Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,250 $399K 0.04% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,245 $398K 0.06% +182 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,234 $397K 0.1% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,228 $396K 0.05% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,213 $394K 0.03% +472 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,211 $394K 0.48% -1,269 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,200 $393K 0.12% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,191 $392K 0.27% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,182 $391K <0.01% -386 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,178 $390K 0.01% -751 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,357 $390K 0.02% -600 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,139 $385K 0.13% -16 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,129 $384K 0.03% +377 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,129 $384K 0.25% -200 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,123 $383K 0.02% -12,448 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,119 $383K 0.22% -268 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,108 $382K 0.26% +706 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,108 $382K 0.16% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,045 $378K 0.24% +729 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,082 $378K 0.01% -171 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,081 $378K 0.04% +226 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,078 $378K 0.08% +137 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,069 $377K 0.02% +12 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,013 $376K 0.01% new 13F-HR Timeline Group Elite Life Management LLC More: the full row for Elite Life Management LLC 2,646 $375K 0.47% -38 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,426 $374K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,043 $374K 0.05% +53 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,031 $372K 0.02% +1,425 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,030 $372K 0.32% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,030 $372K 0.21% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,024 $371K 0.03% -252 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,018 $371K 0.02% -8 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,013 $370K 0.35% +1,106 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,010 $370K 0.04% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,000 $368K 0.14% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,996 $368K 0.04% +223 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,981 $366K 0.17% -13 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,979 $366K 0.27% -90 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,969 $365K 0.04% +50 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,965 $364K 0.05% 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,959 $363K 0.18% -24 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,942 $362K 0.34% +1,118 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,862 $361K 0.14% -5 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,941 $361K 0.14% -191 13F-HR/A Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,930 $360K 0.06% +1,006 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,929 $360K 0.04% +110 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,928 $359K 0.19% -382 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,927 $359K 0.01% +862 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,921 $359K 0.04% +46 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,920 $359K 0.05% +355 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,922 $358K 0.08% +3 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,915 $358K 0.12% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,903 $356K 0.13% +745 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,899 $356K 0.07% +389 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,898 $356K 0.31% +192 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,840 $354K 0.23% -133 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,871 $353K 0.11% +688 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,862 $351K 0.01% +870 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,852 $350K 0.01% +574 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,847 $350K 0.02% -122 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,832 $348K 0.02% -67 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,829 $347K 0.01% -20 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,826 $347K 0.05% -10 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,823 $347K 0.02% +108 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,820 $346K 0.04% +2,820 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,815 $346K 0.05% new 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,804 $344K 0.06% +1,007 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,802 $344K 0.08% +49 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,800 $344K 0.13% -228 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,785 $342K 0.03% -27 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,768 $340K 0.04% +175 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,755 $338K 0.09% +121 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,753 $338K 0.06% -35,530 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,743 $337K 0.21% +8 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,655 $336K 0.07% -135 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,737 $336K 0.01% -12,570 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,728 $335K 0.08% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,726 $335K 0.01% -10,493 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,725 $335K 0.04% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,720 $334K 0.04% -1,600 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,707 $332K 0.03% -106 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,699 $331K 0.16% -33 13F-HR Timeline SANDS CAPITAL MANAGEMENT, LLC More: the full row for SANDS CAPITAL MANAGEMENT, LLC 2,698 $331K <0.01% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,680 $329K 0.28% -69 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,654 $326K 0.13% +59 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,650 $325K 0.11% +26 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,627 $322K 0.02% -347 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,620 $322K 0.24% new 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,613 $321K 0.19% +10 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,400 $321K 0.19% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,612 $321K 0.05% +56 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,610 $320K 0.51% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,599 $319K 0.04% -249 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,582 $317K 0.37% +291 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,579 $317K 0.02% +18 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,575 $316K <0.01% +227 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,208 $315K 0.18% -932 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,557 $314K 0.05% +509 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,542 $312K 0.13% -6,094 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,537 $311K 0.06% -344 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,534 $311K <0.01% -1,480 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 2,529 $311K 0.02% +159 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,528 $310K 0.08% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,516 $309K 0.22% +123 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,514 $309K 0.05% +750 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,513 $309K 0.05% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,489 $306K 0.04% +641 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,487 $305K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,068 $305K 0.01% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,480 $304K 0.24% +1,777 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,465 $303K 0.05% -805 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,465 $303K 0.02% -282 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,450 $301K 0.02% +845 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,450 $301K 0.02% +651 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,444 $300K 0.25% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,439 $299K 0.05% +1,916 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,437 $299K 0.04% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,433 $299K 0.11% +6 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,429 $298K 0.1% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,425 $298K 0.09% -405 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,422 $297K 0.22% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,419 $297K 0.21% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,715 $296K 0.06% +13 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,409 $296K 0.05% +763 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,408 $296K 0.02% +383 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,408 $296K 0.02% +483 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,404 $295K 0.02% -363 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,397 $294K 0.19% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,394 $294K 0.35% -6 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,392 $294K 0.15% +22 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,382 $292K 0.03% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,377 $292K 0.06% -563 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,227 $292K 0.01% -238 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,372 $291K 0.14% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,356 $289K 0.27% -1,076 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,353 $289K <0.01% -193 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,347 $288K 0.04% -82 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,344 $288K 0.01% -1,065 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,340 $287K 0.06% +127 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,333 $286K <0.01% +70 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,331 $286K 0.05% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,325 $285K 0.02% -648 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,311 $284K 0.18% +750 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,307 $283K 0.03% +61 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,300 $282K 0.07% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,298 $282K 0.07% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,286 $281K 0.05% -1,585 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,277 $280K 0.03% +69 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,276 $279K 0.06% +9 13F-HR/A Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,275 $279K 0.03% -550 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,275 $279K 0.15% +39 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,273 $279K 0.01% -700 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 2,272 $279K 0.02% +447 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,271 $279K 0.09% +605 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,271 $279K 0.03% +331 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,260 $278K 0.04% -102 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,259 $277K 0.09% +10 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,249 $276K 0.07% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 2,248 $276K -137,974 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,243 $275K 0.05% +441 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,240 $275K 0.06% +242 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,235 $274K 0.08% +182 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,217 $272K 0.2% -160 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,206 $271K 0.15% -56 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,134 $270K 0.1% +125 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,193 $269K 0.02% +254 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,191 $269K 0.04% +1,041 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,188 $269K 0.08% -93 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,171 $267K 0.11% +149 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,170 $266K 0.04% +1,361 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,129 $266K 0.01% -280 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,162 $265K 0.05% -81 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,157 $265K 0.1% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,145 $263K 0.06% -87 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,140 $263K 0.02% +465 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,131 $262K 0.04% +441 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,129 $261K 0.03% +436 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,787 $261K 0.15% +37 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,119 $260K 0.05% +16 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,119 $260K 0.04% +207 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,117 $260K 0.09% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,111 $259K 0.01% +16 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,100 $258K 0.12% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,090 $257K 0.07% +239 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,085 $256K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,080 $255K 0.03% +575 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,068 $254K 0.06% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,065 $254K 0.01% +125 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,063 $253K 0.09% +63 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,063 $253K 0.09% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,061 $253K 0.13% +272 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,054 $252K 0.02% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,046 $251K 0.07% -668 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,045 $251K 0.01% -125 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,032 $249K 0.03% -1,253 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,031 $249K 0.06% +295 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,030 $249K 0.3% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,029 $249K 0.03% -453 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,029 $249K 0.08% -170 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,026 $249K 0.16% 13F-HR Timeline