COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 10,566 $764K 0.4% -7,608 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 10,386 $763K 0.22% +3,075 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 10,356 $761K 0.31% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,350 $760K 0.55% +814 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 10,340 $759K 0.23% +16 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,292 $756K 0.27% -1,703 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 10,278 $755K 0.71% +5 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 10,275 $755K 0.57% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,218 $751K 0.58% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,170 $747K 0.27% +1,924 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 10,136 $744K 0.39% -1,636 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 10,128 $744K 0.22% +309 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 10,071 $740K 0.44% +4,379 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 10,024 $736K 0.64% +3,855 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,982 $733K 0.05% +515 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,966 $732K 0.44% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,952 $731K 0.75% -1,297 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,988 $729K <0.01% -17,422 13F-HR/A Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,919 $729K 0.39% +91 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,896 $727K 0.01% -12,532 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,988 $724K 0.24% +38 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,728 $715K 0.55% -423 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $711K 0.68% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,565 $703K 0.04% +9,088 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,512 $699K 0.16% +6,089 13F-HR/A Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 9,500 $698K 0.25% +320 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,485 $697K 0.31% -132 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,485 $697K 0.02% -27,938 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,446 $694K 0.09% +432 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 9,444 $694K 0.37% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,434 $693K 0.02% 0 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,418 $692K 0.52% -354 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 9,399 $690K 0.05% +4,536 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 9,357 $687K 0.51% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,336 $686K 0.53% +726 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,285 $682K 0.07% -652 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,268 $681K 0.08% -631 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,254 $680K 0.02% -283 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,240 $679K 0.55% -73 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,221 $677K 0.06% -295 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 9,215 $677K 0.03% +2,640 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 9,210 $676K 0.17% +473 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,179 $673K 0.05% +2,013 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,079 $667K 0.07% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,051 $665K 0.11% -2,487 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,040 $664K 0.14% +2,000 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,039 $664K 0.33% -44 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,035 $664K 0.18% +104 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8,957 $658K 0.1% +399 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,941 $657K 0.28% +32 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,919 $655K 0.05% -52 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 8,908 $654K 0.59% -333 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,821 $648K 0.34% -392 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,813 $648K 0.52% 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,791 $646K 0.28% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 8,776 $645K 0.13% -6,481 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,737 $642K 0.27% -575 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 8,691 $638K 0.74% -2,056 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8,771 $637K 0.29% -5,699 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,644 $635K 0.48% +357 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 8,618 $633K 0.09% -94 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,606 $632K 0.25% +271 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 8,588 $631K 0.5% +3,492 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,563 $629K 0.05% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,545 $628K 0.51% +257 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,527 $626K 0.14% -142 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,472 $622K 0.4% -121 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,467 $622K 0.05% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 8,389 $616K 0.89% -15,987 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 8,380 $616K 0.09% +50 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,355 $614K 0.02% +113 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,330 $612K 0.23% -6 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,270 $607K 0.44% -175 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,291 $607K 0.26% -1,036 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,246 $606K 0.03% -1,826 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,228 $604K 0.02% +2,120 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,174 $600K 0.06% -3,631 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,144 $598K 0.02% +4,410 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,100 $595K 0.29% +652 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,086 $594K 0.22% +19 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 8,044 $591K 0.16% +17 13F-HR/A Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,014 $589K 0.04% +457 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,170 $588K 0.03% -3,093 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 7,983 $586K 0.24% +865 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,968 $585K -212 Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,963 $585K 0.23% -2,540 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,955 $584K 0.18% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,940 $583K 0.16% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,906 $581K 0.19% -47 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 7,904 $581K 0.04% -50,667 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,902 $580K 0.43% -92,086 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 7,899 $580K 1.39% -25 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 7,895 $580K 0.27% +212 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,894 $580K 0.08% +4,962 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,928 $577K 0.42% +34 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 7,855 $577K 0.48% -4,090 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,806 $573K 0.39% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,795 $573K 0.16% -8 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,760 $570K 0.23% +64 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,738 $568K 0.08% +38 