Elite Life Management LLC More: the full row for Elite Life Management LLC 526 $280K 0.87% +35 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 526 $280K 0.03% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 631 $280K 0.09% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 524 $279K 1.48% new 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 524 $279K 0.1% 0 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 524 $279K 0.15% +8 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 522 $278K 0.11% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 521 $278K 0.1% 0 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 521 $277K 0.05% +3 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 521 $277K 0.14% +61 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 520 $277K 0.04% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 519 $276K 0.14% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 517 $276K 0.05% -65 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 517 $275K 0.1% +18 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 516 $275K 0.16% -2 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 515 $274K 0.08% -100 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 513 $273K 0.1% -97 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 511 $272K 0.17% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 511 $272K 0.25% 0 13F-HR Timeline Nixon Capital, LLC More: the full row for Nixon Capital, LLC 510 $272K 0.09% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 509 $271K 0.22% -40 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 508 $271K 0.14% new 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 508 $270K 0.11% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 548 $270K 0.13% 0 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 504 $269K 0.04% +39 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 502 $267K 0.16% 0 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 502 $267K 0.15% 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 554 $267K 0.01% +104 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 501 $267K 0.22% new 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 500 $266K 0.21% 0 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 500 $266K 0.04% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 500 $266K 0.02% 0 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 500 $266K 0.06% 0 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 500 $266K 0.06% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 500 $266K 0.04% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 500 $266K 0.09% new 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 500 $266K 0.18% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 500 $266K 0.18% 0 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 500 $266K 0.25% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 497 $265K 0.14% -132 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 496 $264K 0.14% +52 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 496 $264K 0.23% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 495 $264K 0.26% -245 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 495 $264K 0.24% -4 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 494 $263K 0.05% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 493 $263K 0.07% -2 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 491 $261K 0.05% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 507 $261K 0.17% -55 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 488 $260K 0.1% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 486 $259K 0.19% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 486 $259K 0.16% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 486 $259K 0.19% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 486 $259K 0.09% new 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 485 $258K 0.12% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 483 $257K 0.06% -50 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 482 $257K 0.28% -141 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 482 $257K 0.11% 0 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 481 $256K 0.17% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 481 $256K 0.16% new 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 481 $256K 0.26% 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 480 $256K 0.26% 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 479 $255K 0.23% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 477 $254K 0.01% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 477 $254K 0.23% +2 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 477 $254K 0.14% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 477 $254K 0.19% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 476 $254K 0.28% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 476 $254K 0.1% 0 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 475 $253K 0.06% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 474 $252K 0.17% -28 13F-HR/A Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 473 $252K 0.16% new 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 472 $251K 0.19% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 472 $251K 0.08% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 472 $251K 0.24% +10 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 471 $251K 0.04% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 468 $249K 0.53% -4 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 468 $249K 0.27% -11 13F-HR Timeline CAXTON CORP More: the full row for CAXTON CORP 467 $249K 4.9% -666 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 548 $248K 0.2% 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 466 $248K 0.14% -14 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 466 $248K 0.17% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 465 $248K 0.2% 0 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 465 $248K 0.09% -1,500 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 462 $246K 0.06% 0 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 461 $246K 0.1% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 461 $246K 0.06% -539 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 460 $245K 0.19% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 460 $245K 0.16% -38 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 459 $244K <0.01% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 458 $244K 0.18% -33 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 457 $243K 0.09% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 457 $243K 0.1% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 457 $243K 0.11% 13F-HR/A Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 457 $243K 0.07% -113 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 456 $243K 0.04% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 456 $243K 0.2% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 455 $242K 0.1% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 455 $242K 0.07% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 455 $242K 0.22% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 454 $242K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 454 $242K 0.04% -44 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 453 $241K 0.18% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 454 $241K 0.1% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 452 $241K 0.07% -90 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 452 $241K 0.17% new 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 446 $238K 0.09% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 443 $236K 0.19% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 442 $235K 0.07% -273 13F-HR/A Timeline Kooman & Associates More: the full row for Kooman & Associates 442 $235K 0.09% -32 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 441 $235K 0.24% -6 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 440 $234K 0.19% new 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 438 $233K 0.16% new 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 437 $233K 0.05% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 437 $233K 0.16% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 435 $232K 0.04% -254 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 433 $231K 0.06% -160 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 438 $230K 0.19% new 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 431 $230K 0.1% new 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 430 $229K 0.1% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 430 $229K 0.1% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 430 $229K 0.04% +99 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 428 $228K 0.03% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 428 $228K 0.08% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 428 $228K 0.07% new 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 425 $226K 0.08% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 423 $225K 0.07% -59 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 423 $225K 0.11% +46 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 440 $225K 0.09% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 422 $225K 0.15% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 422 $225K 0.26% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 420 $224K 0.23% new 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 419 $223K 0.17% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 418 $223K 0.08% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 415 $221K 0.26% +41 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 414 $220K 0.02% new 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 414 $220K 0.21% new 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 413 $220K 0.22% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 412 $219K 0.1% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 412 $219K <0.01% -46,646 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 411 $219K 0.11% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 410 $218K 0.19% 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 410 $218K 0.21% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 410 $218K <0.01% -204 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 409 $218K 0.07% new 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 409 $218K 0.14% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 407 $217K 0.05% new 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 407 $217K 0.12% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 405 $216K 0.1% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 405 $216K 0.09% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 403 $215K 0.04% new 13F-HR/A Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 400 $213K 0.18% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 399 $212K 0.18% new 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 398 $212K 0.19% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 397 $211K 0.09% -220 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 395 $210K 0.42% -60 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 394 $210K 0.04% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 393 $209K 0.2% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 389 $207K 0.07% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 389 $207K 0.07% -3 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 388 $207K 0.13% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 388 $207K 1% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 386 $206K 0.04% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 386 $206K 0.15% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 384 $205K 0.04% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 383 $204K 0.06% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 380 $202K 0.19% 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 379 $202K 0.13% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 379 $202K 0.05% new 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 378 $201K 0.09% -92 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 377 $201K 0.23% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 377 $201K 0.11% +55 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 377 $201K 0.02% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 377 $201K 0.13% -74 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 376 $200K 0.1% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 376 $200K 0.21% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 365 $194K 0.19% -140 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 365 $194K 0.06% -1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 364 $193K 0.05% -250 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 360 $192K 0.14% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 350 $186K 0.18% +235 13F-HR/A Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 345 $184K 0.12% -10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 341 $182K 0.07% +91 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 335 $178K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 330 $176K 0.05% -856 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 316 $168K 0.12% +35 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 314 $167K 0.11% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 313 $167K 0.15% +25 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 303 $161K 0.16% +38 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $160K 0.03% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 288 $153K 0.05% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 285 $151K 0.1% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 283 $151K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 283 $151K 0.01% -50 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 282 $150K 0.07% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 282 $150K 0.09% +35 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 274 $146K 0.08% +38 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 268 $143K 0.07% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 260 $138K 0.13% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 260 $138K <0.01% new 13F-HR/A Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 257 $137K 0.11% 0 13F-HR Timeline