Black Swift Group, LLC More: the full row for Black Swift Group, LLC 10,625 $974K 0.14% -10,055 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 10,614 $973K 0.09% -781 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 10,530 $965K 0.16% -499 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,490 $961K 0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,407 $954K 0.19% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 10,370 $950K <0.01% new 13F-HR/A Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 10,366 $950K 0.11% -3,321 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 10,357 $949K 0.02% -1,007 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,307 $945K 0.18% +2,954 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,294 $943K 0.08% -4,926 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 10,209 $936K 0.26% -17 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,206 $935K 0.01% -4,820 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 10,197 $934K 0.12% -2,674 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,003 $917K 0.07% +87 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,903 $908K 0.1% -1,108 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 9,861 $904K 0.26% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,801 $898K 0.02% +260 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 9,756 $894K +7,267 Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,750 $894K 0.04% -3,339 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,701 $889K 0.01% +5,938 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 9,671 $886K 0.51% -1,812 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,653 $885K 0.03% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,408 $862K 0.36% +241 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 9,404 $862K 0.23% -7,578 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,387 $860K 0.04% -851 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 9,375 $857K 0.5% +1,019 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,247 $845K 0.28% -1,770 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 9,041 $829K 0.43% +259 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,915 $817K 0.05% -431 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,799 $806K <0.01% +47 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,764 $803K 0.05% +2,037 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 8,658 $793K 0.46% -6,758 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,661 $792K 0.05% -3,207 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 8,627 $791K 0.01% +1,642 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 8,475 $777K 0.11% -14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,467 $776K 0.06% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,463 $776K 0.33% new 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 8,392 $769K 0.55% +2,950 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,314 $762K 0.28% +98 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,309 $761K 0.02% -4,684 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 8,309 $760K 0.33% +3,022 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,292 $760K 0.05% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,147 $747K 0.09% +1,155 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,142 $746K 0.01% -20 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 8,124 $744K 0.03% +1,884 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 8,107 $743K 0.13% +348 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,091 $741K 0.04% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 8,051 $738K 0.08% -4,287 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,020 $735K <0.01% -8,460 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,961 $729K 0.01% -66 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 7,933 $727K 0.24% +1,200 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,914 $725K 0.02% -520 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 7,908 $725K 0.37% -214 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 7,889 $723K 0.54% -26,360 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,875 $722K 0.08% +5,075 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,860 $720K 0.12% +41 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,839 $718K 0.14% -2,201 13F-HR/A Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,150 $714K 0.11% new 13F-HR/A Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,774 $712K 0.61% -1,354 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 7,749 $710K 0.25% -1,478 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 7,674 $703K 0.47% +2 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,667 $703K 0.05% +67 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 7,608 $697K 0.5% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 7,600 $696K 0.03% +1,900 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 7,575 $694K 0.41% -2,233 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 7,556 $692K 0.64% -6,518 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 7,531 $690K 0.07% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 7,372 $676K <0.01% -1,476 13F-HR Timeline Group FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 7,366 $675K 0.22% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,365 $675K 0.06% +4,989 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,354 $674K 0.21% -1,636 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 7,305 $669K 0.52% -19,000 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,276 $667K 0.23% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,263 $666K 0.15% +479 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,220 $662K 0.01% +3,294 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,210 $661K 0.04% -108,298 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,200 $660K 0.16% +1,930 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 7,179 $658K 0.06% 0 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 7,156 $656K <0.01% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 7,100 $651K 0.2% +5 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,075 $648K 0.01% +46 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,026 $644K 0.05% +1,033 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,989 $640K 0.06% +112 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,979 $640K 0.06% -1,328 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,967 $638K 0.2% -791 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 6,973 $637K 0.41% +187 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,923 $634K 0.12% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,923 $634K 0.06% -1,591 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,913 $634K 0.29% -4,950 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,865 $629K 0.18% -450 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,784 $622K 0.11% -2,148 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,747 $618K 0.85% +159 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 6,740 $618K 0.34% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 6,724 $616K 0.04% +2,709 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 6,707 $613K 0.29% -3,308 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,676 $610K 0.18% +23 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 6,599 $605K 0.19% -273 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,544 $600K 0.04% new 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 6,533 $599K 0.25% -2 