Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 789 $378K 0.22% +31 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 788 $378K 0.15% -9 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 787 $377K 0.39% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 785 $376K 0.15% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 786 $376K 0.19% +259 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 781 $374K 0.35% -15 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 774 $371K 0.09% -36 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 774 $371K 0.37% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 772 $370K 0.17% +7 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 770 $369K 0.03% 0 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 770 $369K 0.13% -20 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 769 $369K 0.05% 0 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 769 $369K 0.18% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 774 $367K 0.08% +4 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 766 $367K 0.11% +291 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 765 $367K 0.13% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 765 $365K 0.05% +11 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 762 $365K 0.15% -41 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 762 $365K 0.24% -60 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 762 $365K 0.36% +45 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 762 $365K 0.22% +191 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 761 $365K 0.16% -4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 760 $364K 0.04% +10 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 760 $364K 0.37% +4 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 759 $364K 0.2% 0 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 759 $364K 0.36% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 758 $363K 0.37% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 757 $363K 0.2% -15 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 756 $362K 0.19% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 763 $362K 0.24% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 754 $361K 0.12% -14,418 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 752 $360K 0.18% +45 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 751 $360K 0.13% 0 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 751 $360K 0.24% -3 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 750 $359K 0.1% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 750 $359K 0.84% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 125 $359K 0.16% -903 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 747 $358K 0.18% -30 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 746 $357K 0.11% -211 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 744 $357K 0.18% +220 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 743 $356K <0.01% 0 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 742 $356K 0.29% -91 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 741 $355K 0.24% new 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 741 $355K 0.43% -49 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 740 $355K 0.3% -100 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 740 $355K 0.21% +1 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 739 $354K 0.16% +171 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 738 $354K 0.08% -10 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 737 $353K 0.3% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 737 $353K 0.01% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 735 $352K 0.08% -45 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 734 $352K 0.05% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 734 $351K 0.06% -261 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 729 $349K 0.22% +69 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 728 $349K 0.04% +149 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 728 $349K 0.37% -18 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 727 $349K 0.14% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 727 $348K 0.34% -45 13F-HR Timeline CAXTON CORP More: the full row for CAXTON CORP 727 $348K 8.66% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 725 $347K 0.14% -800 13F-HR Timeline Summit Portfolio Management, LTD. More: the full row for Summit Portfolio Management, LTD. 725 $347K 0.22% 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 724 $347K 0.11% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 724 $347K 0.15% +171 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 723 $346K 0.32% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 723 $346K 0.13% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 722 $346K 0.18% +12 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 721 $346K 0.08% -50 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 720 $345K 0.07% -143 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 719 $345K 0.2% -208 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 718 $344K 0.18% +53 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 717 $344K 0.13% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 715 $343K 0.08% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 713 $342K 0.01% +53 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 712 $341K 0.09% -127 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 712 $341K 0.2% 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 711 $341K 0.14% -109 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 712 $341K 0.29% 0 13F-HR Timeline Marnell Management LLC More: the full row for Marnell Management LLC 710 $340K 0.23% -80 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 709 $340K 0.07% +10 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 709 $340K 0.05% +10 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 708 $339K 0.07% +10 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 707 $339K 0.19% +9 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 706 $338K 0.22% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 706 $338K 0.09% 0 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 705 $338K 0.07% +245 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $338K 0.2% -705 13F-HR Timeline Amount filed as zero, left out of ratios. OxenFree Capital LLC More: the full row for OxenFree Capital LLC 712 $338K 0.16% +13 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 702 $336K 0.09% -15 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 701 $336K 0.13% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 700 $335K 0.11% -222 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 700 $335K 0.06% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 700 $335K 0.1% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 700 $335K 0.34% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 697 $334K 0.07% -34 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 695 $333K 0.17% +210 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 693 $333K 0.25% -41 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 694 $333K 0.18% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 693 $332K 0.07% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 691 $331K 0.11% -80 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 696 $331K 0.14% -13 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 690 $331K 5.04% +8 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 690 $331K 0.08% -34 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 690 $331K 0.25% new 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 689 $330K 0.29% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 687 $329K 0.01% +210 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 687 $329K 0.13% -114 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 675 $328K 0.15% -4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 685 $328K 0.03% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 685 $328K 0.2% -5 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 704 $328K 0.04% -83 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 682 $327K 0.17% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 682 $327K 0.16% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 681 $326K 0.38% +136 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 681 $326K 0.04% +181 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 681 $326K 0.1% -458 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 680 $326K 0.12% -11 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 679 $325K 0.1% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 678 $325K 0.3% +141 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 678 $325K 0.37% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 678 $325K 0.49% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 676 $324K 0.03% 0 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 676 $324K 0.26% -102 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 676 $324K 0.2% -35 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 675 $323K 0.14% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 675 $323K 0.03% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 674 $323K 0.06% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 674 $323K 0.03% +480 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 677 $323K 0.07% -1,307 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 673 $323K 0.2% +446 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 672 $322K 0.21% +190 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 671 $322K 0.13% -2 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 670 $321K 0.21% -47 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 669 $321K 0.22% -4 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 666 $319K 0.09% +5 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 665 $319K 0.03% +70 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 675 $319K 0.1% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 664 $318K 0.15% -78 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 663 $318K 0.21% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 662 $317K 0.15% +12 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 662 $317K 0.26% -212 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 662 $317K 0.11% -32 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 661 $317K 0.06% -276 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 661 $317K 0.31% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 660 $316K 0.16% -137 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 660 $316K 0.27% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 658 $315K 0.24% -23 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 657 $315K 0.13% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 656 $315K 0.24% -19 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 656 $314K 0.04% 0 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 656 $314K 0.35% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 654 $313K 0.03% -8 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 654 $313K 0.1% +4 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 653 $313K 0.1% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 653 $313K 0.71% +15 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 652 $312K 0.15% -10 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 651 $312K 0.13% -50 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 650 $311K 0.09% 0 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 650 $311K 0.22% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 650 $311K 0.25% -2 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 649 $311K 0.15% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 647 $310K 0.18% +170 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 646 $310K 0.05% +143 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 646 $309K 0.25% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 645 $309K 0.03% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 643 $308K 0.02% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 643 $308K 0.18% +14 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 642 $308K 0.17% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 640 $307K 0.22% -50 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 637 $305K 0.04% -60 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 636 $305K 0.18% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 636 $305K 0.02% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 635 $304K 0.08% -65 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 634 $304K 0.1% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 633 $303K 0.1% +7 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 637 $303K 0.38% -32 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 639 $303K 0.02% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 631 $302K 0.13% -105 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 630 $302K 0.38% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 629 $301K 0.2% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 628 $301K 0.24% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 627 $300K 0.06% +167 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 626 $300K 0.17% +178 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 625 $300K 0.18% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 624 $299K 0.07% -2 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 624 $299K 0.03% -3,668 13F-HR Timeline Gem Investment Advisors, LLC More: the full row for Gem Investment Advisors, LLC 623 $299K 0.29% -176 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 622 $298K 0.04% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 621 $298K 0.17% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 621 $298K 0.27% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 621 $298K 0.16% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 623 $297K 0.12% +28 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 620 $297K 0.02% new 13F-HR Timeline Group Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 620 $297K 0.13% +24 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 620 $297K 0.13% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 620 $297K 0.08% +138 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 620 $297K 0.08% -234 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 619 $297K 0.25% new 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 617 $296K 0.12% +28 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 617 $296K 0.17% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 617 $296K 0.09% -85 13F-HR Timeline