Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,296 $1.02M 0.39% -208 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,260 $1.02M 0.11% -1,987 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 13,243 $1.02M 0.67% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 13,238 $1.02M 0.34% +22 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 13,715 $1.02M 0.27% +100 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,233 $1.02M 0.12% -290 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 13,214 $1.02M 0.11% -238 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 13,204 $1.02M 0.63% +2 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 13,180 $1.02M 0.52% -193 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 13,172 $1.01M 0.11% -100 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,140 $1.01M 0.14% -318 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,131 $1.01M 0.19% -148 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 13,129 $1.01M 0.2% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 13,125 $1.01M 0.23% -376 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,909 $1.01M 0.15% +842 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 13,115 $1.01M 0.44% -124 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,108 $1.01M 0.23% +143 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,067 $1.01M 0.1% +3,200 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,061 $1.01M 0.08% +257 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,023 $1.01M 0.24% +735 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 13,037 $1M 0.59% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 12,447 $1M 0.21% +3,614 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 12,959 $998K 0.55% +4 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,927 $996K 0.45% -40 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 12,921 $995K 0.23% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 12,901 $994K 0.57% +104 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,898 $994K 0.04% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 12,892 $993K 0.81% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,819 $987K 0.03% +1,461 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,779 $984K 0.27% -247 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 12,723 $980K 0.49% -1,033 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 12,591 $979K 0.05% 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 11,892 $979K 0.39% +163 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,667 $976K 0.53% -453 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,667 $976K 0.07% +251 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 12,653 $975K 0.34% -321 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 12,606 $971K 0.57% -2,050 13F-HR Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 14,191 $971K 0.58% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 12,686 $969K 0.89% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12,560 $968K 0.32% +309 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,544 $966K 0.32% +1,011 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 12,531 $965K 0.49% -2,000 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 12,528 $965K 0.03% +128 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 12,317 $965K 0.37% +638 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,455 $959K 0.12% +323 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 12,358 $952K 0.2% +322 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 12,410 $952K 0.08% +1,953 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 12,349 $951K 0.87% +141 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 12,342 $951K 0.41% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12,309 $948K 0.03% +4,632 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 12,266 $945K 0.95% -100 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,208 $940K 0.69% +283 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,177 $938K 0.19% +52 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,874 $938K 0.02% +2,901 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 12,158 $937K 0.28% -123 13F-HR/A Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 12,148 $936K 0.61% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COWA, LLC More: the full row for COWA, LLC 12,141 $935K 0.28% +2,379 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,107 $933K 0.52% +983 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 12,100 $932K 0.22% -18,600 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,052 $928K 0.14% -160 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12,038 $927K 0.18% +589 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 12,029 $927K 0.46% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 12,018 $926K 0.09% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 12,014 $925K 0.09% +10,840 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 12,013 $925K 0.14% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 12,000 $924K 0.14% +110 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 12,000 $924K 0.45% 0 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 11,994 $924K 0.15% -703 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,989 $923K 0.2% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,959 $921K 1.18% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,939 $920K 0.06% -197 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 11,937 $919K 0.3% -540 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 11,934 $919K 0.2% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 11,925 $919K 0.33% +6,520 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 11,904 $917K 0.13% +19 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,958 $916K 0.05% +8,207 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 11,887 $916K 0.38% -819 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 11,832 $911K 0.67% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,824 $911K 0.13% +838 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 11,810 $910K 0.27% -336 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 11,798 $909K 0.51% -1,239 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 11,787 $908K 0.31% +287 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 11,781 $907K 0.22% +2,165 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,775 $907K 0.29% -13 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 11,774 $907K 0.1% +1,490 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,766 $906K 0.09% +38 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 11,764 $906K 0.72% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,719 $903K 0.12% +7 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 11,703 $901K 0.22% +203 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,675 $899K 0.23% -40 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,670 $899K 0.54% +588 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,644 $897K 0.16% -249 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 11,637 $896K <0.01% -73,435 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 11,619 $895K 0.14% +64 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 11,616 $895K 0.18% +15 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,541 $893K 0.09% +1,825 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 11,589 $893K 0.2% +189 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,559 $890K 0.1% -5,419 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 11,545 $889K 0.16% +5,280 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 