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,381 $585K 0.08% +275 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,350 $582K 0.02% -5,000 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,346 $582K 0.01% -7 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 6,343 $581K 0.52% +2,292 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,343 $581K 0.05% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 6,295 $577K 0.26% -1,017 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,273 $575K 0.04% +18 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 6,261 $574K 0.2% -48,786 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,247 $572K 0.35% -105 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,219 $570K 0.08% -47,421 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 6,223 $569K 0.45% +2,216 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,184 $567K 0.05% +5,148 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,180 $566K 0.08% +3,968 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,149 $564K 0.02% +89 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,147 $563K 0.08% -2,362 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,122 $561K 0.16% -8,996 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,062 $556K 0.11% +3,554 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,044 $554K 0.24% -3,241 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,041 $554K 0.22% +444 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,019 $552K <0.01% +1,120 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,013 $551K 0.21% +111 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,999 $550K 0.02% +729 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,963 $546K 0.16% +2,873 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,959 $546K 0.02% +2,204 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,928 $543K 0.04% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,879 $539K 0.04% -328 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,871 $538K 0.08% -1,614 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,853 $536K 0.01% -492 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,861 $536K 0.13% -3,446 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,850 $536K <0.01% +2,258 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,825 $534K 0.02% +1,318 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,783 $530K -3,720 Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,775 $529K 0.07% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,700 $522K 0.34% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,619 $515K 0.04% +49 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,631 $515K 0.02% new 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,588 $512K 0.02% +879 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,586 $512K <0.01% -7,903 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,571 $511K 0.29% -3,360 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 5,564 $510K 0.21% -705 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,540 $508K 0.83% -5,604 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,502 $504K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,488 $503K 0.09% -468 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 5,460 $500K 0.13% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,443 $499K 0.01% 0 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 5,442 $499K 0.37% +507 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 5,434 $498K 0.15% -4,974 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 5,363 $491K 0.45% -57 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,349 $490K 0.15% new 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,331 $489K <0.01% -34,940 13F-HR Timeline Group MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,293 $485K 0.15% -180 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,279 $484K 0.31% -7,105 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,250 $481K 0.14% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,213 $478K 0.1% +1,312 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,188 $474K 0.35% -216 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,165 $473K 0.22% +399 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,160 $473K 0.21% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,159 $473K 0.38% -2,473 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 5,079 $465K 0.11% -492 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,072 $465K 0.12% -1,225 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,069 $465K 0.11% -9,556 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,983 $457K 0.33% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,981 $456K 0.07% -303 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,966 $455K 0.07% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,900 $449K 0.03% +30 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,897 $449K 0.01% -38,990 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,860 $445K 0.02% -6,202 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,793 $439K 0.01% +344 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,754 $435K 0.22% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4,718 $432K 0.12% -502 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,620 $423K 0.02% +67 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,609 $422K 0.08% +1,739 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,607 $422K 0.15% +37 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,596 $421K 0.21% -289 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,581 $420K 0.05% new 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 4,577 $419K 0.36% 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,571 $419K 0.05% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,542 $416K 0.19% -234 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,534 $415K 0.04% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,631 $415K 0.1% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,519 $414K 0.11% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,514 $414K 0.05% +1,712 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,489 $411K 0.24% -1,076 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,474 $410K <0.01% -8,048 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,467 $409K 0.11% -1,014 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 4,426 $406K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,416 $405K 0.01% +787 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,400 $403K 0.16% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,375 $401K 0.04% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,370 $400K 0.09% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,335 $397K 0.09% -50 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,332 $397K 0.01% +1,907 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,330 $397K 0.02% +120 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,323 $396K 0.2% +931 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,310 $395K 0.25% +654 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,280 $392K 0.08% -380 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4,256 $390K 0.34% +37 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,230 $388K 0.03% -2,645 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,221 $387K 0.05% -5,033 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,221 $387K 0.17% -832 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 4,213 $386K 0.13% 13F-HR Timeline