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,675 $564K 0.02% -2,589 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,653 $562K 0.01% +2,208 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 7,650 $562K 0.06% -70 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,636 $561K 0.21% -364 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,631 $560K 0.14% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,597 $558K 0.29% +1,206 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,585 $557K 0.16% -8,359 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,545 $554K 0.2% +989 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,500 $551K <0.01% +704 13F-HR/A Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 7,456 $548K 0.11% -1,373 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,440 $546K 0.17% -135 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,391 $543K 0.01% +1,519 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,375 $542K 0.15% -45 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,371 $541K 0.37% -230 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 7,375 $541K 0.24% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 7,362 $541K 0.23% -9 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,356 $540K 0.49% +1,834 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 7,337 $539K 0.42% -14,228 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,305 $539K 0.26% +75 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,319 $538K 0.03% -442 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 7,310 $537K 0.45% -409 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 7,327 $534K 0.12% +1,200 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,262 $533K 0.02% +478 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,177 $527K 0.03% +199 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,125 $523K 0.01% +4,011 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,112 $522K 0.03% +439 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 7,093 $521K 0.11% +44 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,049 $518K 0.17% +80 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,041 $517K 0.06% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,023 $516K 0.63% +1,301 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,000 $514K 0.07% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,986 $513K 0.02% +2,857 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6,979 $513K 0.34% -327 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,981 $513K <0.01% -14,751 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,967 $512K <0.01% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,957 $511K 0.12% +339 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,943 $510K 0.02% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,886 $506K 0.22% +118 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,839 $502K 0.2% -77 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 6,819 $501K 0.28% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,807 $500K 0.07% +6,333 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,800 $499K 0.09% -7,558 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,782 $498K 0.01% -150 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,760 $497K 0.09% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,737 $495K 0.02% -743 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 6,727 $494K 0.1% -232,433 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 6,722 $494K 0.18% -1,164 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 6,712 $493K 0.1% +633 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,708 $493K 0.06% +2,263 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,691 $491K 0.06% -290 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,678 $491K 0.32% -163 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,654 $489K 0.04% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,601 $485K 0.16% -228 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,606 $484K 0.07% +1 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 6,561 $482K 0.18% -3,204 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,536 $480K 0.07% +1,810 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,512 $478K 0.07% +1,893 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,499 $477K 0.13% -3,763 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,452 $474K 0.04% -1,820 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,430 $472K 0.05% -2,427 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 6,430 $472K 0.05% +1,640 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,428 $472K 0.09% +1,654 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,431 $472K 0.07% -538 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,382 $470K 0.3% +2,927 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,385 $469K 0.07% +1,675 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,424 $465K 0.15% -877 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,330 $465K 0.13% -974 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,322 $465K 0.05% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,313 $464K 0.05% +1,569 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,289 $462K 0.08% -2,382 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,378 $461K 0.51% -205 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,215 $456K 0.27% -1,406 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 6,212 $456K 0.17% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,190 $454K 0.16% -1,607 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,168 $453K 0.36% -276 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,172 $453K 0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,148 $452K 0.42% +1,769 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,118 $449K 0.04% +1,394 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,104 $448K 0.04% +6,098 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 6,053 $445K <0.01% 0 13F-HR Timeline Group Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 6,029 $443K 0.31% +224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,017 $442K 0.45% -577 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,001 $441K 0.33% -502 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,987 $440K 0.25% -5,375 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 6,032 $440K 0.07% +132 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,987 $440K 0.01% +1,326 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,945 $437K 0.03% +332 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,933 $436K 0.1% -56 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,906 $434K 0.01% -2,972 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,897 $433K 0.23% -148 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 5,896 $433K 0.11% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,846 $429K 0.42% -74 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,810 $427K 0.2% -1,486 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,796 $426K 0.46% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,790 $425K 0.15% -88 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,787 $425K 0.26% new 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,780 $425K 0.3% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,756 $423K 0.16% -2,401 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,746 $422K 0.07% +898 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,744 $422K 0.33% 0 13F-HR Timeline