $862K 0.55% -131 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,733 $862K 0.95% +200 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,729 $861K 0.22% -251 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 3,723 $859K 0.18% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,719 $858K 0.06% +361 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 3,714 $857K 0.25% 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,709 $856K 0.53% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,708 $856K 0.08% -448 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,707 $856K 0.14% +731 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 3,707 $856K 0.38% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,706 $855K 0.44% +185 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 3,705 $855K 0.34% 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 3,515 $854K 0.89% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,690 $852K 0.18% +1,300 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,681 $850K 0.36% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,567 $850K 0.08% -273 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,679 $849K 0.2% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,672 $848K 0.11% -1 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,670 $847K 0.39% -87 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,665 $846K 0.53% -268 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,663 $845K 0.37% +1,345 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,662 $845K 0.43% +112 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,657 $844K 0.03% +285 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,655 $844K 0.03% +1,305 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,655 $844K 0.81% -52 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 3,640 $840K 0.69% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,639 $840K 0.41% -1,001 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,637 $839K 0.28% +437 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,636 $839K 0.28% 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 3,624 $836K 0.93% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,622 $836K 0.67% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,621 $836K 0.26% +202 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,620 $836K 0.46% -6,844 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 3,619 $835K 0.5% +808 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,615 $834K 0.28% -34 13F-HR Timeline