11,532 $888K 0.21% +280 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,510 $887K 0.12% -1,213 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,496 $886K 0.43% -88 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 11,477 $884K 0.89% +3 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 11,471 $884K 0.05% +2,018 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,468 $883K 0.34% -13 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 11,467 $883K 0.06% +314 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,445 $882K 0.35% -1,039 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 11,421 $880K 0.21% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 11,396 $878K 0.09% +35 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 11,385 $877K 0.37% -32 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 11,378 $876K 0.25% -300 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 11,356 $875K 0.14% +50 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 11,481 $873K 0.25% +613 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 11,313 $871K 0.85% 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 11,289 $870K 0.63% -57 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 11,270 $868K 0.1% -100 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,268 $868K 0.34% +6 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,213 $864K 0.12% +200 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 11,208 $863K 0.41% +783 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,157 $862K 0.28% +144 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 11,189 $862K 0.27% +848 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,977 $861K 0.38% +205 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,171 $861K 0.02% +1,788 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,158 $860K 0.19% -3,293 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 11,134 $858K 0.06% -752 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 11,130 $857K 0.23% +1,035 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,111 $856K 0.07% +4,032 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,081 $854K 0.11% -437 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 11,080 $853K 0.72% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,077 $853K 0.14% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,067 $853K 0.1% -9,151 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 11,064 $852K 0.43% +163 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,057 $852K 0.12% -1,140 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,025 $849K 0.21% -1,507 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 11,000 $847K 0.34% +27 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 10,984 $846K 0.43% +1 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 10,975 $845K 0.17% +176 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 10,971 $845K 0.24% +522 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 10,957 $844K 0.48% -132 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,944 $843K 0.17% +452 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,918 $841K 0.06% +1,259 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 31,172 $841K 0.65% +16,268 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,911 $840K 0.13% -882 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,890 $839K 0.08% +276 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,881 $838K 0.01% -189 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10,879 $838K 0.33% +85 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 10,871 $837K 0.52% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 10,857 $836K 0.29% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,797 $832K 0.09% -111 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,796 $832K 0.26% +2,014 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,788 $831K 0.02% +1,365 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,753 $829K 0.06% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 10,757 $829K 0.24% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,753 $828K 0.2% -121 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,743 $828K 0.3% +71 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,742 $827K 0.65% -107 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 10,737 $827K 0.04% -24 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,725 $826K 0.11% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 10,707 $825K 0.19% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,661 $821K 0.1% +1,619 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,633 $819K 0.22% +1,863 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,628 $819K 0.12% -209 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,627 $819K 0.46% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,617 $818K 0.28% -98 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,599 $816K 0.15% +7 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 10,597 $816K 0.34% +1,047 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 10,588 $816K 0.21% +240 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 10,573 $814K 0.43% +287 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10,572 $814K 0.4% +36 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 10,567 $814K 0.69% +9,300 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,534 $811K 0.03% +523 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 10,536 $811K 0.34% -924 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 10,520 $810K 0.93% -9,750 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 10,510 $810K 0.35% -502 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,498 $809K 0.65% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 10,496 $809K 0.29% -600 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 10,479 $807K 0.49% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,477 $807K 0.14% +81 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 10,450 $805K 0.49% -663 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 10,454 $805K 0.23% -267 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,426 $803K 0.09% +434 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,421 $803K 0.23% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,406 $802K 0.11% +356 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,401 $801K 0.17% +341 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 10,391 $800K 0.13% +600 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 10,388 $800K 0.32% -214 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,387 $800K 0.07% +36 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,385 $800K 0.1% +345 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 10,366 $799K 0.19% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 10,353 $797K 0.39% -785 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,347 $797K 0.23% +169 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,322 $795K 0.04% +856 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,286 $792K 0.23% +703 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 10,280 $792K 0.47% -865 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 10,275 $791K 0.09% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,275 $791K 0.07% +723 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 10,139 $791K 0.63% -1,460 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,261 $790K 0.18% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 10,251 $790K 0.19% 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 10,241 $789K 2.41% new 13F-HR Timeline